MOHAMMED BAPORIA
CATHEDRAL CPAs & ADVISORS
Mill Valley,CA
1
Language
1
Certification
2
years of professional experience
Analytical accounting and assurance professional with hands-on experience in audit testing, financial record review, reconciliations, and control evaluation. Supports mortgage lending, fintech, and tax work by documenting audit procedures, researching market trends, and resolving discrepancies with organized workpapers and clear communication across teams.
Work History
Audit Associate – Mortgage Lending
1 Month- Executed audit procedures for mortgage lending clients, emphasizing loan-level testing and comprehensive review of supporting records to ensure compliance with regulatory standards.
- Recorded testing steps and evaluated evidence to create clear, organized, and traceable audit workpapers, facilitating efficient review processes.
- Supported HUD audits through detailed examination of relevant records and audit documentation, contributing to accurate audit outcomes.
- Documented testing steps and assessed evidence to produce organized and traceable audit workpapers, enhancing efficiency of review processes.
Assurance Associate
6 Months- Executed audit procedures for large fintech client across cash, payroll, debt, investments, and expenses, ensuring accuracy of financial records and supporting evidence.
- Compared account balances and transactions with supporting documentation, identified discrepancies, and documented findings in audit workpapers to substantiate audit conclusions.
- Evaluated internal controls while collaborating with senior team members, client contacts, and offshore colleagues to address inquiries and adhere to reporting deadlines.
- Used Excel, including lookup functions, PivotTables, and conditional formatting, to organize audit evidence, analyze data, and track outstanding items.
- Created and managed tracker for bank confirmations across large portfolio of accounts, ensuring timely response monitoring and follow-up on outstanding items.
Supervisor
- Resolved service issues in high-volume customer environment, coordinating with management to meet operational needs.
- Trained new employees and ensured consistent application of customer service practices.
Income Tax Specialist (Volunteer)
- Reviewed taxpayer documents and analyzed financial information to prepare accurate federal and California individual income tax returns using TaxSlayer.
- Clarified client information through follow-up questions and assessed eligibility for tax benefits to ensure completeness and accuracy of returns.
- Explained tax outcomes in clear, client-friendly language, maintaining confidentiality of taxpayer information throughout the process.
Education
B.A. - Political Economy
Relevant coursework: Financial and Managerial Accounting, Macroeconomics, Microeconomics, Business Law, Programming in C++
A.A. - Behavioral Science
Skills
Audit documentation and testing
Financial record reconciliation
Risk assessment and internal controls
Financial and data analysis
Excel proficiency (PivotTables
XLOOKUP/VLOOKUP
SUMIF/COUNTIF
filters)
Market and industry research
Process optimization
Task prioritization and deadline management
Cross-functional collaboration
Verbal and written communication
Certification
CPA: In progress
Languages
Languages: English, Hindi, Gujarati
Timeline
Audit Associate – Mortgage Lending
CATHEDRAL CPAs & ADVISORS
10.2026 - CurrentRead More
Supervisor
LAPPERT'S ENTERPRISES INC.
12.2025 - 06.2025Read More
Assurance Associate
ERNST & YOUNG (EY)
09.2025 - 03.2026Read More
Income Tax Specialist (Volunteer)
VITA – ASIAN RESOURCE CENTER
12.2024 - 03.2024Read More
College of Marin
A.A. from Behavioral Science
Read More
University of California
B.A. from Political Economy
Read More