Shirley Song
Kirkland,IL
Summary
Accomplished financial management and accounting professional with 5+ years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership. Expertise in financial statement preparation and analysis and accounting standards implementation with outstanding communication and presentation abilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Audit Associate
PwC
08.2022 - Current
- Performed complex valuation testing of Level 1 to 3 Investments including relevant disclosures.
- Assisted clients in understanding complex technical issues related to their financial reporting systems, providing expert guidance on necessary adjustments or improvements needed for compliance purposes.
- Managed successful completion of audits with tight deadlines while maintaining high-quality results.
Senior Auditor
KPMG
04.2021 - 07.2022
- Coordinated client engagements from start to finish. This includes all aspects of financial statement preparation, internal staffing of engagements, project scheduling and related administrative functions.
- Completed audit processes and documented higher-risk areas such as revenue, fixed assets, costs, financial instruments and tax.
- Supervised associates and interns on engagements and provided coaching and timely feedback
Senior Auditor
Smith Bunday Berman Britton PS
09.2020 - 04.2021
- Provided timely client service, delivered high quality work and maintained outstanding client relationships
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Assisted clients in navigating complex regulatory environments, ensuring compliance with applicable standards and guidelines.
Semi-senior Audit Associate
Mazars USA LLP
09.2019 - 08.2020
- Analyzed trends in financial data to investigate fluctuations.
- Researched and analyzed financial statements and audit related issues utilizing databases to review and compile financial information.
- Delegated work to team members and student interns to share workload and continue meeting audit goals.
Staff Accountant
Fidelity Life Association
07.2018 - 09.2019
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations during month-end closing
- Reduced time spent on payroll closing and reconciling process from 1 month down to 2 days
- Evaluated and improved accuracy and completeness of quarterly and annual financial statements to boost regulatory compliance
Audit Intern-Staff
RubinBrown LLP
11.2017 - 06.2018
- Assisted in the preparation of comprehensive financial statements, showcasing a clear understanding of accounting principles.
- Conducted substantive testing on financial data to identify potential errors or misstatements, ensuring accurate financial reporting.
Education
Master of Science - Accounting
DeVry University Keller Graduate School of Management
Chicago, IL07.2017
Master - Accounting And Financial Management
DeVry University Keller Graduate School of Management
Chicago, IL04.2016
Bachelor of Arts - Sociology
University of Toronto
Toronto, ON06.2014
Skills
- US GAAP and IFRS
- CaseWare, CCH PFX Engagement, Biznet, Oracle
- Advanced financial analysis
- Proficiency in MS Suite
- Real Estate, Manufacturing & Distribution, Insurance, Financial Services, and Funds
- Risk Management
Certification
Certified Public Accountant (CPA) - In Progress/Tracking
Timeline
Senior Audit Associate
PwC
08.2022 - Current
Senior Auditor
KPMG
04.2021 - 07.2022
Senior Auditor
Smith Bunday Berman Britton PS
09.2020 - 04.2021
Semi-senior Audit Associate
Mazars USA LLP
09.2019 - 08.2020
Staff Accountant
Fidelity Life Association
07.2018 - 09.2019
Audit Intern-Staff
RubinBrown LLP
11.2017 - 06.2018
Master of Science - Accounting
DeVry University Keller Graduate School of Management
Master - Accounting And Financial Management
DeVry University Keller Graduate School of Management
Bachelor of Arts - Sociology
University of Toronto