In the Business Valuation Senior Analyst role I provide assistance and preparation of valuations for operating companies, family limited partnerships, and limited liability companies for a variety of purposes, including gift taxes, estate planning, marriage dissolution, potential sale and acquisition, and corporate planning. Day to day duties consist of conducting financial statement and valuation analysis for client deliverables, including ASC 805 - business combinations, ASC 718 - 409a valuations, ASC 470 - convertible debt, ASC 350 - goodwill impairment, and ASC 820 - fair value pricing for complex securities. In addition to performing analysis for each, day to day work consists of supporting the Moss Adams Assurance practice with review of third party valuation specialist reports used by assurance clients.

Prepare and assist in performing valuations of operating companies, family limited partnerships, and limited liability companies for a variety of purposes, including gift taxes, estate planning, marriage dissolution, potential sale and acquisition, and corporate planning. Day to day duties consist of conducting financial statement and valuation analysis, preparing industry and economic outlooks, valuation report writing, and conducting specific research projects in regards to the valuation of closely-held businesses.

Industry focus as an auditor was working with construction, real estate, hospitality, and professional service clients. Key responsibilities included; overseeing staff on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures, performing internal control testing and planning to support an audit opinion, preparing supporting work paper documentation while conducting analytical reviews of account balances and preparing financial statements, researching technical issues that arose during the course of audit engagements.

Perform planning, oversight, and execution of engagements such as audits, reviews, and compilations. Key responsibilities include advising clients with routine accounting functions, using computer assisted auditing technology to efficiently perform tests on account balances, analyzing financial statements, and maintaining and fostering relationships with clients. Key skills include attention to detail, managing workflow including clients and associates, ability to work well within a team to meet pressured deadlines, facilitate communication between clients and firm partners to provide a seamless customer experience to create a timely finished product.

Created custom itineraries for luxury adventure travel throughout the United States. Key responsibilities included research, coordinating with vendors to facilitate experiences, engagement management, sales, and client service. Each client was provided a customized experience from start to finish and the role demanded being able to communicate effectively, manage expectations, and deliver a premium product.

Worked as a dispatcher, ensuring that product deliveries were scheduled and arrived in accordance with client expectations. Key responsibilities included tracking and meeting deadlines, communicating with all stakeholders to ensure deliveries were performed without issue.

Performed audit procedures and analyzed supporting documentation while performing audits of governmental entities in the state of Montana. Clients included cities, towns, municipalities, school districts and counties. Key responsibilities included auditing internal controls and financial statements with focus on compliance in accordance with state and local regulations.