Dedicated and detail-oriented Certified Public Accountant (CPA) with an MBA and experience as an Audit Associate, seeking to leverage my expertise in financial analysis, compliance, and accounting to contribute to a dynamic organization's success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Audit Associate
FORVIS, LLP
09.2022 - Current
Prepare working papers, reports and supporting documentation for audit findings.
Audit engagements for industries in commercial real estate, manufacturing, employee benefit plans, and financial institutions.
Meet with clients to identify and assess business controls, risks and workflow inefficiencies.
Identify various risks and errors in accounts to propose corrective action to client management.
Maintain constant communication with clients and audit team members.
Administrative Assistant
FASTSIGNS
05.2018 - 08.2022
Maintained databases to track and record customer data.
Managed filing system, entered data and completed other clerical tasks.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Responded to customer requests for products, services, and company information.
Accounting Assistant
STROCO Manufacturing, Inc.
05.2020 - 01.2021
Cost matrix analysis for Federal Acquisition Regulation (FAR) government contracts
Inventory purge, relocation, and organization for implementation of new Vertical Lift Module (VLM) machines
Utilization of EstiTrack computer system for inventory maintenance and journal entries
Audit Intern
BKD, LLP
06.2021 - 08.2021
Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
Assisted in office administration and client communication to help manage auditors' workload.
Tax Intern
BKD, LLP
01.2021 - 04.2021
Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
Prepared individual, trust, partnership and corporate tax returns.
Education
MBA - Accounting & Business Management
Rockhurst University
Kansas City, MO
05.2022
Bachelor of Science - Corporate Accounting & Finance
Rockhurst University
Kansas City, MO
05.2021
Skills
Accounting Systems and Controls
Audit and Compliance
Efficient Communication Skills
Team Engagement and Collaboration
Financial Statement Preparation
Inventory Assessments
Microsoft Office
Financial Management
Certification
CPA - Certified Public Accountant
Microsoft Office Excel 2016 Specialist
Timeline
Audit Associate
FORVIS, LLP
09.2022 - Current
Audit Intern
BKD, LLP
06.2021 - 08.2021
Tax Intern
BKD, LLP
01.2021 - 04.2021
Accounting Assistant
STROCO Manufacturing, Inc.
05.2020 - 01.2021
Administrative Assistant
FASTSIGNS
05.2018 - 08.2022
MBA - Accounting & Business Management
Rockhurst University
Bachelor of Science - Corporate Accounting & Finance
Rockhurst University
CPA - Certified Public Accountant
Microsoft Office Excel 2016 Specialist
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