Daniel Ward Email & Phone Number

Pittsburgh, Pa, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Manages all aspects of audit projects or other assignments on time, within budget, quality-controlled and in accordance with department methodologies and standards. • Mentors and develops 6 direct reports by providing timely feedback, training and career counseling. Models BNY Mellon shared values in all interactions. • Review of audit workpapers and audit reports prepared by staff and seniors and provide adequate review comments to ensure work performed supports conclusion and is organized in accordance with audit standards and methodology. • Provides strategic insight into BNY Mellon’s Audit Universe/Risk Assessment resulting in an optimal Audit Plan by monitoring business, regulatory and financial developments and related risks for assigned lines of business. • Involved in various department Strategic Initiatives such as Internal Audit Council and Audit Technology and Operational Risk Group. Lead and Instruct Audit Methodology training provided for new hires. Developed leadership skills by working with Internal Audit Leadership to provide guidance effectively both domestic and international. • Provided written feedback to 6 senior and staff auditors as part of the review process per audit and overall year-end evaluation; also mentor to 2 peer managers for firm development and facilitate to meeting company goals.

New York, Ny, Us

• Leads activities relating to an audit, audit projects, or credit risk reviews for assigned entities. Manages staff of the day-to-day work and detailed data delivery. • Leads testing of financial, operational and other processes as per Audit or Credit Risk Review policies, methodologies, and standards. Responsible for identifying key audit issues and track fieldwork and emerging issues to completion. • Provided the day-to-day work with Audit Management on performance of audits. Primary responsibilities include audit planning, execution and reporting; including the review of audit workpapers prepared by staff and seniors and provide adequate review comments to ensure work performed supports conclusion and is organized in accordance with audit standards and methodology. • Prepared all aspects of an audit report including audit issues and conclusion to provide to Audit Management and communicate results with clients.

New York, Ny, Us

Plano, Texas, Us

• Experience with a variety of Audit types, including: Sarbanes-Oxley (SOX), integrated audits (those that include a financial, control, compliance and / or operational focus), and special projects (e.g., areas of specific management focus - such as: fraud investigations). • Global experience including the participation and leading of audits in over 2 countries, with engagements lasting 3-5 weeks (2 weeks on-site). • Provided the day-to-day work with IA manager and external resources in the performance of audits. Primary responsibilities include ensuring efficient and effective audit planning, execution and reporting; including the review of audit workpapers to ensure work performed supports conclusions and is organized in accordance with auditing standards and methodology. • Experienced in communicating with all levels of management, including Executive Management such as the CFO, Finance Managers, and VP’s of Finance. Further, have developed relationships with all the organization's audit departments. • Supported the creation of value to the company through the identification of process improvements or sharing best practices from an accounting, finance and operational perspective.

London, Gb

• Provided audit and business advisory services to clients primarily in the manufacturing and oil & gas industries, focusing on both publicly traded companies and private companies. • Provided client service delivery for numerous engagement teams, including planning execution of audit service, and the assistance in the creation of impact deliverables for executive management. • Served as a senior for a year on a multi-location account and assisted in the coordination efforts for several client engagements.• Served as senior on one SEC public client engagement, role consisted of performing scheduling for site visits and appropriate staffing for engagements with numerous locations to perform SOX procedures, interim testing, physical inventories and year end substantive procedures. • Accompanied engagement manager and client internal audit personnel and assisted in planning, executing, and communicating various audit and internal control procedures.

Moon Township, Pennsylvania, Us

• Dedicated 20-25 hours weekly to internship (Full-time Summers)• Prepared monthly bank and other account reconciliations• Develop technical skills in the SAP application• Assisted in numerous financial accounting and tax special projects

Bsba, Accounting

Education record