Alexis Epstein Email & Phone Number

Florida, United States

London, GB

• Identify potential audit issues, unusual relationships, and propose strategies for efficiencies. Understand engagement history, objectives, and planned audit approach. Document engagement findings and results. Execute.
• Consolidate workbook consisting of 70 tabs of vehicles and real estate lease reconciliations
• Create and maintain trackers for team and client to raise awareness of ongoing 10K changes and team's questions to help ensure all work was completed meeting SEC deadline
• Design workflow spreadsheet comprised of footnote assignments and review status
• Generate follow up document for client sent every few days to communicate questions and actions
• Review and correct documentation done by offshore team

London, GB

• Met with clients directly at their offices to undertake audit activities identifying and resolving complex issues. Served on telecommunications and technology clients. Worked with EY Seniors and Managers.
• Assisted in SOX procedures for public companies by leading walkthrough meetings to gain an understanding of company’s processes and documenting relevant controls.
• Compared current quarter finances to prior quarter/year to identify trends.
• Performed preliminary risk assessments of company processes through review of controls.
• Supported preparation for Q2 review for financial accuracy and independence for publicly traded companies.
• Prepared statement of cashflows for quarterly review procedures.

• Aligned costs to key expense categories providing an accurate assessment of existing costs, operating margin reporting and future budget planning. Assisted in developing a forecast model for purchase/replacement.
• Uncovered a $12.5M discrepancy in goods received versus ordered.
• Built advanced Excel reports to automatically update maintenance and equipment resulting in accurate reconciliation.
• Classified production and development expenses to decrease COGS and increase profits.
• Analyzed costs by vendor and geography allowing for better negotiation of rates across facilities.
• Created schedule identifying hardware past its depreciation period which reduced costs.