Zachary Taieb, CPA
46 Austin Street,Boston, MA
Summary
Certified Public Accountant specializing in Banking and Financial Service companies. Current Audit Senior Associate with hands-on experience conducting audit planning activities, reviewing and compiling financial data, and preparing and facilitating quarterly and year-end audits.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Audit Senior Associate
Crowe LLP
2023.08 - Current
- Provide assurance services to regional and national clientele specializing in the Banking and Financial Services industries with publicly traded financial information
- Perform in-charge audit procedures over quarterly and annual public filings as well as interim and year-end financials for two major public clients with over $1.6 Billion and $2.7 Billion in assets, respectively
- Supervise, train, and evaluate audit associates and interns across different markets to ensure adherence to vigorous auditing standards.
- Strengthened internal controls by evaluating the effectiveness of existing policies over key financial statement areas including, but not limited to, revenue, cash, journal entries, operating expenses, lending activity as well as period-end financial reporting
- Developed strong relationships with financial services and banking clientele, addressing concerns promptly and providing timely updates throughout the engagement process.
- Perform preliminary reviews over substantive testing working papers, control testing, and report applications to ensure completeness for higher-level review.
Audit Associate
Crowe LLP
2021.10 - 2023.06
- Complete control and substantive testing over key audit areas for both private and public clientele
- Assist audit senior associates in completing quarterly audit procedures relating to balance sheet and income statement items, specializing in equity, deposits, and loans
- Prepared working papers, reports and supporting documentation for audit findings.
- Developed strong relationships with clients through clear communication, transparency, and professionalism throughout the entire audit process.
- Facilitated financial and operational audits, collaborating with management to communicate recommendations.
- Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
Education
Bachelor of Science, Business Administration And Management - Accounting, Finance
Boston University - Questrom School of Business
Boston, MA05.2021
Skills
- Microsoft Suite
- Financial Statement Review
- Regulatory Standards
- Internal controls evaluation
- Financial statement audit
- GAAP Principles
Certification
CPA - Certified Public Accountant, 07/2022, Present
Languages
Native Fluency in English, French
Timeline
Audit Senior Associate
Crowe LLP
2023.08 - Current
Audit Associate
Crowe LLP
2021.10 - 2023.06
Bachelor of Science, Business Administration And Management - Accounting, Finance
Boston University - Questrom School of Business
CPA - Certified Public Accountant, 07/2022, Present
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