Detail-oriented Audit Senior Associate with expertise in managing audit engagements, specializing in goodwill and intangible asset assessments, lease accounting, and GAAS compliance. Proven ability to lead teams, streamline processes, and enhance financial reporting accuracy.
Work History
Audit Senior Associate
2 Years 7 Months
PwC LLP | 01.2024 - Current
Serve as Lead Senior on audit engagement with $25B revenues, managing execution, timelines, deliverables, and coordination across engagement leadership and client teams.
Manage multiple workstreams, delegate and review associate work, resolve issues, and communicate key matters to engagement leadership.
Specialize in goodwill and intangible asset impairment, evaluating accounting conclusions, valuation methodologies, key assumptions, and disclosures.
Supported a client’s transition to public-company reporting, including PCAOB requirements, internal controls, financial reporting, and complex accounting matters.
Performed audit work for a large public-company carve-out, evaluating transaction-specific accounting and financial reporting.
Lead senior of not-for-profit organization audit with significant $6B investment portfolio.
Coach and develop associates through supervision, technical guidance, work review, and performance feedback.
Accounting Intern
1 Year 7 Months
Allied Mineral Products Inc. | 05.2022 - 12.2023
Evaluated and selected lease accounting software for adoption of ASC 842
Converted a portfolio of 100+ leases to ASC 842
Prepared an analysis of competitor companies for the Annual Board Meeting using relevant financial metrics
Prepared customer information for quarterly sales meeting
Prepared monthly lease accounting journal entries
Assisted with the lease accounting disclosure for the financial statements in accordance with the new lease accounting standard
Audit Intern
2 Months
PwC LLP | 01.2022 - 03.2022
Reviewed client accounting and operating procedures and systems of internal controls.
Developed relationships with engagement team members and two clients including their key contacts.
Completed detailed audit documentation according to GAAS and PCAOB accounting standards for assigned tasks.
Teaching Assistant
4 Months
The Ohio State University | 08.2021 - 12.2021
Taught 10 managerial accounting problem sessions to 20 students.
Tutored 50+ students taking financial accounting and managerial accounting courses.
Proctored 4 exams for 3 accounting courses.
Tax and Audit Intern
2 Months
Rea & Associates | 06.2021 - 08.2021
Prepared personal tax returns for clients, ensuring accuracy and compliance with regulations.
Performed analytical review of audit documentation.
Developed relationships with engagement team members and client contacts.
Education
Bachelor of Science - Business Administration
The Ohio State University | Columbus, OH | 05-2023
Specialization: Accounting
Minor: Economics
3.93 GPA
Dean's List Honoree, eight semesters
Skills
Lease Accounting
Goodwill accounting
Lease Accounting
GAAS and PCAOB standards
Public and Private Company financial reporting
Project Coordination
Microsoft Excel
Word
Powerpoint
Certification
Passed 4 sections of the CPA, awaiting certification