Ava Howe Email & Phone Number

St Petersburg, Florida, United States

Professional Practices Group- Refine and enhance internal audit methodologies to align with industry best practices and regulatory standards- Oversee quality assurance processes to maintain accuracy and integrity of audit workpapers and findings- Prepare reports for audit committee, highlighting key findings, recommendations, and areas of concern-Efficiently manage daily administrative tasks to ensure smooth departmental operations-Proficient use of Microsoft Office and TeamMate+

St Petersburg, Florida, United States

-Assisted in evaluating the effectiveness of internal controls related to financial reporting, securities and valuation, commissions etc. and supporting the SOX Testing Team in ensuring compliance with regulatory standards.-Conducted meticulous testing procedures to verify the adequacy and efficiency of controls-Collaborated with cross-functional teams to gain a comprehensive understanding of the organization's interdepartmental operations and foster collaborative relationships.-Maintained accurate audit documentation, ensuring compliance with professional standards and contributing to the overall efficiency of the audit process.

New City, New York, United States

-Efficiently recorded and updated clients' portfolio trades, withdrawals, annuity transactions, 529 College plans, Roth IRAs, and beneficiaries on Microsoft Word, ensuring comprehensive and accurate financial records.-Assisted in managing annual, semi-annual, and quarterly portfolio reviews for clients, providing key insights to the financial advisor.- Communicated with clients to schedule appointments to go over their investments- Proficient use of Word and investment databases

Bachelor Of Business Administration - Bba, Finance, General

Education record