Summary
Overview
Work History
Education
Skills
Timeline
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Phil Baxter

Summary

Experienced with performing financial statement audits to ensure compliance and accuracy within the real estate and construction space. Utilizes analytical skills to identify discrepancies and improve processes. Knowledge of financial regulations and reporting standards, contributing to consistent and thorough audit results.

Overview

6
6
years of professional experience

Work History

Audit Associate

KPMG
10.2023 - Current
  • Conduct detailed financial audits for public and private clients, ensuring compliance with internal policies and regulatory standards.
  • Serve as support to in-charge role for large public real estate client, effectively conducting interim quarter reviews and audit procedures.
  • Perform and review substantive procedures, including test of details and analytical procedures within the following areas: property acquisitions and dispositions, real estate investment operations and development, cash and debt, expenses, equity, derivatives, and tax.
  • Assist in coaching and delegating of staff, interns, and offshore engagement team, fostering a culture of continuous learning and professional development.
  • Facilitate communication with the engagement team and client personnel to ensure smooth workflow and issue resolution.
  • Serve as mentor to first-year associates and interns, as well as participate in recruiting events for prospective candidates.


Barista

Revocup Coffee Roasters
05.2021 - 07.2023
  • Prepared and served beverages in an efficient manner.
  • Fostered relationships with customers to create a welcoming environment to all.
  • Accurately handled cash through transactions, withdrawing tips, and balancing the drawer.
  • Trained new staff on coffee preparation techniques and customer service best practices.
  • Maintained cleanliness and organization of work area to ensure compliance with health regulations.

Shift Supervisor

Starbucks
10.2019 - 05.2021
  • Recognized and reinforced store standards to maintain productive workplace and promote company mission.
  • Communicated with manager and other supervisors to create and enact a daily plan of action.
  • Managed daily tasks, including but not limited to: inventory counts, handling cash deposits and tips, delegating tasks to baristas, and coaching baristas.
  • Resolved customer complaints swiftly, maintaining high satisfaction rates during peak hours.

Education

Bachelor of Science - Accounting

The University of Kansas
Lawrence, KS
12.2021

Master of Science - Accounting

University of Kansas
Lawrence, KS
05-2023

Skills

  • Microsoft Office proficiency
  • Documentation preparation and review
  • Financial statement auditing
  • Accounting principles knowledge and compliance

Timeline

Audit Associate

KPMG
10.2023 - Current

Barista

Revocup Coffee Roasters
05.2021 - 07.2023

Shift Supervisor

Starbucks
10.2019 - 05.2021

Bachelor of Science - Accounting

The University of Kansas

Master of Science - Accounting

University of Kansas

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