Accounting And Auditing Assistant
Current- Establish and format digital folders in cloud-based software, CaseWare; add Checkpoint tools for PPC to set up client engagements; convert legacy files and folders from legacy PPC docs to current year versions
- Review, analyze, edit, and update communications documents and spreadsheets, including client-based governance letters, management letters, and financial statements in binders to initiate plans for risk-based financial.
- Initiate Prepared by Client (PBC) lists, create SuraLink engagement, identify/confirm correct non-profit individual’s names are on the engagement (access), notify clients of data availability for audits
- Funnel client-provided (via SuraLink) financial data into communications documents and spreadsheets, convert or input data (e.g., employee salary allocations, pulling invoices from Bill.com) into system via PDFs or.
- Create presentations (PowerPoint; tables, charts, spreadsheets) from financial statements for partners at Han Group to present to the non-profit’s board of directors
- Developed learning aides (step-by-step process documents) and trained current staff (~7 peers), as well as new hires (1), on setting up CaseWare binders and SuraLink engagements