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Skills

  • Forecasting
  • ATX Total Accounting Office proficiency
  • Account auditing
  • Intuit QuickBooks specialist
  • Revenue generation
  • Standard operating procedure development
  • Bookkeeping
  • PeopleSoft and Essbase
  • Budget administration
  • Statutory Reporting

Work Experiences

  • Was in charge of processing payments and applying them to customer balances.
  • Helped management finalize the annual expense plans.
  • Identified management control flaws and made value-added recommendations for improvement.
  • Oversaw a team of five accounts receivable clerks.
  • Develop audit programs and carry out audit procedures in response to key risk assessments in key audit areas.
  • Oversaw the conversion of multiple client accounting systems to Oracle's web-based financial platform.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Conducted extensive assessments of accounts, including payables and receivables, equity, debt, and revenue to ensure the accuracy of financial reports.
  • Identify accounting and auditing problems and conduct research to find solutions.
  • Created an auditing program to evaluate regulatory requirements and address risks.

Summaries

  • Audit Associate with 13 years of successful performance reporting and quality assurance experience.
  • Tax accountant with the dedication and sense of responsibility required to succeed in a government-regulated environment.
  • Familiar with the regulatory and legal framework that applies to framework businesses.
  • Efficient Audit Associate with skills in process improvement and risk assessment.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Committed to assisting the company's growth while ensuring compliance with state and federal regulations.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.
  • In the method industry, eager to take on high-volume operations.
  • Within Accounting and Finance, senior Audit Associate and outstanding performer in performance reporting and workflow optimization.
  • Professionals in the field of collections aspire to be in a position of leadership.

Accomplishments

  • Received the Employee of the Year in 2023.
  • Handled and resolved the largest Number of reporting discrepancies in two years.
  • Partnered with the IT department to integrate audit analytics tools, improving data accuracy by 24%.
  • Assisted in the negotiation and interpretation of complex contracts, identifying potential compliance risks and reducing legal costs by 2.
  • Conducted general ledger reconciliations for 5 accounts, identifying and resolving discrepancies that saved approximately 16 annually.
  • Program Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2024.
  • Expense Control: initiative method
  • Led communication efforts with external auditors, facilitating smooth completion of year-end audit engagement with zero audit adjustments.
  • Created and led a training program on audit best practices, resulting in improved team productivity by 42% over the past year.
  • Authored detailed audit reports for key stakeholders, summarizing findings and making recommendations that improved organizational compliance by 37%.

Affiliations

  • Associated with the International Auditing and Assurance Standards Board (IAASB), taking part in updates and discussions on auditing standards.
  • Active contributor to the Society for Audit Leaders, exchanging audit methodologies to enhance team performance and compliance.
  • American Medical Informatics Association
  • Affiliate of the Institute of Internal Auditors (IIA), regularly attending internal control and risk management seminars.
  • Board participant at local chapter of Toastmasters International, improving presentation skills for effective reporting and team leading.
  • Leader in the Audit Analytics Network, collaborating on best practices for audit automation and advanced data analysis technology.
  • National Association of Social Workers
  • Lions Club
  • American Marketing Association
  • Engaged in the Society for Corporate Compliance and Ethics (SCCE), attending conferences on enhancing regulatory compliance controls.

Certifications

  • Advanced Analytics for Auditors by category
  • Six Sigma Green Belt for Auditors Certification
  • ServSafe
  • Fundamentals of Audit Data Analytics by process
  • CompTIA A+ Technician
  • Certified Information Systems Auditor (CISA)
  • Lean Accounting Specialist Certification
  • Certified Fraud Examiner (CFE)
  • Certified Financial Services Auditor (CFSA)
  • International Financial Reporting Standards (IFRS) Certification

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