Audit professional at a Top 10 public accounting firm with nearly 10 years of experience. Demonstrated expertise serving a diverse client base across industries, including healthcare, hospitality, nonprofit, manufacturing, and employee benefit plans.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Manager (Assurance)
Forvis Mazars, LLP (Formerly MSL, PA)
Fort Lauderdale, FL
01.2017 - Current
Managed over 40 financial statement audits, representing more than $1B in combined client revenue and approximately $1.5M in engagement fees in the most recent fiscal year
Drove revenue growth by cross-selling additional and out-of-scope services, generating approximately $100K in incremental fees in the most recent fiscal year
Cultivated strong client relationships, resulting in expanded engagements and new business opportunities with both existing and prospective clients
Advanced proficiency in Microsoft Office Suite, with strong Excel skills for data analysis, financial modeling, and audit support
Designed and implemented proprietary lease schedules to enhance audit efficiency and consistency across engagements
Led staff development, including training and mentoring associates and interns; directly supervised two team members and participated in campus recruiting efforts
Served as an ambassador during the transition to Forvis Mazars, supporting change management and firm integration initiatives
Education
BBA - Accounting
Florida Atlantic University
Boca Raton, FL
12-2016
Skills
Financial Analysis
Audit Management
Risk Assessment
Compliance Monitoring (both Federal and State)
Data Analysis
Report Preparation
Internal Control and Process Improvements
Cross-functional collaboration
Talent development
Certification
Certified Public Accountant (AU 57057) - Florida Department of Business and Professional Regulation