assurance experienced associate resume example with 6+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary
Versatile, organized and detail-oriented Assurance Experienced Associate determined to leverage diverse functional experience in Finance, Project Management, and Operations in the demanding and fast paced Silicon Valley.
  • CPA (4/4 test passed, getting licensed)
  • Spanish - Fully working proficient
  • Italian - Basic Speaker
  • Excel/Word/PowerPoint Excellent Working Proficiency
  • Highly Adaptable
  • Fast Learner
Work History
06/2015 to Current
Assurance Experienced Associate Pwc City, STATE,
  • Audit Clients in the Venture Capital, Technology, and Life Science industries.
  • Review financial statements and footnote disclosures for appropriate presentation pursuant to industry-specific technical guidance.
  • Perform substantive testing procedures over all areas of financial statement information, utilizing extensive experience in a variety of software tools including Microsoft Excel and Bloomberg terminal.
  • Coaching: In charge of coaching and reviewing work performed by the offsite service delivery center, and first year Associates and interns.
  • Project Management Team Member: team in charge of developing and assigning budget of number of hours based on the size of the Engagement Team and complexity of the Client
  • Recruiting Team Member: in charge of getting the most outstanding candidates for our Office.

06/2014 to 09/2014
Assurance Intern Pwc City, STATE,
  • Conducted treasury walk-through to ensure the accuracy of information using Bloomberg tools.
  • Created the client's audit database from scratch by adding risks, controls, mapping, leveraging, and roll forwarding the auditing working papers.
  • Conducted SAP and Oracle revenue reports.

06/2013 to 09/2013
Treasury Department Intern Banco Espirito Santo City, STATE,
  • Treasury: assisted treasurer with reviewing the financial market and buying, selling, and trading the Bank’s securities.
  • Treasury: Assisted the Treasurer with the daily analysis of the bank’s credit portfolio for most appropriate movements the stock and bond.
  • Treasury: Analyzed credit worthiness cased for new and existent costumers and presented my insights the back office Manager.
  • Accounting Department: reviewed and audited individual and corporate customers’ financial activities.

Expected in 2015
Bachelor of Science: Double major in Finance and Accounting
Menlo College - Atherton, CA
  • Beta Gamma Sigma Honor Society: highest recognition for business students
  • Alpha Chi Honor Society: top 10% with highest GPA in business schools 
  • Student-Athlete Academic All American (2014 and 2015): Top 22 Student Athletes in the Nation - Soccer
  • Menlo College O'Brian Recognition: Senior of the year (2015)
  • Student Government Treasurer (2014 - 2015)
  • Co-founder and Committee Member, Menlo College Business Fraternity (2014 - 2015)
  • CPA (4/4 tests passed, in the process of getting licensed)

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Resume Overview

School Attended

  • Menlo College

Job Titles Held:

  • Assurance Experienced Associate
  • Assurance Intern
  • Treasury Department Intern


  • Bachelor of Science

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