Summary
Overview
Work History
Education
Skills
Timeline
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Mackol Montgomery

Coral Gables

Summary

Highly skilled in both accounting and auditing, with broad experience managing financial records, conducting audits, and ensuring compliance with financial regulations. Strong analytical skills to evaluate data accuracy and integrity, coupled with proficiency in various accounting software. Successfully improved financial reporting processes in previous roles, leading to enhanced efficiency and reliability of financial information.

Overview

4
4
years of professional experience

Work History

Senior Auditor

LaPadula Carlson & Co.
Coral Gables
10.2022 - Current
  • Conducted audits of ERISA-regulated employee benefit plans, including 401(k), pension, and health & welfare funds.
  • Tested compliance with DOL regulations, plan documents, and participant eligibility for proper operations.
  • Reviewed contributions, distributions, and participant loans for adherence to plan terms and IRS requirements.
  • Prepared and reviewed financial statements in accordance with ERISA and GAAP standards.
  • Assisted with Forms 5500 and 990 preparation and audit disclosures, ensuring timely and accurate filings.
  • Supervised audit staff, provided training, and communicated findings to clients and fiduciaries.
  • Utilized ProSystem fx Engagement and Excel to enhance audit documentation efficiency.

Accounting Assistant

E.M Corson & Associates, Inc.
Pembroke Park
03.2021 - 10.2022
  • Facilitated monthly, quarterly, and year-end closing activities to ensure timely financial reporting.
  • Increased daily billing processing efficiency by 20% through streamlined operations.
  • Managed preparation of financial documents and invoiced customers while maintaining transaction accuracy.
  • Processed daily accounting tasks, including new orders, credits, discounts, and vendor payments.
  • Developed accounts payable reports and spreadsheets for various projects as required.
  • Verified and collected export documents for auditing purposes to ensure compliance.
  • Researched and resolved discrepancies in accounts payable with vendors effectively.

Education

Bachelor of Science - Accounting

University of South Florida
Tampa, FL
07-2022

Skills

  • Nonprofit Financial Reporting and Fund Accounting
  • External Audits for 501(c)(3) Organizations
  • ProSystem fx Engagement, QuickBooks, and Sage expertise
  • Internal Controls, Risk Assessment, GAAP
  • Bilingual communication: English and Spanish
  • Audit documentation and client reporting

Timeline

Senior Auditor

LaPadula Carlson & Co.
10.2022 - Current

Accounting Assistant

E.M Corson & Associates, Inc.
03.2021 - 10.2022

Bachelor of Science - Accounting

University of South Florida

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Mackol Montgomery