Financial Advisor

• Jan 2023 - Present

Client Service Associate

• Jun 2021 - Dec 2022

Senior Associate, Audit

• Jul 2020 - Apr 2021

•Coordinate and execute quarterly testing, interim testing, control testing and year-end planning and risk assessment•Organize and perform walk-throughs to understand processes and identify process risk points•Serve as the team Superuser for the implementation of a new internally developed audit platform•Manage projects in various stages of completion to ensure deadlines are met and any findings are communicated to senior team members in a timely manner•Assist junior team members with any issues or questions that may arise•Review junior team members work to ensure appropriate testing and resolution of open items•Address more complex workpaper comments from managers and partners Show less

Associate, Audit

• Sep 2018 - Jul 2020

•Perform testing over cash, investments, journal entries, fixed assets, operating expenses, clinical accruals/prepaid, sales and inventory•Perform control testing to ensure proper application of the COSO Integrated Framework, identifying and communicating control weaknesses as appropriate•Support senior team members by completing assigned tasks timely and accurately•Interact independently with client contacts to resolve any questions resulting from testing•Explain concepts and testing/sampling methodologies to newer members of the audit team Show less

Finance Intern

• Apr 2017 - Jun 2018

• Review, process and post all cash receipts and disbursements to QuickBooks for 15 programs • Post journal entries to record prepaid expenses and deferred revenue • Lead Finance Intern for the UCSB Family Vacation Center (FVC) and Summer Inn (SI), programs with a 3 million dollar operating budget • Reconcile weekly family invoices from an external financial system to QuickBooks for the FVC • Prepare monthly bank reconciliations for 3 Alumni entities • Reconcile all monthly expenses for 3+ Alumni programs and 15+ corporate cards to QuickBooks • Review 3 separate entity Trial Balances in order to prepare lead sheets for budget reports and the external audit • Attend Finance Committee and Board of Directors meetings in addition to numerous Alumni events such as the All Gaucho Reunion and the Alumni Awards Banquet Show less