Audit Senior Associate

PROFESSIONAL EXPERIENCE

Audit Senior Associate
Global Accounting Firm
August 2021 – March 2024 | Washington, D.C.

• Managed 12 entity audits during a demanding 3-month busy season, strengthening client relationships through exceptional service.

• Performed complex analytical procedures on financial statements for multi-million-dollar clients to support data-driven decisions.

• Acted as a trusted liaison for clients, managing documentation requests and PBC deadlines to ensure timely opinion issuance.

• Supervised a team of 7+ associates, assigning tasks and maintaining clear communication throughout engagements.

• Led data processing using tools such as Alteryx, Power BI, IDEA, and Excel to prepare audit samples and population sets.

• Conducted and reviewed 200+ test samples during substantive testing, providing key insights for audit strategy.

• Led 6 in-person and 10+ virtual client walkthroughs, developing detailed workpapers, flowcharts, and narratives to support audit conclusions.

• Coordinated with internal and external specialists to meet complex data and documentation deadlines.

• Executed testwork across all financial statement accounts to validate accurate recording and disclosure.

• Managed third-party confirmations with banks and customers to verify account balances.

• Proficient in firm audit methodology, consistently executing high-quality audit engagements.

English as a Second Language (ESL) Teacher
International Education Program
September 2020 – July 2021 | Madrid, Spain

• Taught 120 middle and high school students at various levels of English proficiency.

• Designed lesson plans, graded assessments, tracked student progress, and facilitated parent communications.

Tax Preparer / Reviewer – Volunteer
Community Tax Assistance Program
September 2019 – March 2020 | Thousand Oaks, CA

• Prepared 2–5 tax returns daily for low-income clients using TaxSlayer software.

• Reviewed peer-prepared tax filings for accuracy in income, deductions, education credits, and family status.

• Assisted in preparing company accounts and forecasts, ensuring deadline compliance and audit readiness.

• Passed the tax accounting qualification exam to participate in the program.

Accounting Intern
National Furniture Retail Chain
Winter 2016 – Summer 2019 | San Diego, CA

• Cleared a 12-month backlog of A/R chargebacks for a 53-location retail operation.

• Managed accounts payable and vendor chargebacks for 40 vendors.

• Compiled weekly financial reports for all store locations to support executive decision-making.

• Organized A/R data to streamline annual financial reporting.

SKILLS & AFFILIATIONS

• Tools & Technology: Alteryx, Power BI, IDEA, Excel, TaxSlayer

• Languages: English (native), Spanish (intermediate)

• Recognitions & Memberships:

  • Team Culture Champion Representative (2021–2022)

  • Abilities in Motion BRG Member (2021–Present)

  • Member, Association of Government Accountants (2021–Present)

EDUCATION

Bachelor of Science – Accounting
Completed August 2020
GPA: 3.4
Honors: Dean’s List (2019), President’s List (2020)