Summary
Overview
Work History
Education
Skills
References
Timeline

Mandy Stevenson

Hamlin,TX

Summary

Self-driven professional with a diverse background in accounting, tax and audit. Detail-driven employee experienced in examining and analyzing accounting records, financial statements, and financial reports to assess accuracy and compliance with generally accepted accounting principles. Proven ability to analyze accounting processes, identify deficiencies, formulate, and implement corrective action plans to achieve compliance and mitigate risk.

Overview

5
5
years of professional experience

Work History

Audit Associate

Marcum LLP
11.2021 - Current
  • Perform audits for publicly traded companies, fully remote.
  • Perform auditing work in accordance with rigorous auditing standards and principles.
  • Establish audit and internal control procedures and recommend process improvements to address issues.
  • Perform strategic planning, execution and finalization of audits.
  • Administer auditing program to address risks and evaluate compliance with regulatory requirements.
  • Coordinate, manage and implement auditing projects and prepare for evaluation.
  • Analyze accounting systems for efficiency and effectiveness.
  • Identify control gaps in processes, procedures and systems through in-depth research and assessment.
  • Facilitate financial audits, working with internal, and external managers to communicate recommendations or issues surrounding audits.

Audit Associate

Fullerton & Associates, PLLC
08.2021 - 11.2021
  • Performed end-of-year financial audits for cities.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Completed audit work papers by thoroughly documenting audit tests and findings.
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Proficient with audit and accounting software such as CCH Engagement, Knowledge Coach, QuickBooks Desktop, Excel and Word.

Accounting and Audit Associate

James E. Rodgers & Company, PC
01.2019 - 08.2021
  • Performed end-of-year financial audits for governmental entities such as school districts, counties, and county appraisal districts.
  • Executed testing of audit areas, including cash, inventory, fixed assets, payroll, internal controls, accounts receivable, accounts payable and budget analysis.
  • Prepared income tax returns for individuals and corporations.
  • Maintained payroll information by calculating, collecting, and entering data for multiple clients.
  • Filed quarterly and EOY payroll reports (Form 940, 941, 943, 944).
  • Prepared 1099 and W-2 tax forms.
  • Proficient in Excel, Word, QuickBooks, Fixed Assets CS, Practice CS Billing Software, Lacerte Tax Software, Audit L.E.A., Information Return System and Lacerte Document Management System.

General Manager/Accounting Bookkeeper

Abilene Outdoor Sports
12.2017 - 01.2019
  • Managed staff and oversaw day-to-day operations.
  • Completed monthly inventory reports and analyzed Income Statement.
  • Organized and input daily expenses and sales.
  • Determined areas of improvement for cost control and initiate changes.
  • Defined employee functions and keep individuals on task, increased production output by 15% in first quarter.
  • Approved and processed invoicing, purchase orders and work orders.
  • Produced service and sales estimates for customers.
  • Kept clients updated on service work being provided for their vehicles.
  • Pursued sales opportunities with potential clients.
  • Designed marketing budget and implemented most effective ways of advertising.
  • Sought new opportunities for business.

Education

Additional Accounting Credits -

Dallas College, Mountain View Campus
08.2021

Additional 30 credit hours of accounting earned to satisfy CPA Exam requirements.

Bachelor of Business Administration -

Tarleton State University, Stephenville, TX
12.2017

All Lines Insurance Adjuster License
07.2018

Skills

  • Public Company Audits
  • Governmental Audits
  • Internal Control Testing and Evaluation
  • Financial Statement Testing and Evaluation
  • Regulatory Compliance
  • Audit Programs and Processes
  • Communication Skills
  • Risk and Mitigation Analysis

References

Available Upon Request

Timeline

Audit Associate - Marcum LLP
11.2021 - Current
Audit Associate - Fullerton & Associates, PLLC
08.2021 - 11.2021
Accounting and Audit Associate - James E. Rodgers & Company, PC
01.2019 - 08.2021
General Manager/Accounting Bookkeeper - Abilene Outdoor Sports
12.2017 - 01.2019
Dallas College - Additional Accounting Credits,
Tarleton State University - Bachelor of Business Administration,
All Lines Insurance Adjuster License - ,

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Mandy Stevenson