Audit Manager

CERTIFICATION:

Certified Public Accountant

EXPERIENCE:

Big Four Public Accounting Firm                                                                         

Audit Manager                                                                                                                                August 2023 – Present

Audit Senior Associate                                                                                                          October 2020 – August 2023

Audit Associate                                                                                                                   October 2018 – October 2020

• Led and managed all facets of the audit lifecycle for concurrent client engagements overseeing planning and risk assessment, budgeting and billing, testing execution while reviewing staff and senior work to ensure strict compliance with auditing standards, and meeting project deadlines.
• Strong understanding of GAAP and IFRS standards, SOX compliance, and SEC reporting requirements.
• Innovated revenue testing procedures using analytics instead of manual testing to validate a utility client’s fiscal year billings based on customer data, usage data, approved regulatory rates, and third-party weather pattern data by region.
  • Reduced testing hours and provided stronger audit results over revenue
  • Prepared memos to document the new procedure’s adherence to applicable auditing standards, as well as data point testing of client and 3^rd party reports
• Managed SOX compliance requirements through coordinated business process walkthroughs, created flowcharts and narratives, and identified clients’ missing internal controls required by SOX.
• Uncovered critical audit findings and coordinated resolutions with clients, leading to necessary financial statement edits or footnote disclosures.
• Coached audit team staff and seniors and served as a primary resource for complex issue resolution and professional development.
• Updated audit methodologies and testing procedures to align with current regulatory guidance and findings from the Public Company Accounting Oversight Board (PCAOB) and our own internal independent audit quality review.
• Directed and reviewed the scheduling, execution, and documentation of client inventory counts, ensuring accuracy of counts and operations.
• Documented client IT environments including application use, maintenance, change management testing, and reviewed relevant SOC 1 Reports to assess internal control effectiveness.
• Experienced in Alteryx, Power BI, Excel, and various financial accounting software such as Oracle and SAP.

EDUCATION

Local University