Hi, I’m
Danielle Wright-Ward
Katy,Texas
Summary
Detail-oriented Auditor of seven years with track record of quickly completing complex audit projects. Experienced in public and private accounting, specializing in financial statement audits. Well-versed in managing entire audit process from planning and risk assessment to fieldwork. Detail-oriented Tax Preparer with one year of experience in tax preparation. Expert in managing paperwork for tax returns, extensions, and write-ups. Quick to build rapport with clients leading to long-term business relationships. Possess excellent communication, mathematical, analytical, and interpersonal skills, and able to meet challenging client requirements. Seeking to join a trusted company to utilize these expertise.
Overview
7
years of professional experience
Work History
Department Of Children And Families, State Of WI
Intermediate Auditor (Contractor)
10.2022 - Current
Job overview
- Complete 20 to 30 Targeted Case Reviews (TCR) quarterly by tracking recipient accounts, analyzing transaction data, and conducting client interviews to ensure funds are spent appropriately.
- Provided exceptional customer service experience, attention to detail, effective oral and written communication skills, and ability to interpret intent of federal, state, and Department regulations to these specific federal funding programs.
- Reviewed colleagues’ audits to make sure adhered and are following policies and procedures.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs, and enhancements.
Tax Payers Bureau
Tax Preparer (Seasonal)
01.2023 - 06.2023
Job overview
- Ensured accurate payouts/deductions by requesting required documents from clients, analyzing legal data, and ensuring compliance with regulatory standard to file tax returns.
- Provided exceptional customer service experience to promote and expand business.
- Prepared tax returns, extensions, including individuals and small businesses.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed 25 tax returns during 2023 tax season.
Sikich
Auditor
12.2021 - 10.2022
Job overview
- Perform financial statement audits under US GAAP, and Title IV compliance, inform engagement leaders of audit engagement status.
- Conducted audit tests which assess compliance with plan document and regulatory requirements.
- Drafted financial statements in accordance with US GAAP.
- Developed and maintain productive working relationships with clients to enhance customer satisfaction.
- Provided strategic and tactical accounting advice and recommendations to firm’s clientele.
- Delivered exceptional client support virtually and onsite as needed.
Advocate Aurora Health Care
Internal Auditor
03.2018 - 12.2021
Job overview
- Documented recommendations to improve internal controls and operating efficiency.
- Evaluated company's policies to determine how well standards adhered to best practices.
- Performed strategic planning, execution and finalization of audits using data analytics and critical thinking skills.
- Reviewed and identified risks, analyzed controls and tested compliance.
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walk-throughs for compliance with documented processes.
- Prepared and distributed risk and audit reports to appropriate personnel.
Coleman & Williams LTD
Audit Associate
04.2016 - 02.2018
Job overview
- Prepared working papers, reports and supporting documentation for audit findings.
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Performed extensive assessments of assets, liabilities and equity to verify accuracy in financial reports.
- Conducted financial, compliance and operational audits.
- Sub-contractor Auditor with Clifton Larson Allen (CLA), LLP, Arlington, VA in the full scope financial statements audit of a federal government agency for FY2016 and FY2017 financial statements.
Education
Concordia University of WisconsinMequon, WI
Master of Science from Accounting
12.2018
Concordia University of WisconsinMequon, WI
Bachelor of Science from Accounting
05.2015
Skills
- Microsoft (Excel, PowerPoint, Word, Access, and Outlook)
- Pro-Staff Systems
- CCH Pro-Systems
- CaseWare
- Tax Return Preparation
- Local, State and Federal Tax Returns
- Virtual Tax Interviews
- Written and Oral Communications
- Critical Thinking and Analysis
- Valid PTIN
- Government, Non-profit, For-profit Audits
- Healthcare Internal Audits
Additional Information
- Public Trust
Timeline
Tax Preparer (Seasonal)
Tax Payers Bureau
01.2023 - 06.2023
Intermediate Auditor (Contractor)
Department Of Children And Families, State Of WI
10.2022 - Current
Auditor
Sikich
12.2021 - 10.2022
Internal Auditor
Advocate Aurora Health Care
03.2018 - 12.2021
Audit Associate
Coleman & Williams LTD
04.2016 - 02.2018
Concordia University of Wisconsin
Master of Science from Accounting
Concordia University of Wisconsin
Bachelor of Science from Accounting
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