Sean Daley, Cpa, Msa Email & Phone Number

Woburn, Massachusetts, United States

- Provide the team with direction while playing a key role in execution of audit procedures from planning to wrap-up.- Develop audit project strategies to identify risks to ensure that the assignment quality standards are met.- Prepare clients' financial reports, including financial statements and footnotes as well as other client deliverables.- Manage engagement staff to meet deliverable deadlines; identify roadblocks, and respond in a strategic and timely manner; and meet critical milestones to exceed client service expectations.- Perform a detailed effective in-charge review of the team's work. - Provide quality on the job training and constructive feedback to the engagement team, including Staff and Interns.- Build an understand of the client's business, strategy, culture, and internal control environment; including internal and external factors & risks that the client may face; and anticipate potential issues that the client and/or the audit team may face, then discuss and communicate innovative solutions.- Apply knowledge of GAAS and GAAP during engagements; utilize technical skills while following the Firm's best practices as well as identifying areas to improve the Firm's processes.- Research complex accounting topics and pronouncements utilizing the Firm's research tools and resources.

Tewksbury, Massachusetts, United States

I led and managed multiple engagements which included planning, risk assessment, execution and fieldwork, completion, financial reporting, and wrap-up. I assessed competing priorities in a fast-paced, interactive, and results-based team environment. By collaborating with the engagement team, I created the audit strategy; prepared request listings; led client meetings while confirming expectations, timing, and scheduling of key milestones; monitored and tracked progress; adapted and communicated the audit plan; reviewed work-papers; and provided client deliverables.By listening and clearly communicating with clients - I identified the audit risks and prioritized, delegated, and completed audit areas according to the risk assessment and methodologies used by the Firm. I researched technical accounting and audit standards and applied the knowledge while remaining aware of new audit and accounting pronouncements. In doing so, I continually informed clients about accounting, financial, and regulatory developments that may affect their businesses and the risks that clients face, focusing efforts where they matter most.Then I concluded whether the client's implementation of standards, accounting, processes, and controls were done appropriately, including revenue recognition relating to SaaS products and services (ASC 606) & lease accounting (ASC 842).As a senior, mentor, and coach - I supervised, trained, and developed associates and team members. I provided timely feedback, assessed performance, and held constructive discussions with team members during evaluations and engagement reviews.

Tewksbury, Massachusetts, United States

I prepared and completed workpapers and audit testing in accordance with applicable standards. Furthermore, I served as the in-charge associate during engagements and proved to be a valuable resource for both the client and the Firm. Identifying accounting assistance and new service opportunities with existing clients was a focus while providing assurance services to clients--in particular clients implementing ASC 842 Leases.I identified, organized and communicated issues to the engagement team and clients in a proactive and professional manner. During discussions with clients, I would clarify issues; provide background and present findings; evaluate the support and results; then document the conclusions reached.Achieving the ability to clearly communicate findings to clients in both positive and negative situations in a professional manner is a skill that I obtained.Throughout engagements, I maintained client relationships while developing a familiarity with their objectives. I anticipated and addressed clients' comments and concerns, then planned the best course of action.I developed excellent written and presentation skills as well as organizational and problem-solving skills while providing timely, high quality work that met or exceeded expectations.

Tewksbury, Massachusetts, United States

I prepared and completed audit work-papers and testing in accordance with applicable standards. I applied my knowledge of GAAP and GAAS to complete all stages of the engagement; I trained and supervised new associates and acted as a mentor.I obtained the ability to learn quickly in a fast paced environment, performed audit procedures, and completed the work independently while exhibiting accountability and dependability to the team.I developed a strong familiarity with audit objectives and procedures used for completing clear and concise work-papers in a timely fashion.Initiative with respect to career development and promoting the firm internally and externally is my goal as well as providing a meaningful impact on individuals, the firm, the clients, and the community.

Cambridge, Massachusetts

Amherst, Massachusetts

My responsibilities included using TaxSlayer software to provide income tax returns for taxpayers after receiving necessary information and forms from the client. I e-filed federal and state income tax returns based on client-provided information and asked follow-up questions to clarify any inconsistencies and/or discrepancies to ensure accurate filings using tax law. I maintained confidentiality and assured top quality service while maximizing tax returns. Our VITA program was recognized by the IRS in 2018 and 2019 as the top program in the nation, providing the most volunteer hours and tax returns to help clients file their taxes free of charge.

Master Of Science In Accounting

Bachelor Of Business Administration (Bba) In Accounting

Bachelor Of Business Administration - Bba, Accounting

High School Diploma