Sergio Carrillo
Atlanta
Summary
Dynamic financial professional with over six years of corporate experience in audit, tax, and consumer finance, actively pursuing a Financial Analyst role within Anduril’s Corporate Finance team. Proven expertise in analyzing complex financial data, supporting comprehensive financial statement audits, and collaborating with cross-functional stakeholders to deliver timely and accurate insights in fast-paced environments. Recognized for leading audits, identifying discrepancies, and recommending strategic improvements that drive operational efficiency. A collaborative team player with a results-oriented mindset, adept at risk management and internal controls, consistently delivering high-quality outcomes while adapting to evolving business needs.
Overview
6
6
years of professional experience
Work History
Audit Senior
Deloitte US
01.2023 - Current
- Design audit approaches and lead fieldwork for year-end and interim engagements, coordinating with engagement managers and supervising staff to deliver on-time completion of audits.
- Review client accounting processes, operating procedures, and internal controls—often within ERP environments—to identify control gaps, process risks, and improvement opportunities that strengthen financial reporting.
- Perform detailed analytical reviews (trend, ratio, and variance analyses) across balance sheet, income statement, and cash flow statements to assess reasonableness of results and support audit conclusions.
- Prepare and review audit workpapers and supporting documentation using specialized audit software, ensuring accuracy, completeness, and clear linkage to final audit opinions.
- Collaborate directly with client finance leadership to resolve complex accounting issues, clarify reporting requirements, and align on proposed adjustments prior to issuance of audited financial statements.
- Assist with engagement budgeting, tracking, and forecasting of hours and fees to help partners monitor engagement profitability and resource allocation.
Audit & Assurance Intern
HLB Gross Collins
06.2022 - 12.2022
- Assisted professional staff in planning and execution of audits, reviews, and compilations for small and mid-market clients across multiple industries.
- Performed field testing and analytical review of key accounts, reconciling variances and documenting findings to support the overall audit risk assessment.
- Organized and maintained audit files and workpapers to ensure compliance with firm standards and facilitate efficient partner and manager review.
- Partnered with senior staff to translate client data from source systems into structured workpapers used in the preparation of financial statements and reports.
Tax Associate Intern
Carr, Riggs & Ingram
01.2022 - 04.2022
- Prepared workpapers, trial balances, and supporting schedules for entity tax returns (partnership, S-corp, and C-corp), ensuring data accuracy and completeness.
- Collected and reconciled client information (bank statements, general ledgers, fixed asset details) to support accurate tax return preparation and filing.
- Assisted with fixed asset rollforwards and depreciation calculations to support book-to-tax adjustments and compliance with tax regulations.
Analyst II, Specialty
Hyundai Capital America
10.2019 - 12.2021
- Managed a portfolio of high-balance auto finance accounts (15 days delinquent through charge-off) totaling over $3M in exposure by prioritizing accounts based on risk and stage of delinquency.
- Used Excel and PowerPoint to analyze portfolio performance trends, summarize account-level results, and present insights to management to support loss mitigation decisions.
- Performed skip tracing using credit bureau tools and internal systems to locate customers and improve right-party contact rates in support of recovery strategies.
- Partnered with credit and funding teams to investigate potentially fraudulent or questionable accounts, documenting findings and recommending actions based on risk.
- Complied with state-specific regulations and internal policies for customer contact, helping ensure adherence to quality assurance and control standards.
- Contributed to team presentations and call calibration sessions by providing data-backed feedback on account performance and customer interaction quality.
Education
Bachelor of Business Administration - Accounting
Kennesaw State University
Kennesaw, GA03.2023
Skills
- Financial & Data Analysis: Financial statement analysis, variance and ratio analysis, basic forecasting, portfolio analysis, reconciliations, analytical reviews
- Tools & Systems: Microsoft Excel (lookups, pivot tables, basic modeling), PowerPoint, Word, Outlook; Tableau; Oracle Applications; CRM and collection platforms (Siebel Automotive, CRM, Citrix Daybreak, WUSP); basic SQL
- Financial & Accounting Knowledge: US GAAP concepts, audit and assurance procedures, tax fundamentals, internal controls, risk assessment, documentation standards
- Languages: Fluent in English and Spanish
- Professional: Strong research and data collection, organization, time management, and communication skills; comfortable collaborating with cross-functional teams in fast-paced environments
- Continuous learning mindset
- Professional skepticism
- Audit software mastery
- GAAP
- Internal controls
- Teamwork
- Time management
- Problem-solving abilities
Languages
Spanish
Native or Bilingual
Interests
- Cooking
- Documenting and sharing travel experiences
- Enjoy creating and following travel blogs and vlogs
- Exploring various forms of art, such as sketching, videography, and child educational content, to nurture creativity and personal growth
Timeline
Audit Senior
Deloitte US
01.2023 - Current
Audit & Assurance Intern
HLB Gross Collins
06.2022 - 12.2022
Tax Associate Intern
Carr, Riggs & Ingram
01.2022 - 04.2022
Analyst II, Specialty
Hyundai Capital America
10.2019 - 12.2021
Bachelor of Business Administration - Accounting
Kennesaw State University