Led audits of financial statements and internal controls for several financial institutions in accordance with PCAOB and AICPA requirements. Most recently served as the lead manager for the audits of a publicly traded bank holding company and a global insurance holding company. Experience on audit teams for four public banking institutions across the Northeast (ranging from $3B to over $20B in assets) as well as several other private financial institutions.
Managed teams comprising of a core audit team and several specialists in support of completion of annual audits. Experience managing teams across remote locations.
Supported multiple clients towards the completion of special projects, including the completion of system conversions and the adoption of SOX.
Supported multiple clients with the adoption of new accounting standards (i.e CECL), and new disclosure requirements (i.e improvements to reportable segment disclosures).
Supported clients as a technical subject matter expert for complex accounting areas (i.e CECL, Fair Value Measurement, and Taxes). Researched and reported on technical issues relevant to the clients' industry.
Responsible for engagement management, including managing budgets, team resourcing, client billing, and project milestones.
Responsible for preparing materials and presenting to client Audit Committees. Presentations covered required audit communications and relevant industry updates.
Recently participated in a multi-firm engagement with KPMG Bermuda. Responsibilities included mentoring the local audit team to perform an audit in accordance with PCAOB standards.
Served as a performance management leader to junior staff, providing mentoring focused on career development, technical competencies and professional growth.
Audit Manager
KPMG LLP
07.2021 - 09.2023
Senior Audit Associate
KPMG LLP
07.2018 - 06.2021
Audit Associate
KPMG LLP
08.2016 - 06.2018
Education
Bachelor of Science - Accounting
Marist College
05.2016
Certification
Certified Public Accountant in Massachusetts - License #66136
American Institute of Certified Public Accountants
Manager, Information Technology Advisory Services | Senior Associate/Associate, Information Risk Management at KPMG LLPManager, Information Technology Advisory Services | Senior Associate/Associate, Information Risk Management at KPMG LLP