Senior Audit Associate

WORK EXPERIENCE

Big Four Firm, LLP

Senior Audit Associate

May 2023 – Present

• Conduct thorough reviews of financial statement tie-out packages for 10-K, 10-Q, and comfort letter filings for public clients in the retail, consumer goods, and healthcare technology sectors, ensuring compliance with US GAAP and SEC
• Lead and organize comprehensive process walkthroughs for key business cycles including procurement, inventory, financial reporting, payroll, and fixed assets, resulting in a thorough understanding of the company’s business
• Employ data analytics tools (i.e. Excel, Alteryx, Power BI) to clean, transform, and reformat complex datasets provided by management to generate meaningful insights into transactional trends and anomalies through visualization to effectively inform audit planning and risk assessment, while also improving audit efficiency and precision.
• Test the design and operating effectiveness of management’s internal controls to evaluate SOX compliance and ensure the accuracy and reliability of financial reporting.
• Drive day-to-day client communication including audit status updates, questions, and issue resolution, ensuring strong client rapport and consistent alignment with engagement milestones.
• Manage multiple audit tasks concurrently across several clients, demonstrating strong time management and adaptability in fast-paced environments.
• Supervise and mentor junior staff and interns by delegating tasks aligned with their experience and development goals, providing coaching and performance feedback to support both engagement efficiency and professional growth.
• Participate in multiple Firm-sponsored community service events, including mentoring youth at the Boys & Girls Club, packing food for families in need, reading to students in underserved schools, and supporting a local library cleanup to promote literacy and community engagement.

Audit Associate

September 2021 – May 2023

• Performed audit testing of account balances and classes of transactions, such as analytical procedures and tests of details, using sampling techniques and data analytics, focusing on high-risk and material audit areas to identify trends, fluctuations, and potential misstatements in financial data.
• Reconciled general ledger data to source documentation and supporting schedules, ensuring accuracy and compliance with US GAAP.
• Performed detailed financial statement tie-outs to ensure accuracy and consistency between audited financials, footnotes, and supporting schedules, identifying discrepancies and following up with management to resolve issues
• Performed detailed testing of high-risk journal entries as part of fraud risk assessment procedures in accordance with PCAOB standards.
• Served as a Transitional Coach for audit interns, providing mentorship, guidance, and support to help them navigate their onboarding experience and integration into Firms’s culture and engagement teams.

Audit Intern

July 2020 – August 2020

• Gained exposure to audit methodologies, professional development coursework, and industry best

EDUCATION

State University

Bachelor of Science, Accounting & Finance

SKILLS

Alteryx, Microsoft Suite (Excel, Power BI, PowerPoint, Word, Access), AuditBoard, Tableau