Daniel Gregory Email & Phone Number

Charlotte, NC, US

Toronto, ON, CA

Menlo Park, California, US

Chicago, Illinois, US

• Operated as an in-charge for clients in various industries while overseeing both SOC and IT SOX audit processes
• Responsible for budgeting, staffing, client relationships and issuance of reports for over twenty SOC 1, SOC 2, and readiness engagements
• Performed IT and business process control testing in addition to a variety of risk-based services, such as evaluating control deficiencies and making recommendations for enhanced, more efficient controls
• Led audit planning procedures by preparing the narratives and test tables included in clients’ SOC report, and worked with the client to develop the risk and control matrix
• Worked with managers, directors, and signing partners to finalize fieldwork testing and preparing the final SOC report
• Provided guidance to team members on IT processes and IT/business issues while also providing feedback for staff

Chicago, Illinois, US

London, GB

• Gained advanced analytical testing experience by performing testing procedures for the audits of AmeriQuest Transportation Services, Radial Inc., and Triumph Inc.
• Participated in interviews and observations of client operations in order to gain a better understanding of the way the client operates as a business so as to set planning materiality and tolerable misstatement.
• Obtained knowledge of industry software such as Canvas, which was utilized in order to organize, track and execute proper audit procedures.

Chicago, Illinois, US

• Assisted in gathering and processing evidence for SOC I and SOC II Audits for clients such as Gramercy Financial Group LLC, Corporation Service Company and WSFS Financial Corporation.
• Led interviews and observations of clients in order to gain the necessary knowledge to test control objectives provided by McGladrey.
• Conducted internal vulnerability scans and penetration testing on client networks and connected devices to detect potential risks to a company’s network configuration.

Bala Cynwyd, PA, US

• Gained macro operations experience by assisting on client accounts of Regions Financial Corporation, Belk Inc., and Ford Motor Company.
• Learned extensive practice of Microsoft Excel by working with Convergence Department to create reports in Microsoft Excel and monitor clients’ Pandora and Hulu campaigns.
• Obtained practical knowledge of media planning and buying, while gaining exposure to industry programs such as Strata VIEW, DART and MRI.

Bachelor'S Degree, Accounting And Computer Science

International Economics