Kristi Bulliard Email & Phone Number

Louisiana, United States

New Orleans, Louisiana, United States

New Orleans, Louisiana, United States

Greater New Orleans Area

New Orleans, Louisiana

New Orleans, Louisiana

Metairie, La

Metairie, Louisiana

- Plan and coordinate the various phases of the fieldwork such as staff requirements, logistics, audit programs, and time budgets.- Schedule, delegate, and review the work of one or more staff members, support on-the-job training, and evaluate their performance.- Perform the most difficult phases of the work on larger and more complex assignments.- Make sure all documentation as required for Quality Control and Peer Review are included on all the assignments.- Coordinate several engagements simultaneously.- Work in several industries including healthcare, maritime, oil & gas, investment banking, engineering, construction, non-profit, and other private companies.- Prepare management letters, draft reports, and prepare routine client correspondence.- Follow the progress of the engagement, aid in clearing points, and resolve auditing andaccounting problems.- Keep the Audit Manager apprised of the progress of the engagement, consultwith them on problem areas, review with them any significant audit findings, and recognizeclient service opportunities to follow-up on post fieldwork.- Develop and maintain good working relationships with client management- Perform forensic accounting procedures on various litigation support engagements, including divorce litigation and partnership lawsuits.- Participation in activities outside of the firm to further develop interpersonal andcommunication skills, with an awareness of practice development responsibilities.- Present personal professional experiences to Beta Alpha Psi and various accounting courses at LSU and SLU.

Metairie, Louisiana

- Assist in the audits and reviews of private companies across a variety of industries including: healthcare, not-for-profits, maritime, oil & gas, investment banking, engineering, and construction- Perform audits on private company retirement plans including pension plans and defined contribution plans- Participate in Federal Acquisition Regulation (FAR) overhead audits- Prepare financial statements and related note disclosures- Perform due diligence on business acquisitions- Assist in business valuation and forensic engagements- Conduct internal control reviews and provide recommendations for improvement- Prepare tax returns for not-for-profit entities- Calculate business and personal losses related to environmental/ natural disasters- Build client relationships- Experience using Caseware auditing software, QuickBooks accounting software, ProSystems Tax software and MS Office applications, including Word, Excel, Powerpoint and Publisher- Create client newsletters and bulletins - Set up and monitor social media sites for the firm including LinkedIn, Facebook, Slideshare and Twitter- Coordinated firm participation in a scholarship fundraising event for the Society of Louisiana Certified Public Accountants (LCPA)

Orlando, Florida Area

- Assisted in audits of both public and private companies across various industries including: Healthcare, Timeshares, Construction, Banking and Professional and Management Services.- Aided in the audit of a public company under fraud investigation - Performed test of details and analytical procedures in accordance with firm methodology- Analyzed and documented audit findings- Communicated frequently with management and clients- Performed thorough document checks on annual and quarterly financial statements - Documented existing control processes through interviews, observations and inquiries- Worked in small and large team environments- Experience with AS/2 Software- Familiar with Oracle Accounting Systems- Participated in company recruiting and community events

Assisted instructors in a derivative research project which required reading through public company financial statements and documenting derivative information

- Prepared individual tax returns for clients utilizing the computer software ProSystems Tax- Calculated tax figures and completed tax forms- Assisted in the audit of client 401K plans- Performed inventory counts- Documented client information through ProSystem Fx Engagement- Communicated with clients concerning tax return and audit information- Reviewed tax returns and audits with the company’s CPA and senior management

- Checked figures, postings, and documents for correct entry and mathematical accuracy- Reconciled cash accounts with the accounting software program Quickbooks Online- Discussed any discrepancies in the financial information with the company’s Certified Public Accountant- Conveyed important financial information about the status of accounts to management.

Masters, Accounting

Activities and Societies: Graduate AssistantActivities: Graduate Assistant GPA: 3.7

Bachelors, Accounting

Activities and Societies: TOPS Honors Scholarship; National Society of Collegiate Scholars (NSCS) memberHonors: TOPS Honors Scholarship.