- Auditor in charge over multiple risk based horizontal audits which requires managing multiple LOB/Function Audit teams, developing projects testing approach, overseeing the execution of testing, reviewing staffs testing/workpapers and issue identification/remediation while monitoring the project’s overall budget and timeline.- Responsible for the successful completion of multiple Regulatory Identified Issues, examples include MRAs related to Risk Governance Framework and compliance with Legal Obligations. - Audit’s Subject Matter Expert for the firm’s Control and Operational Risk Evaluation (CORE) and New Business Initiative Approval (NBIA) Programs, responsibilities include: testing the appropriateness of the program framework, developing the standard test approach used by LOB/Function auditors to test compliance with the framework and assisting in issue dimensioning when audit teams identify issues.- Developed data analytic testing techniques, used by the broader risk audit team, to test full populations of data rather than a sample.- Facilitate strong working relationships with stakeholders to create an open and working dialogue to identify issues and mitigate risk.- Extensive understanding of appropriate risk and control structures which has resulted in the identification of multiple audit issues thus reducing the firm’s risk exposure.

• Identified risks in a process and evaluated the design and operating effectiveness of business, application and IT general controls across multiple business units.• Responsible for executing design and effectiveness SOX Compliance testing over the firm’s IT General Controls. • Successfully executed assigned audit documents and test work papers in line with State Street’s internal audit methodology.• Performed data analytic testing on audits using Microsoft Access and Excel and lead a department wide training series on how to perform data analytic testing.• Developed knowledge of new IT trends such as Robotic Process Automation (RPA) and Blockchain then delivered this knowledge to the audit department by leading trainings on both RPA and Blockchain.• Ability to identify risk and control deficiencies through utilizing analytical and quantitative problem-solving skills.

• Extensive knowledge on preparing all types of federal and state tax returns with a specific focus on corporate and partnership tax returns.• Ability to thoroughly understand complex accounting concepts and analyze a company’s financial statements for trends and inconsistencies.• Prepared numerous tax provisions for public companies which are included in their 10k filings.• Successfully operated under strict deadlines without compromising the quality of the work.• Prepared documentation that led to a positive outcome for a client’s Schedule C (Business Expenses) IRS audit.• Developed and delivered a presentation to the firm’s partners on business development strategies to attract new clients from Boston crowdfunding-financed startup companies.

• Responsible for the entire tax preparation process for various tax returns including 1040s, 1065s, 1120s, and 990’s.• Prepared the necessary documentation that led to a positive outcome for a client’s three-year Schedule C IRS audit.• Developed and delivered a presentation to the firm’s managers on a business development strategy to attract new clients from Boston crowdfunding-financed startup companies.

• Assisted the Jacksonville sales team in selling artificial knees and hips to doctors in the surrounding area.• Supported the sales team by assisting in over 30 knee and hip replacement surgeries, the team was responsible for guiding the surgical technician through the steps of the surgery.• Worked with lead accountant on processes such as bank reconciliations, pay roll, and taxes. • Observed the operations manager in carrying out processes such as price negotiations, turnover rates, and inventory management.