CPA transitioning into data analytics with background in analyzing large datasets, identifying financial and operational trends, and delivering data-driven insights to team members and clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Auditor
BerryDunn
07.2024 - Current
Analyzed financial data using advanced auditing software and Excel to identify discrepancies and improve processes.
Led audit engagements ensuring compliance with regulatory standards and internal policies.
Selected for early adoption of Microsoft Copilot; completed formal training and currently use AI tools to enhance data analysis, automate documentation, and streamline client deliverables.
Mentored junior auditors, fostering skill development and knowledge sharing within the team.
Staff Auditor
BerryDuun
06.2021 - 06.2024
Conducted comprehensive audits to ensure compliance with regulatory standards.
Implemented all data into spreadsheets utilizing Excel.
Analyzed data and findings to prepare reports detailing financial information.
Education
Bachelor of Science - Accounting
University of Maine
Orono, ME
05-2021
Skills
Data analytics proficiency (revenue/consumer data and other data)
Skilled in Excel (advanced formulas, pivot tables)
Currently learning SQL and Tableau via LinkedIn Learning
Financial statement and risk/control assessment through data analysis
Experience using Copilot and other AI tools for enhancing productivity
Experienced in problem-solving by identifying data anomalies and recommending process improvements