Lead Analyst during the preparation of quarterly and annual public filings with the SEC which included responsibilities such as XBRL tagging within Workiva’s cloud platform, footnote preparation, tie-out, and data tagging.
Assisted in monthly close process, including journal entries, volumes, account analysis, manual inputs into Oracle EPM, and reconciliations.
Head Analyst on lease accounting, board financials, and earnings release files for the CFO.
Coordinated with external and internal auditors and SOX compliance.
Drove process improvements within Workiv including organization of data input and data synergy across SEC filing documents.
Conducted the documentation of our project accounting within Oracle EBS which consisted of new projects in development, asset retirements, project entries, and reconciliations.
Senior Associate
PwC
07.2022 - 12.2022
Promoted to Senior Associate one year early.
Worked on PwC’s 2nd largest audit client by audit revenue, American International Group, including Project Olympus (AIG’s IPO which went public in September 2022). Served as Lead senior associate on AIG Property Audit.
Served as Lead senior associate in charge of the Alteryx workflow for the AIG/Corebridge Financial engagement team.
Coached 1st and 2nd year associates on transaction testing, completeness scoping, reconciliations, and Alteryx workflows.
Worked directly with the AIG Separate Accounts Director for reconciliation and transaction testing.
Coordinate with the PwC India Team to streamline audit work.
Reported directly to the AIG Core director during the 2021 10-K filing.
Head associate in charge of the coordination of support files between PwC and AIG.
Worked on Lionstone Investments, a private real estate investment firm.
Associate
PwC
01.2021 - 06.2022
Intern
PwC
01.2019 - 03.2019
Worked on American International Group and Calpine Corporation.
Tied out financials and assisted associates on tasks related to the 10-K audit.