Audit Senior

• Jun 2021 - Present

• Conducts audits and reviews at all stages (planning, risk assessment, understanding internal controls, analytics)• Research complex accounting matters and prepares detailed documentation on audit/review findings• Exemplifies strong organizational and communication skills through supervision and training of staff, allocation of work to maximize time, and review of staff work for accuracy and compliance with professional and internal standards• Member of the Technology Committee; effectively identified areas for organizational improvement and solutions, and assisted in implementation leading to more automated and streamlined approaches and reducing manual time by 30%• Continuing previous work of AI software implementation through optimization of processes and documentation

Audit Staff

• May 2019 - Jun 2021

• Conducts testing of accounts and balances within financial and employee benefit plan audits • Analyzes data using excel and analytical/AI software to detect deficient controls, errors and misstatements, potentials for extravagance or fraud, or non-compliance with laws, regulations, and management policies• Examines and analyzes accounting records and reports, or financial statements to assess accuracy, completeness, and conformance to reporting (e.g., Generally Accepted Accounting Principles) and procedural standards• Lead technical and department implementation of AI software used in audits, including preparing process documentation, planning, training, and supervising staff

Bookkeeper

• Jan 2019 - Apr 2019

• Maintained financial records in QuickBooks Online through adding and matching transactions to linked bank accounts, posting journal entries, entering bills, and syncing other accounts payable and receivable transactions • Monitored bank balances in sales platform and bank accounts for appropriate minimum threshold and initiated transfers, wires, and ACH payments as required and through approval processes • Assisted with preparation of month end closing, financial statement preparation, and in developing, improving and formalizing company policies and procedures that pertain to the finance function • Reviewed daily transactions and processed batches through the company sales platform

Community Habilitation Worker

• Sep 2017 - Jan 2019

Accounting Tutor

• Sep 2018 - Dec 2018

Reviewed class material with business and accounting students, taught study skills and test-taking strategies, and provided feedback to students, professors, and school officials Reviewed class material with business and accounting students, taught study skills and test-taking strategies, and provided feedback to students, professors, and school officials

Accounting Assistant

• Aug 2018 - Dec 2018

Assisted with bookkeeping duties and maintenance of client records Assisted with bookkeeping duties and maintenance of client records

Bookkeeper

• May 2017 - Sep 2018

• Maintained financial records by accurately inspecting, verifying, auditing, and posting daily transactions into QuickBooks by complying with relevant reporting requirements of GAAP • Verified and compared actual expenses versus budgeted expenses, as well assisted with budget preparation • Prepared checks, payroll and payments, made bank deposits, and managed accounts payable by monitoring debt levels and payment due dates • Maintained internal control systems and reported to management regarding cash flows and financial variances

Intern

• Jan 2018 - Apr 2018

Input data for individual tax returns, collated and mailed completed tax returns, and assisted with preparing client tax documents for tax return preparation and communicated with clients Input data for individual tax returns, collated and mailed completed tax returns, and assisted with preparing client tax documents for tax return preparation and communicated with clients