MARGIE AMAYA
Passaic,NJ
Summary
Accounting and professional services professional with 5+ years of experience supporting engagement planning, utilization monitoring, and performance reporting in a large professional services environment. Proven ability to partner with engagement leadership to support staffing decisions, track chargeability and utilization metrics, and deliver accurate, Excel-based reporting. Experienced in working cross-functionally with internal teams to support workforce planning and employee development while maintaining a high standard of professionalism and integrity.
Overview
10
10
years of professional experience
Work History
Audit Senior
Deloitte & Touche LLP
09.2017 - 01.2023
- Auditing financial statements including reviews of quarterly financial information
- Performing substantive testing on complex areas of clients' balance sheet and income statements
- Performing audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), and American Institute of Certified Public Accountants (AICPA) auditing standards
- Utilizing audit software, including engagement management software to perform tracking and forecasting for audit engagements
- Designing, implementing, testing, and assessing deficiencies of internal controls
- Interacting with accounting and auditing specialists within complex accounting areas, including actuary specialists, tax, and information technology specialists
- Utilizing advanced Excel tools including Pivot Tables, VLookup, and macros
- Supervising field audit arrangements and assigned staff
- Working on the design of the approach to audits
- Performing audit procedures related to clients’ financial statements
- Leveraging artificial intelligence, advanced analytics, data visualizations
- Process flow automation to perform data interrogation and analysis of client data
- Audit client financials, transactions and internal control processes
- Perform data interrogation and analysis of client data to share meaningful insights to the client
- Assist in identifying process issues and developing solutions
Customer Service Representative
TD Bank
11.2013 - 02.2017
- Engage customers in conversations regarding their current and future financial needs
- Assess customer information and suggest appropriate product and service solutions
- Maintain strong product and sales knowledge and core service values
- Provide sound advice at every customer interaction to create a positive customer experience
- Responsible for meeting or exceeding specific individual sales goals
- Cross-sell products to provide multi-services for customers and make referrals to partners
- Ensure customer problems are handled appropriately, escalating issues, when necessary, know when to consult managers and when to “Bump-it-Up”
Assistant Manager
Footlocker, Inc.
11.2012 - 02.2014
- Manage daily operations and staff of 10 assistant managers, sales associates and trainees to motivate and drive business forward to deliver the highest standards
- Recruit, interview, hire, train and manage employees and handle employee-related matters including merit increases, raises, terminations, and performance evaluations to maintain an impelled staff
- Manage operations and conduct inventory audit to prevent shrinkage
- Analyze monthly and quarterly sales to create accurate forecasts
- Utilize third party database software to record sales figures and perform data analysis
- Budget financial planning, including inventory and cost analyses
Education
Master of Accountancy - Accounting
Rutgers Business School
Newark, NJ10.2017
Bachelor of Science - Accounting
Rutgers Business School - Newark
Newark, NJ05.2016
Skills
- Proficient in Microsoft Office applications such as Access, Excel, PowerPoint, Outlook, and Word
- Time management
- Detail oriented, collaborative, and deadline driven
- Data analytics proficiency
- Project management experience
- Client relationship management
Languages
English
Spanish
Timeline
Audit Senior
Deloitte & Touche LLP
09.2017 - 01.2023
Customer Service Representative
TD Bank
11.2013 - 02.2017
Assistant Manager
Footlocker, Inc.
11.2012 - 02.2014
Master of Accountancy - Accounting
Rutgers Business School
Bachelor of Science - Accounting
Rutgers Business School - Newark
ADDITIONAL
New Jersey Notary Public