Managed and executed full-cycle audit engagements for nonprofit and affordable housing clients, including those subject to Single Audits under Uniform Guidance (2 CFR Part 200).
Performed compliance testing under Uniform Guidance and HUD requirements for nonprofit and affordable housing entities.
Prepared complete financial statements, including footnotes and cash flow statements, in accordance with US GAAP and Uniform Guidance.
Performed internal control walkthroughs and testing to evaluate design and operating effectiveness.
Identified audit adjustments and prepared supporting documentation.
Coordinated with managers and partners on engagement status, findings, and deadlines.
Drafted financial statements, footnotes, and other audit deliverables.
Led client meetings to resolve open items and communicate progress.
Supervised and coached junior staff, providing feedback on technical issues.
Assurance Associate
CohnReznick LLP
Sacramento, CA
10.2022 - 07.2024
Performed substantive testing of revenue, expenses, payroll, accounts payable, leases (ASC 842), and conducted HUD compliance testing including tenant file reviews, HAP calculations, cash disbursement procedures, and cash receipts testing.
Assisted in audit planning and fieldwork execution for nonprofit and affordable housing entities, including LIHTC clients.
Supported the preparation of financial statements and disclosures in compliance with GAAP and nonprofit reporting standards.
Documented audit procedures, walkthroughs, and conclusions.
Performed inventory observations in accordance with GAAP standards (ASC 330).
Communicated with clients to obtain support for transactions and resolve outstanding items.
Education
Bachelor of Science - Accounting
California State University, Sacramento
Sacramento, CA
05.2022
Skills
Audit Tools: Microsoft Excel, CaseWare, CCH ProSystem fx
Standards & Frameworks: GAAP, Uniform Guidance (2 CFR Part 200), HUD Compliance, Yellow Book