Lead a team of up to 3 auditors, planning and managing 10-15 concurrent engagements for clients in the commercial, construction, nonprofit, and government sectors, handling nearly $40M in assets and annual revenues of over $45M.Execute audits and tests of control activities—including authorization, verification, and segregation of duties—to assess operational efficiency and identify potential control deficiencies. Develop and implement detailed project plans for each engagement, balancing priorities, resources, and timelines to meet client and regulatory deadlines.Manage audit budgets, staffing, and scheduling for efficient resource allocation and timely completion.Coordinate, train, and mentor cross-functional teams, driving performance and collaboration to streamline audit processes, minimize project bottlenecks, and maintain high standards of quality and accuracy.Maintain client relationships, providing recommendations for financial reporting, internal processes, risk mitigation, and process improvement.Prepare financial statements in accordance with GAAP and other applicable accounting frameworks, ensuring compliance with regulatory standards and accurate financial reporting.Strengthen internal process frameworks applying COSO principles to mitigate risks and promote adherence to company policies and regulatory requirements.Perform audit testing and drafted audit reports, documenting findings, risks, and recommendations, presenting results to senior management to support informed decision-making and compliance.Adapted audit strategies to meet evolving client needs and shifting business objectives, consistently delivering within critical deadlines and quality standards.

Oversaw audits, consulting, and accounting engagements for clients across the manufacturing, construction, healthcare, and government sectors.Led audit programs and supported the audit manager to ensure thorough completion.Reviewed workpapers for accuracy and completeness, resolving review points, and developing audit programs based on client financial and internal control risks.Delegated and coordinated activities, trained and coached team members, and provided performance feedback.Monitored audit budgets and project progress, conducted risk assessments, developed audit strategies, and tested internal controls, ensuring transparency and alignment with client goals.Maintained strong client relationships, rapidly addressing concerns to ensure satisfaction.

Managed audits for private and government clients, overseeing teams and ensuring project goals and deadlines were met.Developed audit plans, assessing risks and tailoring strategies to client needs.Executed audit procedures, including control testing, data analysis, and statement preparation in compliance with GAAP.Managed data requests, conducted inquiries, and advised on process improvements, collaborating with management leadership to prepare client reports and deliverables.Mentored junior staff and promoted a collaborative team environment.

Provided consulting services, acting as an external Controller to provide financial oversight and audit execution for clients.Directed internal audits and developed engagement strategies to achieve client expectations and goals.Liaised with senior-level client personnel, contributing to audit plans and project management.Supervised audit staff and ensured quality control for all engagement deliverables.Assessed and tested internal controls, providing feedback and advising on compliance improvement.

Oversaw accounting operations for substantial financial transactions totaling $600K+ in monthly revenue, ensuring accuracy in monthly, quarterly, and annual closings.Presided over job costing, revenue tracking, and indirect cost allocation.Achieved a 35% cost reduction by implementing a fully computerized office system, replacing manual processes.Managed cash and treasury activities, including bank reconciliations, revenue tracking, credit card processing, sales tax returns, and investment accounts.Directed payroll operations company-wide, as well as conducted job financial analyses to assess performance, profits, expenditures, and cost savings.Prepared financial reports, cost reports, balance sheets, P&L statements, budgets, and forecasts regularly.Developed and implemented employee policies and procedures, streamlining office services across departmental finances, budgets, expenditures, record-keeping, and personnel management.Reviewed contracts for compliance with regulations, reporting standards, and contractual obligations.Ensured timely and accurate completion of all required State and Federal reporting.

Developed strategic alliances with clientele and prepared accurate financial services for consumer and business customers, including referrals to business partners and investment professionals. Developed solid estate and tax code knowledge base through continued research and training. Generated loan and credit applications, analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency. Delivered an excellent customer service to clients and effectively responded to customer complaints.]Successfully trained other team members in computer systems, policies and procedures while focusing on minimizing errors and generating superior results.