• Provide high quality health plan management services to chambers of commerce, trade associations and other organizations that aggregate small businesses together for health benefit solutions.

• Performed financial statement audits & reviews for public and private companies representing a diverse group of clientele, including manufacturing, public utility, higher education, not-for-profit and insurance industries• Audited several employee benefit plans including 401(k), 403(b), pension plans and health & welfare plans, accounting for over $2 billion of plan assets held by eight different custodians/trustees • Acted as a service auditor by reviewing and evaluating the internal… Show more • Performed financial statement audits & reviews for public and private companies representing a diverse group of clientele, including manufacturing, public utility, higher education, not-for-profit and insurance industries• Audited several employee benefit plans including 401(k), 403(b), pension plans and health & welfare plans, accounting for over $2 billion of plan assets held by eight different custodians/trustees • Acted as a service auditor by reviewing and evaluating the internal controls of service organizations in relation to Service Organization Control (SOC) Type 2 Reports Show less

• Performed financial statement audits & reviews and prepare financial statements for a diverse group of clientele, including manufacturing, retail, dining & service industries• Performed audits of multiple defined benefit, defined contribution and health & welfare plans

• Reconciled account balances and year end expenses for retail facility leases• Researched shipment discrepancies in preparation for physical inventory counts• Participated in semi-annual physical inventory count reconciliation and adjustment process for 300+ retail stores