Prepared several fundamental aspects of audit on up to 80 employee benefit plans at a time, gathering and organizing documentation from record keeper portals (Fidelity, Vanguard, Principal, TIAA, Empower, etc.) for both plan-level and participant-level audit requirements, ensuring all documents were accounted for.
Streamlined communication and collaboration across off-shore teams, ensuring support with administrative tasks and data analysis.
Primary point of contact for internal and external stakeholders, including audit teams, plan partners, and record keeper portals, ensuring timely access to critical data and quick resolve of issues.
Led a project to create internal resource guides for the top 5 record keepers by collaborating with senior leadership to gather, organize, and implement updates, improving team efficiency and documentation consistency.
Adapted quickly to new systems and tools, including Engage and Convene, mastering technological platforms each year to organize and manage complex data, ensuring accurate and organized information under tight deadlines.
Administrative Assistant
University of Florida
Gainesville, FL
02.2020 - 01.2022
Managed financial operations for the Research Integrity, Security & Compliance office, including overseeing team expenses, booking travel and conference registrations, procuring supplies, and maintaining accurate records, resulting in efficient budgeting and timely expense reporting.
Coordinated and executed the Summer Responsible Conduct of Research (RCR) seminar program for over 300 attendees, including managing Zoom webinars, creating a WordPress registration site, tracking attendance, and distributing over 200 completion certificates, enhancing training accessibility across the university.
Provided primary administrative support for an NIH ORI grant by managing financial records, organizing meetings, scheduling, and overseeing document completion, while ensuring compliance with payment processes and maintaining detailed records of research misconduct and control matters.
Streamlined document management and reporting processes by organizing the university's Microsoft Access database for research integrity, supporting the export review process, and improving accessibility to critical information.
Managed complex calendar schedules for two busy Directors utilizing Microsoft Outlook to ensure seamless coordination, while handling day-to-day inquiries and assisting with PowerPoint presentations and edits for multiple departmental meetings.
Background Investigator
CACI
Schenectady, NY
01.2019 - 01.2020
Conducted routine background investigations for National Security and Public Trust Clearances, performing 2-3 subject interviews daily, including sourcing interviews with neighbors, colleagues, and other contacts, and collecting vital records such as employment, education, and criminal documentation.
Produced high-quality investigative reports for the Defense Counterintelligence and Security Agency (DCSA), meeting stringent standards and completing assignments within tight deadlines, while managing a constant flow of cases independently while working remote.
Exhibited strong time management and organizational skills by efficiently handling fieldwork and paperwork, traveling locally for in-person interviews and documentation collection, and maintaining consistent communication with supervisors and team members throughout the process.
Assistant Manager
Bowtie Cinemas
Schenectady, NY
05.2017 - 12.2018
Promoted from Crew to Senior Team Member, providing exceptional customer service while managing staff on shift, conducting interviews, documenting accident incidents, and initiating a comprehensive staff training system that was well-received and used for ongoing staff development; effectively administered employee assessments and communicated progress to upper management.
Shoe Sales Consultant
Stride Rite
Albany, NY
01.2017 - 05.2017
Commander Fleet Activities, Public Affairs - Volunteer Research Assistant
US Naval Base
Yokosuka
06.2016 - 08.2016
Education
Bachelor of Arts - Political Science
SUNY At Albany
Albany, NY
08.2014 - 05.2018
Skills
Innovation and creativity
Microsoft Excel
Financial records review
Annual reports
Multitasking and organization
Attention to detail
Sampling techniques
Contract compliance
Analytical problem solving
Data analytics
Compliance standards
Critical thinking
Clear communication
Time management
Issue resolution
Decision-making
Client relationship management
Audit reporting
Report generation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full Time
Work Location
On-SiteRemoteHybrid
Timeline
Audit Analyst
Grant Thornton
03.2022 - 12.2024
Administrative Assistant
University of Florida
02.2020 - 01.2022
Background Investigator
CACI
01.2019 - 01.2020
Assistant Manager
Bowtie Cinemas
05.2017 - 12.2018
Shoe Sales Consultant
Stride Rite
01.2017 - 05.2017
Commander Fleet Activities, Public Affairs - Volunteer Research Assistant
Tax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLCTax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLC
Audit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton InternationalAudit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton International