Samantha Garcia
Odessa,TX
Summary
Detail-oriented Audit Associate with two years of hands-on experience conducting audit planning activities and reviewing and compiling financial data. Expertise in evaluating internal and operational control procedures and determining liabilities and compliance with tax laws. Certified as an Internal Audit Practitioner and CPA eligible. Self-motivated professional comfortable taking initiative.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Audit Associate
ATLAS Firms
06.2023 - Current
- Prepared working papers, reports, and supporting documentation for audit findings.
- Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
- Identify various risks and errors to propose corrective action to decision-makers.
- Performed auditing work following rigorous auditing standards and principles.
- Prepare multiple simultaneous audit engagements while strictly adhering to deadlines and quality standards.
- Develop strong relationships with clients through clear communication, transparency, and professionalism throughout the entire audit process.
- Mentor junior staff members, sharing industry knowledge and best practices for successful audits.
- Assist in the preparation of financial statement disclosures following applicable accounting standards.
- Maintain up-to-date knowledge of accounting standards and regulations, ensuring accurate and compliant audits.
- Evaluate internal controls over financial reporting, identify weaknesses, and propose process improvements to strengthen controls.
- Employed expertise in auditing, accounting and generally accepted principles to assess records.
- Prepare comprehensive reports for senior management detailing audit findings, recommendations, and action plans for improvement.
Audit Intern
Weaver
01.2023 - 04.2023
- Collaborated with team members to complete audits within established deadlines, while maintaining a consistent level of professionalism throughout the process.
- Maintained open lines of communication with both clients and team members to ensure the timely completion of assigned tasks and the resolution of any concerns that arose during audits.
- Assisted in the preparation of high-quality audit work papers, maintaining attention to detail and organization throughout each engagement.
- Assisted in researching complex accounting issues encountered during audits, and applying relevant guidance to arrive at appropriate conclusions.
- Conducted substantive testing on financial data to identify potential errors or misstatements, ensuring accurate financial reporting.
- Supported senior auditors in developing detailed audit plans, ensuring all necessary steps were taken to achieve desired results.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
Office Manager
The Smith CPA Firm
03.2022 - 12.2022
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Prepare tax returns by following Applicable standards.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Office Assistant
Garcia Title Solutions, LLC
06.2017 - 03.2020
- Interacted with customers by phone, email or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Delivered clerical support by handling range of routine and special requirements.
- Executed record filing system to improve document organization and management.
- Collected payments, issued receipts, and updated accounts to reflect new balances by maintaining specific records of each transaction.
Education
MPA - Accounting
The University of Texas of The Permian Basin
Odessa, TX06.2024
Bachelor of Business Administration Spec. in Acct. - Accounting And Business Management
The University of Texas of The Permian Basin
Odessa, TX08.2022
Skills
- Substantive testing
- Financial Statement Auditing
- Microsoft Excel proficiency
- Control testing
- Ethics and integrity
- Risk Assessment
- Financial statement review
- Audit Documentation
- Strong Client Relationship Management
- Detail Oriented
- Strong Work Ethic
- Leadership Qualities
Certification
- Notary Public, 2026
- Certified Internal Audit Practitioner, 2027
Timeline
Audit Associate
ATLAS Firms
06.2023 - Current
Audit Intern
Weaver
01.2023 - 04.2023
Office Manager
The Smith CPA Firm
03.2022 - 12.2022
Office Assistant
Garcia Title Solutions, LLC
06.2017 - 03.2020
- Notary Public, 2026
- Certified Internal Audit Practitioner, 2027
MPA - Accounting
The University of Texas of The Permian Basin
Bachelor of Business Administration Spec. in Acct. - Accounting And Business Management
The University of Texas of The Permian Basin
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