Experience

Charter Manufacturing

• Mining
• 100 - 200 Employee

• Financial Analyst II

  • Aug 2023 - Present



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• Diversity, Equity, and Inclusion Involvement

  • Jan 2023 - Aug 2023

  Abilities Virtual Belonging Community (VBC) Leader (Firm-Wide) • Presents and leads at monthly meetings that focus on physical disabilities and mental health • Attends leadership meetings and advances firm-wide initiatives including accessibility and supervisor toolkit efforts DEI Ambassador (Southeastern Wisconsin) • Promotes and advocates for DEI initiatives • Plans and executes diversity and inclusion events - i.e., Bring Your Child to Work Day, Asian American and Pacific… Show more Abilities Virtual Belonging Community (VBC) Leader (Firm-Wide) • Presents and leads at monthly meetings that focus on physical disabilities and mental health • Attends leadership meetings and advances firm-wide initiatives including accessibility and supervisor toolkit efforts DEI Ambassador (Southeastern Wisconsin) • Promotes and advocates for DEI initiatives • Plans and executes diversity and inclusion events - i.e., Bring Your Child to Work Day, Asian American and Pacific Islander month party, and Pride Celebration party

• Assurance Associate

  • Jan 2021 - Aug 2023

  • Performs detailed audits, reviews, and other assurance services for multiple client engagements in various industries including real estate, employee benefit plans, other regulated industries, and not-for-profit (with school choice audits) • Collects and analyzes data to identify audit findings, deficient controls, fraud, and non-compliance with laws and management policies • Prepare journal entries, trial balances, and financial statements in various industries • Reconcile totals… Show more • Performs detailed audits, reviews, and other assurance services for multiple client engagements in various industries including real estate, employee benefit plans, other regulated industries, and not-for-profit (with school choice audits) • Collects and analyzes data to identify audit findings, deficient controls, fraud, and non-compliance with laws and management policies • Prepare journal entries, trial balances, and financial statements in various industries • Reconcile totals on supporting documentation to audit workpapers to ensure accuracy of audits • Communicate internally to staff members and externally to clients to correct any differences, clarify client items, or request for further information



Charter Manufacturing

• Mining
• 100 - 200 Employee

• Finance Intern - Risk & Controls (Year-Round)

  • Sep 2018 - Dec 2020

  • Assisted with internal audits and key control walkthroughs/cycle to ensure controls are being upheld in accordance with company policy • Aided with an ERM software implementation - Software testing prior to release, created work instructions and training videos for the software, trained management on concepts behind the software and how to excute its functions, and used the software during key control cycles to help reduce SOD conflicts throughout the organization. • Managed key… Show more • Assisted with internal audits and key control walkthroughs/cycle to ensure controls are being upheld in accordance with company policy • Aided with an ERM software implementation - Software testing prior to release, created work instructions and training videos for the software, trained management on concepts behind the software and how to excute its functions, and used the software during key control cycles to help reduce SOD conflicts throughout the organization. • Managed key control workbook changes for all divisions • Supported insurance functions - Annual insurance renewal (insurance requests and compile insurance binders), certificate of insurance process, etc. • Authored and initiated fraud risk inquiry for "All-Finance," with recipients including the CFO and head of Audit Committee • Reconciled monthly workers compensation account to ensure accuracy of the invoice • Helped with other departments as assigned or needed: - Added new employees into database and update their existing credentials - Approved expense reports - Performed accounts payable related responsibilities, including indexing and vouching • Received Q2 2019 employee recognition award for teamwork displayed with payables department Show less



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• Seasonal Tax Preparer

  • Jan 2020 - Apr 2020

  • Prepared basic 1040 tax returns • Obtained exposure to personal property taxes and 1099s • Calculated totals on supporting documentation to ensure accuracy of tax forms • Communicated internally to staff members to reconcile any differences, clarify supporting document items, or request for further client information



Tri City National Bank

• United States
• Banking
• 200 - 300 Employee

• Personal Banking Representative

  • May 2018 - Jan 2019

  • Processed customer transactions: deposits, withdrawals, transfers, cash, checks, redeeming bonds, and payments • Maintained detail orientated skills in order to process transactions correctly and confirmed the customer's information • Balanced the cash drawer to validate accuracy of transactions • Sold bank related products: credit cards, debit cards, checks, cashier's checks, money orders, checking accounts, and savings accounts • Answered phone calls to assist customers with… Show more • Processed customer transactions: deposits, withdrawals, transfers, cash, checks, redeeming bonds, and payments • Maintained detail orientated skills in order to process transactions correctly and confirmed the customer's information • Balanced the cash drawer to validate accuracy of transactions • Sold bank related products: credit cards, debit cards, checks, cashier's checks, money orders, checking accounts, and savings accounts • Answered phone calls to assist customers with their questions or concerns • Updated customer information to ensure security and safety of their products Show less



Sodexo

• France
• Facilities Services
• 700 & Above Employee

• Student Manager/Management Intern

  • Nov 2017 - Sep 2018

  • Managed 15-25 Student Workers and assigned tasks according to worker strengths and abilities • Recruited: created posters that are placed around Concordia University's campus and posted on social media websites. Ran a booth at Concordia’s annual job fair: performed on the spot interviews with candidates. • Interviewed: selected candidates and asked a variety of questions to determine if they were fit for the student worker position. • Scheduled: created an excel spreadsheet and… Show more • Managed 15-25 Student Workers and assigned tasks according to worker strengths and abilities • Recruited: created posters that are placed around Concordia University's campus and posted on social media websites. Ran a booth at Concordia’s annual job fair: performed on the spot interviews with candidates. • Interviewed: selected candidates and asked a variety of questions to determine if they were fit for the student worker position. • Scheduled: created an excel spreadsheet and posted it in the dining hall's kitchen. • Trained: giving a general review of the job by showing them the area, explaining safety procedures, and teaching practical kitchen techniques that assist them in the work environment. • In addition, I worked in the dining hall completing various tasks. These tasks included meal prep, serving, completed catering orders, cleaned the surrounding environment, operated the smoothie bar, operated the omelet bar, and cash handling.

• Student Worker

  • Sep 2017 - Nov 2017



Lowe's Companies, Inc.

• United States
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Apr 2016 - May 2018