Manage the Client Accounting Advisory Services (CAAS) process, ensuring all assigned client work is completed accurately, efficiently, and in accordance with firm standards.Deliver virtual bookkeeping and account reconciliation services to clients. This includes recording transactions based on internal accounting policies and industry standards.Provide virtual controller and CFO services to clients, encompassing strategic planning, budgeting, and forecasting.Leverage data analysis techniques to analyze client data, reduce data silos, identify trends, and uncover opportunities for improvement.Collaborate with clients to develop and implement their accounting technology stack.Implement accounting software and processes for clients, leading to improved efficiency, timeliness, accuracy, and visibility of financial reporting.Automate internal firm processes and external client processes using Power Query (“M”), DAX, VBA, and Excel to boost efficiency, minimize manual data manipulation, and reduce errors.Develop visualizations and reports using Power BI to effectively communicate financial information to clients.Mentor and train accountants to advance their professional development.Work with internal partners to enhance internal processes.Collaborate across internal departments to ensure alignment with overall goals and meet deadlines.

Lead and manage all aspects of assigned assurance engagements, ensuring achievement of overall engagement objectives while maintaining a focus on efficiency. This includes managing overall audit and review risk, reviewing engagement files, resolving complex issues, leading staffing efforts, and taking ownership of the overall work product for assigned engagements.Prepare client billing, engagement budgets, and new engagement proposals.Contribute to the new hire process and ensure timely completion of staff performance reviews.Mentor and develop junior auditors and accountants, advancing their professional growth.Present engagement results and findings to high-ranking members of the client's organization and senior management.Develop and deliver firm-wide training, educating internal and external personnel on the latest industry developments, best practices, and emerging software.Research and present on technical matters, including ASC 842 , analyzing the impact on engagements for partners and other team members.

Planning and overseeing the auditing process to ensure that all audit procedures are completed accurately and efficiently.Allocating responsibilities to staff auditors to ensure that all team members are contributing effectively to the audit process.Reviewing team members’ work for accuracy and compliance with applicable accounting standards and regulations.Performing effective risk and control assessments to identify potential risks and weaknesses in the client’s financial reporting processes.Completing audits on time and submitting reports to the auditing manager for review.Presenting audit findings to the client and suggesting ways to increase compliance and efficiency.Coordinating periodical audits to ensure that the client’s financial reporting processes are regularly reviewed and updated.Creating and leading firm-wide trainings to educate staff members on the latest industry developments, best practices, and software usage.Researching FASB standards to stay up-to-date with the latest accounting principles and ensure compliance with applicable regulations

Performing audit, review, and compilation procedures in the areas of cash, receivables, inventory, fixed assets, payrolls, revenue, and expense analysis on nonprofits, for profits, and employee benefit plans.Performing substantive financial statement testing to detect material misstatements in financial statements.Completing the tie-out process to verify that all numbers in the financial statements are supported by underlying documentation and correctly classified and presented.Researching and verifying debt covenants and fair market value (FMV) of securities.Preparing drafts of formal reports based on audit findings.Completing internal control walk-through procedures to gain an understanding of the client’s business systems and controls.

Provide addition instruction for students taking Introduction to Financial Accounting, Introduction to Managerial Accounting, Intermediate Financial Accounting I, Applied Statistical and Optimization Models, Micro/Macro Economics, Principles of Finance and Business Statistics.Assist other tutors with working questions as needed.

Monitored traffic flow on I-85 to measure the effectiveness and efficiency of the HOV to HOT lane conversion. Supervised data quality control to ensure more precise data.Used MS Access to manipulate data sets and performed statistical analysis on said data with MS Excel with VBA macros.

Assisted with new employee training including store policies, services, floor layout and backroom operations.Worked as a team to maintain customer’s availability of merchandise.Worked to maintain high customer service.

Helped college students understand C++. Opened and maintained the C++ computer lab.Troubleshot software issues.