Michael Wolfel Email & Phone Number

Jacksonville, Florida, Us

New York, Ny, Us

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• Responsible for managing all aspects of audit engagements, including executing risk assessments to develop audit plan, developing audit approach over all in-scope accounts, developing communication plan with management to implement a ‘no-surprises’ culture, presenting results and findings to leadership. • Managed all phases of the first-year audit of a mid-sized financial institution after a $2.7B business acquisition. • Create and manage budgets for engagements to achieve financial goals and quickly identify changes in financial situations. • Prepare and present audit committee communications consisting of the audit plan, results of audit procedures and other thought leadership to the audit committee and the Board of Directors. • Manage, train and mentor multiple teams of staff to ensure audit proficiency, technical development and professional development.• Responsible for staying abreast of current and developing technical accounting guidance and related financial reporting impacts; Provide insights to clients on most advantageous approach to consider or implement authoritative guidance. • Prepared budgets and continual status updates to present to internal leadership identifying areas of concern and root cause analysis of delays.

Experience focuses on the asset management industry Collaborate with team members and clients to complete audits of mutual funds, hedge funds and employee benefit plans Gain significant exposure to various regulatory filings for a vast array of clients Complete testing of all areas of audits and specific analytics for clientsExamine financial and accounting records to assess estimates and assumptions made by the clients when preparing financial statements Develop technical knowledge of US GAAP and ability to apply applicable auditing standards in completing audit areasUtilize technology, such as Excel and Bloomberg, to drive efficiencies in processes Coach other team members through job responsibilities

Worked 25-30 hours per week while enrolled as a full-time student Responsible for ensuring effective, efficient and accurate financial and administrative operationsPerformed processing of accounts payable transactions to ensure the finances were maintained in an effective and accurate mannerResponsible for maintaining confidentiality concerning financial and employee records

Bachelor Of Science, Accounting

Bachelor Of Science, Finance