CAMILLE CASTILLO
Santa Fe,NM
Summary
Senior accounting and attest professional with more than 25 years of progressive experience in public accounting, advancing from administrative support to Accountant and Supervising Senior Associate. Extensive experience in financial management, financial reporting, internal controls, risk assessment, compliance, financial analysis, and project management. Experience in reviewing contracts and leases, analyzing job costs and financial records, evaluating fixed assets and liabilities, identifying discrepancies, and researching and resolving complex accounting issues. Proven ability to independently manage multiple engagements and competing deadlines, coordinate work within engagements, communicate with clients and management, and provide training and guidance to less-experienced staff. Extensive construction accounting and financial-review experience, including analytical procedures in preparation of reviewed financial statements for bonding purposes. Advanced Microsoft Excel skills and extensive experience with accounting, audit, tax, workflow, and document-management system. Strong written and verbal communication skills with a proven ability to build positive client relationships, respond promptly to inquiries, and provide effective follow-up.
Overview
27
27
years of professional experience
Work History
Supervising Senior Associate
CARR, RIGGS & INGRAM (CRI)
Santa Fe, NM
01.2017 - Current
- Independently manage multiple construction review engagements with competing deadlines, coordinating project requirements, client information, schedules, and completion activities.
- Plan and coordinate assigned engagements from initial planning through completion and communicate project status, deadlines, and outstanding items with clients and managers.
- Determine appropriate work assignments within engagements and move work to staff as needed to maintain project progress and meet deadlines.
- Provide training, guidance, and support to less-experienced staff working on assigned engagements; review assigned work for accuracy and completeness and communicate questions or issues to the appropriate manager.
- Evaluate client internal controls, identify control weaknesses and financial risks, and communicate findings and recommended improvements.
- Investigate discrepancies, unusual transactions, and other financial matters through analysis, supporting documentation, research, and professional judgment.
- Analyze significant expense fluctuations and discrepancies during financial reviews; identified internal-control deficiencies and suspected misuse of funds.
- Apply GAAP, attest standards, tax regulations, professional standards, firm policies, and applicable regulatory requirements.
- Review contracts, leases, fixed assets, financial records, and supporting documentation as part of construction financial reviews.
- Review fixed-asset schedules and reconcile fixed assets to the general ledger; evaluate additions, disposals, depreciation, and supporting documentation and identify missing or improperly recorded assets.
- Manage projects that fall behind schedule by identifying outstanding requirements, coordinating with clients and team members, and taking appropriate steps to bring engagements back on schedule.
- Communicate directly with clients and personnel to obtain information, resolve questions, address financial issues, and maintain engagement progress.
- Review financial information with external parties, including banks, bonding companies, and other parties when requested by clients.
- Utilize CCH Engagement and other accounting and attest systems to manage engagement documentation, supporting work papers, financial information, and project requirements.
- Maintain detailed supporting documentation and work papers in accordance with professional and firm requirements.
Accountant
CARR, RIGGS & INGRAM (CRI)
Santa Fe, NM
01.2004 - 01.2017
- Provided accounting and financial reporting services to small businesses across multiple industries, with significant experience supporting construction clients and individual taxpayers.
- Prepared financial statements for small-business clients and reviewed financial statements for larger construction clients for bonding purposes.
- Reviewed construction contracts, leases, job schedules, job costs, job applications, change orders, accounts payable, accounts receivable, and retainage as part of financial statement review procedures.
- Evaluated financial information for accuracy, determined whether costs were properly recorded, compared accounting records to supporting documentation, identified discrepancies, and communicated issues to clients.
- Reviewed contract terms and expiration dates and evaluated payments against contract requirements.
- Reviewed lease payments, lease obligations, and lease liabilities for appropriate financial reporting.
- Reviewed and reconciled fixed-asset schedules to the general ledger, including additions, disposals, depreciation, and supporting documentation.
- Analyzed current assets, prepaids, current liabilities, notes payable, and other balance-sheet accounts.
- Performed bank and account reconciliations, general ledger accounting, accounts payable, accounts receivable, and payroll functions.
- Prepared individual and business tax returns and related supporting documentation.
- Assisted clients with accounting cleanup, financial reporting, and resolution of accounting issues.
- Trained new staff members and provided guidance on accounting procedures and client assignments.
- Utilized Microsoft Excel, Word, Access, QuickBooks, Lacerte Tax Software, CCH File Cabinet, and CCH Fixed Assets.
Administrative
CARR, RIGGS & INGRAM (CRI)
Santa Fe, NM
01.2000 - 01.2004
- Managed phone communications, scheduled appointments, coordinated office activities, assisted with assemblies, and prepared mailings to streamline workflow.
- Supported daily office operations and gained foundational knowledge of accounting, client service, and professional office procedures to improve overall service delivery.
- Facilitated administrative support in public accounting environment to enhance operational efficiency.
Education
Bachelor of Business Administration (BBA) -
University of New Mexico - Anderson School of Management
Skills
- Financial Management & Reporting
- Financial Statement Preparation & Review
- Auditing & Financial Reviews
- Internal Controls & Risk Assessment
- Financial Analysis & Reconciliation
- GAAP & Accounting Standards
- Compliance & Regulatory Requirements
- Contracts & Lease Review
- Fixed Assets & Depreciation
- Construction Accounting
- General Ledger Accounting
- Accounts Payable & Receivable
- Payroll Accounting
- Tax Preparation
- Project & Engagement Management
- Staff Training & Work Coordination
- Problem Solving & Research
- Quality Control & Documentation
- Client & Stakeholder Communication
- Accounting & Attest: CCH Engagement (Proficient)
- Caseware DAS OnPoint Suite (Currently Using/Learning)
- CCH Fixed Assets
- QuickBooks
- Xero
- Tax & Workflow: CCH Acess Tax
- Lacerte Tax Software
- IManage Work
- CCH Acess Workflow (XCM)
- Microsoft Office: Microsoft Excel (Advanced)
- Word
- Teams
- Excel capabilities include financial analysis, data analysis, sorting/filtering, and financial spreadsheets
- GAAP compliance
- Construction accounting
- Financial analysis
- Project management
- Client communications
- Critical thinking
- Internal controls evaluation
- Documentation management
- Team leadership
- Time management
- Problem solving
- Attention to detail
- Data interpretation
ADDITIONAL QUALIFICATIONS
- More than 25 years of continuous public accounting experience
- Extensive construction financial-review experience
- Experience identifying internal-control deficiencies and financial discrepancies
- Experience reviewing contracts, leases, fixed assets, liabilities, job costs, and change orders
- Experience training and coordinating work for less-experienced staff
Timeline
Supervising Senior Associate
CARR, RIGGS & INGRAM (CRI)
01.2017 - Current
Accountant
CARR, RIGGS & INGRAM (CRI)
01.2004 - 01.2017
Administrative
CARR, RIGGS & INGRAM (CRI)
01.2000 - 01.2004
Bachelor of Business Administration (BBA) -
University of New Mexico - Anderson School of Management