Investment Banking Senior Analyst

• Jun 2022 - Present

Audit Associate

• Oct 2020 - May 2022

Documented business procedures, designed and executed tests of the effectiveness of controls, and designed and executed substantive tests of balances in fixed assets, inventory, order-to-cash, procure-to-pay, and payroll accounts for SOX-compliant Fortune 1000 company Documented business procedures, designed and executed tests of the effectiveness of controls, and designed and executed substantive tests of balances in fixed assets, inventory, order-to-cash, procure-to-pay, and payroll accounts for SOX-compliant Fortune 1000 company

Head Accountant

• Nov 2017 - Oct 2020

Perform payroll for 35 employees through Quickbooks. Analyze cash flow and advise senior management on expenditure decisions over $25,000. Keep records for expenditures, invoicing, and taxes in Quickbooks. Implemented financing strategy to aid 49% revenue growth in 2018. Develop systems of controls for safeguarding company assets. Responsible for training and overseeing new accounting personnel. Perform payroll for 35 employees through Quickbooks. Analyze cash flow and advise senior management on expenditure decisions over $25,000. Keep records for expenditures, invoicing, and taxes in Quickbooks. Implemented financing strategy to aid 49% revenue growth in 2018. Develop systems of controls for safeguarding company assets. Responsible for training and overseeing new accounting personnel.

Audit Intern

• Jun 2019 - Aug 2019

Participated in 6 different audit engagement teams. Aided in year-end and quarter-end audits for public and non-public clients in 4 different industries. Participated in 6 different audit engagement teams. Aided in year-end and quarter-end audits for public and non-public clients in 4 different industries.

Operations Intern

• Jan 2017 - Apr 2017

Collaborated with team of 5 students to accomplish company deliverables over course of 4 months. Deliverables included streamlining manufacturing and inventory processes and developing a social media marketing plan. Collaborated with team of 5 students to accomplish company deliverables over course of 4 months. Deliverables included streamlining manufacturing and inventory processes and developing a social media marketing plan.