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
6
6
years of professional experience
Work History
Corporate Audit Analyst
CVS Health
Hartford, CT
01.2025 - Current
Contributed to the creation of audit reports effectively communicating insights and proposals to primary stakeholders.
Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
Identified and reported audit issues.
Investigated discrepancies discovered during auditing process.
Contributed to a positive work environment by collaborating effectively with colleagues across all levels of the organization.
Supported management in developing action plans to address identified issues, promoting timely resolution of audit findings.
Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
Reviewed and identified risks, analyzed controls and tested compliance.
Collaborated with cross-functional teams to design and execute comprehensive audit plans, ensuring alignment with company objectives.
Guided departments in developing remediation plans based on audit findings and recommendations.
Experienced Audit Associate
PricewaterhouseCoopers - PwC
Hartford, CT
09.2023 - 12.2024
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 Associate
Southern Connecticut State University
New Haven, CT
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
New Haven, CT
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
Volunteer of the year (2023)
Timeline
Corporate Audit Analyst
CVS Health
01.2025 - Current
Experienced Audit Associate
PricewaterhouseCoopers - PwC
09.2023 - 12.2024
Finance and Administration Graduate Associate
Southern Connecticut 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