Strategic Audit Manager with extensive knowledge of financial accounting and assurance practice. Highly analytical, results-driven accountant specialized in Public Accounting, providing assurance services to wide variety of clients in diverse industries, mainly pharmaceuticals, retail & distribution, medical devices, and consumer markets. Offering sound judgment and ability to interpret policies and controls. Adept with financial statement review to identify errors. Highly knowledge with US GAAP and accounting compliance standards. Recognized for the ability to thrive in either collaborative or independently-motivated settings. Team-oriented professional adept to work on challenging environments demonstrating outstanding interpersonal relationships. Enjoys being part of a dynamic team from diverse international backgrounds.
Work History
07/2018 to Current
Audit ManagerCbiz, Inc. – Tacoma, WA,
Managed all phases of certified audits for Big four CPA firm, with exceptional leadership and collaboration skills, building quality relationships with clients and team members.
Audit manager lead team members in engagements for two (2) global publicly traded pharmaceuticals and healthcare companies with annual revenue ranging from $8 - $15 billions.
Executed integrated and financial statements audits through the completion of client's annual reports, including SEC fillings Form 10-K
Experienced in SOX/Compliance, financial management, staff supervision & training, and budgeting.
Diverse experience working with multiple audit engagement projects with clients as smallest with annual revenues over $3 million requiring audited financial statements to meet statutory government regulatory fillings requirements and as largest as clients with annual revenues over $15 billions.
Demonstrated leadership skills to conduct comprehensive audit engagements in accordance with financial and regulatory standards.
Promoted diversity inclusion work environment through leading strategic plan for team members work hand to hand with shared service centers in India, Philippines and Argentina.
Coordinated, managed and lead audit efforts of international projects with other Audit Managers, Directors and Partners in countries such as US, Spain, UK, Denmark, Mexico, Argentina, and Canada.
Cultivated and strengthened relationships with new and existent clients through executing thorough delivering high level of expertise on financial statements audits as well SOX compliance.
Identified management control weaknesses and provided value added suggestions for remediation, as part of the audit process of testing the effectiveness of company’s internal controls to assess the risk and material impact of controls over financial reporting.
Trained experienced employees as part of the accounting firm's career development program.
Responsible for managing all aspects of planning, executing, summarizing, and reporting on the work outcome. Managing audit teams that are focused on overcoming auditing complexities.
Executed audit procedures over balance sheet and income statements to ensure the accuracy of the transactions and Company’s financials statements in accordance with generally accepted accounting principles (US GAAP).
Planned complex audits by gathering specific relevant background information (such as financial results, and policies and procedures). Utilizes organizational and regulatory knowledge to identify audit constraints and shape priorities.
Leading audit projects, ensuring that all team members understand their individual roles and responsibilities.
04/2014 to 06/2018
Senior Assurance AssociateClifton Larson Allen – Milwaukee, WI,
Executed integrated and financial statements audits through the completion of clients annual reports, including SEC filings Form 10-K.
Tested the effectiveness of company’s internal controls through inquiry, observation, inspection, and re-performance to assess the risk and material impact of controls over financial reporting.
Evaluated design and operating effectiveness of companies' internal control.
Clearly and accurately document audit procedures and findings as defined by testing objectives and risk assessment strategies.
Managed audit team with up to five (5) field auditors per engagement.
Demonstrated ability to work under pressure, work to tight deadlines with no detriment to the expected high quality standards.
Determined financial and operational audit areas, providing most economical and efficient use of audit resources.
Prepared documents, reports and presentations for client management executives using advanced software proficiency.
07/2012 to 04/2014
Senior AssociateMetlife, Inc. – West Warwick, RI,
Coordinated and leads engagement planning process, including scheduling of planning meeting and fieldwork, discussions with appropriate client and personnel to understand client's current business activity, design of test work procedures, audit program preparation, review of business agreements, among others.
Pursued resolutions to achieve complete all audit phases since planning through completion, including managing competing priorities.
Promptly reviewed and communicated audit findings to manager for a timely issues management with the clients. Participated and contributed in opening and exit conferences to present and justify findings and recommendations.
Built and maintained relationships with new and existing clients while providing high level of quality audit services fostering strong rapport, retention and satisfaction.
Produced documentation, status reports and presentations that facilitates manager conversations with clients as well internal conversations for decision making.
01/2010 to 06/2012
Staff AuditorPort Everglades – Plantation, FL,
Experienced in engagement audits for clients in specialized industries such as insurance, single audits, employee benefits plans, and not for profit organizations, as well financial audits of business in retail and wholesale, and distribution industries.
Actively contributed in the planning and assessment stage to evaluate significant risks as well developed strategic audit plans and approach to met assertions and technical guidelines.
Assisted engagement manager in staffing scheduling coordination, including participating in staff assistants and interns performance evaluations and providing verbal and written feedback.
Possessed strong skills in the use of computer and appropriate software to gather and analyze data, prepare presentations, and prepare audit work papers.
Assisted in communicating progress of engagements, problems and contribute with solutions to supervisor.
Resourceful in the completion of projects, effective at multi-tasking and working under pressure.
Effectively supervised up to three (3) staff assistants at a time, oversee work performed, and assigned work to staff based on their knowledge and capabilities.
Prepared auditors reports and financial statements complying with accounting standards and regulations, as applicable.
Monitored engagement budget and alerts supervisor of potential concerns and suggests any recommendation.
Displayed active community involvement and participated in multiple activities.
Education
Expected in 12/2014
Chartered Global Management Accountant: AICPA - , GPA:
Expected in 10/2013
Certified Fraud Examiner: ACFE - , GPA:
Expected in 11/2010
Certified Public Accountant: NASBA - , GPA:
Expected in 12/2009
Bachelor's Degree: Accounting University of Puerto Rico - San Juan, PR GPA:
Major GPA: 4.00
General GPA: 3.86
Magna Cum Laude
Accomplishments
AICPA Scholarship for Minority Accounting Students: 2008 and 2009
Golden Key International Honour Society member
Future Business Leaders of America – High School Puerto Rico National Competition - 2nd place in Advance Accounting - 2005
“Estudiante Graduada Más Destacada en la concentración de Contabilidad - UPR – FAE” - 2009
Affiliations
Member of American Institute of Certified Public Accountants (AICPA) - 2008
Member of the Puerto Rico Certified Public Accountants society - 2010
Member of Association of Certified Fraud Examiner (ACFE) - 2013
Member of Chartered Global Management Association - 2014
Board of Director Member of Non-Profit Organization - Mies Foundation - 2019
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