Chris Stine Email and Phone Number

Worked in a team and assigned to clients for auditing employee benefit plans.Learned and worked on the firm’s software systems CCH ProSystem Engagement and Caseware.Requested and received client support documentation through the firm’s software system, Inflow.Participated in meetings with engagement team regarding planning, risk assessment, and overall client knowledge.Worked on audit testing for participant and non-participant data, investment allocation, auto enrollment, benefit payments, and payroll.Gained knowledge of audit processes and employee benefit plans.

Updated books and reconciled bank statements.Assisted in performing field work audit procedures to include inquiry, observation, and testing on a non-profit company.Contributed to HOA audit by performing control testing, data extraction, and other various procedures.Assisted with employee benefits audits by working with confirmations, testing, and analysis of employee benefits plans.Attended client conferences for reviewing financials and tax planning.Received my Quickbooks Online certification.