• Audit experience with a diverse range of both private and publicly held clients in various industries including, Pharmaceutical and Life Sciences, Digital Currency, Manufacturing, Distribution, Employee Benefit Plans and Nonprofit.• Designed walkthrough documentation for the audit of clients’ internal controls to ensure compliance with the COSO framework.• Obtained and reviewed clients’ internal financial statements to be in accordance with GAAP and for accuracy and completeness prior to submission to the SEC.• Performed substantive testing procedures and trend analysis analytics on various areas of clients’ financial statements.

150 credit hours completed and eligible to sit for the CPA exam.

• Assisted in creating and sending bank confirmations to clients, reviewing cash and fixed assets documentation, preparing journal entries and maintaining books for clients and assisted in the preparation of individual tax returns.

Created marketing content for clients and interacted with them via phone and email. Main tasks included - Search Engine Optimization, Website Content Creation, Blog Writing, Google Analytics, as well as working with InDesign, Photoshop and Lightroom

• Outside salesperson. Frequently attained or exceeded monthly sales quotas. Tasks included mentoring and training new hires and instruction on sales techniques. Developed customer service and sales skills through phone, e-mail, and face to face interactions with existing and new customers. Tasks also included presentations, cold calling (phone and in-person) and at least 10 face to face appointments per week.