Nate M. Lewis, CPA

Experience

• 

  Penfield Country Club

  Jul 2019 - Jul 2021

  Food Runner
• 

  Monroe County

  May 2021 - Aug 2023

  Parks Laborer
• 

  St. John Fisher University

  Jul 2021 - May 2023

  • Shadowed the CFO to gain an in-depth understanding of the University’s financial divisions, including human resources, facilities, the business office, and information technology. • Compiled information about labor and supply costs to allow the University to better understand rental pricing. • Effectively collaborated with 80+ club leaders to manage use of student fees from a $500k+ budget.• Successfully helped implement a new automated system for tracking club budgets and finances.• Led a team as the Finance Committee Chair to oversee club finance requests and policies. • Managed the financials of the Student Activities Board to ensure proper, effective, and accountable spending, with a focus on understanding spending patterns.• Streamlined organization financial procedures to make the purchasing process more efficient and improve bookkeeping.

  • Executive Intern, Division of Financial Affairs

    Sept 2022 - May 2023

  • Student Government, Director of Financial Affairs

    Apr 2022 - Apr 2023

  • Student Activities Board, Director of Finance

    Jul 2021 - Apr 2022
• 

  The Bonadio Group

  Jun 2022 - Aug 2022

  Audit Intern

  Analyzed financial information and assisted in the preparation of financial statements for government and labor clients.

• 

  The Bonadio Group

  Jun 2023 - Aug 2023

  Audit & Assurance Intern

  Analyzed financial information and assisted in the preparation of financial statements for financial institutions and for-profit clients.

• 

  Ivy Capital Partners

  Sept 2023 - Dec 2023

  Intern

  Conducted analysis on American technology startups, while assisting with internal business development and strategy to improve the firm brand.

• 

  The Bonadio Group

  Jan 2024 - Apr 2024

  Tax Intern

  Assisted in the preparation of tax returns for corporations, partnerships, and individuals.

• 

  The Bonadio Group

  Jun 2024 - now

  Staff Accountant

  Analyze financial information and assist in the preparation of financial statements, with an emphasis on financial institutions and for-profit clients.