Overview
Work History
Education
Skills
Certification
Timeline
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Ian Fincher

New Orleans,LA

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Auditor

Wegmann Dazet
01.2023 - 11.2024
  • Conduct audits, reviews, and compilations across various industries.
  • Prepare financial statements based on adjusted balances.
  • Assist in audit planning - conduct risk assessments, review internal controls, develop an understanding of the entity and its environment, determine materiality, pick samples
  • Perform analytical procedures to identify trends and potential areas of concern.
  • Identify internal control deficiencies and provide recommendations for improvement.
  • Review accounts for erroneous transactions. Make adjusting journal entries to correct balances.
  • Recalculate and record payroll transactions for financial recording purposes.
  • Perform bank reconciliations. Identifying discrepancies between books and bank, adjust relevant accounts.
  • Construct trial balances based on clients records. Group accounts to create financial statements.
  • Completed entire 401k audits for several plans.

Education

Bachelor of Science - Accounting

University of New Orleans, College of Business Administration

Bachelor of Science - Economics

Louisiana State University, E.J. Ourso College of Business

Skills

  • Financial Auditing
  • Financial Accounting
  • Financial & Economic Analysis
  • 401k Auditing
  • Microsoft Excel
  • Microsoft Word
  • QuickBooks Online
  • QuickBooks Desktop
  • Sage
  • CCH Engagement
  • CCH Knowledge Coach
  • TR Fixed Asset Software

Certification

  • Certified Public Accountant (CPA) - License issued February 21, 2024

Timeline

Senior Auditor

Wegmann Dazet
01.2023 - 11.2024

Bachelor of Science - Economics

Louisiana State University, E.J. Ourso College of Business

Bachelor of Science - Accounting

University of New Orleans, College of Business Administration

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Ian Fincher