Specializes in providing auditing and accounting advisory services related to (1) commodity trading and marketing companies and operations and (2) carve-out financial statements. General Senior responsibilities include project plan organization, allocation of responsibilities among engagement team members, client coordination, completion of planning and reporting items, and upward management.

Audited the recording, valuation, and reporting of energy commodity contracts and the related internal controls and processes. Worked closely with front office, commodity risk, and accounting groups, as well as internal valuation specialists. Developed a deep understanding of the commodity trade life cycle. Participated in both PCAOB and AICPA audits under US GAAP and IFRS standards.

Gained considerable experience with substantive testing and entity- and process- level controls testing for Oil & Gas and Manufacturing clients, both AICPA and PCAOB audits. Further gained exposure to Energy Trading & Marketing, obtaining an understanding of the trade deal life cycle (i.e. from pre-execution, through execution until delivery, and post-delivery) and testing Settlements controls. The public and private client industries served thus far include Oilfield Services, Oil & Gas… Show more Gained considerable experience with substantive testing and entity- and process- level controls testing for Oil & Gas and Manufacturing clients, both AICPA and PCAOB audits. Further gained exposure to Energy Trading & Marketing, obtaining an understanding of the trade deal life cycle (i.e. from pre-execution, through execution until delivery, and post-delivery) and testing Settlements controls. The public and private client industries served thus far include Oilfield Services, Oil & Gas Manufacturing, Midstream Oil & Gas, and Energy Trading & Marketing. Show less

Attended Year 1 training at Deloitte University to obtain an in-depth understanding of professional expectations and responsibilities. Worked primarily on a PCAOB Oilfield Services client. Assisted with testing and documentation of controls walkthroughs and substantive procedures. Specific areas… Show more Attended Year 1 training at Deloitte University to obtain an in-depth understanding of professional expectations and responsibilities. Worked primarily on a PCAOB Oilfield Services client. Assisted with testing and documentation of controls walkthroughs and substantive procedures. Specific areas of focus included Entity-Level controls, Payroll and Accounts Receivable controls, and POC Revenue controls and substantive testing. Worked on an AICPA Oil & Gas Manufacturing client for three months. Documented controls and assisted with substantive testing for cash, accounts receivable, accounts payable. Performed the 10-K tie-out to ensure all numbers and disclosures in the financial statements were tested in the audit workpapers. Show less

Prepared tax returns and filed tax documents. Assisted with bookkeeping and payroll. Worked with QuickBooks, ProSeries, and SmartVault.

Worked on five engagements in Oil & Gas, Energy, and Manufacturing industries. Assisted each team with substantive testing and preparing workpapers. Attended client meetings, trainings, and networking events, including a three day National Intern Conference at Deloitte University. Worked with AS2, EMS, and SAP.

Helped students enrolled in the St. Edward’s University MBA program, Accounting for Managers course. Managed course materials, reviewed assignments, and hosted office hours.

Assisted in Fieldwork phase of Contract Oversight audit project. Conducted client meetings regarding project status and preliminary issues. Analyzed and prepared project work papers. Drafted policy and training documents for the Internal Audit Division. Worked with Teammate and Microsoft Office.