Joven Wyatt, CPA MBA
New York,NY
Summary
CPA, MBA with years of a diverse experience in public accounting, specializing in Tax and Audit within the Financial Services and Private Equity sectors. Completed 3 busy seasons in a supervisory role as a Sr. Auditor, leading engagements and maintaining strong client relationships. Demonstrates a strong track record in reducing errors by 15%, enhancing operational efficiency, and leading cross-functional teams. Adept at leveraging advanced analytical tools and industry standards to deliver precise financial reporting and compliance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Auditor
Marcum LLP
New York, NY
05.2023 - 05.2024
- Built and sustained fruitful partnerships with client management on a consistent basis.
- Collaborated to determine engagement objectives and develop an audit strategy in accordance with industry standards and risk considerations.
- Developed strong understanding of the client's industry by recognizing key performance drivers, business trends, and emerging technical and industry developments.
- Successfully streamlined audit processes by coordinating with cross-functional teams, resulting in compliance with industry standards and increased client satisfaction.
- Implemented audit strategies resulting in a 15% decrease in errors, enhancing the accuracy and reliability of financial reporting.
- Communicated clear expectations for value delivery
- Effective delegation of tasks
- Conducted timely performance reviews and provided performance feedback/training.
- Lead by example.
Semi Senior Auditor
Mazars USA LLP
New York, NY
01.2022 - 04.2023
- Successfully executed large/complex audits at the enterprise level for Alternative Investment clients, while overseeing various lines of business and specialty areas.
- Designed and performed compliance audit procedures, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes
- Utilized available data and analytical tools for planning, fieldwork, and reporting in audit delivery
- Communicated the results of audit projects to management (written reports/oral presentations)
Payroll Accountant
Equinox
New York, NY
06.2018 - 12.2020
- Maintained accurate payroll records for both US and Canadian accounts
- Completed Bank Reconciliations for all North American bank accounts
- Recorded journal entries for US G&A expense accounts and delivered monthly analysis on variance
Tax Associate
Cohnreznick LLP
New York, NY
01.2020 - 06.2020
- Spearheaded financial analysis and executed effective tax reduction strategies resulting in minimized tax liabilities.
- Prepared, submitted and managed tax statements and returns for Partnerships (1065s) and S-Corps (1120S) predominately in the Financial Services Industry
- Maintained up-to-date knowledge of tax regulations to effectively research and explain tax information, ensuring compliance with both state and federal requirements.
Education
MBA - Finance
Zicklin School of Business, CUNY Bernard M Baruch
New York, NY05-2018
Bachelor of Science - Accounting
School of Management, Binghamton University
New York, NY12-2009
Skills
NAV Calculation, GAAS, Microsoft Excel, Management Fee Calculation, Portfolio Reconciliations, ROI, Private Equity Funds audits, Fund of Funds audits, Hedge Funds audits, Banking audits, AML, SOX Compliance, Bank Reconciliation, GAAP guidelines, Professionalism, GAAP, Financial Modeling, IRR Calculation, Financial Analysis
Websites
Certification
- Certified Public Accountant
Languages
- English, Full Professional Proficiency
- Spanish, Conversation Proficiency
Hobbies
Learning languages, Reading, Traveling, Body building, Sports, Cooking
Timeline
Senior Auditor
Marcum LLP
05.2023 - 05.2024
Semi Senior Auditor
Mazars USA LLP
01.2022 - 04.2023
Tax Associate
Cohnreznick LLP
01.2020 - 06.2020
Payroll Accountant
Equinox
06.2018 - 12.2020
MBA - Finance
Zicklin School of Business, CUNY Bernard M Baruch
Bachelor of Science - Accounting
School of Management, Binghamton University