ALISA WHITNEY
Medford
Summary
Results-driven audit and compliance specialist with experience in compliance attestations, internal control audits, and risk management. Recognized for rapid promotions and proven leadership, with strengths in evaluating controls, delivering third-party reports, and improving operational processes. Additional expertise in team training, process improvement, and client service. Seeking to leverage audit expertise and leadership in a senior accounting or compliance role.
Overview
6
6
years of professional experience
Work History
Senior Audit Associate
Ashland Partners
02.2023 - Current
- Lead comprehensive audit examinations for registered investment advisors, including compliance attestations, internal control audits, financial statement audits, surprise custody examinations, agreed-upon procedures engagements, etc.
- Review and evaluate audit workpapers for accuracy, completeness, and regulatory compliance.
- Coordinate client meetings via phone, virtual platforms, and on-site visits.
- Assist with new-hire recruiting, onboarding, and training.
Store Manager
Crumbl Cookies
08.2021 - 02.2023
- Managed hiring, training, scheduling, payroll, inventory management, ordering, and vendor relationships to ensure efficient daily operations.
- Directed operations for Oregon’s top-performing location at the time, leading a team of 30+ employees, and implementing process improvements that reduced waste by 15% and boosted efficiency, maintaining the store’s #1 ranking in the state.
- Coordinated marketing efforts, increasing local brand awareness through community outreach initiatives.
Reporting & Compliance Associate
Lithia Motors Inc
04.2021 - 08.2021
- Conducted audit fieldwork, such as store internal audit testing, Sarbanes-Oxley testing, dealership acquisitions, and various special projects.
- Led internal investigations into compliance breaches, ensuring comprehensive documentation and follow-up actions.
Assistant Manager
Crumbl Cookies
09.2019 - 01.2021
- Served as the primary manager on duty, independently overseeing staffing, inventory, scheduling, and payroll.
- Trained and mentored new team members on best practices and operational procedures.
- Supervised day-to-day operations to meet performance, quality and service expectations.
Education
Bachelors of Science - Business Administration, Management Accounting
Southern Oregon University
Ashland, Oregon, ORSkills
- Project management
- Internal audits
- Microsoft Office proficiency
- Risk assessment analysis
- Data analytics
- Customer relations
Timeline
Senior Audit Associate
Ashland Partners
02.2023 - Current
Store Manager
Crumbl Cookies
08.2021 - 02.2023
Reporting & Compliance Associate
Lithia Motors Inc
04.2021 - 08.2021
Assistant Manager
Crumbl Cookies
09.2019 - 01.2021
Bachelors of Science - Business Administration, Management Accounting
Southern Oregon University