Employee Benefit Plan Audit Manager

• Nov 2021 - Present

* Year round dedicated employee benefit plan auditor. * Manager on the audits of over 30 employee benefit plan audits each year. * Involved in all phases of benefit plan auditing from planning procedures to preparation and issuance of financial statements.* Review and summation of plan documents and procedures. * Year round dedicated employee benefit plan auditor. * Manager on the audits of over 30 employee benefit plan audits each year. * Involved in all phases of benefit plan auditing from planning procedures to preparation and issuance of financial statements.* Review and summation of plan documents and procedures.

Audit Manager

• Jan 2019 - Oct 2021

Evaluate the effectiveness of internal control policies concerning the preparation of financial statements and recommended areas of improvement with detail experience in the testing of internal control policies of cash receipts, cash disbursements, and payroll.Test various balance sheet accounts including cash, accounts receivable, prepaids, inventory, investments, fixed assets, notes receviable, accounts payable, accruals, and long-term debt.Previously responsible for the coordination and handling of all confirmations (cash, receivables, debt, leases, inventory, and attorneys) for 30+ clients. Currently supervise staff in this area.Assist in the preparation and evaluation of financial statements and audit reports for non-profit, governmental, and for-profit companies.Assist clients in the application of new GAAP, GFOA, and Accounting Standards requirements.Manager of Employee Benefit Plan Audits which include 401(k) Plans, 403(b) Plans, and ESOPs

Audit Supervisor

• Apr 2013 - Dec 2018

Accounting and Tax Intern

• Dec 2012 - Apr 2013

Preparation and information input of Individual 1040 Tax Returns. Preparation of 1099's.

Administrative and Accounting Assistant

• Feb 2012 - Dec 2012

Administrative and Accounting work including the following: payroll, employee time clock management, tax adherence and payment processing, accounts receivable and accounts payable processing, cash management, bank reconciliations, credit card monitoring, monthly customer invoicing, and office management. Administrative and Accounting work including the following: payroll, employee time clock management, tax adherence and payment processing, accounts receivable and accounts payable processing, cash management, bank reconciliations, credit card monitoring, monthly customer invoicing, and office management.