Alejandro Cruz-Valle
Houston,TX
Summary
Assurance Senior in financial statement audit with experience in completing integrated and private client audits, primarily in the US, including special projects in accordance with financial, accounting and regulatory standards. Industries of experience include machinery and manufacturing, oil and gas, power and utilities, and sports and entertainment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assurance Senior
EY
Houston, TX
08.2022 - Current
- Coordinate and lead annual audit plan on multiple engagements.
- Supervise and mentor staff and interns and provide on-the-job coaching and guidance.
- Monitor and drive completion of audit procedures and documentation of conclusions.
- Detailed reviews of work performed by staff and interns in accordance with guidance and the audit plan.
- Prepared internal planning and summary memorandums.
- Plan and execute substantive audits and reviews of financial reporting for annual reports.
- Plan and execute SOX compliance procedures.
- Manage engagement efficiencies to ensure internal and external deadlines are met.
- Prepare and lead internal and external audit status meetings to engage executives and client contacts, respectively.
- Lead meetings with client contacts and executives for audit testing procedures such as walkthroughs, testing inquiries, and other general required inquiries.
- Assist with issuance of comfort letter for subsequent public offerings.
- Manage personal and professional demands of time.
- Prepare analyses of financial statements and financial statement metrics and review financials in accordance with applicable accounting standards such as US Generally Accepted Accounting Principles and International Financial Reporting Standards.
Assurance Staff
EY
Houston, TX
09.2020 - 08.2022
- Executed audit procedures for medium and large private company audits with revenues $100M - $1.0B and integrated audits of large accelerated filers with revenues greater than $10B.
- Used advanced excel functions to efficiently execute audit procedures.
- Communicated and established professional working relationships with client personal.
- Assist in agreed upon procedures.
- Performed testing over multiple audit areas, including revenue, cash, accounts receivable, fixed assets, accounts payable, accruals, and expenses.
- Identified and communicated accounting and auditing matters timely to senior team members.
- Provided coaching, assistance, and task assignments to interns.
Assurance Intern
EY
Houston, TX
01.2019 - 03.2019
- Prepared audit deliverables with instructions provided by staff and seniors.
- Assisted audit staff in preparing and executing audit testing.
- Assisted with preparation and completion of financial statement tie outs.
Education
Bachelor of Business Administration - Accounting
Texas A&M University
College Station, TX05.2020
Master of Science - Accounting
Texas A&M University
College Station, TX05.2020
Skills
- Coaching and Development
- Communication
- Leadership
- Advanced US GAAP Knowledge
- Experiences IFRS Standards
- Project Management
- Financial Reporting
- Financial Statement Analysis
- Data Analytics (Excel, PowerBI, MS Access, Alteryx)
Certification
Certified Public Accountant - Texas
2023 - Present
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
References
Thomas Schulz
Manager, EY
Phone: (281) 221-6328
tschulz2012@gmail.com
Emily Ding
Senior Manager, EY
Phone: (713) 750-8323
Email: Emily.Ding@ey.com
Timeline
Assurance Senior
EY
08.2022 - Current
Assurance Staff
EY
09.2020 - 08.2022
Assurance Intern
EY
01.2019 - 03.2019
Bachelor of Business Administration - Accounting
Texas A&M University
Master of Science - Accounting
Texas A&M University