President

• Jul 2023 - Present

Vice President of Education

• Jun 2021 - Jul 2023

• Schedule over five members’ speeches and projects and serve as a resource to all members within a district for questions regarding educational awards and programs, speech contests, and mentorship programs on a monthly basis• Increase membership by 10% per meeting after creating social media pages for brand awareness

Staff Level II Accountant (Audit)

• Jun 2023 - Sep 2023

Audit Staff

• Nov 2021 - May 2023

• Facilitate more than 15 annual audit, review and compilation completions with Seniors, Supervisors, Managers, Directors, and Partners in a timely manner • Perform various services to ensure audit effectiveness, such as materiality testing, verifying bank balances, planning and fieldwork roll-forward and completion, financial statement completion, preliminary and final analytics, walkthroughs, risk assessments, and inventory counts • Build working relationships with employees and clients proactively through monthly client visits, company committee meetings, sports team games, annual challenges, and recruiting events Show less

Accounting Associate - Client Advisory Services

• Jan 2019 - Nov 2020

• Researched and advised management on technology automation projects to increase efficiency resulting in a 10% operations improvement and client satisfaction • Performed more than five clients’ month, quarter, and year-end close processes using Intuit Payroll, QuickBooks Online and Desktop and Xero to ensure proper GAAP guidelines were followed • Worked cross-functionally with audit teams to identify and resolve discrepancies by performing month, quarter and year-over-year comparative financial statements analyses resulting in a $3,000 recovery of overpayment Show less

Accounting Associate - Accounts Receivable Reporting

• Oct 2016 - Dec 2018

• Monitored the accounting of $100,000 daily transactions; confirmed cash amount and date received to managers, ensured company receives accurate cash pertaining to each deal managed and service provided and updated bank reconciliations through daily cash receipt recordings • Automated importing and recording of month-end closing entry processes for commission reclass for cross department trading, prepaid, and payroll entries; saved approximately two weeks of operations • Managed billing accruals of more than 30 clients for two parent companies on a monthly and quarterly basis Show less

Senior Research Analyst

• Sep 2016 - Sep 2016

• Researched and documented approximately 1,000 large companies' employee benefit programs in Excel; published by Forbes Magazine • Researched and documented approximately 1,000 large companies' employee benefit programs in Excel; published by Forbes Magazine

Portfolio/Fund Accounting Associate - IJ Trust Group - Financial Services

• Jan 2016 - Jun 2016

• Led monthly net asset value and performance monitoring, interpretation, and calculation through data analysis • Collaborated weekly with seniors, supervisors and managers to oversee approximately $100 million worth of cash management • Led monthly net asset value and performance monitoring, interpretation, and calculation through data analysis • Collaborated weekly with seniors, supervisors and managers to oversee approximately $100 million worth of cash management

Team Leader

• May 2013 - May 2016

• Directed efforts to establish CPA preparation service as leading brand on campus and earned award as Outstanding Representative in the country• Organized monthly agendas with campus representative managers; planned marketing, pricing, and sales strategies under $6,000 budget

Campus Representative

• Dec 2012 - May 2013

Summer/Fall 2015 Financial Statements Audit Intern

• May 2015 - Dec 2015

• Reviewed Over 100 Contracts Involving New York City's Independent Transportation Contractors, Recorded Payments, and Collaborated with Five Managers in Ensuring Clients' Reporting Followed Governmental Accounting Standards • Reviewed Over 100 Contracts Involving New York City's Independent Transportation Contractors, Recorded Payments, and Collaborated with Five Managers in Ensuring Clients' Reporting Followed Governmental Accounting Standards

Chairman of Professional Development

• May 2014 - May 2015

• Facilitated Efforts of all Professional Clubs on Campus and Collaborated with Senators and Committee Members in Solving Inquiries and Concerns• Hosted "Identity in the Workplace" by Jena BurgessLink: https://www.facebook.com/events/766281966800740/

Professional Development Committee Member

• Jan 2014 - May 2014

The UHY Connect Leadership Program

• Jun 2014 - Jun 2014

• Shadowed Professionals within Various Service Lines for Selective Two-Day Program • Shadowed Professionals within Various Service Lines for Selective Two-Day Program

The McGladrey Pathways Leadership Program

• Jun 2014 - Jun 2014

• Shadowed Professionals within Various Service Lines for Selective Three-Day Program • Shadowed Professionals within Various Service Lines for Selective Three-Day Program

President

• May 2013 - Jan 2014

• Oversaw and Facilitated Club Operations with 13 Board Members and Approximately 30 Committee Members• Mentioned in Baruch's Ticker on October 21st, 2013:http://ticker.baruchconnect.com/article/accounting-society-proves-advantageous-for-business-students/

Vice President of Internal Affairs

• Nov 2012 - May 2013

Marketing Liaison

• Jun 2012 - Nov 2012

Planning Committee Member

• Jan 2012 - Jun 2012

Social Networking Officer

• Sep 2011 - Sep 2013

• Promoted Events and Workshops through Word of Mouth, School Postings, and Technology Weekly • Promoted Events and Workshops through Word of Mouth, School Postings, and Technology Weekly