RSM Orb
Anthony Alfonso III, CPA
Audit Senior
New Orleans,LA
Summary
Efficient Senior Audit Associate equipped with skills in team leadership, audit planning and report preparation. Proven capabilities in Non-profit, for-profit and governmental audits and client relations. Accomplished in training and mentoring staff to build strong teams and consistently achieve auditing goals.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Senior Audit Associate
LaPorte CPAs And Business Advisors
Metairie, LA
01.2020 - Current
- Delegated work to team members and student interns to share workload and continue meeting audit goals.
- Assessed internal controls by identifying variances and deficiencies and recommending critical changes.
- Analyzed trends in financial data to investigate fluctuations.
- Followed up to assess and report corrective action completion or progress.
- Planned and implemented audits of Non-profit, for-profit and governmental areas.
Audit Staff Member
Richard CPAs
Metairie, LA
11.2018 - 05.2019
- Met with clients to identify and assess business controls, risks and workflow inefficiencies.
- Prepared working papers, reports and supporting documentation for audit findings.
- Performed auditing work in accordance with rigorous auditing standards and principles.
Financial Assistant
Ameriprise Financial
Metairie, LA
01.2017 - 06.2018
- Conducted research on specific investments in order to create a tailored investment portfolio for each client.
- Passed the Series 7 certification
- Track performance of investment and prepare analysis on client’s current and future financial status
Education
Bachelor of Science - Marketing
Louisiana State University And A&M College
Baton Rouge, LA 08.2012 - 08.2016
Pre-CPA Program - Accounting And Business Management
University of New Orleans
New Orleans, LA 06.2017 - 12.2018
Skills
Understanding of GAAS and GAAP
Software
Microsoft Office
Caseware
Certification
Certified Public Accountant
Interests
Science Fiction
New Orleans Saints
Piano
Timeline
Certified Public Accountant
02-2022
Senior Audit Associate
LaPorte CPAs And Business Advisors
01.2020 - Current
Audit Staff Member
Richard CPAs
11.2018 - 05.2019
Pre-CPA Program - Accounting And Business Management
University of New Orleans
06.2017 - 12.2018
Financial Assistant
Ameriprise Financial
01.2017 - 06.2018
Bachelor of Science - Marketing
Louisiana State University And A&M College
08.2012 - 08.2016
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