Business Process SOX Testing• Perform SOX audit services for multiple Fortune 500 clients• Specialize in the Technology, Media, and Telecommunications (TMT) industry• Review control testing performed by junior team members (USI) across diverse business processes (Revenue /Order to Cash, Commission, etc)• Adopt project management skills for success delivery of projects within scope, timeline, and budget• Proficiently utilize AuditBoard/Workiva to manage audits, document findings, and track remediation efforts• Assist in Deficiency memo and perform remediation testing• Proactively involve in follow-up with third-party auditors / process owners to identify areas of improvementIT & Specialized Assurance• Participate in walkthroughs with Engineers for system configuration, assist in ITAC testing, and collaborate with TPM team for positive/negative tests• Experience in testing of General Information Technology Controls (GITCs), including application (SAP, Windows Active Directory) and database (Oracle)Internal Controls Readiness Initiative• Conduct SOX readiness testing and review for Fortune 500 clients• Design internal controls, RCM, and process flowcharts for one of the largest IPOs in 2021 System Operational Audit• Assist in system design & configuration testing, and operational effectiveness testing for Fortune 500 clients• Perform data analysis on identified in-scope processesInternal Operational Review (IOR)• Perform IORs for a leading agricultural lending financial services firm Independent Issue Validation• Evaluate issue remediation methodology and execution for a Fortune 500 financial institution• Analyze documentation to ensure compliance with regulatory requirements, including Institute of Internal Auditors (IIA) standardsPayments Compliance Risk Management (PCRM)• Act as a co-source for a Fortune 500 client’s PCRM team to evaluate control compliance to regulatory, policy and contractual requirements

• Created monthly hour & expense Excel worksheets for 35+ projects• Improved visualization of the fake prevalence project and PPTs using Tableau• Facilitated phase 1’s documentation, revenue forecast and testing of internal business process controls• Assisted client’s Internal Audit team to identify potential problems in access manager & permission manager systems

• Utilized knowledge of federal income taxation for individuals to provide professional tax preparation and tax return review services for 30+ clients

• Analyzed source documents to record transactions for AP department and accelerate auditing and financial updates• Designed and created billing & cost projection Excel workbooks for CFO to streamline financial forecasting• Managed accounting department’s documentation, file back-up, and mailing operations to compile and secure company financial information• Collaborated with CFO and program managers to evaluate company-wide travel policies• Introduced scheduling platform for accounting department to improve organization and communication

• Executed sandwich orders for customers in a timely manner• Maintained a clean and welcoming environment for customers by monitoring organization of dining area

• Developed friendly and welcome environment for customers by showing respect and smile

• Assisted Chefs in making food and cleaning

• Managed and maintained communication with faculty, students, and professionals to promote Cal Poly Accounting Club and improve attendance for Day in the Park• Introduced and directed digital and in-person check-in system for over 240 people to reduce wait time, improving efficiency and organization of the event

• First Place• Solved creative logical problems and competed with seven other groups

• Tutored 100+ high school students on a weekly basis, spanning 6 different math courses to help students develop problem solving skills to excel academically

• 1 of 6 students chosen to represent Cal Poly SLO in a nationally-driven competition involving eight other institutions to devise innovative solutions for three challenge statements in the field of auditing• Developed a 30-minute presentation and Q&A about technology in auditing, collaborating with 5 other team members, our faculty advisor, Deloitte’s subject matter advisor, and lead recruiting partner• Introduced the idea of multiple variable regression models paired with non-financial metrics to uncover sustainability elements that have impact on business outcomes. Discovered a potential model for sustainability in the furniture industry that involved estimated net profits relating to tree consumption, carbon emissions, and formaldehyde emissions• Modeled Lumber Liquidators and California Closet as case studies, uncovering insights about sustainability accounting, CSR Reporting, deceptive advertising, and feasibility of the multiple regression model - communicating directly with California Closet’s CEO and CFO