George Plaza
Jersey City,NJ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented and successful at completing comprehensive audits to verify the accuracy and reliability of company information.
Overview
9
9
years of professional experience
Work History
Assurance Senior Associate
Marcum LLP
Saddle Brook, NJ
01.2023 - 05.2024
- Performed audits, reviews and compilations for commercial clients in various sectors (Alternative Investments, EBP's, Education, Food & Beverage, Government, Healthcare)
- Assisted with the preparation of financial statements, ensuring compliance with GAAP and relevant regulatory requirements.
- Completed analysis of financial statements accounts by using analytical skills to evaluate complex transactions, providing valuable insights into potential risks.
- Conducted thorough risk assessments for clients, resulting in improved financial controls and reduced risks.
- Performed detailed testing of internal controls, helping companies strengthen their risk management practices.
- Identified control weaknesses during audits which led to the implementation of new controls, improving client''s overall risk management.
- Coordinated engagements and reviewed work of assurance staff members.
- Participated in regular training sessions to maintain knowledge of emerging accounting standards and audit methodologies.
- Developed strong relationships with clients through consistent communication and excellent service delivery.
- Managed multiple client engagements simultaneously, consistently delivering high-quality work within tight deadlines.
- Mentored staff members in various auditing techniques and best practices, fostering a positive learning environment.
- Led training sessions on various topics related to auditing, enhancing the skills and knowledge of fellow team members.
Senior Associate 2
PKF
New York, NY
12.2020 - 01.2023
- Worked audit engagements for non-profit industry clients.
- Prepared working papers, reports and supporting documentation for audit findings assisting in the preparation of financial statement disclosures in accordance with applicable accounting standards.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Played a key role in executing audit procedures, communicating with staff and management, and managed engagement staff to meet deliverable deadlines.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Actively participated in organizational development initiatives like workshops or seminars, contributing valuable insights based on experience.
- Assigned tasks to lower-level personnel based on qualifications and skills set.
Audit Senior
Grassi & Co.
New York, NY
10.2019 - 11.2020
- Worked audit engagements for non-profit industry clients.
- Examined financial and accounting records, prepared informational returns, communicated with operations staff and management, and maintained positive client relations.
- Used accounting software to issue tax returns
- Conducted walkthroughs of various business processes, gaining an in-depth understanding of operations while identifying potential control weaknesses.
- Assisted in the preparation of audit reports, presenting findings clearly and concisely to senior management for review.
- Developed strong relationships with clients, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
Audit Associate
BKD
08.2015 - 09.2019
- Performed annual audits for non-profit industry clients, reviewed and prepared informational returns, and communicated with operations staff and management.
- Performed extensive assessments of assets, liabilities and equity to verify accuracy in financial reports.
- Prepared working papers, reports and supporting documentation for audit findings assisting in the preparation of financial statement disclosures in accordance with applicable accounting standards
- Managed multiple simultaneous audit engagements while maintaining strict adherence to deadlines and quality standards.
- Analyzed trends in financial data to investigate fluctuations.
- Developed strong relationships with clients through clear communication, transparency, and professionalism throughout the entire audit process.
Education
Bachelor of Science, Accounting & Business - Accounting
Fairleigh Dickinson University
Florham Park, NJ05.2014
Skills
- Strong leadership skills
- Excellent communication and interpersonal skills
- Bi-Lingual: Spanish and English
- Technically proficient in Pro Systems Engagement
- Advanced Excel knowledge
- Continuous learning mindset
- Internal controls evaluation
- Research and analysis
- Documentation skills
- Strong Problem Solver
- Teamwork and Positive Attitude
Timeline
Assurance Senior Associate
Marcum LLP
01.2023 - 05.2024
Senior Associate 2
PKF
12.2020 - 01.2023
Audit Senior
Grassi & Co.
10.2019 - 11.2020
Audit Associate
BKD
08.2015 - 09.2019
Bachelor of Science, Accounting & Business - Accounting
Fairleigh Dickinson University