Kaitlyn Fogarty

• Performing RIN Attestations, LCFS Verifications, Quality Assurance Program (QAP) audits, 45Z audits, and Client Onboarding in accordance with EPA and CARB regulations.
• Preparing Representation Letters and Official Regulatory Documentation
• Communicating with clients and collecting PBC list items via Suralink, SharePoint, and Outlook Emails
• Utilizing binders in Engagement Manager
• Auditing financial statements and footnote disclosures
• Assessing internal control environment, carrying out risk assessments, and recommending enhancements to controls as needed

• Working with an engagement team to perform 103(a)(3)(c) limited scope and full scope audits that assess compliance with plan provisions and with the Employee Retirement Income Security Act of 1974.
• Daily tasks include prepping data and completing workbooks to summarize, review, and test elements to be disclosed in annual financial statements
• Extracting useful information from documentation to apply audit procedures.
• Testing audit assertions for consistency, reasonableness, and identification of exceptions (deviations) with the use of haphazardly selected samples.
• Audits of 401(k), 403(b), defined benefits plans, pension plans, and profit-sharing plans
• Prepping opinion letters, financial statement templates and supplemental schedules, including proofing, and making changes noted by management
• Directing Clients and communicating findings with audit teams with those charged with governance

• Working within a call center to carry out insurance policy-related inquiries and requests
• Delivering value-added and quality customer service
• Generating Leads and Coordinating Calls
• Handling a high inbound call volume / Working in a fast-paced environment
• Developing De-escalation strategies / Practicing active listening

*References will be provided upon request.