- Prepare quarterly earnings materials for executive committee meetings in a timely manner- Conduct deep dive analysis of target areas to understand and help explain results to management- Collaborate with several departments to obtain the necessary information to understand results- Review the Management Discussion and Analysis for public 10-Q and 10-K filings to provide external stakeholders with quarterly results- Maintain reports and documentation necessary to complete the analysis process, including updating reports, as applicable, when a large transaction closes or a new regulation goes into effect- Support other teams by providing information that is requested on an ad-hoc basis, including both readily available data as well as figures that require new reports based on user-specific requirements- Continually improve controls within the analysis process to ensure data is complete and accurate- Streamlined the analysis process to improve efficiencies by making file improvements to align with accelerated close process deadlines- Onboarded multiple contractors and new staff that assist with quarterly earnings procedures by training these individuals on the analysis process and answer questions on daily tasks

- Audited high risk and complex business areas for both public and private audit clients- Worked with audit clients to understand business and accounting processes and ensured the proper SOX controls were in place and were effectively designed and operated- Executed analytical review procedures to evaluate how accounts were tracking from year to year and determined whether those changes were within expectations- Helped implement audit procedures for new accounting guidance implemented by the PCAOB and AICPA- Assigned tasks to staff in both substantive audit sections and control testing procedures- Provided on-the-job coaching for 1-5 staff by answering questions and providing guidance on daily projects- Performed detail review of work performed by staff for several audit areas- Consistently worked with multiple teams to conduct audits in accordance with U.S. GAAP- Assisted with the budgeting process for multiple audit engagements including determining how each audit engagement was tracking with the budget and being able to explain variances between budgets and actuals- Gained an understanding of PCAOB, AICPA, and SEC regulations and applied them to the overall audit

- Utilized tax software to complete federal tax returns for several non-insurance entities- Assisted with SOX testing of controls for the tax department- Shadowed tax professionals during quarter-end procedures- Networked with accounting professionals from all Principal business units- Developed technical and business skills to be used in a fast paced business environment

- Assisted, collaborated, and communicated with an audit team during year-end audit procedures- Worked on audits for several insurance industry clients- Developed a working knowledge of the objective of an audit- Responded to client requests and developed/maintained productive working relationships with client personnel by maintaining a client focus- Learned how to operate effectively in a regulated environment