Summary
Overview
Work History
Education
Skills
Timeline
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Patrick Kelly

Rochester,NY

Summary

Highly organized and meticulous Senior Auditor with Bachelor's Degree in Accounting. Adept at examination and appraisal of production, sales, inventory, and financial records of dairy plant operations to determine accuracy of reporting data and maintaining relationships with the industry. Good communicator and planner with strong analytical skills and creative problem solving.

Overview

11
11
years of professional experience

Work History

Auditor

USDA - Federal Order 1
08.2024 - Current
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
  • Communicated with auditee staff to obtain necessary information for audits.
  • Executed audit phases and entered data into accounting software for analysis.
  • Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
  • Ensured the integrity of financial reporting by verifying the accuracy of accounting records and reconciliations.
  • Analyzed data and findings to prepare reports detailing financial information.
  • Reduced the risk of fraud by implementing effective internal controls and monitoring systems.
  • Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Planned and executed follow-up audits at appropriate intervals.
  • Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
  • Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.
  • Performed observations and evaluated supporting documents to supplement audit findings.

Senior Auditor

USDA - Federal Order 30
01.2024 - 08.2024
  • Summarized and documented audit findings in clear and concise manner, as well as explaining any discrepancies
  • Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement
  • Developed strong relationships with industry, building trust and ensuring high level of satisfaction during audit process
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of audit process
  • Supported management decision making with accurate analysis and insights from audit findings
  • Mentored junior auditors, contributing to their professional development and enhancing team performance.

Auditor

USDA - Federal Order 30
03.2019 - 12.2023
  • Coordinated, managed and implemented auditing projects and prepared for evaluation.
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
  • Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
  • Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.

Personal Marketing Assistant

Oasis Outsourcing
09.2015 - 02.2019
  • Worked directly with clients to create financial plans that detail cash flows and expenses to determine future needs and sources of income.
  • Increased productivity and profitability through client segmentation
  • Designed portfolio models based on client risk metrics to achieve optimum level of overall growth and after-tax returns.
  • Documented progress and client relationships via Salesforce software
  • Prepared documents for client presentations to quantify value added and track progress towards financial goals
  • Managed multiple projects simultaneously, ensuring timely delivery of high-quality work to clients
  • Increased customer satisfaction by providing personalized support and prompt responses to inquiries

Financial Advisor

Metlife Inc
06.2014 - 09.2015
  • Collaborated with clients to assess and achieve short-term and long-term financial goals
  • Create custom solutions to achieve financial goals by gathering financial documents and performing ad-hoc analysis
  • Completed periodic client reviews to track progress towards goals
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests

Education

BBA - Accounting

Benedictine University
Lisle, IL
2014

Skills

  • Strong communication and interpersonal skills
  • Acute organization and attention to detail
  • Multitasking and time management
  • Microsoft Office and recordkeeping
  • Data entry and validation
  • Financial statement review and analysis
  • Conducting on-site audits
  • Documenting audit findings for usage in final audit report
  • Customer service

Timeline

Auditor

USDA - Federal Order 1
08.2024 - Current

Senior Auditor

USDA - Federal Order 30
01.2024 - 08.2024

Auditor

USDA - Federal Order 30
03.2019 - 12.2023

Personal Marketing Assistant

Oasis Outsourcing
09.2015 - 02.2019

Financial Advisor

Metlife Inc
06.2014 - 09.2015

BBA - Accounting

Benedictine University

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Patrick Kelly