Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Financial Assurance Associate
DeJoy & Co. CPAs LLP
07.2023 - Current
Financial Assurance Senior Advisor
DeJoy & Co. CPAs LLP
01.2021 - 07.2023
Performed audits, reviews, and compilations financial statements and footnote disclosures
Performed analytical procedures on numerous balance sheet and income statement accounts
Collaborate and effectively communicate with team members, client, and third parties to meet deadlines and ensure efficiency
Established an understanding of client’s accounting procedures and processes
Completed extensive assigned auditing related duties on stringent deadlines and budgets
Ensure clients are in compliance with GAPP, debt covenants, and applicable regulations
Evaluate internal controls adequacy and effectiveness
Analyze and evaluate financial variances to gain an understanding of the client industry and business while identifying areas of risk
Coached new employees as part of the mentoring program to improve efficiency on the onboarding process
Trained new employees on firm auditing processes and documentation.
Shift Manager
Cheshire Farms Creamery
01.2015 - 01.2020
Utilize Square POP system to process cash and credit transactions
Close out POP system at end of shift
Resolve customer issues and complaints
Train and coach employees
Model customer service behaviors
Assign tasks to employees
Monitor work flow to ensure speed and accuracy of customer service
Organize work space to keep customer orders flowing smoothly
Prepare customer orders as to specifications
Maintain physical space to meet Health Department requirements.
Server/Barista
Cheshire Farms Creamery
01.2015 - 01.2020
Kitchen Assistant
Notre Dame Retreat House
01.2014 - 01.2015
Assisted in food preparation
Served meals to the retreat house guests
Gathered and cleaned dishes and the dining room
Engage with guests to enhance their retreat experience.
Education
Bachelor of Science in Accounting -
State University of New York at College at Geneseo
Associate Degree in Accounting -
State University of New York Finger Lakes Community College, NY
Timeline
Financial Assurance Associate
DeJoy & Co. CPAs LLP
07.2023 - Current
Financial Assurance Senior Advisor
DeJoy & Co. CPAs LLP
01.2021 - 07.2023
Shift Manager
Cheshire Farms Creamery
01.2015 - 01.2020
Server/Barista
Cheshire Farms Creamery
01.2015 - 01.2020
Kitchen Assistant
Notre Dame Retreat House
01.2014 - 01.2015
Bachelor of Science in Accounting -
State University of New York at College at Geneseo
Associate Degree in Accounting -
State University of New York Finger Lakes Community College, NY