PwC • Digital Assurance & Transparency
Professional Work and Projects
Senior Associate • CPA • Data-enabled assurance for financial services clients
Industries Served
Super-regional banking
Rising fintech
Large insurance
Quasi-governmental
Focus Areas
- ICFR (SOX 404) controls testing
- SOC 1 and SOC 2 reporting
- SWIFT Customer Security Controls Framework (CSCF) readiness and reporting
- Cybersecurity controls consulting
Day-to-Day Toolkit
- PCAOB/PwC proprietary audit platforms
- Excel for testing, sampling, and analytics
- Power BI and Alteryx for data visualization and workflows
- Power Automate for process automation
Selected Outcomes
- Streamlined walkthrough and testing packages that reduced review time.
- Supported SOC reporting for complex shared-services environments.
- Helped clients evidence SWIFT CSCF compliance across control domains.
Credentials
- Certified Public Accountant, Ohio
- PwC Sustainability: Climate Impact Badge
- PwC Inclusive Mindset Badge
- PwC Digital Acumen Badge
- PwC Human-Centered Design Badge