To obtain a position as a Senior Lead Auditor within WFAS that will constantly
provide new challenges and opportunities for growth while allowing me to apply
my skills and knowledge acquired while working in both internal audit and public accounting for the
past four years.
Master of Science in AccountingEast Carolina University － Greenville, North CarolinaGPA: 4.0
Bachelor of Science in Business Administration, AccountingEast Carolina University － Greenville, North CarolinaGPA: 3.9 (Summa Cum Laude)
01/2017 to Current
Senior AuditorWells Fargo － Charlotte, North Carolina
Successfully led the Broker-Dealer Reporting-WFCS/FINET audit as the AIC by taking full ownership and seeing the whole process through from planning to reporting.
Developed PRCs and related test plans to be carried out by the staff in response to the informational walkthrough sessions held.
Performed reviews of audit documentation and provided both formalized and informal "real time" feedback to help with the development other team members.
Drafted business partner deliverables in a satisfactory manner
Provide assistance to audits as needed by helping with reviews and final database cleanup. This included preparing workpapers as needed.
08/2014 to 01/2017
Senior Audit AssociateRSM US LLP － Charlotte, North Carolina
Facilitated the In-Charge role on multiple engagements
ranging from the financial statement audit of various clients both privately
owned and publicly traded, reviews of interim results, and the audit of multiple employee benefit plans.
Performed analytics and substantive procedures to test the relevant assertions of material account balances and transaction cycles.
Identified and provided suggestions to remedy control deficiencies found during the testing of key controls over financial reporting.
Drafted the financial statements for non-issuer clients ensuring proper disclosures were included and the presentation was in accordance with US GAAP.
Tied out numerous 10-K and 10-Q filings and worked with management on final edits prior to submission to the SEC. (Publicly traded clients)
06/2013 to 08/2013
Audit InternRSM US LLP － Charlotte, North Carolina
06/2012 to 08/2012
Accounting/Audit Intern-Commercial PowerDuke Energy － Charlotte, North Carolina
Received multiple "On The Spot Awards" along with a feedback rating of "Exceeded Expectations" for the engagement in which I was in the AIC role.
Through hard work and dedication graduated Summa Cum Laude and was invited to join the academic honor society Beta Gamma Sigma.
Passed all four parts of the CPA Exam on the first attempt.