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Angela Williams, CPA

Angela Williams, CPA

Advisory Associate

KPMG

Advisory Associate at KPMG

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KPMG

Advisory Associate

Internal Audit Risk and Compliance

• Regulatory Compliance/Attestation: Participated in attestation examinations to evaluate regulatory compliance on behalf of a communications service provider related to payphone service provider compensation.
• General IT Control Testing: Performed general IT controls testing including logical access, change management, and computer operations for a client in the telecom industry.
• Internal Audit/Sarbanes Oxley Assistance: Assisted management of a business equipment client with testing internal controls for SOX 404 compliance. Testing includes documenting control processes, evaluating control design and operational effectiveness.
• Financial Statement Audit: Participated in financial statement audits of clients in various industries including private investment, specialty chemicals, and a state public authority, by completing a short term audit rotation. Responsibilities included substantive testing over Inventory, Cash, Investments, Liabilities, and an evaluation over the fair presentation of the financial statements as a whole.
• Controls Assessment: Performed an end-to-end review of a banking client’s cash management process to identify security vulnerabilities and control gaps and recommend best practices.

Career medium 03
Career
Career medium 03

Summit Student Investment Fund

Financial Analyst Business Service sector

The CSU Summit Fund is a group of 18 undergraduate students, competitively selected to participate in this extra curricular learning program, and manage an investment portfolio valued (at the time) over $200,000. My role as a Financial Analyst within the business services sector required broad analysis of the global economy, along with detailed analysis of specific equities within the business services sector. Coursework included certification with Bloomberg systems, presentations, DCF analysis, and buy/sell proposals. Additionally, I held the position as Investor Relations Chair, responsible for creating the Annual Report to give to potential investors to add value to our fund.

Career

UBS Wealth Management Group

Client Service Associate Intern

Assisted a team of financial advisors and prepared investment portfolio reviews for clients
Evaluated client net worth to narrow focus to top performing clients
Researched client annuities and life insurance policies and organized data into spreadsheets
Computed cost basis calculations on securities

Career medium 01
Career
Career medium 03

CSU Bookstore

Student Sales Assistant

Process online and store department purchases, operate register, assist with purchase orders
Work in electronics area, stock, conduct inventory and sales history reports.

Career

JP Computers Intl, Inc. Family Business

Office Assistant Manager

Prepare Excel spreadsheets for accountant to do taxes from bank statements
Inventory management on computer parts
Trained new employees to process orders

Colorado State University

Bachelor of Science, Business Administration; Corporate Finance and Accounting

Franklin College