Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Websites
Work Availability
Timeline
Hi, I’m

Kaitlyn Fogarty

Bookkeeper
Dallas,PA
Kaitlyn Fogarty

Summary

Detail-oriented bookkeeper and aspiring CPA with nearly two years of experience in auditing and bookkeeping. Demonstrates strong collaboration skills in team settings and the ability to work independently. Proven expertise in simultaneously managing multiple projects, client relationship management, and consistently meeting deadlines while performing responsibilities with due diligence. Knowledgeable in accounting principles (GAAS & GAAP) and familiar with regulatory agencies such as the SEC, IIA, and AICPA, including their key frameworks and codes of conduct. Proficient in a variety of software tools, including QuickBooks, Microsoft Suite, Slack, Teams, Adobe Acrobat, and Thomson Reuters products. Currently enhancing skills through Becker's CPA exam preparation program.

Overview

2
years of professional experience
1
Certification
2
years of post-secondary education

Work History

Uplinq, Inc.
Scottsdale, AZ

Onboarding Accounting Intern
08.2025 - Current

Job overview

  • Onboarding and bookkeeping for clients operating across various industries
  • Compiled monthly journal entries into general ledger system using rule based AI and Quickbooks. Analyzing client portfolios and current tax filing to create a chart of accounts.
  • Ensuring accuracy by tracing support back to Schedule C. Reviewing the P&L report and Balance Sheet to ensure consistency of reporting.
  • Connecting bank accounts & credit cards and ensuring access to third party applications such as PayPal and Venmo, or payroll processing applications such as ADP and Gusto.
  • Managing multiple clients at a time and maintaining consistent communications.

Christianson CPAs and Consultants
Willmar, MN

Regulatory Compliance Auditor
12.2024 - 08.2025

Job overview

  • Performing RIN Attestations, LCFS Verifications, Quality Assurance Program (QAP) audits, 45Z audits, and Client Onboarding in accordance with EPA and California Air Resources Board (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

Caron & Bletzer, PLLC
Manchester, NH

Audit Intern
03.2024 - 08.2024

Job overview

  • 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

Liberty Mutual Insurance
Jacksonville, FL

Call Center Representative
08.2021 - 09.2022

Job overview

  • 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

    *Official transcripts & references will be provided upon request.

Education

Southern New Hampshire University
Manchester, NH

Master of Science from Accounting
02.2025 - 08.2025

University Overview

Graduated Summa Cum Laude with 3.909 GPA

Southern New Hampshire University
Manchester, NH

Bachelor of Science from Business Administration And Accounting
08.2022 - 12.2023

University Overview

Graduated Summa Cum Laude with 3.921 GPA

Southern New Hampshire University
Manchester, NH

Certificate in Accounting
02.2025 - 03.2025

Skills

  • Advanced Excel Skills / Data Cleaning / Data Visualization / Functions / Calculated Values
  • Recommending improvements for implementing and monitoring DEI, CSR, and ESG initiatives
  • Strong Attention to Detail and Accuracy
  • Thorough testing of audit assertions
  • Communicating effectively through multiple outlets, including written and verbal
  • Task Prioritization / Meeting Deadlines / Goal-Oriented
  • Adaptability and Multitasking Capabilities
  • Value camaraderie and collaborative engagement in a team
  • Comfortable carrying out compliance and financial statement audits across industries
  • Financial reporting framework for corporations and governments
  • Principled understanding of applying and assessing conformance with GAAP, GAAS, & IPPF

Certification

  • IMA Data Analytics and Visualization Fundamentals Certificate - Institute of Management Accountants
  • Wiley’s Microsoft Excel for Accountants Certificate
  • Application of Data Analysis Certificate - American Institute of Certified Public Accountants

Accomplishments

  • Member of the National Society of Leadership and Success (NSLS)
  • Recognized for high honor role during spring, summer, autumn, and winter of 2023, 2024, and 2025.
  • Featured in the President’s and Dean’s lists during the spring, summer, autumn, and winter of 2023 and 2024.
  • Engaging party in the Student Alumni Association
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Onboarding Accounting Intern

Uplinq, Inc.
08.2025 - Current

Southern New Hampshire University

Master of Science from Accounting
02.2025 - 08.2025

Southern New Hampshire University

Certificate in Accounting
02.2025 - 03.2025

Regulatory Compliance Auditor

Christianson CPAs and Consultants
12.2024 - 08.2025

Audit Intern

Caron & Bletzer, PLLC
03.2024 - 08.2024

Southern New Hampshire University

Bachelor of Science from Business Administration And Accounting
08.2022 - 12.2023

Call Center Representative

Liberty Mutual Insurance
08.2021 - 09.2022
Kaitlyn FogartyBookkeeper
Profile generated at LiveCareer.com