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Nash Monti

Nash Monti

Finance graduate with experience in tax preparation, audit support, financial reconciliations, and data analysis

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OgdenMember since July 19, 2026
ExcelSQLTax preparationFinancial Reconciliation
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ExcelSQLTax preparationFinancial Reconciliation

About

Finance graduate with experience in tax preparation, audit support, financial reconciliations, and data analysis. Proficient in Excel and SQL with a track record of supporting financial reporting, compliance, and process improvement initiatives.

Seeking Financial

Analyst, FP&A, Corporate Finance, or Accounting opportunities.

Experience

Supply Chain Associate at Walmart Supply Chain (2023-12 – Present)

  • Maintained productivity of 120% and accuracy in a high-volume distribution environment.
  • Trained associates on operational procedures and safety requirements.
  • Supported process consistency through efficiency and safety audits.

Tax Preparation and Audit Support at RML CPA's (2023-01 – 2023-08)

  • Completed 10+ complex 1120-S and 1065 tax returns.
  • Imported, mapped, and validated financial data during company de-merger transition.
  • Analyzed prior-year tax returns and supporting documentation to identify discrepancies and maintain regulatory compliance.

Audit Support at Cushman CPA (2022-10 – 2023-01)

  • Performed asset and liability testing procedures to support audit engagements and financial statement accuracy.
  • Conducted SEFA testing, reconciliations, and tie-outs for government and tribal audit engagements.
  • Assisted with audit proposals and revenue/expense analysis for tribal government clients.

Tax Preparation Associate at American Trucking Business Services (2021-11 – 2022-10)

  • Completed 500+ tax returns for clients, supported through the entire filing process.
  • Reconciled revenues, expenses, and depreciation for clients prior to filing.
  • Guided clients on tax related questions to increase small business efficiency.

Financial Advisor Internship at Northwestern Mutual (2021-05 – 2021-08)

  • Built customized financial plans for 20+ clients addressing retirement, insurance, and long-term financial objectives.
  • Life and Long Term Care insurance licenses procured during this internship.

Education

B.S. in Finance, minor in management – University of Wyoming (2018 – 2022)

Skills

audit supportfinancial reconciliationsand data analysis

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