Karter Amos
Dallas,TX
Summary
Knowledgeable and skilled public accountant with demonstrated expertise in helping clients maintain effective controls, bookkeeping, and financial reporting through financial statement audits. Experienced in analyzing large and complex financial datasets to assess risks, weaknesses, and trends. Well-versed in US GAAP, AICPA, and Investment Company industry standards.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Audit Associate - Asset Management
KPMG US
10.2020 - Current
- In-Charged over 10 concurrent financial statement audit engagements while meeting regulatory deadlines, demonstrating exceptional project management skills.
- Maintained knowledge of relevant accounting principles and industry standards, providing expert guidance on appropriate treatment and reporting of alternative investment accounts and disclosures.
- Identified potential financial reporting risk areas and complex transactions and provided recommendations to mitigate risks and to comply with regulatory and accounting standards, ensuring accurate and appropriate client financial information.
- Evaluated the firm's systems of quality control by identifying internal control weaknesses and proposing process changes that strengthen controls and comply with standards.
- Developed strong client relationships to deliver exceptional service and maintain repeat business.
- Spearheaded the planning and budgeting for audit engagements, identifying and forecasting changes to personnel utilization and engagement economics.
- Managed team of onshore and offshore staff auditors, delegating and reviewing work, providing feedback on performance and coaching over firm procedures and accounting knowledge.
Education
Master of Accountancy - Accounting
Baylor University
Waco, TX05.2020
Skills
Financial Statement Expertise
Accounting Principles and Standards Knowledge
Budget Analysis
Asset Management Industry Knowledge
Microsoft Excel Proficient
Microsoft Office Proficient
Alteryx Proficient
Critical Thinking
Project Management
Certification
- CPA - Certified Public Accountant
Timeline
Senior Audit Associate - Asset Management
KPMG US
10.2020 - Current
Master of Accountancy - Accounting
Baylor University