Experienced leader with strong a background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
5
5
years of professional experience
Work History
Experienced Audit Associate
PricewaterhouseCoopers - PwC
09.2023 - Current
Analyze investments for Private Equity/Venture Capital corporations totaling over $1 billion dollars to ensure accurate reporting.
Review and test key controls impacting daily functions performed within the team.
Performed detailed financial audits for over 20 clients annually, ensuring accurate compliance with financial regulations.
Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
Prepared working papers, reports and supporting documentation for audit findings.
Developed strong relationships with clients through clear communication, transparency, and professionalism throughout the entire audit process.
Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
Identified various risks and errors to propose corrective action to decision makers.
Performed auditing work in accordance with rigorous auditing standards and principles.
Conducted detailed investment analysis, calculations and reports.
Finance and Administration Graduate Intern
Southern CT State University
06.2020 - 05.2023
Organized documentation of a more than $13 million budget and tracked expenses to maintain tight business controls
Pitched in to assist with special projects and additional tasks
Reported financial data and updated financial records in ledgers and journals
Input financial data and produced reports using Ellucian Database
Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses
Organized and reported on financial information for 6 accounts totaling over $2 million dollars to document payment histories and assist with sound financial accounting
Assessed financial statements and records
Assisted coworkers and staff members with special tasks on daily basis.
Volunteer Income Tax Assistant (VITA)
Southern Connecticut State University
03.2020 - 04.2022
Delivered comprehensive tax documentation required for accurate individual and corporate returns
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
Prepared tax returns for clients in various industries according to government regulations and requirements
Facilitated integration of modern tax software with client accounting software
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
Master of Business Administration -
Southern Connecticut State University
New Haven, CT
05.2023
Bachelor of Science: Business Administration/Accounting -
Southern Connecticut State University
New Haven, CT
12.2019
Skills
Financial Statements
Journal Entry Preparation
Effective and Professional Communication
Account Reconciliation Processes
Budgetary Governance
Proficient in Excel
Substantive testing
Professional Skepticism
Risk Assessment Analysis
Critical problem-solving
Accomplishments
Delta Mu Delta International Business Honor Society
Outstanding Faculty Member of the year Award
Timeline
Experienced Audit Associate
PricewaterhouseCoopers - PwC
09.2023 - Current
Finance and Administration Graduate Intern
Southern CT State University
06.2020 - 05.2023
Volunteer Income Tax Assistant (VITA)
Southern Connecticut State University
03.2020 - 04.2022
Bachelor of Science: Business Administration/Accounting -