Detail-oriented team player with strong organizational skills. Ability to manage multiple projects simultaneously with a high degree of accuracy. Motivated Assurance Senior Associate proficient in business and performance reporting. Talented team manager and financial problem solver. Prepared to leverage 5 years of experience in new role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assurance Senior Associate
Hoffman, Stewart & Schmidt, P.C.
01.2021 - Current
Determined areas in need of improvement at the organization under audit and prepared researched options for resolutions.
Managed entire audit process and evaluated work of junior team members. Coordinated large scale teamwork on up to 7 projects at one time.
Utilized advanced proficiency in Excel, Engagement, and other software to complete high-quality work.
Reviewed accounting documents for pertinent details needed to pursue investigations. Developed skill at sifting through large amounts of data to obtain the relevant pieces.
Completed deep analysis of financial statements and accounts.
Assessed reliability of reported information.
Managed timelines of engagement and coordinated with team members and clients to ensure timely deliverables and meet deadlines.
Monitored operations metrics to deliver regular reporting to senior leadership.
Coordinated, designed, and led two week firm new hire training.
Handled all technical issues with proactive attention and knowledgeable responses.
Worked on roughly 75 audits with about 20 clients in various industries primarily including not-for-profit (including Uniform Guidance) & construction.
Assurance Associate
Hoffman, Stewart & Schmidt, P.C.
07.2018 - 01.2021
Assisted with independent external audits.
Supported audit preparation through research, analysis and presentation development.
Collaborated with client teams to develop policies, procedures and performance measures.
Established and developed key performance indicators to track progress and prepare analyses on engagements.
Assurance Intern
Hoffman, Stewart & Schmidt, P.C.
05.2017 - 08.2017
Monitored actual work time versus budgeted time to accurately report hours.
Identified key issues and collaborated with leadership to develop approaches.
Maintained flexible work hours to complete on-time client engagements.
Contributed ideas and opinions to engage teams.
Engaged with clients and team members to deliver and receive information while applying industry training.
Education
Bachelor of Arts - Accounting
George Fox University
Newberg, OR
05.2018
Bachelor of Arts - Global Business With A Minor in Spanish
George Fox University
Newberg, OR
05.2018
Skills
Staff Development
Systems Analysis
Internal Control Procedures
Conversational Ability in Spanish
Project Management
Training Junior Team Members
Audit Reporting (GAAP & UG/Yellowbook)
Revenue Recognition
GAAP Accounting, UG/Yellowbook Reporting
Risk Assessment
General Ledger Review
Accounting Records Analysis
Certification
CPA
Timeline
Assurance Senior Associate
Hoffman, Stewart & Schmidt, P.C.
01.2021 - Current
Assurance Associate
Hoffman, Stewart & Schmidt, P.C.
07.2018 - 01.2021
Assurance Intern
Hoffman, Stewart & Schmidt, P.C.
05.2017 - 08.2017
Bachelor of Arts - Accounting
George Fox University
Bachelor of Arts - Global Business With A Minor in Spanish
George Fox University
CPA
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