Experience

PMA

• United States
• Financial Services
• 100 - 200 Employee

• Quantitative Analyst

  • Sep 2019 - Present



PwC

• Professional Services
• 700 & Above Employee

• Assurance Senior Associate

  • Jul 2017 - Jun 2018

  • Lead senior associate on Global SEC Energy Services Client, managed quarterly financial statement review and year end financial statement audit project plans under the supervision of partners and managers • Motivated and coached a team of four associates • Communicated and coordinated work deliverables across multiple PricewaterhouseCoopers LLP (PwC) support groups (actuarial services, data assurance, and tax lines of service) • Prepared, monitored, and analyzed the audit team’s… Show more • Lead senior associate on Global SEC Energy Services Client, managed quarterly financial statement review and year end financial statement audit project plans under the supervision of partners and managers • Motivated and coached a team of four associates • Communicated and coordinated work deliverables across multiple PricewaterhouseCoopers LLP (PwC) support groups (actuarial services, data assurance, and tax lines of service) • Prepared, monitored, and analyzed the audit team’s engagement economics, detailed audit budgeted hours, budgeted to actual hours, profit and loss, and billings for additional audit and tax services • Lead recurring client meetings for SOX controls compliance and audit status of the year end financial statements • Performed accounting and financial statement disclosure research for partners and managers • Participated in auditor due diligence of client debt, equity and S-3 SEC offerings

• Audit Associate

  • Sep 2014 - Jun 2017

  • Performed SEC review and audit testing as an audit team member of a Global SEC Energy Services Client • Analyzed audit work tasks and implemented delegation of audit work to Global Delivery Centers to reduce team engagement hours, improve engagement economics, and achieve firm audit hours initiatives



PwC

• Professional Services
• 700 & Above Employee

• Assurance Intern

  • Jan 2013 - Mar 2013

  • Assisted senior associates with audit tasks to satisfy assurance over the client’s year end financial statements • Assisted senior associates with audit tasks to satisfy assurance over the client’s year end financial statements



Fluidic Energy

• United States
• Oil and Gas
• 1 - 100 Employee

• Accounting and Operations Intern

  • May 2011 - Aug 2011

  • Assisted the controller with bookkeeping, accounts payable three-way match processing, and closing procedures • Assisted the controller with bookkeeping, accounts payable three-way match processing, and closing procedures