Collaborative, adaptable, and goal driven, I am a CPA in the state of Wisconsin striving to obtain more out of my career. Looking for opportunities to transfer my industry expertise into Financial Services audits. I have innate leadership skills that I will be bringing to all of my engagements. I find fulfilment in working with others to achieve a common goal, and I hold myself to a high standard in which I aim to succeed at every new challenge I take on.
· In-Charging all of my engagements ranging from private to SEC clients. Clients ranging from $60M-$1B
· Handling multiple engagements concurrently and leading client communications. Maintaining positive relationships
· Preparing and reviewing workpapers in advanced technical accounting areas such as ASC 606, ASC 842, etc.
· Performing SOX walkthroughs on PCAOB engagements for main business cycles such as Order to Cash, Expenditures, Inventory, and Financial Closing and Reporting
· Enhancing my delegation and organizational skills by managing USI resources on multiple engagements concurrently, along with aligning US resources to ensure timely completion of audits while staying within budget
· Prepared financial statements for private clients and other audit deliverables for all clients
· Attaining Gross Margins of >72.5% on average for jobs that I In-Charge
Utilizing scoping methodologies to address audit risk and improve efficiencies by reducing unnecessary procedures
Certified Public Accountant in the state of Wisconsin