Accounting professional with 11 years of experience in audit preparation and reporting.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Audit Manager
Marcum LLP
06.2022 - Current
Managed a team of auditors, ensuring accurate and timely completion of audit projects.
Implemented risk-based auditing strategies, resulting in better identification of potential issues.
Evaluated effectiveness of internal controls by testing key controls across various departments within a municipality
Provided ongoing support to junior auditors, fostering professional development and knowledge growth.
Managed audit projects from planning to completion, maintaining strict deadlines and budgets.
Collaborated with management to develop actionable recommendations for improving internal controls and processes.
Audit Supervisor
Melanson
01.2019 - 06.2022
Partnered with internal managers to deliver client proposals and presentations.
Reviewed workpapers prepared by junior auditors for accuracy and completeness before incorporating them into the final audit report.
Coordinated with auditors for preliminary and year-end auditing activities.
Managed multiple concurrent audits, ensuring timely completion within budget constraints.
Developed strong relationships with clients to facilitate open communication during audits.
Senior Audit Associate
Melanson
01.2016 - 01.2019
Managed team of two field auditors.
Managed multiple concurrent engagements while meeting tight deadlines, demonstrating exceptional time management skills.
Assessed internal controls by identifying variances and deficiencies and recommending critical changes.
Enhanced client relationships through consistent communication and timely response to inquiries.
Staff Audit Associate
Melanson
07.2013 - 01.2016
Involved with City-Wide Internal Audit Project for the City of Salem, MA; interviewed City departments and Schools to determine internal control structure and recommend improvements
Maintained open lines of communication with colleagues across various departments, fostering strong working relationships and a collaborative approach to problemsolving.
Identified opportunities for process improvements within client organizations, providing actionable recommendations that led to increased operational efficiency.
Data Entry/Analyst
PC Connection
12.2012 - 07.2013
Collaborated with team members to complete large-scale data entry projects in a timely manner.
Ensured data integrity by consistently cross-referencing sources and double-checking entered information.
Created work instructions for data cleaning processes
Staff Accountant
Eastern Mountain Sports
10.2010 - 08.2012
Performed daily bank reconciliations and prepared daily wire and ACH transfers for approval
Maintained daily funding reconciliation including daily financing activity, loan balances and revolver availability for the individual entities
Gathered inventory and cash balances on a weekly basis for the submission of the Borrowing Base Certificate for both entities and submitting to management for approval
Maintained monthly reconciliations of cash accounts including but not limited to cash operations, credit cards, and check disbursement accounts
Reconciled each store's individual bank account (65+ stores); verify deposits made, contacting stores to reconcile discrepancies, function as point of contact between the banks and the finance department
Executed month end accounting procedures including but not limited to posting and verifying journal entries as well as reconcile discrepancies
Provided support to management and other internal colleagues as needs arise for project or reporting purposes
Responsible for accounts receivables including invoicing and collections
Provided check run analysis to Finance Director on a weekly basis
Worked with Sales/Audit and AP on partner-related activities and system initiatives
Provided additional support to Accounts Payable by coding invoices and gathering required approvals
Collaborated with external audit staff for quarterly and year-end audit procedures.
Education
Bachelor of Arts - Accounting -
Washington and Jefferson College
05.2010
Skills
Financial statement review
Audit Documentation
Client Relationship Management
Risk Assessment
Team Building and Leadership
Presentation of Audit Results
References
Available Upon Request
Certification
CPA - Certified Public Accountant
Additional Information
Presented on internal audits at the Small Town Administrators of Massachusetts (STAM) conference in June of 2024.
Timeline
Audit Manager
Marcum LLP
06.2022 - Current
Audit Supervisor
Melanson
01.2019 - 06.2022
Senior Audit Associate
Melanson
01.2016 - 01.2019
Staff Audit Associate
Melanson
07.2013 - 01.2016
Data Entry/Analyst
PC Connection
12.2012 - 07.2013
Staff Accountant
Eastern Mountain Sports
10.2010 - 08.2012
Bachelor of Arts - Accounting -
Washington and Jefferson College
CPA - Certified Public Accountant
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