Work History
Education
Skills
Timeline
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Ashley Sabia

Toms River,NJ

Work History

Assurance Senior Associate

Marcum LLP
09.2023 - Current
    • Supervise audit associates and interns on engagements and direct and educate them on auditing techniques and software.
    • Interact and coordinate with clients to help ensure the information flow from the client is efficient and the audit is performed as scheduled.
    • Reviewed and provided feedback for client's quarterly and annual financial reporting and supplemental disclosure requirements.

Assurance Associate

Marcum LLP
08.2022 - 09.2023
  • Perform annual audits and reviews for SEC registrants and large private companies.
  • Plan and coordinate various audit procedures and test-work, including the design and effectiveness of internal controls by completing walk-throughs of complex business processes to ensure compliance with SOX.
  • Utilized accounting software to analyze financial data and performance metrics.

Staff Accountant

Knight Rolleri Sheppard
09.2021 - 08.2022
  • Prepared and filed over 75 tax returns during busy season, and provided each client with value-add services such as tax saving advice and analysis
  • Worked closely with our clients' and assisted in maintaining and developing key client relationships for both audit and tax and fostered new client relationships through referrals from established clients
  • Planned and executed numerous annual broker-dealer and not-for-profit audits using a risk-based approach and prepared supporting workpapers which record and summarize audit procedures performed
  • Coordinated, planned, and executed over 10 "deemed custody" audits pursuant to rule 206(4)-2 under the Investment Advisers Act of 1940 for registered investment advisors
  • Completed month-end close procedures and reporting for financial firms
  • Completed reconciliations and valuations to be used in courtroom settings and supported the managing partner in testifying in behalf of our clients.

Accounting Intern

Aspetuck Valley Country Club
05.2018 - 09.2020
  • Processed monthly billing of 300+ members, as well as annual and monthly charges
  • Processed and coordinated payments of accounts payable invoices, and trained multiple employees to processaccounts payable
  • Assisted the assistant controller in preparing monthly account reconciliations and the financial package
  • Calculated and filed Connecticut State Admission & Dues, and Sales & Use Tax for the business each month
  • Supported month-end and year-end closing processes by reconciling accounts
  • Contributed to quality control by reviewing data and verifying statements.

Education

Bachelor of Science - Accounting

Fairfield University
05.2021

Skills

    • Experience with SEC filings
    • SOX Controls Compliance
    • Microsoft Office Suite proficiency
      • Understanding of US GAAP and GAAS
      • Strong attention to detail
      • Solid analytical skills

Timeline

Assurance Senior Associate

Marcum LLP
09.2023 - Current

Assurance Associate

Marcum LLP
08.2022 - 09.2023

Staff Accountant

Knight Rolleri Sheppard
09.2021 - 08.2022

Accounting Intern

Aspetuck Valley Country Club
05.2018 - 09.2020

Bachelor of Science - Accounting

Fairfield University

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Ashley Sabia