Summary
Overview
Work History
Education
Skills
Scholastic Honors
Activities And Volunteer Experience
Timeline
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Josie Yoder

Audit Associate
Oklahoma City

Summary

Detail-oriented and analytical professional with a strong foundation in accounting, auditing, and financial analysis. Eager to leverage leadership, consistency, and problem-solving skills in a dynamic workplace that fosters growth and excellence. Maintains accuracy and meets deadlines to deliver high-quality work. Seeks opportunity to contribute to the success of the organization while continuously expanding knowledge and expertise in the field of finance.

Overview

6
6
years of professional experience
2023
2023
years of post-secondary education

Work History

Audit Associate

Eide Bailly
09.2022 - Current
  • Collaborate with engagement teams to establish audit timelines and objectives, ensuring alignment with client goals and report deadlines
  • Work on a variety of audits, including governmental entities, healthcare, and commercial sectors, and travel to various client sites while developing relations and gaining hands-on insight into different business operations
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Assisted in the preparation of financial statement disclosures in accordance with applicable accounting standards

Tax Assistant

Duncan, Onley & Watkins
01.2022 - 04.2022
  • Assisted the office manager with, filling, setting up client appointments, and processing tax returns
  • Composed 1096 and 1099 forms for clients
  • Prepared yearly financial statements for meetings with clients

SRM Intern

Federal Reserve Bank of Kansas City
06.2021 - 08.2021
  • Worked in the Supervision and risk management department learning how to evaluate bank risk
  • Worked on 5-6 mock exams in various departments including Exams and Inspections and Consumer Affairs
  • Learned how to complete research work papers
  • Talked with upper management on findings from exams through presentations and briefings

Tax Intern

Hoover and Associates
06.2020 - 07.2020
  • Accounts payable and receivable entry
  • Prepare client payroll
  • Prepared 940 and 941 reports for clients
  • Used accounting software when preparing company balance sheets

Student Worker

OSU Athletics Business Department
02.2019 - 05.2020
  • Assisted business manager with organizing files, running errands, and data entry
  • Prepared purchase orders, financial transaction forms, and filing paperwork
  • Served at the front desk transferring calls, assisting visitors, and taking messages
  • Used accounting software, and excel when performing data entry tasks

Education

Bachelor of Science - Business Administration

Oklahoma State University
05-2022

Skills

    Microsoft Excel proficiency

    Financial statement auditing

    Accounting principles knowledge

    Internal control evaluation

Scholastic Honors

  • Dean’s Honor Roll, Fall 2018, Spring 2019, Fall 2019, Spring 2020, Fall 2020, Spring 2021, Fall 2021
  • Member of Phi Kappa Phi, 09/19, Present

Activities And Volunteer Experience

  • Alpha Xi Delta Sorority, New Member Orientation Assistant, 01/19, 01/20, Matching Committee Pairing Assistant, 08/21, 08/21
  • Student Foundation, Member of Stewardship Committee, 01/18, 05/21
  • Renaissance of Stillwater, Volunteer, 08/18, 05/19

Timeline

Audit Associate

Eide Bailly
09.2022 - Current

Tax Assistant

Duncan, Onley & Watkins
01.2022 - 04.2022

SRM Intern

Federal Reserve Bank of Kansas City
06.2021 - 08.2021

Tax Intern

Hoover and Associates
06.2020 - 07.2020

Student Worker

OSU Athletics Business Department
02.2019 - 05.2020

Bachelor of Science - Business Administration

Oklahoma State University
Josie YoderAudit Associate