Nathan Montano

Senior Audit Associate

Whitley Penn

02.2016 - 06.2022

Researched and analyzed financial statements and audit and tax-related issues utilizing electronic databases.
Performed wide range of audit and accounting procedures impacting industry-specific issues.
Produced financial statement reports and documentation to support audit opinions.
Identified and communicated audit issues, technical matters and improvement opportunities to resolve client issues discovered during audit process.
Developed and maintained working relationships with clients to enhance customer satisfaction with audit services.
Detected client accounting and auditing discrepancies and performed research to resolve resulting issues.
Evaluated client accounting and operating procedures and systems of internal control.
Followed strict guidelines to drive proper file management and client confidentiality.
Employed audit software to review and compile financial information.
Reviewed, documented and tested internal controls by evaluating compliance with laws and regulations.
Reported asset utilization and audit results to management, recommending changes in operations and financial activities.
Established tables of accounts to assign entries to proper accounts.
Conferred with company officials about financial and regulatory matters.
Audited payroll and personnel records to determine unemployment insurance premiums and workers' compensation coverage.
Reviewed accounts for discrepancies to properly reconcile differences.
Collected and analyzed data to detect deficient controls, duplicated effort, and extravagance.
Engaged in filing, recording, compiling and transmitting financial records.
Developed, maintained and analyzed budgets, preparing periodic reports that compared budgeted costs to actual costs.
Examined whether organization's objectives were reflected in its management activities and whether employees understand objectives.
Inspected cash on hand and notes receivable and payable to confirm accuracy of records.
Inspected account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Operated computers and used job-related software to develop, modify, and implement recordkeeping, and accounting systems.
Supervised auditing of establishments and determined scope of investigation required.
Inspected cash on hand, noted receivable, and payable, negotiable securities and canceled checks to confirm records are accurate.
Created and prepared adjusting journal entries.
Prepared detailed reports on audit findings.
Analyzed business operations and trends to project future revenues and expenses.
Determined if systems and programs under development will work as planned.
Developed, implemented, modified, and document recordkeeping and accounting systems, making use of current computer technology.
Examined inventory to verify journal and ledger entries.
Developed and prepared detailed reports on audit findings.
Examined account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures.