Principal

• Sep 2022 - Present

Senior Manager

• Sep 2019 - Aug 2022

Manager

• Sep 2015 - Aug 2019

Senior Accountant

• Sep 2012 - Aug 2015

Engagement manager for compilations of companies in the not-for-profit, retail, and medical industries Engagement manager for agreed-upon procedures engagements Engagement manager for personal financial statement engagements In-charge for audits of not-for-profit organizations, includes engagement planning, managing staff, and reviewing workpapers Perform reviews and compilations of partnerships, limited liability companies, and corporations in the hotel, medical, manufacturing, and… Show more Engagement manager for compilations of companies in the not-for-profit, retail, and medical industries Engagement manager for agreed-upon procedures engagements Engagement manager for personal financial statement engagements In-charge for audits of not-for-profit organizations, includes engagement planning, managing staff, and reviewing workpapers Perform reviews and compilations of partnerships, limited liability companies, and corporations in the hotel, medical, manufacturing, and real estate industries Perform compilations, reviews, and audits of not-for-profit organizations Perform audits of employee benefit plans Prepare tax returns for individuals and partnerships Perform analysis of company general ledgers in fraud cases Member of the firm's 2013 Events Committee Member of the firm's Engagement Championship Team

Advanced Staff Accountant

• Sep 2011 - Aug 2012

Perform Reviews and Compilations of partnerships, limited liability companies and corporations in the hotel, medical, manufacturing industries and real estate industries. Perform Reviews and Audits of Not-for-Profit organizations. Perform Audits of Employee Benefit Plans. Prepare tax returns for individuals and partnerships. Prepare Personal Financial Statements. Perform analysis of company general ledgers in fraud cases.

Staff Auditor

• Aug 2010 - Sep 2011

Audits of County Governments, Municipalities, Special Districts, Not-for-Profit Organizations and Financial Institutions. Experience performing Single Audits. Audits of County Governments, Municipalities, Special Districts, Not-for-Profit Organizations and Financial Institutions. Experience performing Single Audits.

Introduction to Financial Accounting Teaching Assistant

• Jan 2010 - May 2010

Held classes once a week and reviewed material from the week. Held office hours for students. Proctored exams. Held classes once a week and reviewed material from the week. Held office hours for students. Proctored exams.

Audit Intern

• Dec 2007 - Apr 2009

Assist professional staff in audit preparations by inputting trial balances into audit software, sending audit confirmations, preparing engagement letters. Proof audited financial statements. Assist professional staff on various tasks during audits. Assist professional staff in audit preparations by inputting trial balances into audit software, sending audit confirmations, preparing engagement letters. Proof audited financial statements. Assist professional staff on various tasks during audits.