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Skills

  • Communications
  • Financial fraud prevention techniques
  • Business process re-engineering
  • Organization
  • Decision-making under uncertainty
  • Discrepancy reconciliation
  • Budgets
  • External audit coordination
  • Effective Communication with Stakeholders
  • Cross-functional team collaboration

Work Experiences

  • Conducted in-depth tests of internal control systems which led to the implementation of 7 corrective policies, preventing future compliance gaps.
  • Designed new guidelines for financial data accuracy.
  • Acted as the primary point of contact.
  • Audited procedure accounts.
  • Conducted audits in Portland.
  • Conducted Microsoft Excel audits.
  • Coordinated with cross-functional teams.
  • Analyzed multi-year financial patterns.
  • Coordinated with cross-functional teams and delivered final audit reports ahead of three years deadlines on Tableau audits.
  • Detected potential misstatements of over $7.

Summaries

  • Strong manual and automation testing experience.
  • Achieved 82% improved accuracy for financial disclosures.
  • Strengths in risk assessment and performance reporting backed up by Accounting and Finance training.
  • Accomplished Assurance Associate.
  • Experienced Assurance Associate is a methodical Experienced Assurance Associate with extensive experience in software development processes and testing strategies.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • 4 years of experience in training junior associates.
  • Experienced Assurance Associate with 7 years of experience and expertise in dealing with dynamic and complex software systems.
  • Awarded Innovation Award for improved team collaboration.
  • Clear understanding of client relations and cross-functional collaboration as well as client relations training.

Accomplishments

  • Led the successful integration of new regulatory updates into financial audits, minimizing client compliance risks by 21%.
  • Developed audit test plans for the evaluation of framework, ensuring the assessment of risk controls was comprehensive and adhered to method.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Assisted in ensuring that external audit results were reviewed, approved, and communicated within several months, increasing compliance by 17%.
  • Led the audit of high-value portfolios, detecting potential discrepancies and minimizing risk exposure by $136,000.
  • Analyzed financial statements and identified patterns leading to the discovery of material misstatements, reducing audit risks by 64%.
  • Improved financial reporting accuracy by integrating QuickBooks, reducing material errors by 35% over several months.
  • Streamlined client onboarding processes by standardizing documentation requirements, reducing audit preparation time by 70%.
  • Identified and escalated key operational weaknesses during audits, resulting in timely corrective action by stakeholders and improving governance standards by 56%.
  • Collaborated with senior stakeholders to develop strategies for mitigating key operational risks during internal audits affecting over 2 departments.

Affiliations

  • Association for Computing Machinery
  • American Medical Informatics Association
  • National Association of Social Workers
  • Board Participant, Certified Audit Software Professionals (CASP)
  • Rotary International
  • Affiliate, Financial Executives International (FEI)
  • Attendee, Annual Global Audit Leadership Summit
  • Lions Club
  • Association of Information Technology Professionals
  • Member, Information Systems Audit and Control Association (ISACA)

Certifications

  • Certified Public Accountant
  • Certified Financial Services Auditor (CFSA)
  • Certified Fraud Examiner (CFE)
  • Certified Sarbanes-Oxley Expert (CSOE)
  • First Aid/CPR Certified
  • Advanced Financial Statement Auditing Course Cedar Works
  • Certified in the Governance of Enterprise IT (CGEIT)
  • Chartered Financial Analyst (CFA)
  • Accredited in Business Valuation (ABV)
  • Certified Public Accountant (CPA)

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