Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • External Audit Supervisor
      • Jul 2022 - Present

    • External Audit Senior
      • May 2020 - Jul 2022

    • External Audit Associate
      • Jan 2018 - May 2020

    • External and Internal Audit Intern
      • Jun 2017 - Aug 2017

      - Obtain an understanding of the internal control environment. - Perform test of controls related to the internal control environment. - Assisted in performing financial statement audits, custody audits, and 401(k) plan audits at client locations. - Completed test work papers for financial statement audits, custody audits, and 401(k) plan audits. - Assisted in and attended planning visits for clients. - Ensure compliance with applicable rules and regulations. - Obtain an understanding of the internal control environment. - Perform test of controls related to the internal control environment. - Assisted in performing financial statement audits, custody audits, and 401(k) plan audits at client locations. - Completed test work papers for financial statement audits, custody audits, and 401(k) plan audits. - Assisted in and attended planning visits for clients. - Ensure compliance with applicable rules and regulations.

    • United States
    • Banking
    • 100 - 200 Employee
    • Summer Intern
      • Jun 2016 - Aug 2016

      - Prepared cash flow analyses of current and prospective loan clients - Compiled loan offering packages and reviewed existing loan packages for accuracy - Assisted the Internal Audit department with review procedures - Attended Senior Loan Committee meetings to discuss new and current loans - Worked with QuickBooks to record financial transactions for the bank's small business clients - Prepared cash flow analyses of current and prospective loan clients - Compiled loan offering packages and reviewed existing loan packages for accuracy - Assisted the Internal Audit department with review procedures - Attended Senior Loan Committee meetings to discuss new and current loans - Worked with QuickBooks to record financial transactions for the bank's small business clients

    • United States
    • Wholesale
    • 1 - 100 Employee
    • Accounting Intern
      • Jul 2015 - Jan 2016

      - Contact customers for their tax exemption forms - Enter the tax exemption forms into the accounting system - Preparing customer invoice orders - Work closely with the Accounting Manager - Attend internal meetings with management and owners to discuss strategic company matters - Worked an average of 35 hours a week - Contact customers for their tax exemption forms - Enter the tax exemption forms into the accounting system - Preparing customer invoice orders - Work closely with the Accounting Manager - Attend internal meetings with management and owners to discuss strategic company matters - Worked an average of 35 hours a week

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Jun 2014 - Aug 2014

      - Assist Customers - Cashier Duties/handling cash - Fulfill the company defined customer experience by being friendly, available, customer focused, excited team member - Consistently promoting company programs including warranty sales, scorecard, private label credit card, etc. - Worked an average of 35 hours a week - Assist Customers - Cashier Duties/handling cash - Fulfill the company defined customer experience by being friendly, available, customer focused, excited team member - Consistently promoting company programs including warranty sales, scorecard, private label credit card, etc. - Worked an average of 35 hours a week

Education

  • Indiana University of Pennsylvania
    Accounting
    2013 - 2017

Community

You need to have a working account to view this content. Click here to join now