Steven Smith
Dallas,TX
Summary
Skilled, results-driven Senior Audit Associate at Whitley Penn currently pursuing a CPA license in the State of Texas. Successfully led audit engagements across multiple industries, enhancing financial statement and disclosure accuracy. Known as an analytical thinker with a strong work ethic and excellent communication, fostering collaboration and teamwork to achieve results and meet deadlines.
Overview
4
4
years of professional experience
Work History
Senior Audit Associate
Whitley Penn
07.2024 - Current
- Conduct multiple concurrent audit and review engagements while meeting tight deadlines
- Review audit planning and testing procedures tailored to clients within the industries of Oil & Gas, Real Estate, Investment Funds, Professional Services, Manufacturing, Hospitality, and others
- Manage and supervise junior associates in audit planning, testing, and analytical audit procedures during engagement periods
- Assist managers and partners in the preparation of financial statements and footnote disclosures of audit reports according to GAAP, GAAS, and PCAOB standards
- Maintain professional correspondence with key members of client management on audit report status and inquiries arising from procedures
Audit Associate
Whitley Penn
08.2022 - 06.2024
- Performed audit planning and testing procedures tailored to the practices of corporate clients under supervision of senior associates
- Evaluated internal control effectiveness of clients by performing inquiries and testing of sampled data
- Identified various risks and errors within testing to raise questions to senior management and propose corrective action
- Worked closely with senior management in managing and performing the audits of several employee benefit and profit-sharing plans of clients
- Performed final reviews of audit reports and cross-referencing between financial statements and footnotes prior to issuance
Commercial Real Estate Intern
Guilford Property Group
08.2021 - 08.2021
- Conducted in-depth market research to propose listed properties within areas and price ranges tailored to clients needs
- Analyzed financial data to determine optimal pricing strategies for property listings
- Issued communications to clients on behalf of brokers and team leaders on prospective properties
- Researched local environmental codes to raise specific concerns that would hinder the development and construction of properties
Education
Accountancy, Minor in Real Estate
08-2022
- Student Alumni Council Member
- Phi Kappa Psi Fraternity Member
- Academic Merit & Success Scholarship Recipient
Skills
- Analytical skills
- Critical thinking and analysis
- Team management
- Teamwork and collaboration
- Financial statement review
- Attention to detail
- Excellent verbal and written communication
- Organizational skills
Timeline
Senior Audit Associate - Whitley Penn
07.2024 - Current
Audit Associate - Whitley Penn
08.2022 - 06.2024
Commercial Real Estate Intern - Guilford Property Group
08.2021 - 08.2021
The University of Mississippi - , Accountancy, Minor in Real Estate
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