Senior In-Charge
Current• Conducted financial statement audits for a variety of funds, including mutual funds, funds of funds and hedge funds for clients within the financial services industry in the Bay Area.• Developed substantive testing across various areas, including revenue, lease, inventory, and debt for venture-backed Emerging Growth Companies (EGCs).• Orchestrated multi-state and international inventory count observations, coordinating with client accounting teams and warehouse management.• Performed financial statement audits for publicly traded and privately held clients from various industries, including life science, and consumer, with total revenue ranging from $100 million to $20 billion, in accordance with US GAAP.• Acted as the primary liaison between clients and the audit team, led client calls, maintained high-quality client relationships through direct communication with top management, and conducted discussions over internal control processes and complex accounting issues.
