Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Marcos Lorenzo, CPA, MSA

Louisville,KY

Summary

Results-driven CPA with expertise in financial audits, due diligence, and deal advisory for Fortune 1000 clients. Experienced in leading risk assessments, financial modeling, and compliance audits for firms across financial services, investment management, and corporate finance sectors. Proven ability to analyze complex financial data, assess operational risks, and provide strategic insights that drive informed decision-making. Skilled in M&A due diligence, fund accounting, and regulatory compliance (GAAP, IFRS, SEC).

Overview

6
6
years of professional experience
1
1
Certification

Work History

Experienced Assurance Associate, Financial Services

RSM US LLP
Chicago, USA
10.2023 - Current
  • Conduct and lead comprehensive audits for clients across multiple industries, ensuring compliance with regulatory requirements and identifying key areas for financial improvement
  • Collaborate closely with senior management and client teams, delivering clear and actionable insights on financial performance, operational risks, and compliance issues
  • Develop and mentor junior audit staff, providing guidance on audit techniques, best practices, and regulatory updates, contributing to a high-performing team environment
  • Utilize data analytics and advanced auditing tools to perform detailed financial analyses, uncovering trends and anomalies to support accurate financial reporting and risk assessment

Associate Accountant

William Blair
Chicago, USA
07.2022 - 10.2023
  • Collaborated with management, external auditors, and clients to resolve general ledger discrepancies, posting corrected entries and reclasses in accordance with GAAP
  • Applied previous knowledge of intercompany accounting and partnership agreements to ensure accurate revenue recognition, expense allocation, and balance sheet reporting across the firm's 20+ entities
  • Performed variance analysis on assigned accounts using NetSuite and PowerBI to provide upper management with insights to inform business decisions

Associate Fund Accountant

Northern Trust Corporation
Chicago, USA
06.2021 - 07.2022
  • Calculated and delivered timely and accurate net asset values to clients with complex fund structures including mutual funds, hedge funds, endowments, private equity funds, and funds-of-funds
  • Assisted in the timely preparation of reports and financial statements in accordance with generally accepted accounting principles and performance standards
  • Performed ad-hoc financial statement analysis when needed to resolve client queries and unusual discrepancies

Senior Research Analyst & Operations Manager

Sedulo Group
Louisville, USA
06.2019 - 06.2021
  • Conducted primary and secondary research to provide market intelligence, strategic insights, and a sound board to executive level managers across the globe as they positioned new products or entered new markets
  • Evaluated and managed a network of 200+ contract researchers to ensure quality and timely delivery of competitive strategy-oriented research to clients, which were primarily management consulting firms, Fortune 1000 companies, and financial institutions seeking comprehensive research to support various business activities, including M&A due diligence
  • Analyzed financial statements, earnings reports, annual reports, MD&As, and conference calls of publicly traded companies to monitor corporate governance trends, generate research ideas, and validate research hypotheses

Education

Master of Science - Accountancy

DePaul University, Kellstadt Graduate School of Business
Chicago, IL
06.2023

Bachelor of Science - Business, Finance (Honors)

DePaul University, Driehaus College of Business
Chicago, IL
06.2019

Skills

  • CPA certified
  • Bloomberg Market Concepts (BMC) certified
  • Financial modeling
  • Financial analysis
  • DCF analysis
  • Comparable analysis
  • Microsoft Office Suite: Excel, Word, PowerPoint, Outlook
  • Accounting software
  • NetSuite
  • InvestOne
  • Workiva
  • QuickBooks Desktop
  • QuickBooks Online

Certification

  • CPA, Illinois, #065.061456
  • Bloomberg Market Concepts (BMC)

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Experienced Assurance Associate, Financial Services

RSM US LLP
10.2023 - Current

Associate Accountant

William Blair
07.2022 - 10.2023

Associate Fund Accountant

Northern Trust Corporation
06.2021 - 07.2022

Senior Research Analyst & Operations Manager

Sedulo Group
06.2019 - 06.2021

Master of Science - Accountancy

DePaul University, Kellstadt Graduate School of Business

Bachelor of Science - Business, Finance (Honors)

DePaul University, Driehaus College of Business

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Marcos Lorenzo, CPA, MSA