Seasoned auditor with extensive experience in reviewing and evaluating financial records to ensure accuracy, completeness, and compliance with laws and regulations. Skilled in identifying patterns and trends in financial data, leading to the detection of errors and significant misstatements. Adept at managing all phases of audits from planning, fieldwork to completion and addressing specific client needs and risk areas. Known for clear and effective communication of complex findings and actionable recommendations to senior management to enhance financial integrity and performance.
Total Experience
3 Years 6 Months
2 Years 3 Months
Team Lead - Employee Benefits Plan/Administration - Auditor
Contributed to planning meeting agendas, developed budget hour allocations, and prepared comprehensive PBC lists for audits.
Performed materiality calculations and applied analytical procedures to detect unusual trends or anomalies.
Prepared internal control questionnaires and participated in walkthroughs of key plan processes.
Reviewed SOC reports and other assurance documentation from trustees and third-party administrators.
Performed testing for contributions, investments, loans, benefits payments, and other participant data.
Conducted testing on 401K audits, including distribution, contribution, eligibility, and loan testing.
Worked on substantive testing for EBP audits, identified compliance issues, and provided recommendations for control enhancements.
Drafted financial statements and prepared reports for NPOs and government audits.
Associate - Audit
Utilized AdvanceFlow and Inflo for managing audit working papers and client-provided documents.
Assisted in Not-for-Profit audit engagements by performing substantive testing on revenue, expenses, and grants.
Supported Single Audit procedures, assisting in major program determination and performing sample testing for compliance.
Prepared lead schedules, reconciled account balances, and cross-referenced audit evidence.
Participated in analytical reviews and variance analysis for select financial statement areas.
Article Assistant
Conducted statutory audits, internal audits, GST audits, and tax audits for various industries.
Assisted in audit planning, materiality calculations, and developing audit programs.
Prepared detailed audit reports, management representation letters, and comprehensive checklists.
Collaborated on process improvements to enhance audit documentation accuracy and reduce review cycle times.
Technical Skills
Software Skills
Courses
Single Audit Update 2025: Achieving High-Quality Results
2 Years 3 Months
