San Mateo, California, United States
• Managed several team members, both in-person and remotely through all stages of a year-end audit (i.e. planning, substantive, reporting) • Oversaw international teams by acting as liaison between client personnel and international teams to build a respectful and professional client relationship between differing cultures • Drove the integration of ASC 606 Revenue Recognition into audit testing procedures of the construction and life sciences industries • Performed ASC 805 Business Combination testing and analysis of goodwill and intangible assets based on acquisition forecasts and historical data • Tested client implementation of IFRS 16 (ASC 842) Lease Accounting from the assessment of lease agreements to the calculation of Lease Liability and ROU Asset adjustment entries • Led client walkthroughs by asking probing questions to understand and test processes and internal controls including the COSO framework • Provided several organizational trackers to maintain timely and effective communication with both team members and clientele • Reviewed team member workpapers and delivered verbal and written feedback to mentor and strengthen team dynamics and work output • Created an open work environment for team members to ask questions and bond through well-being activities
• Assisted in the management of audit planning and risk assessment • Obtained understanding of corporate processes and controls through client walkthroughs and design & implementation testing • Performed analyses on fluctuations of quarterly and yearly financial performances • Engaged in the testing of management estimates with regards to the percentage-of-completion method of contract revenue recognition under ASC 605 • Managed and mentored beginning staff members to encourage growth
• Obtained a core understanding of audit from identifying risks of material misstatements to the purpose of substantive testing procedures and how they address these risks • Executed detail testing of several balance sheet and income statement accounts including cash, AR, prepaid expenses, inventory, accounts payable, debt and payroll • Performed manual and digital tie outs of a 10-K, a 10-Q, and private company financial statements • Expanded knowledge of Microsoft Office including excel short cuts, excel functions, presentation of data, and documentation clarity
• Performed tests and reconciliations on financial statement support for a variety of clients • Performed financial statement tie outs to reconcile documents for filing • Updated workpapers during rollforwards to prepare documents for upcoming audits • Assisted in planning risk assessment and testing for upcoming audits
Served boxed meals to those less fortunate on the streets of downtown San Jose. Interacted with the homeless to get to know their stories and experiences.
Supervised and provided reading, writing, and math assistance to third graders Cultivated relationships with children and fostered a fun learning environment