December 2010 — Present
Examine and analyze accounting records to determine financial status of establishment and prepare financial reports
Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
Prepare detailed reports on audit findings.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Examine and evaluates financial and information systems, recommending controls to ensure system reliability and data integrity.
Assist team lead in oversight of accounts assigned to that team, demonstrating enough knowledge of each account to successfully represent the firm in client meetings and answer questions posed by firm management or colleagues
Manage workflow for self and junior staff when assigned
Provide regular project updates to team lead
Consistently demonstrate ability to successfully move into problem-solving mode whenever challenges or concerns arise
Work well with and demonstrate respect for colleagues at all levels and consistently contribute to a positive work environment for the entire staff
Mentor staff and play an active role in helping junior staff meet their performance
benchmarks and growth goals
Take an active role in training staff, especially in specific area of expertise
Attend and actively participate in senior staff meetings, offering ideas, insights and recommendations firm policies, staffing, client service, new business and other topics that ultimately consider to overall quality of the firm
Take responsibility for one internal area of management (i.e., new hire orientation, tech support, new business, office morale, etc.)