Operate the firm's private funds; responsibilities include managing cash, monitoring expenses and fund performance, maintaining investor relations, providing internal and external reporting
Led and automated the process of consolidating all of the firm's private funds Earnings Release report
Standardized and improved internal reporting schedules and workpapers
Member of the Treasury Reporting team responsible for ensuring compliance with regulatory requirements
Active in the firms technology and system initiations by providing feedback, performing beta tests and coming up with ideas on how to further utilize existing and future applications
Assurance Associate
Forvis
08.2021 - 11.2022
Perform audit testing on financial statement accounts such as cash, accounts payable, or fixed assets
Establish and maintain internal controls to optimize accounting procedures and operation
Work with client personnel to reconcile account differences and analyze financial data
Perform closing processes and preparing journal entries and adjusting journal entries for accrual, reclass and reversal
Assurance Intern
Dixon Hughes Goodman
05.2020 - 08.2020
Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Tax Intern
The Marston Group
01.2020 - 03.2020
Utilized Axcess Tax software to prepare over 100 client federal and state tax returns, including 1040 individual, 1065 partnership, and 1120 corporation returns for various income levels
Formed work papers and created journal entries to adjust book values to appropriate amounts for tax purposes
Finance Intern
Stratas Food
05.2019 - 08.2019
Assisted in the creation of new processes to manage receivables, disbursements, and cash
Designed new process to improve tracking, counts and inventory reconciliation at plants
Responsible for organizing, updating, and maintaining key management and functional reports
Implemented new management reporting tools to provide increased insight into monthly expenses
Education
Master of Science - Accounting
Rhodes College
Memphis, TN
05-2021
Bachelor of Arts - Business
Rhodes College
Memphis, TN
05-2020
Skills
Proficient in Microsoft Excel, Word, and PowerPoint
Strong communication skills (writing and public speaking
Thrive in dynamic, fast paced environments; innovatie; analytical; collaborative; problem solving attitude