Fiona Doran Email & Phone Number

Boston, MA, US

Boston, MA, US

• Rotating through various accounting departments for 3-6 month periods (Wealth Audit, Investment Audit, Pension Reporting, Tax, Controls, Management Reporting, Expense, etc.)
• Performing tasks such as Key Risk Audits, SOX testing and coordination, quarterly and annual reports, state and federal tax returns, journal entries, KPI analytics and presentations, change management projects for cost.
• Maintaining admin-related tasks of the CPADP (recruiting, onboarding, networking, event planning, etc.)
• Completing the CPA Exams (completed as of Dec 2023) and 150 credits

Sherbrooke, Qc, CA

• Prepared and executed all events, including booking venues, set-up and take-down, ordering refreshments with vendors, overseeing registration, and purchasing necessary supplies
• Established and maintained relationships with necessary contacts related to BUCS events
• Oversaw work performed by Director of Events and Brand Ambassadors, which included the execution of events, event marketing, and preparing post-event reports

• Created content, graphics, and other visuals for social media accounts
• Published daily and timely content, with different content for different medias
• Tracked analytics on published content for presentation and planning purposes

Boston, MA, US

• Prepared annual statement schedules, exhibits, and Audited Financial Statements while also reviewing cross-checks between the statement pages to ensure accuracy and completeness
• Assisted team in preparing quarterly and annual compliance filings for various state regulators

Boston, Massachusetts, US

• Performed daily audits of customer documents (e.g. confirmations, redemption checks, investor statements, etc.)
• Primary project manager for annual mailings
• Organized and tracked both invoices from vendors and testing results for various projects

Bachelor Of Business Administration - Bba, Accounting

High School Diploma