Detail-oriented professional with expertise in financial reporting, internal auditing, and QuickBooks. Proven ability to enhance compliance and budget management, driving organizational success.
Overview
4
4
years of professional experience
Work History
Board Treasurer
Newport Pride
Newport
06.2022 - Current
Corrected significant accounting errors in QuickBooks, ensuring alignment with GAAP and nonprofit standards.
Oversaw budgeting processes and allocated funds to optimize financial management.
Prepared and presented detailed financial reports to board of directors, facilitating informed decision-making.
Collaborated with board members to establish clear financial goals and objectives.
Ensured compliance with financial regulations and standards across all operations.
Worked with external auditors during year-end close to facilitate accurate reporting.
Resolved account variances and reconciled bank statements, ensuring financial accuracy and integrity.
Audit Associate
CohnReznick
Braintree
01.2024 - 03.2026
Conducted financial audits of clients' records, including accounts payable, receivable, payroll, and general ledger transactions.
Performed tests of internal controls to evaluate adequacy of existing systems and processes.
Prepared detailed workpapers documenting all audit evidence obtained during engagements.
Collaborated with team members to identify compliance issues and potential risks.
Assisted in preparing comprehensive audit reports and documentation.