Experience

• 

  The Associated: Jewish Community Federation of Baltimore

  • Baltimore, MD

  • Accountant

    • Nov 2016 - Present
    • Baltimore, MD

• 

  Arthur Bell CPAs

  • Hunt Valley, MD

  • Staff Auditor

    • Oct 2014 - Oct 2016
    • Hunt Valley, MD

    - Performed client internal control risk-assessments and interviews to plan audit engagements- Ensured compliance with established internal control procedures through in-depth analysis of client data, records, reports, operating practices, and documentation- Designed and implemented substantive and analytical procedures to test management assertions- Verified accurate client valuation for complex investments using verifications from independent third party pricing sources- Documented audit tests and findings within the audit work papers and communicated results of testing procedures/findings to the client- Completed monthly analysis of fund accounts for the Performance Analysis Department- Worked closely with audit team members to efficiently divide up duties and complete each audit- Audit clients included multi-million dollar registered investment advisors and their related hedge funds and commodity pools

• 

  Spero Insurance Agency

  • Pikesville, MD

  • Administrative Assistant

    • 2012 - 2013
    • Pikesville, MD

    - Submitted and retrieved information of varying complexity using appropriate computer system applications to update records, process insurance applications and obtain information for others- Managed the billing system and produced weekly billing schedules- Processed insurance requests- Ensured high quality customer service while handling all client requests

• 

  Neuman, Pollak & Associates, P.A.

  • Pikesville, MD

  • Administrative Assistant

    • Sep 2011 - Jul 2012
    • Pikesville, MD

    - Processed financial statements- Reconciled monthly statements (using Quickbooks),- Upkeep of monthly general ledger and journal entries- Processed individual, corporate, partnership, personal property & trust tax returns- Processed quarterly payrolls- Managed billing system