Audit Associate - Ad-hoc & Variance Analysis, Budgeting, Forecasting

Ian Stone

501-***-**** Denver, CO *******************@*****.***

EDUCATION

University of Arkansas, Fayetteville, AR May 2019

Master of Accountancy GPA: 4.00

University of Arkansas, Fayetteville, AR May 2018

Bachelor of Science in Accounting GPA: 3.78

Relevant Graduate Coursework: Data Analytics Fundamentals – Develop a strong understanding of relational databases and SQL Server through team projects and final exam; assess market trends and significant changes by analyzing data sets and visualizing through Power BI and Tableau; utilize Python and Jupyter Notebook through analyzing our own constructed data sets Accounting Information Technology – Developed and presented a proposal for a company to successfully transition from a cash basis system to an accrual basis system while maintaining their projected revenue growths for the next fiscal year Other courses – Fraud Prevention & Detection, Advanced Financial Accounting, Auditing Standards, and Advanced Taxation Highlighted Skills: Microsoft Office (high proficiency in Excel), SQL, Ad-hoc & Variance Analysis, Communication and Leadership RELEVANT EXPERIENCE

BKD, LLP, Denver, CO

Audit Associate – Public Accounting September 2019 – Present

• Responsible for assessing the reliability and accuracy of large financial data from clients through ad-hoc and variance analysis during the course of the audit (data includes general ledger, accounts payable & receivable detail, inventory)

• Responsible for communicating variance issues with controllers and CFOs on a routine basis through the audit (resolved issue found in manufacturing client’s retainage and duty calculation relating to imports from China)

• Build spreadsheets from ground up to forecast impacts on revenues & expenses for future fiscal years (client requested to see financial impact of new facility built on campus, inclusion of cost, depreciation, capitalization and revenues brought in)

• Selected as Data Champion due to expertise for variety of analytical testing to address co-workers needs (responsible for performing analytical procedures through Excel & ACL software to produce readable and useable information)

• Demonstrate a critical thinking mindset in order to offer solutions towards efficiency and improvements (reduced budgeted hours in performing test of internal controls for client by identifying and removing inefficient procedures)

• Responsible for performing statistical sampling methods on client financial detail in order to properly test the entire population with accuracy (utilize MUS and record attribute sampling on AP, AR, Inventory, General Ledger details)

• Perform tasks with different teams consisting of different specializations of industry (rotate on a week-by-week basis to work with co-workers who specialize in Financial Institutions, Health Care, Gov’t & Non-profit, Manufacturing, Telecomm) BKD, LLP, Denver, CO

Audit Internship – Public Accounting Summer 2018

• Performed test of internal controls for IT Risk Audits to determine if clients are properly safeguarding sensitive internal data

• Proofread and recalculated the Financial & Statistical sections of client CAFR to ensure accuracy and completeness in report

• Reviewed and updated management and legal representation letters to send out to the firm’s clients Royall & Company (EAB), Richmond, VA

Accounting & Finance Internship Summer 2017

• Organized and updated Balance Sheet, Income Statement and Statement of Cash Flows to ensure all line items and amounts were applicable for the fiscal year (improve spreadsheets used by controller through data re-formatting in excel)

• Recorded reclassifying & adjusting journal entries into company’s accounting system to ensure proper balance to financials

• Presented the software Confluence to the company with cross-functional team to show its capability in transferring useful information across different departments using process flow diagrams LEADERSHIP EXPERIENCE

BKD, LLP, Denver, CO

• Advise and mentor new associate team members by teaching them how to navigate through accounting software, understanding concepts of the audit tasks at hand, and assess any areas of error or struggle Paulo’s Points for Life (paulospoints.org)

• Co-founded and helped launch a 501(c)(3) Non-profit charity organization whose mission is to use donations of frequent flier miles, loyalty points, and contributions for the housing & transportation needs of cancer patients during their treatment HOBBIES & INTERESTS

• Animal Welfare Volunteer (4 years assisting at Fayetteville Animal Shelter and Lifeline Puppy Rescue), Kids Rock Volunteer

(take care of 1- & 2-year olds at Red Rocks Church during service), Hiking, and Learning analytical skillsets such as SQL, Python, Power BI and Tableau

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