Megan Winebrenner
GREER,SC
Summary
Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Excel in problem-solving, critical thinking, and communication to achieve goals and drive business success.
Overview
5
5
years of professional experience
Work History
Expert Tax Associate
JDA TSG
Remote
01.2026 - 04.2026
- Prepared tax returns for individual and business clients using specialized software.
- Reviewed financial documents to ensure compliance with local and federal regulations.
- Communicated effectively with clients to gather necessary documentation for filings.
SFC Business Analyst
Truist
Greenville, SC
06.2024 - 09.2025
- Created detailed financial reports and presentations to communicate findings to management, facilitating informed decisions and cost optimization.
- Investigated discrepancies in financial reports, identifying root causes and recommending actionable improvements.
- Analyzed business processes, identifying inefficiencies and recommending enhancements.
- Conducted comprehensive research and analysis of monthly expenses for three departments within mortgage servicing, ensuring accuracy and alignment with financial targets.
Audit Associate
KPMG
Greenville, SC
01.2024 - 06.2024
- Executed and documented testing of client controls and financial statement account balances to ensure compliance and accuracy.
- Conducted substantive testing to verify the accuracy of amounts reported in the financial statements for cash, accounts receivable, accruals, payroll, expenses, and revenue.
- Supported the execution of high-quality audits for Fortune 500 companies.
- Conducted substantive testing to verify accuracy of amounts reported in financial statements for cash, accounts receivable, accruals, payroll, expenses, and revenue, enhancing overall audit reliability.
Audit Intern
KPMG
Norfolk, VA
06.2022 - 08.2022
- Assisted in preparing audit documentation and working papers for client accounts.
- Conducted detailed testing of financial statements to ensure compliance with regulations.
- Participated in client meetings to discuss audit findings and recommendations.
Tax Intern
Stewart & Company
Virginia Beach, VA
01.2022 - 05.2022
- Prepared U.S. Individual Income Tax Returns (Form 1040) with supporting documentation.
- Prepared tax returns for trusts, partnerships, and corporations.
- Facilitated quick preparation of tax returns by organizing client tax documents.
Audit Intern
BDO
Norfolk, VA
07.2021 - 08.2021
- Collected and analyzed financial data, examined company accounts, and assisted in creating accurate financial statements and reports.
- Gathered and scrutinized financial data to ensure integrity of company accounts.
- Assisted in drafting financial statements and reports for management review.
Education
Bachelor of Science - Accounting
Old Dominion University
Norfolk, VAAssociate of Science - Business Administration
Tidewater Community College
Virginia Beach, VASkills
- Tax Preparation
- Financial reporting
- Risk assessment
- Alteryx
- Power BI
- Microsoft Excel
- Attention to detail
- Team collaboration
- Tax Compliance
- Client Relations
- Presentation skills
Timeline
Expert Tax Associate
JDA TSG
01.2026 - 04.2026
SFC Business Analyst
Truist
06.2024 - 09.2025
Audit Associate
KPMG
01.2024 - 06.2024
Audit Intern
KPMG
06.2022 - 08.2022
Tax Intern
Stewart & Company
01.2022 - 05.2022
Audit Intern
BDO
07.2021 - 08.2021
Bachelor of Science - Accounting
Old Dominion University
Associate of Science - Business Administration
Tidewater Community College