LINDA DALTON
West Haven,Utah
Summary
Senior auditor with extensive experience managing complex audit engagements across diverse sectors, including real estate, construction, and nonprofit. Expertise in audit planning, risk assessment, and internal controls, with a proven track record of supervising staff and effectively communicating findings to clients.
Overview
13
13
years of professional experience
Work History
Senior Auditor
RICHEY, MAY & Co, LLP
SALT LAKE, UT
02.2023 - Current
- Lead and perform complex audit and accounting engagements across real estate, construction, employee benefit plans, SaaS, industrial/manufacturing, nonprofit, compilation, and review engagements, applying professional auditing standards and accounting principles to evaluate financial reporting and identify areas of risk.
- Plan and execute detailed examinations of key financial statement accounts, including cash, revenue, expenses, debt, equity, fixed assets, intangible assets, leases, payroll, and inventory, by analyzing financial records, supporting documentation, transactions, and other audit evidence.
- Analyzed financial and accounting records to evaluate accuracy, completeness, and reasonableness of reported amounts; reconciled account balances; investigated unusual transactions and variances; identified potential errors, misstatements, and compliance issues.
- Assessed internal controls and business processes to identify control deficiencies, weaknesses, and areas of increased risk; evaluated potential impact of identified issues on financial reporting and compliance.
- Research and apply applicable accounting and tax principles when evaluating transactions, financial reporting issues, and potential reporting discrepancies, and communicate conclusions to engagement managers, partners, and clients.
- Examine supporting documentation and independently evaluate evidence, including bank statements, general ledgers, reconciliations, contracts, payroll records, invoices, fixed asset records, and other source documents, to substantiate account balances and audit conclusions.
- Identify and investigate significant fluctuations, unusual trends, intercompany discrepancies, and other inconsistencies by tracing transactions to source documentation and performing detailed reconciliations and analytical procedures.
- Prepare clear, organized, and well-supported workpapers documenting audit procedures, evidence obtained, findings, professional judgments, and conclusions in accordance with firm standards and applicable accounting guidance.
- Collaborated with managers and partners to resolve complex accounting and audit issues, addressed review findings, determined appropriate treatment of identified discrepancies, and completed engagements within established deadlines.
- Review workpapers prepared by staff auditors, provide technical guidance on audit procedures and accounting issues, and assist in developing team members' analytical, documentation, and audit skills.
- Work across both audit and tax engagements to evaluate financial information, research accounting and tax issues, identify potential discrepancies, and communicate findings effectively to clients and engagement leadership.
Cost Accounting Intern
NUTRACEUTICAL/BETTER BEING Co
OGDEN, UT
02.2021 - 01.2023
- Maintained and updated production orders, resolving issues related to costs, bills of material, general ledger discrepancies, and cost variances to ensure accurate financial reporting.
- Assisted with month-end close procedures, including inventory, fixed asset, freight, and accrual workbooks.
- Collected, organized, and analyzed cost data to support financial reports, cost analysis, and internal accounting projects.
- Collaborated with managers and department leads to investigate and address waste, under-issuances, bill of material issues, and cost discrepancies, enhancing accuracy in cost accounting.
- Prepared cost reports, analyses, and presentations for internal stakeholders to support operational and financial decision-making.
- Supported inventory valuation, cost analysis, and process improvement projects to improve accuracy and efficiency within cost accounting processes.
- Organized and maintained records of cost-related data and supporting documentation, facilitating analysis and improving data retrieval for financial reporting.
Warehouse Associate
OSPREY
OGDEN, UT
07.2018 - 02.2021
- Picked, packed, and prepared customer orders for shipment according to company procedures and shipping requirements.
- Received and organized incoming inventory, ensuring proper storage and accurate documentation to facilitate efficient order fulfillment.
- Conducted inventory counts and investigated discrepancies to maintain accurate inventory records.
- Operated warehouse equipment, including forklifts, pallet jacks, and hand trucks, while following safety procedures.
- Maintained clean, organized, and safe warehouse environment, adhering to company policies to support operational safety and efficiency.
Seasonal Tax Examiner
INTERNAL REVENUE SERVICE
OGDEN, UT
02.2017 - 06.2017
- Examined individual and business tax returns to verify accuracy, completeness, and compliance with applicable tax laws and IRS procedures.
- Reviewed financial documents, statements, and supporting materials to validate income, deductions, credits, and other tax-related information.
- Identified discrepancies and potential errors in tax returns, escalating significant issues to senior tax professionals for resolution.
- Managed workload within IRS deadlines, ensuring accuracy and attention to detail in all tax return examinations.
- Prepared comprehensive documentation of examination findings and discrepancies, outlining recommended next steps for efficient review.
- Maintained strict confidentiality and followed ethical standards when handling sensitive taxpayer information.
Part-Time Flex Window Clerk
UNITED STATES POSTAL SERVICE
MORGAN, UT
02.2014 - 12.2016
- Processed customer transactions, ensuring compliance with USPS procedures for postage sales, package acceptance, money orders, and mail services.
- Handled cash, credit/debit card transactions, and daily reconciliations while maintaining accuracy and accountability.
- Sorted and dispatched incoming and outgoing mail, ensuring timely and accurate processing to meet customer delivery expectations.
- Answered customer inquiries about postal services, rates, and regulations, enhancing understanding and satisfaction.
- Operated postal vehicles for mail pickup and delivery after obtaining required driving certification.
Education
Bachelor of Science - Accounting
WEBER STATE UNIVERSITY
OGDEN, UTSkills
- Audit procedures
- Audit management
- Internal controls
- Risk assessment
- Financial analysis
- Tax compliance
- Data reconciliation
Field of Interest
Accounting
TECHNICAL SKILLS & PROFESSIONAL DEVELOPMENT
Proficient in Microsoft Excel, including VLOOKUP, PivotTables, formulas, and data analysis; experienced with Microsoft Office Suite, PowerPoint, DataSnipper, Windows, and ongoing CPE requirements.
Timeline
Senior Auditor
RICHEY, MAY & Co, LLP
02.2023 - Current
Cost Accounting Intern
NUTRACEUTICAL/BETTER BEING Co
02.2021 - 01.2023
Warehouse Associate
OSPREY
07.2018 - 02.2021
Seasonal Tax Examiner
INTERNAL REVENUE SERVICE
02.2017 - 06.2017
Part-Time Flex Window Clerk
UNITED STATES POSTAL SERVICE
02.2014 - 12.2016
Bachelor of Science - Accounting
WEBER STATE UNIVERSITY