Reed Marchino
Accountant/Financial Analyst
Dallas,TX
Summary
Dynamic Financial Analyst with a proven track record and public accounting experience at KPMG, LLP. Excellent in Microsoft Excel and project management. I successfully transitioned from KPMG to Netrio, leveraging audit expertise to improve financial processes. Played a key role in private equity due diligence preparation at Netrio.I developed and implemented automated reporting processes, significantly reducing departmental costs. My innovative solutions at Netrio have driven value accretion and streamlined operations. I Iead vendor billing disputes and internal audit processes, enhancing overall financial efficiency.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Netrio, LLC
06.2022 - Current
- Leveraged audit experience to enhance Netrio’s financial reporting, internal account reconciliation, and Order-to-Cash process design.
- Minimized budget allocation by developing homegrown processes, automating tasks, and enhancing internal reporting capabilities.
- Collaborated with the Controller and Executive team on revenue classification, sales tax audits, and private equity due diligence data preparation.
- Managed 3rd party vendor services, leading billing disputes, and reconciling vendor invoices.
- Assembled and reorganized teams for customer projects, enhancing efficiency and designating process owners.
- Identified opportunities for value accretion through critical evaluation of business areas and creative problem-solving.
Audit Associate
KPMG, LLP
01.2021 - 04.2022
- Oversaw test work across multiple audit sections on public and private audits in various industries, including Financial Services, Consumer Products, Healthcare, and Technology.
- Performed Substantive Analytical Testing (SAT), Test of Details (ToD), financial statement preparation, control walkthroughs, and on-site client inventory counts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
Audit Intern
KPMG, LLP
12.2018 - 03.2019
- Applied foundational accounting and audit knowledge to perform audit test work in investment fund and consumer product audits.
- Developed professional client services skills, managing deliverables and timelines effectively.
- Efficiently managed multiple tasks and deadlines by prioritizing assignments and maintaining a high level of focus throughout each engagement.
- Supported senior auditors in developing detailed audit plans, ensuring all necessary steps were taken to achieve desired results.
Education
Master of Accountancy - Accounting
University of Oklahoma
Norman, OK 05.2001 -
BBA - Accounting And Economics
University of Oklahoma
Norman 05.2001 -
Skills
- Microsoft Excel
- Revenue Reporting and Presentation
- Data & Trend Analysis
- Financial Accounting
- Project Management
- Process Design, Implementation & Management
Financial statement analysis
Timeline
Financial Analyst
Netrio, LLC
06.2022 - Current
Audit Associate
KPMG, LLP
01.2021 - 04.2022
Audit Intern
KPMG, LLP
12.2018 - 03.2019
Master of Accountancy - Accounting
University of Oklahoma
05.2001 -
BBA - Accounting And Economics
University of Oklahoma
05.2001 -
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