Property Accountant

• Sep 2022 - Present

Senior Assurance Associate

• Sep 2022 - Sep 2022

Experienced Assurance Associate

• Jan 2021 - Sep 2022

- Specializing in the Financial Services industry and providing external audit services for more than 10 different client engagements ranging from hedge funds to private equity funds to real estate funds- Performing complete audit engagements from start to finish as the acting senior for various sections such as planning, executing audit procedures, reporting, and completing engagements in a timely manner- Performing substantive testing over various audit areas, such as cash, due to/from broker, investments, partners’ capital, management fees, incentive fees, and realized and unrealized gain/loss- Building strong working relationships on each audit engagement with the audit team and with client contacts - Volunteering and actively involved with the buddy program for new associates and interns Show less

Unclaimed Property Consultant

• Jan 2020 - Nov 2020

- Conducted data analysis for 5 consulting clients regarding audit defense and voluntary disclosure agreements - Prepared seasonal reports for 8 clients to ensure annual compliance with all 50 states - Processed billing documents on a monthly/quarterly basis for over 10 different client engagements - Conducted data analysis for 5 consulting clients regarding audit defense and voluntary disclosure agreements - Prepared seasonal reports for 8 clients to ensure annual compliance with all 50 states - Processed billing documents on a monthly/quarterly basis for over 10 different client engagements

Vice President of Finance

• Jan 2019 - Dec 2019

- Managed Omega Epsilon Chapter's finances - Collected membership dues for over 60 active members per semester - Created Budget Analysis sheets to reduce expenses and increase profit by 30% - Ensured effective communication between Executive Board and active members to keep an accurate account of the chapter's financial records - Managed Omega Epsilon Chapter's finances - Collected membership dues for over 60 active members per semester - Created Budget Analysis sheets to reduce expenses and increase profit by 30% - Ensured effective communication between Executive Board and active members to keep an accurate account of the chapter's financial records

Student Worker

• Mar 2018 - Sep 2019

- Created and updated profiles of over 200 Crest members utilizing Pepperdine’s database - Managed and streamlined administrative processes to reduce errors, improved accuracy and achieved organizational objectives - Provided Crest members with guest passes to access Pepperdine facilities - Created and updated profiles of over 200 Crest members utilizing Pepperdine’s database - Managed and streamlined administrative processes to reduce errors, improved accuracy and achieved organizational objectives - Provided Crest members with guest passes to access Pepperdine facilities

Accounting Intern - Corporate Reporting

• Jun 2019 - Aug 2019

- Prepared, documented, and reconciled journal entries at close - Supported the reporting team with day-day management related to the preparation and review of the Form 10-Q and 10-K - Assisted with the preparation of other SEC filings (8-K, Proxy filings) - Prepared, documented, and reconciled journal entries at close - Supported the reporting team with day-day management related to the preparation and review of the Form 10-Q and 10-K - Assisted with the preparation of other SEC filings (8-K, Proxy filings)

Event Manager

• Aug 2018 - Mar 2019

- Coordinated event logistics and oversaw operations on the day of the event by leading a team of 20 people for Pepperdine University's first TEDx Conference - Discussed strategies for ticket pricing with the finance chair to optimize revenue - Reduced custom merchandise costs with 3rd party company by 40% - Coordinated event logistics and oversaw operations on the day of the event by leading a team of 20 people for Pepperdine University's first TEDx Conference - Discussed strategies for ticket pricing with the finance chair to optimize revenue - Reduced custom merchandise costs with 3rd party company by 40%

Accounting/HR Intern

• Jul 2018 - Dec 2018

- Produced bi-weekly payroll time sheets calculations for over 50 hourly and salaried employees - Analyzed various business models and presented potential business development strategies to the CEO and CFO - Trained a team of 20 employees with sales methods, boosting sales revenue by 6% at MAGIC fashion show - Coordinated with an attorney to update and insure legal compliance of the company’s Employee Handbook - Produced bi-weekly payroll time sheets calculations for over 50 hourly and salaried employees - Analyzed various business models and presented potential business development strategies to the CEO and CFO - Trained a team of 20 employees with sales methods, boosting sales revenue by 6% at MAGIC fashion show - Coordinated with an attorney to update and insure legal compliance of the company’s Employee Handbook

Pledge Class Secretary

• Oct 2017 - Nov 2017

- Managed attendance of 14 pledges and produced minutes during all meetings and related AKPsi events - Ensured effective communication between the Omega Epsilon chapter and pledge class via email and social media - Assisted the executive board with administrative support, organizational ability, and diplomatic handling of confidential information - Managed attendance of 14 pledges and produced minutes during all meetings and related AKPsi events - Ensured effective communication between the Omega Epsilon chapter and pledge class via email and social media - Assisted the executive board with administrative support, organizational ability, and diplomatic handling of confidential information

Accounting/HR Intern

• Jun 2017 - Aug 2017

- Analyzed company's daily transactions by utilizing QuickBooks - Generated over $100,000 in sales over a three-day period working as a sales representative at the MAGIC fashion trade show - Created and maintained employee record forms for over 70 employees - Edited and updated the company's forms and policies - Analyzed company's daily transactions by utilizing QuickBooks - Generated over $100,000 in sales over a three-day period working as a sales representative at the MAGIC fashion trade show - Created and maintained employee record forms for over 70 employees - Edited and updated the company's forms and policies