Bill Fallon Email & Phone Number

Boston, MA, US

United States

- Execute all aspects of the global SOX 404 program including scoping and risk assessment, documentation advisory, training, testing review, deficiency assessment (root cause analysis), and remediation advisory- Perform IT SOX scoping and advisory on IT SOX findings and issues- Deliver executive reporting quarterly to the global controller and the audit.

Marlborough, MA

Greater Boston Area

• Served as the Lead Senior Associate on a large banking client during the first year of audit by KPMG
• Achieved an understanding of internal controls within all facets of diverse companies as well as built a thorough knowledge base in process flows and flow-charting, specifically as relates to the COSO 2013 framework
• Assessed and tested the IT environment and controls for various banking clients in collaboration with our in-house IT team
• Obtained a thorough understanding of Entity Level Controls and performed Entity Level Control Mapping to principals and points-of-focus within the COSO 2013 framework.
• Assisted with the audit project management and budget tracking associated with various clients in the financial services industry
• Coordinated with Management, Partners, and clients to ensure that applicable reviews were completed in compliance with reporting deadlines

Greater Boston Area

I analyzed transactions that occur after a grant has been awarded to the institute. This included verifying and processing changes in effort (salary), reclassifying expenses, reconciling budgets, reconciling procurement cards, tracking the issuance of gift cards, and maintaining compliance across all systems. I also aided project managers in the budgeting.

I gathered actual project cost data for helicopter projects to plug into an estimation model that would estimate job costs for new proposals. I worked closely with the engineers to discuss both material and labor costs and changes that would effect them going forward.

Ms, Accounting

Activities and Societies: College of Business Student Coucil, Mentor, Guest speaker at various professional and educational panels.

Bsba, Accounting And Management Information Systems, 3.33

Activities and Societies: College of Business Administration class of 2013 Student Council Secretary, Mentor, Guest speaker at various.