Ability to communicate professionally and consult with clients about needs and goals.
Learn new material and procedures quickly; able to apply it at a high level.
Proficient in Corp Tax, VBA, ACL, HFM, SQL, SAP, Longview, Radar, Word, Excel (VLOOKUP, Pivot
Tables), PowerPoint, SPSS, SAS, Oracle and CRM.
Excellent communication skills with international experience and verbal
08/2016 to Current
PricewaterhouseCoopers － Detroit, MI
Global Compliance Target Governance Model (Fortune 500 Financial service Client).
Conducted interviews with senior management to assess various governance elements (e.g., roles and responsibilities, decision rights, escalation paths) of the "3 Lines of Defense" compliance program of a multinational financial services corporation.
As work stream lead, researched existing regulatory expectations and met with senior regulatory experts to develop a 'Target Governance Model' framework to depict distinct roles and responsibilities of the 3 Lines of Defense across the compliance program
IT Testing and Systems Architecture Strategy (Top 3 Automotive client).
Developed detailed pricing & TCO model and ITGC Models across 12 infrastructure components, involving analysis of 200 cost estimates and teaming with 40 IT professionals of client to evaluate key criteria.
Prepared infrastructure design analysis and pre-implementation Data Migration test strategy presentation to CIO
Anti-Money Laundering Program Testing Strategy (Fortune 500 Financial service Client).
Analyzed bank documentation, researched industry best practices, and co-led meetings with senior management of a multinational financial services corporation to identify gaps in annual AML testing selection process and inconsistencies in statistical sampling approach.
Developed a robust framework and methodology for test selection, enabling comprehensive stratification of accounts to better assess and select riskier populations to undergo AML testing
Global Financial Crimes Targeted Training (Fortune 500 Oil & Gas Client).
Worked with Manager and Director to design a globally-consistent modular training approach that is tailored to audiences in various jurisdictions and Business Units/functions of a multinational financial services corporation.
Created over 5 deep-dive training modules on various financial crimes topics (e.g., transaction monitoring), including speakers' notes and training supplements with 'knowledge check' questions and high-risk indicators.
Built SharePoint site to house, organize, and distribute targeted trainings for training managers globally.
03/2016 to 08/2016
International Tax AnalystEaton Corporation － Cleveland, OH
Analyzed US and international tax laws, as applicable, identifying tax opportunities to reduce expense and operational risks.
Assisted in the international tax compliance process including preparation of Form 5471, 5472, 8858,.
8865, ASC 740.
Lead with the preparation of memoranda, spreadsheets, and presentations for discussions of strategic tax projects with management for international reorganization/restructuring.
Prepared and analyzed global tax transfer pricing: global documentation; intercompany price setting and Researching BEPS (OECD).
Gathered data, analyzed and prepared European, Canadian, African, Asian and South American foreign country tax returns, treaty analysis.
Assisted with special planning and strategy projects including Legal Entity Simplification projects and.
Recommending mergers and capitalization as needed.
maintained a detailed task list to ensure all projects are completed timely and with the highest quality standards.
Participated in cross-functional meetings to develop a network of peers for the purpose of optimizing the flow of information into and out of the department.
Prepared and tracked fee budgets for external service providers; including forecasts and review of actual results on a weekly basis.
12/2015 to 03/2016
DTE Energy － Detroit, MI
Partnered with management on audits, consulting engagements and special projects (SOX Testing) to ensure the delivery of timely, relevant and actionable feedback and/or recommendations.
Executed the audit program and performed appropriate data accumulation, using sampling techniques and analysis with the proper tools, interpret results, prepared audit programs for fieldwork testing, make detailed analysis of existing conditions and communicated results to the audit clients.
Wrote and presented comprehensive audit reports and developed presentations that clearly described objectives, scope, conclusions, and findings.
Documented systems, processes, risks and controls using narratives and/or flowcharts as necessary to drive better assessment of current/ideal state and associated gaps, continuous improvement and cost savings.
Worked on the implementation of DTE Energy Customer 360 project providing Data Analytics.
04/2012 to 03/2014
International Account SpecialistPearson Group － London, United Kingdom
Supervised a team of seven staff members including scheduling, monitoring workload, reporting performance, and providing training as needed.
Provided outstanding service to international and local clients by resolving issues, answering questions, and accurately maintain account information.
Travelled to negotiate, network, resolve client queries and give presentation to over 150 clients in the European, Middle-Eastern and African Regions on a monthly basis.
Reconciled over 200 client accounts by reviewing invoices and weekly statements to monitor client balances and limits.
Collaborated with IT to develop an internal CRM platform.
Managed the timeline, budget, and progress, and specifications.
Education and Training
Master of Science: AccountancyWalsh College － Troy, MIAccountancy 3.4
Masters of Science: FinanceMiddlesex UniversityUnited KingdomFinance 3.61
Member, Accounting Tax Student Organization (ATSO) 2014-2016
Treasurer, International Student Organization (ISO) 2014-2016
Soccer Captain, Walsh College Intermural 2014-2016
Volunteer Tutor, Blackwell Institute