Dedicated professional with a strong foundation in Accounting and a passion for the dynamic intersection of Finance and Technology. My journey has taken me from supporting Technology Risk Advisory Services at KPMG, where I delved into Cloud Technologies and IT Assurance, to refining my leadership and problem-solving skills in collaborative, cross-functional teams.I thrive on complex challenges and have a knack for translating them into clear, actionable solutions. My experience includes executing SOC 2 Attestation Reports for cloud-based software and cybersecurity companies, as well as facilitating the testing of SOX controls in a nationwide team.As I continue to pursue CPA certification, I'm eager to leverage my analytical skills and practical experience in accounting, IT audit, and technology risk consulting roles. I'm here to connect with like-minded professionals, share insights, and explore opportunities for growth in this ever-evolving landscape.Let's connect and discuss how we can collaborate and make an impact together.
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Financial Planning AnalystAptevo Therapeutics Inc Jan 2024 - PresentSeattle, Wa, UsFinancial Operations: I handle annual budgeting and strategic planning. I create comprehensive budgets for departments with the collaboration of Department heads. I provide routine and ad-hoc financial reports, diving into variances.Financial Analysis: I develop and maintain intricate financial models. These models drive critical business decisions and identify trends in financial data. I then distill complex information into clear, concise presentations for department managers and the executive team.Treasury Operations: I handle regular cash forecasting and reconciliation journal entries, focusing on accuracy and efficiency to contribute to financial stability. -
Head Soccer CoachWestern Washington Surf Sc Apr 2023 - May 2024Bellevue, Washington, UsAs a head coach at Western Washington Surf, I had the incredible opportunity to coach youth soccer players of all ages and skill levels.U16 Boys 2008 Navy BellevueU13 Boys 2011 White EastsideU12 Boys 2012 White EastsideU8 Girls 2016 Navy Bellevue -
Associate, Technology RiskKpmg Us Jul 2022 - Aug 2023New York, Ny, UsDedicated Associate with a strong foundation in Accounting, coupled with expertise in Technology Risk, Cloud Technologies, and IT Assurance. Led cross-functional teams to execute 9 SOC 2 Attestation Reports for cloud-based software companies, enhancing risk management and compliance. Collaborated with global stakeholders, skillfully managing overseas workflow with partners in Europe and Asia. -
Tax AssistantGehring & Farrwood, Inc Dec 2021 - Apr 2022Managed bookkeeping in Quickbooks for diverse clients. Filed tax returns for Individuals, S Corps, Partnerships, and LLCs using ATX software. Collaborated closely with CPAs to analyze source documentation for accurate returns. -
Intern, AdvisoryKpmg Us Jun 2021 - Aug 2021New York, Ny, UsWorked on a nationwide team, facilitating the testing of SOX controls. Produced actionable reports for issue resolution. Actively participated in trainings and projects aimed at refining business communication skills and enhancing overall team performance.
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InternNextup May 2020 - Sep 2020Chicago, Il, UsImplemented surveys across 22 regions for tracking and analyzing event feedback. Managed and improved tools for tracking financial metrics of 22 regions. Developed standardized onboarding materials for 22 volunteer led regions. -
Tax Assistant InternGehring & Farrwood Feb 2020 - May 2020Prepared tax returns using ATX software. Facilitated document collection and analysis with clients. Assisted the office manager for efficient operations.
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Chinook Building ManagerWashington State University Jan 2018 - Dec 2019Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, Us
Alex Phillips Skills
Alex Phillips Education Details
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Washington State UniversityAccounting
Frequently Asked Questions about Alex Phillips
What company does Alex Phillips work for?
Alex Phillips works for Aptevo Therapeutics Inc
What is Alex Phillips's role at the current company?
Alex Phillips's current role is Financial Planning Analyst.
What schools did Alex Phillips attend?
Alex Phillips attended Washington State University.
What skills is Alex Phillips known for?
Alex Phillips has skills like Leadership, Project Management, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Team Building.
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