Ryan Morfoot
Summary
Results-driven accounting professional with a strong background in financial compliance and audit processes. Demonstrated success in analyzing financial statements for accuracy and mentoring peers, alongside contributions to operational efficiency through the implementation of streamlined filing systems. Seeking to leverage skills in a challenging accounting role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assurance Senior Associate
Plante Moran
Chicago, Illinois
08.2023 - Current
- Prepared detailed audit programs based on risk assessment of clients' operations.
- Analyzed client financial statements for compliance and accuracy.
- Performed analytical reviews of financial data including balance sheet, income statement, cash flow trends.
- Assisted in the preparation of draft financial statements for review by partners and managers.
- Mentored junior associates on audit processes and methodologies.
FDIC Examiner Intern
FDIC
Chicago, Illinois
06.2022 - 08.2022
- Conducted thorough examinations of financial institutions for compliance with regulations.
- Analyzed financial statements and records to assess risk management practices.
- Evaluated internal controls and procedures to ensure operational effectiveness.
- Collaborated with team members to identify potential areas of improvement.
- Documented findings and prepared detailed reports for senior management review.
Records Management Clerk
Marshall Gerstein & Borun LLP
Chicago, IL
05.2021 - 08.2021
- Managed and secured confidential client records per firm procedures, ensuring compliance and accessibility.
- Coordinated with interns to facilitate firm's transition to paperless records management system, enhancing overall efficiency.
- Compared electronic files with source documents to verify completeness and accuracy.
- Entered key client information and filing dates into the firm's docketing system with accuracy.
- Assisted during peak business periods, supporting team in meeting client demands and maintaining service levels.
Accounting Department Intern
Marshall Gerstein & Borun LLP
Chicago, IL
05.2019 - 08.2019
- Applied knowledge gained from previous internships to improve the Accounting Department's invoice organization process by creating electronic filing systems for more efficient invoice management.
- Updated and maintained the Accounting Department's client contact database by removing outdated records and updating current information.
- Supported daily accounting operations, ensuring high accuracy and attention to detail.
- Assisted with special projects, including updating 401(k) records and reconciling bank accounts to ensure accuracy.
- Created standardized client notification template to streamline client disengagement process.
- Summer/Winter Internships
Education
Bachelor of Science - Accounting
Purdue University, Krannert School of Management
West Lafayette, IN06-2023
Skills
- Financial auditing
- Audit methodologies
- Financial analysis
- Financial reporting
- Risk assessment
- Analytical thinking
- Detail-oriented approach
- Office Suite proficiency
Certification
- Certified Public Accountant (CPA)
State of Illinois
Timeline
Assurance Senior Associate
Plante Moran
08.2023 - Current
FDIC Examiner Intern
FDIC
06.2022 - 08.2022
Records Management Clerk
Marshall Gerstein & Borun LLP
05.2021 - 08.2021
Accounting Department Intern
Marshall Gerstein & Borun LLP
05.2019 - 08.2019
Bachelor of Science - Accounting
Purdue University, Krannert School of Management