Marcus Wooling
West Hollywood,CA
Summary
Accomplished finance accounting professional with 8 years of demonstrated positive impact. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Gifted in leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Expertise in financial reporting and analysis, process improvement, control testing and people management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Manager
The Siegfried Group, LLP
11.2020 - Current
- Led and motivated a team of up to six professionals, fostering personal and professional growth while cultivating meaningful relationships. Empowered team members to become more compelling and relevant to themselves and others.
- Spearheaded the development and execution of a meticulous financial planning process, guiding budgeting and forecasting initiatives for a leading traffic safety and control company. Crafted a precise 9+3 budget for 2024 through comprehensive analysis and strategic insight.
- Analyzed profit and loss statements across 14 locations spanning three regions, dissecting cost structures and profit margins to pinpoint optimization opportunities. Resulted in improved operational efficiency and enhanced profitability through strategic adjustments.
- Implemented streamlined processes and procedures for monthly recurring tasks, enhancing efficiency and accuracy in financial reporting. Collaborated closely with executive teams to align financial objectives with strategic initiatives, managing upward communication channels effectively.
- Collaborated with auditors to address inquiries and resolve discrepancies during audits. Assisted with a system implementation and contributed to process improvements (i.e., reducing journal entries by 28) which enhanced organizational efficiency.
Senior Audit Associate
KPMG, LLP
07.2019 - 11.2020
- Managed team of 1-5 field auditors.
- Managed multiple concurrent engagements while meeting tight deadlines, demonstrating exceptional time management skills.
- Mentored junior associates in audit procedures and techniques, fostering a positive learning environment for professional growth.
- Streamlined the audit process by developing customized templates that increased productivity without sacrificing quality.
- Analyzed financial reports for compliance with applicable financial reporting standards including U.S. GAAP, Federal Accounting Standards Advisory Board (FASAB), and OMB Circulars
- Conducted walkthroughs of clients' processes to further the team's understanding and identify potential risk points which aided the creation of targeted procedures to address areas prone to potential financial misstatement o Perform statistical sampling and analysis over large data sets to ensure selected samples are representative of the population which allowed for reduced testing with efficient sample selection.
Internal Audit Senior Audit Associate
Leidos
10.2017 - 11.2018
- Led and managed Sarbanes-Oxley (SOX 404) reviews, internal investigations, internal financial, operational and compliance audits consisting of risk and control identification, creation of procedures to evaluate design, operational effectiveness and compliance with policies, procedures and regulatory guidance.
- Performed audit procedures including developing testing criteria, reviewing and analyzing evidence, and documenting Leidos processes and procedures.
- Coordinated and lead walkthroughs documenting results in process narratives.
- Articulated audit finding, risks and detailed recommendations to upper management. o Ensured adherence to internal controls, accurate recording of data and departmental.
Audit Associate
KPMG, LLP
01.2016 - 10.2017
- Performed major segments of client's financial statement audit, including financial reporting, budget, and civilian payroll
- Supervised associates in completion of assignments and notified managers of potential delays related to key audit procedures
- Analyzed financial reports for compliance with applicable financial reporting standards including U.S
- GAAP, Federal Accounting Standards Advisory Board (FASAB), and OMB Circulars
- Conducted walkthroughs of clients' processes to further team's understanding and identify potential risk points which aided creation of targeted procedures to address areas prone to potential financial misstatement
Education
BBA - Accounting
Radford University
Radford, VA12.2015
Bachelor of Arts - Contemporary Dance
Radford University
Radford, VA12.2015
Skills
- General ledger accounting
- Financial Modeling
- Financial Auditing
- Month-end reporting
- Process Improvement
- Budget Forecasting
- Strategic Planning
- Risk Assessments
Certification
- Microsoft Excel Expert
- Wall Street Financial Modeling
Timeline
Associate Manager
The Siegfried Group, LLP
11.2020 - Current
Senior Audit Associate
KPMG, LLP
07.2019 - 11.2020
Internal Audit Senior Audit Associate
Leidos
10.2017 - 11.2018
Audit Associate
KPMG, LLP
01.2016 - 10.2017
BBA - Accounting
Radford University
Bachelor of Arts - Contemporary Dance
Radford University
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