Experience

EverQuote

• United States
• Technology, Information and Internet
• 300 - 400 Employee

• Controller

  • Nov 2021 - Present



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager

  • Sep 2011 - Nov 2021

  Greater Boston Area Audited financial statements of publicly traded and private Companies. Compiled and analyzed data in order to prepare reports to determine that the proper accounting had occurred. Reviewed complicated audit issues and wrote technical memorandums discussing the proper accounting treatment for such issues. Provided accounting and auditing expertise to clients Interacted with the client’s accounting departments, controllers, and upper management on a regular basis to discuss audit issues… Show more Audited financial statements of publicly traded and private Companies. Compiled and analyzed data in order to prepare reports to determine that the proper accounting had occurred. Reviewed complicated audit issues and wrote technical memorandums discussing the proper accounting treatment for such issues. Provided accounting and auditing expertise to clients Interacted with the client’s accounting departments, controllers, and upper management on a regular basis to discuss audit issues and the client’s business. Performed walkthroughs of client’s significant processes in order to gain an understanding of the processes, the client’s control environment, as well as the associated risks with each process. Performed control testing in accordance with the Sarbanes-Oxley Act, Section 404. Designed and executed control testing procedures to determine whether clients were operating in a control effective environment. Client portfolio primarily consists of publicly traded (Life Sciences, Medical Device and Technology) companies Show less



Russell Brier and Co

• Audit Intern

  • Jul 2010 - Aug 2010

  Participated as member of audit team for audit planning, field work, and financial statement presentation for large not-for-profit clients Communicated effectively with other members of audit team and clients during field work Responsible for preparing work papers, financial statements, and tax returns Gained understanding of audit of investments, prepaid expenses, fixed assets, and cash reconciliations as primary responsibilities Became efficient in use of Profx Engagement for… Show more Participated as member of audit team for audit planning, field work, and financial statement presentation for large not-for-profit clients Communicated effectively with other members of audit team and clients during field work Responsible for preparing work papers, financial statements, and tax returns Gained understanding of audit of investments, prepaid expenses, fixed assets, and cash reconciliations as primary responsibilities Became efficient in use of Profx Engagement for audits and Profx Tax Show less