New York, New York, United States
With over 15 years of experience in accounting and auditing, my core competencies lie in meticulous financial analysis, assurance services, and a deep understanding of US GAAP. My objective is to uphold the integrity of financial reporting, ensuring that our diverse clientele across various industries benefit from comprehensive audits and insightful financial advice. Specialized in sectors including not-for-profit, construction, real estate, manufacturing, and ERISA.
Led assurance and advisory engagements for clients in Construction, Not-For-Profit, Real Estate, and Manufacturing industries. Implemented quality control procedures for assurance engagements to ensure compliance with GAAS. Researched specialized industries and GAAP applications for prospective clients and new engagements. Developed standardized templates and methodologies for onboarding new client engagements. Executed all levels of service up to partner review, demonstrating industry knowledge and attention to detail. Client industries: Construction, Not-For-Profit, Real Estate, and Manufacturing/Distribution
Manage all assurance and advisory clients in a small, local firm while executing all levels of service up to partner review. Supplied outsourced controllership services including financial analysis and reporting, operations review, training of in-house accountants, and cash flow planning. Process corporate and high net worth tax returns, including multistate and foreign operations. Review prospective clients and new engagements, researching specialized industries and GAAP applications. Client industries: Distribution, Film Production, Legal, Construction, and ERISA
Coordinated duties of planning, fieldwork and wrap-up including the preparation of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. Guided and trained newly formed investment group of 6+ employees at senior level and below, conducting informal training sessions and developing and implementing best practices. Chaired women’s initiative group, preparing and leading informational sessions to 50-100 employees. Client industries: Private Equity, Venture Capital, Hedge Funds, Manufacturing, Retail, Distribution, and ERISA