Casey Ray
Summary
Results-driven project coordinator with a proven track record at Topel Forman, LLC, enhancing efficiency through advanced database management and process improvement. Successfully saved hundreds of work hours by streamlining project data processes.
Overview
8
8
years of professional experience
Work History
Project Associate (Project Coordinator)
Topel Forman, LLC
Chicago, IL
06.2021 - 02.2025
- Tracked and documented project information for an investment tax project consisting of over 1,200 investors and 8 billion dollars in assets under management.
- Synthesized and organized project data to ensure accuracy of investors' partnership tax documents.
- Developed procedures and databases to enhance efficiency and integrity of project information, including a database that cut preparation time for one portion of the project by approximately 60% and resulting in hundreds of work hours saved.
- Trained and managed small teams of admin staff on various project processes, including the completion of investor tax document packages.
- Communicated finalized investment project data to clients, team members, executives, and investors before deadlines.
Assurance Associate
Topel Forman, LLC
Chicago, IL
01.2018 - 06.2021
- Conducted substantive procedures, walkthroughs, and test of relevant controls for the audits of small, privately held business clients and nonprofit organizations
- Utilized firm guidance effectively to determine appropriate level of testing for significant accounts and classes of transactions
- Maintained positive relationships with key client contacts to obtain appropriate audit evidence on a timely basis
Assurance Staff Associate
RSM US LLP
Houston, TX
09.2016 - 03.2017
- Designed and performed detailed audit procedures for middle market, privately held business clients across various industries
- Established close rapport with key client contacts to maintain an efficient flow of appropriate audit evidence necessary to perform audit procedures
Education
Bachelor of Science - Commerce & Business Administration, Accounting, Professional Accounting Specialization, Political Science
The University of Alabama
Tuscaloosa, ALSkills
- Advanced Excel
- Process Improvement
- Database Management
- Team Training
- Project Coordination
- Project Monitoring
- Data Analysis
- Change Management
Timeline
Project Associate (Project Coordinator)
Topel Forman, LLC
06.2021 - 02.2025
Assurance Associate
Topel Forman, LLC
01.2018 - 06.2021
Assurance Staff Associate
RSM US LLP
09.2016 - 03.2017
Bachelor of Science - Commerce & Business Administration, Accounting, Professional Accounting Specialization, Political Science
The University of Alabama
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