Katelyn Crowley
Summary
Dynamic risk management professional with extensive experience at Freed Maxick P.C., excelling in compliance auditing and internal controls. Proven track record in delivering actionable insights and training teams, while effectively managing remote staff. Adept at performing risk assessments and enhancing operational efficiency through strong problem-solving and communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager, Risk Advisory Services
Freed Maxick P.C.
07.2018 - Current
- Lead compliance examinations for community banks ranging from $2 billion to $8 billion in assets.
- Delivered subject matter expertise for clients on compliance best practices and quality control.
- Prepared and presented comprehensive reports to upper management and audit team, covering issues and recommendations.
- Trained new employees on regulations related to financial institutions.
- Performed Sarbanes-Oxley (SOX) Consulting, including development of audit plans, reviewing results of testing, preparation of audit findings, remediation plans, and audit committee presentations.
- Oversight of SOC I and II engagements, primarily for financial institution clients.
- Mentor staff employees on career, certification, and other growth opportunities.
- Perform risk assessments and internal audits for Western New York school districts.
Tax and Internal Audit Intern
Computer Task Group
04.2017 - 07.2018
- Assisted in preparation of sales tax returns for various states.
- Assisted in documentation of 10Q and 10K reporting.
- Assisted in various tax preparations including license renewals and personal property taxes.
- Performing internal audit testing around accounts receivable, accounts payable, sales revenue, etc.
Education
MBA - Accounting
Canisius College
Buffalo, NY12-2018
Bachelor of Science - Accounting And Accounting Information Systems
Canisius College
Buffalo, NY05-2018
Skills
- Internal controls
- Problem Solving
- Compliance auditing
- Internal auditing
- Audit oversight
- Risk assessments
- Managing remote and hybrid teams
- Communication, verbal and written
- Detail Oriented
Certification
Certified Public Accountant (CPA) - New York State (2020)
Certified BSA/ AML Professional (CBAP) - Independent Community Bankers of America (2021)
Certified Community Bank Credit Analyst (CCBCA) - Independent Community Banks of America (2022)
Affiliations
- American Institute of Certified Public Accountants
- Independent Community Bankers of America
Timeline
Manager, Risk Advisory Services
Freed Maxick P.C.
07.2018 - Current
Tax and Internal Audit Intern
Computer Task Group
04.2017 - 07.2018
MBA - Accounting
Canisius College
Bachelor of Science - Accounting And Accounting Information Systems
Canisius College
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