Work History
Professional Experience
Controls auditor & risk advisor — financial services, fintech, insurance, and beyond
Professional
PwC & Financial Services
Leading controls and assurance engagements for top-tier financial services clients. Project managed 11 concurrent workstreams across 7 clients while maintaining timely, high-quality outputs and clear communication.
Specialized in the financial services industry — played an instrumental role in the planning and execution of SOX 404, SOC 1, SOC 2, and AICPA Examination engagements. Oversaw review and supervision of junior staff and offshore team members.
Specialized in the financial services industry, playing an instrumental role in the planning and execution of SOX 404, SOC 1, SOC 2, and AICPA Examination engagements.
- Performed testing on in-scope IT Dependencies and Business Processes for SOX 404 and SOC 1 audits.
- Collaborated with Acceleration Center members and global partners to enhance the audit.
- Created data automation to save hours on engagements.
Internal Audit & Consulting Services — formulating and maintaining internal controls.
- Spearheaded an Audit Report to identify critical risks to University Operations and test current mitigation tactics.
- Collaborated with 5 different departments to ensure compliance with University Policies and Federal Regulations.
- Researched current University Policies, Federal Regulations, FASB & GASB reporting requirements, and best industry practices for the maintenance of capital assets.
- Grew Facebook page likes by 325% over the course of a month.
- Increased post engagements by over 250% in a single month.
- Educated customers about differences between models and modes of heating.
- Performed transactions and provided financial guidance to a wide variety of customers.
- Complied with internal and government standards and regulations.
- Reported counterfeit currency to the Secret Service.
- Tracked invoices and recorded donation expenses.
- Trained new employees and screened new hire references.
- Collaborated with other departments and planned events.