Senior Associate

WORK EXPERIENCE

Public Accounting Firm. Philadelphia, PA

Senior Associate – Risk Consulting. August 2024 – Present

Associate – Risk Consulting. August 2022 – August 2024

Intern – Risk Consulting. June 2020 – August 2020 & June 2021 – August 2021

• Completed 50+ internal audit and risk consulting services primarily including both public and privately held organizations.
• Conducted a Sarbanes-Oxley (SOX) audit of 32 processes for a fortune 50 financial institution, identifying operational deficiencies in 18% processes evaluated. Deficiencies were presented to the Chief Financial Officer and Chief Internal Audit Officer, where recommendations were made to avoid possible reportable incidences and monetary penalties.
• Led a team of four to conduct an audit on financial institution’s accounting and financial reporting, identifying deficiencies with the classification of Capital Expenditures and unapproved payment disbursements. Deficiencies were presented to the Chief Financial Officer and Controller, where capital assets were reclassified in the financial statements, and unapproved payment disbursements were further investigated for fraud.
• Conducted a Corporate Treasury audit for a financial institution with $50+ Billion in assets, recalculating Interest Rate Risk/Liquidity Model Assumptions, and Interest Rate/Liquidity Measurements, ensuring the reasonableness and accuracy of assumptions and data input to the Asset Liability Model. Through recalculation, 10% of model assumptions were deemed unreasonable, which was presented to the Director of Corporate Treasury and Board of Directors to reevaluate the model assumptions used based on current market conditions.
• Led a team of six to conduct an audit on financial institution’s effectiveness of deposit operations, identifying deficiencies in 16% of the operations functions evaluated. Deficiencies were presented to the Director of Bank Operations and Director of Internal Audit, where recommendations were presented to avoid possible financial losses and misstatements.

EDUCATION:

State University

Bachelor of Science in Accounting with Minor in Finance. May 2021

State University

Master of Accounting (MAcc). August 2022

CERTIFICATION:

CPA Accreditation in Process-  Passed two out of four parts