Lanie (Beard) Carlson, Cpa Email and Phone Number

Standards work: Wrote content for the 2024 update of Standards for Internal Control in the Federal Government (Green Book). Researched internal control topics; including government-specific risks related to fraud, improper payments, information security, and emergency assistance programs. Coordinated logistics for meetings of the Green Book Advisory Council. Performance audit work: Researched improper payment legislation and established criteria for a COVID-19 Overpayments Recovery performance audit. Financial audit work: Performed and documented financial audit procedures for the FY 2021 CFPB (P&E and Nonpayroll) and FY 2021 U.S. Consolidated Financial Statements (P&E and Summary of Corrected Misstatements).Other: Established a recruiting relationship with the BYU School of Accountancy and hosted on-campus events educating students on opportunities in governmental accounting and audit.

Wrote research articles on issues surrounding international business to "empower individuals for global change." Collaborated with our faculty and student podcasting, marketing, assessment, events, apps, graphics, and video production teams to deliver quality content to students. Managed the writing team through delegating assignments, encouraging innovation, following up on personal goals, organizing website articles, incorporating SEO techniques, and producing uniform processes for writing, editing, and communication.https://www.internationalhub.org/

Provided recommendations for increasingly user-friendly capabilities and transparency in the FY2021 budget. Researched alternative methods for city governments to report capital expenditures and depreciation to more clearly illustrate how enterprise funds account for the planning, expenditure, use, and replacement of assets.

Participated in KPMG's 80-hour Virtual Internship Experience. Networked with professionals and trained on interpersonal skills, industry experience, understanding clients, and professional judgment.

Nanny for three children (ages 11, 8, & 4). Helped the children with their school work in reading, spelling, math, typing, social studies, science, and art. Signed off on each of their learning stations, as well as daily sports and piano practice. Provided meals, transportation, safety and supervision, and planned other recreational activities to do with the kids.

Processed and reconciled insurance payments to student accounts; handled Student Health Plan enrollment and insurance questions; audited for HIPPA compliance; fielded phone, email, and fax correspondence; handled daily mail distribution and check logs; organized and converted physical records to electronic files; redacted HIPPA and student protected information; worked with Centricity and RX30 software systems; and performed miscellaneous office tasks.

Trained in governmental accounting and audit handbooks, technology, writing, and client interview skills; participated in GAO staff, FMA mission team, fraud & error brainstorming, and CFPB client update meetings. Performed and documented audit procedures for the planning, internal control, and testing phases of the Property, Equipment, & Software (P&E) cycle of the CFPB fiscal year 2019 financial audit using various GAO and CFPB systems including DM, WebEx, Filezilla, Intranet, PRISM, and IPP.

Private business owner. Hosted 12 skin care classes on average per week; scheduled appointments; made product referrals; sold skin care & makeup products; tracked inventory turnover; made follow-up phone interviews; recruited team members; attended unit meetings; and participated in online training. Also teamed up with the 2017-2018 BYU Women's Chorus to provide makeup supplies at a discounted rate and one-on-one product consultations.

Used the ChoiceAdvantage and RoomMaster hotel operating softwares to create room and event reservations, check guests in and out, and post transactions to accounts. Position also included fielding phone, email, and fax communications; communicating with other members of staff; resolving guest concerns and requests; sharing historical and tourist information; performing night audit procedures; and carrying out independent projects such as event planning, training staff (including new management), contract file preparation, providing accounting reports, and conducting inventory counts.

Learned the ChoiceAdvantage hotel operating software, created reservations, checked guests in and out, posted transactions to accounts, prepared accounting reports, fielded phone, email, and fax communications, communicated with other members of staff, and resolved guest concerns.

Nanny 3 days a week for three children (ages 7, 4, & 9-11 months). Responsible for maintaining nap and meal schedule, food preparation, transportation, safety and supervision, learning stations, and recreational activities.

Mowed neighborhood for-sale lots and homes on a contract bid.

Nanny 3 days a week for two children (ages 6 & 3). Responsible for maintaining nap and meal schedule, food preparation, transportation, safety and supervision, learning stations, and recreational activities.

Completed yearly FIFA Level 8 certification, enforced the rules of the game, and ensured player safety and sportsmanship.

Maintained safety of tram passengers, communicated with the tractor driver, and relayed tourist information.

Grounds crew.