Milwaukee, Wisconsin, United States
I graduated from the University of Wisconsin-La Crosse in December of 2021 with a double major in Accounting & Finance. I was involved with the Asian Student Organization and a part of the wrestling team at UWL during my time there. I am now a part of the Internal Audit team with Rockwell Automation out of their Milwaukee, WI office.
Prepare and review work papers that substantiate the audit conclusion following generally accepted auditing principles Evaluate the design and operating effectiveness of our operational controls (including internal controls over financial reporting for SOX compliance) Identify internal control enhancements, process improvements, and cost-saving opportunities Incorporate data analytics into audit procedures
Work with clients to help identify and manage risks that could harm their business, their employees, and their clients Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Assist in implementing new processes and controls that address key risks in the client’s environment. Review clients' processes and controls against best practices unique to their industry and provide recommendations as to how they can be leaders in their industry.
Delivering tax advisory and compliance services to clients. Preparing 1040 individual tax returns, 1041 fiduciary tax returns and 709 gift tax returns.
Providing customers with friendly, efficient, and professional service in an accurate and timely manner at all times by processing account transactions, cross-selling the Bank’s products and services, opening, maintaining and closing of all account types, and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff. Responsible for managing and balancing a cash drawer in an accurate manner.