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Accounting Microsoft Office

United States
January 03, 2018

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***w Anderson St

Hackensack, NJ 07601

Cell 917-***-**** Tel: 201-***-****


Grant Thornton, LLP New York, NY

Client Service Senior, Assurance (External) October 2014 – Present

Responsible for the day-to-day management of private and public audit engagements, first year audits, Non-profit organizations, Uniform Guidance, pension Commercial entity, financial entities audits and review agreed upon procedures engagements for various clients.

Responsible for all facets of audit engagement including planning, execution, internal control testing, analytical procedures, substantive testing and reporting for both financial statement and employee benefit plan audits. Audit and review consolidated financial statements and related footnote disclosures in accordance with US GAAP.

Perform physical inventory counts of various industries using a risk based sampling approach. Organize inventory count schedule with warehouse managers for effective execution.

Manage multiple engagements with aggressive deadlines while simultaneously reporting to various supervisors regarding audit status. Serve as primary liaison between the partner, manager and client personnel as well as supervise multiple associates and detail review work papers to ensure quality of work.

During the first-year audit of a new client, design various testing methodologies to implement an effective and efficient audit, assist the client with new accounting system implementation, and provide technical guidance.

Research accounting standards, technical accounting guidance and pronouncements to assess client policies as well as implement appropriate audit procedures. Prepare memoranda and other documentation for technical accounting and financial reporting matters.

Determined adequacy of client's internal control environment and compliance with Sarbanes-Oxley (SOX). Worked with clients to enhance design and operating effectiveness of control environment. Served as the lead SOX coordinator on the engagement and reported all findings to management during first year of implementation. Communicated exceptions and results to the client and provided recommendations to address exceptions and improve processes. This resulted in significantly lower exceptions identified and strengthened relationship with internal audit and the team.

Mitchell & Titus, LLP (EY Global Member Firm) New York, NY

Client Service Senior, Assurance (External) August 2009 – October 2014

Perform GAAP and GAAS audits, including Employee Benefit Plans Non-profit organizations, Uniform Guidance (A133) and other agreed-upon procedures.

Participated in the planning, and coordination of financial statement audits for public and private companies, with a covering of Not for Profit organizations and Healthcare entities.

Review and test control procedures that are currently in place for clients and advise on potential improvements.

Led and managed aspects of audit engagements including budget preparation, detailed risk assessment and scoping of account balances/transactions while coordinating with clients and staff to schedule and complete audit procedures other financial statement filings.

Executed audit engagements for defined benefit, defined contribution and health and welfare pension plans by creating client request lists, performing substantive testing which applied appropriate statistical sampling techniques and performed analytical procedures to ensure proper disclosure and reporting of accounting activity.


Microsoft Office (Word, Excel, etc.) on PC & Mac, Visio, Adobe Acrobat


Baruch College New York, NY

Bachelor of Science – Accounting June, 2009

Minor – Economics


CPA candidate.

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