Experience

Private Diagnostic Clinic, PLLC | Duke Health

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Financial Analyst III

  • Jan 2022 - Present

• Financial Analyst II

  • Aug 2018 - Feb 2022



TJT

• United States
• Accounting
• 100 - 200 Employee

• Senior Audit Associate

  • Jan 2018 - Aug 2018

  As a senior audit associate, I am in charge of leading engagements in the field and ensuring all work is completed in an effective, efficient manner. I complete planning for engagements, lead the team when in the field, draft financial statements and letters, and address questions as they arise. I work directly with clients during audit procedures and in a consulting capacity when requested. I ensure the client is kept up-to-date as to the status of the engagement and the anticipated timing of the finished product. I guide staff while they are working in new or unfamiliar audit areas and review work as necessary to provide suggestions/feedback. I work with a wide variety of client types, including, but not limited to: non-profit organizations, low income housing, churches, for profit companies, charter schools, and counties. I also, from time to time, work on projection engagements and single audits. In 2017, I helped successfully lead and complete our firm’s first county audit. I also continue to assist with and participate in recruiting activities and new-hire training. Show less

• Audit Associate

  • Jul 2015 - Dec 2017

  During my time as an audit associate, I continued to build my auditing knowledge and experience working with various audit teams on various clients including, but not limited to: non-profit organizations, low income housing, churches, for profit companies, and charter schools. I gained experience in performing single audits and completing audits from beginning to end, touching all audit sections, and drafting financial statements and letters. I began training new hires and serving as a resource to new hires after initial on-boarding. I also participated in and assisted with recruiting events. Show less



TJT

• United States
• Accounting
• 100 - 200 Employee

• Audit Intern

  • Jan 2014 - Jun 2014

  During my time as an audit intern, I worked on various clients (non-profit organizations, low income housing, churches, for profit companies, and charter schools) as part of various audit teams and completed sections including, but not limited to: cash, accounts receivable, and accounts payable. I helped to import trial balances and learned how to effectively use Engagement (the software we maintain audit files in). During my time as an audit intern, I worked on various clients (non-profit organizations, low income housing, churches, for profit companies, and charter schools) as part of various audit teams and completed sections including, but not limited to: cash, accounts receivable, and accounts payable. I helped to import trial balances and learned how to effectively use Engagement (the software we maintain audit files in).



C.B. Lee and Company

• 4617 Western Boulevard, Raleigh, NC 27606

• Intern

  • Aug 2012 - Apr 2013

  During my time as an intern at C.B. Lee and Company, I completed many bank reconciliations, maintained financial records for companies via Quickbooks Online, processed payrolls using Pensoft, filed taxes online, and prepared excel documents. During my time as an intern at C.B. Lee and Company, I completed many bank reconciliations, maintained financial records for companies via Quickbooks Online, processed payrolls using Pensoft, filed taxes online, and prepared excel documents.



J.Crew

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Associate

  • Mar 2012 - Aug 2012

  During my time at J.Crew, I assisted customers in their hunt for fashionable attire. I warmly welcomed customers as they entered the store. I assisted in making each customer's experience one to remember by starting them a fitting room as they continued to peruse the store, asking them if they would like a bottle of water, searching for sizes that were unable to be found in the visible store area, and providing fashion assistance when asked. I also occasionally participated in early morning shifts that consisted of receiving new product, sorting, organizing and placing it on the sales floor. Finally, I often assisted with closing, which consisted of organizing and restocking product on the sales floor, counting and verifying the cash received for the day, and vacuuming and other such cleaning measures to prepare the sales floor for the following day. Show less



The Carolina Brewery and Grill

• Hostess

  • May 2010 - Jan 2011

  I managed seating and greeting of customers. I maintained cleanliness and upkeep of the restaurant and host stand by rolling silverware, cleaning tables and windows, sweeping, taking out trash, and restocking bathroom items. I provided warm and welcoming customer service. I handled customer complaints and resolved conflicts. Finally, I contributed ideas of how to effectively manage seating rotations among sections. I managed seating and greeting of customers. I maintained cleanliness and upkeep of the restaurant and host stand by rolling silverware, cleaning tables and windows, sweeping, taking out trash, and restocking bathroom items. I provided warm and welcoming customer service. I handled customer complaints and resolved conflicts. Finally, I contributed ideas of how to effectively manage seating rotations among sections.