Levi Del Mar Email & Phone Number

Seattle, Washington, United States

Bellevue

• Responsibilities
• Engaged as the lead technical consultant on multiple, concurrent implementations of Apptio SaaS solutions for large, strategic clients (>$100M annual IT OpEx spend). Project duration ranges from 3-18 months depending.
• Collaborate cross-functionally with project stakeholders (Project Sponsors, Financial Analysts, Data Owners, and End Users) to walkthrough existing manual processes and translate them into repeatable, data driven.
• Create and manage team objectives and action items to ensure they align with delivery timelines. Mentor Junior Consultants to promote technical decisions that follow best practices and create strong foundations for.
• Design reporting dashboards to be consumed by client stakeholders based on provided requirements. Iterative methodology is used to release reports that are accurate, establish a positive user experience, and provide.
• Present solutions to key stakeholders and lead change management adoption process. Create key technical documentation to visually represent complex relationship driven databases and allocation models.

Bellevue, Washington, United States

Bellevue

Seattle, Washington

• Served as associate for firm audit engagements within the retail/technology, biotechnology, and domestic shipping sectors.
• Acted senior on several subsidiaries of largest private client within Washington. Responsibilities included management of staff members, primary liaison between audit executives and client contacts, and audit planning.
• Participated in audit of Form S-1 and required audit procedures over prior period financials of largest Bio-Tech IPO of 2014.
• Designed and executed tests of details and substantive analytical audit procedures over various financial statement accounts. Ensured competition of audit procedures through addressing comments through partner review.
• Documented client processes around system driven significant classes of transactions for fortune 500 company. Determined relevant controls to test based upon process weaknesses and points of data processing /.
• Strong understanding of US GAAP and SOX 404 compliance.

Seattle

- Performed staff level audit functions on various client engagements while meeting or exceeding expectations.- Conducted complete testing procedures on client accounts for year-end engagements in a deadline driven environment while resolving review comments in a timely and efficient manner.- Effectively communicated needs to the client, and critically.

- Tutored and instructed accounting students in introductory financial and managerial accounting courses on a weekly basis. - Assisted students in developing strong study habits to achieve success in their coursework.- Engaged and concisely communicated introductory accounting principles to help in developing each student’s knowledge of accounting.