- Spearheaded the audit of the 10-Q financial statements, foot notes, and earnings release for a large cap public software company ensuring quality and completeness throughout.- Gained experience in reconciling GL account balances to supporting documents across multiple different accounts, covering all sides of the balance sheet on two separate large cap companies.- Utilized advanced excel knowledge to preform tests of controls across multiple significant audit accounts. - Collaborated with cross-functional teams to facilitate the audit process on a small cap auto supplier, contributing to process enhancements and offering recommendations to improve audit efficiency and effectiveness for future years.

- Led strategic discussions with government representatives, corporate boards, employees, and private clients to customize wealth management and retirement plans- Analyzed data to create 25+ specialized reports, utilizing fund scoring methodologies in quarterly assessments to empower clients with actionable insights for informed investment decisions- Delivered tailored financial guidance across Michigan, actively supporting existing plans, proposing adjustments, and offering alternative solutions for improved financial well-being

- Garnered valuable experience in reading legal documents, specifically pertaining to SALT policies in the states that GalaxE.Solutions operated in.- Assembled excel sheet containing comprehensive research on facts and information that pertained to the IT and Servicing Tax levied by various state governments.

- Summer Warehouse Employee