Led financial, operational, and compliance audits from planning through reporting, ensuring adherence to regulatory requirements and internal policies.
Analyzed financial data, business processes, and system controls to identify trends, exceptions, and opportunities for improvement.
Prepared comprehensive audit reports with clear, actionable recommendations and presented findings to management and executive stakeholders.
Mentored and supervised associates, providing coaching, technical guidance, and performance feedback to enhance team effectiveness.
Participated in the firm's Research and Development Council, partnering with cross-functional teams to develop innovative solutions that improved operational effectiveness and streamlined workflows.
Staff I & II - Assurance Services
Lane Gorman Trubitt, LLC
01.2023 - 09.2024
Worked closely with senior management and firm partners to analyze complex accounting issues and provide recommendations for resolution.
Developed and maintained strong client relationships by providing timely and insightful recommendations to improve internal controls and operational efficiency.
Completed complex technical accounting research and wrote detailed memoranda to support audit findings and conclusions.
Senior Analyst - Client Services and Technology Solutions at Hamilton Lane AdvisorsSenior Analyst - Client Services and Technology Solutions at Hamilton Lane Advisors