Steven Caperna
Mahopac,NY
Summary
Early-career Audit Professional with an MBA in Accounting and hands-on experience in public accounting. Skilled in substantive testing, analytical procedures, audit documentation, and client communication. Experienced across investment fund and broker-dealer audits. Eager to contribute to a results-driven audit or assurance team and continue building a long-term career in accounting.
Overview
3
3
years of professional experience
Work History
Assurance Associate
BDO USA
New York, USA
01.2025 - 09.2025
- Performed substantive testing on fund-of-funds clients, including investments, SURL, cash, journal entries, and due-to-affiliate balances.
- Utilized audit sampling and analytical procedures to assess account trends and variances.
- Assisted on broker-dealer audits, testing low-risk areas such as expenses and accounts payable.
- Prepared and maintained audit workpapers in accordance with PCAOB and firm standards.
- Collaborated with engagement teams to plan, execute, and resolve audit procedures.
Financial Services Audit Intern
BDO USA
New York, USA
01.2024 - 04.2024
- Supported audit testing for financial services clients under supervision of senior staff.
- Assisted with documentation and tying-out financial statement support.
- Gained exposure to investment fund audits and audit methodology.
Financial Services Audit Intern
BDO USA
New York, USA
06.2023 - 08.2023
- Roll-forwarded IC 51s for cash, investments, and loan accounts.
- Managed and edited management representation letters for multiple entities.
- Performed journal entry testing and cross-referenced financial statements.
Resident Advisor
Alpha Chi Rho Fraternity
06.2022 - 08.2023
- Supported undergraduate members by addressing concerns and representing chapter needs.
- Planned and implemented programs promoting academic, ethical, and leadership development.
- Collaborated with national leadership to support chapter operations and initiatives.
Assistant Leader
Carmel Recreation & Parks
Mahopac, USA
06.2022 - 08.2022
- Supervised outdoor activities for children ages 6-14.
- Trained and supervised camp counselors on safety procedures and responsibilities.
- Performed staff evaluations and provided constructive feedback.
Education
MBA - Accounting
Pace University - Lubin School of Business
Pleasantville, NY05.2024
BBA - Accounting
Pace University - Lubin School of Business
Pleasantville, NY05.2023
Skills
- Substantive Testing
- Audit Workpapers & Documentation
- GAAP Knowledge
- PCAOB Standards
- Team Collaboration
- Communication & Client Interaction
- Attention to detail
Awards
- Dean's List - 1st Honors
- Latin Honors
- The Ziegler Award
Timeline
Assurance Associate
BDO USA
01.2025 - 09.2025
Financial Services Audit Intern
BDO USA
01.2024 - 04.2024
Financial Services Audit Intern
BDO USA
06.2023 - 08.2023
Resident Advisor
Alpha Chi Rho Fraternity
06.2022 - 08.2023
Assistant Leader
Carmel Recreation & Parks
06.2022 - 08.2022
MBA - Accounting
Pace University - Lubin School of Business
BBA - Accounting
Pace University - Lubin School of Business