Robert Koehler Email & Phone Number

Washington, District Of Columbia, United States

• Performed controls and substantive testing over the Embedded Value actuarial process for a multinational banking and insurance client• Validated identified key calculations within the embedded value process through the verification of spreadsheet controls and data dumps• Coordinated with the accelerator teams based in India by assigning work, organizing and distributing client evidence, solving queries and roadblocks raised by the accelerator team, and performing initial review and feedback of completed assignments• Led the controls testing for an end of quarter internal audit over 70+ IT, HR, financial statement, and general business controls through initial testing and client queries• Guided several walkthrough meetings with client control owners to gain enhanced comprehension over the function and reliance of key controls• Created and updated master trackers to display the controls needing to be tested and their status including evidence received, roadblock identified, and due dates• Organized the internal SharePoint and Google Drive sites to ensure all team members had accurate and up-to-date files to increase efficiency and work product quality

College Park, Maryland, United States

Improved organizational culture through design and implementation of recommendations to build community, strengthen team bonds, and enhance internal communication.

Arlington, Virginia, United States

Generated efficiencies within team through organization of client and internal data reducing man hours enabling more meaningful and timely insights for the clientPerformed controls testing and organization for a new audit project enabling the team to draw more meaningful insights and help to secure a new audit client for the firm

College Park

Prepared free tax returns for low income individuals in the College Park areaPrepared free tax returns for international and domestic students at the University of MarylandCollaborated with team members to ensure accuracy and efficiency while preparing returns

College Park, Maryland

Coordinated with SUSA to secure club inclusion in Terps Against Hunger service eventOrganized various club service events to comply with SUSA requirementsCommunicated progress with club executives to ensure transparent information flow

Mclean, Virginia, United States

Retrieved and analyzed client documents for use in preparation of tax documentsConsulted with clients to analyze their situation and develop the best solution for their needs

Monrovia, Md

Worked collaboratively with coworkers to package tens of thousands of packages daily.Verified customers packages to ensure they receive their order in pristine condition.

Frederick, Md

Collaborated with customers in locating and purchasing items in the storeMaintained clean and orderly work environment to ensure positive customer experienceImproved operational efficiency by promptly trouble shooting self-checkout machines

Accounting And Finance

Academics: Quality Enhancement Systems and Teams (QUEST) Honors Program Cohort 34, College Park Scholars: Business. Society.

Diploma, General Education

Activities and Societies: Phi Theta Kappa Leadership Academy, Future Business Leaders of America, National Honors Society, National Math.