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Work Background
Self-employedRemote Closer
Nov. 2023Los Angeles Metropolitan Area
AuditBoardSolutions Advisor
May. 2022 - Jul. 2023Los Angeles, California, United States
BDO USA, LLPRisk Advisory Services, Manager
Aug. 2021 - May. 2022Los Angeles, California, United StatesStaff and manage projects with domestic and international resources to ensure projects progress timely and maintain project profitability. Serve as trusted advisor to clients regarding project- and non-project-related topics. Effectively navigate nuances of client and external auditor relationships by working closely with client management, while meeting or exceeding external auditor requirements and expectations. Organize and facilitate CPE-accredited team trainings on topics related to client services, audit methodology, project management, testing standards.
BDO USA, LLPRisk Advisory Services, Senior Associate
Aug. 2019 - Aug. 2021Los Angeles, California, United StatesActively listened for and understand client pain points, and connected clients with senior team members to better serve their audit and business needs, resulting in expanded opportunities for services provided to client. Trained staff regarding audit methodology, client services, business process and IT general controls testing, etc. Managed project progress by creating and maintaining project trackers to simplify and aggregate status of key project deliverables.
BDO USA, LLPRisk Advisory Services, Experienced Associate
Aug. 2018 - Jul. 2019Los Angeles, CASupported clients in developing risk and control matrices (RCM) tailored to their environment and risk appetite. Identified gaps and developed meaningful actionable recommendations that appropriately addressed risk without overburdening the business. Created process narratives for public companies to be used in their SOX programs for various business cycles i.e. financial reporting, accounts payables, etc.
B&F Supply, Inc.Operations and Accounting Specialist
Oct. 2017 - Aug. 2018Santa Ana, California, United StatesEnhanced office operations by standardizing processes and communications, creating procedure documentation, organizing paperwork effectively, and utilizing the accounting system in accordance with standard accounting practices. Proactively anticipated needs of project managers and reduced labor compliance risks by performing appropriate procedures and filing required paperwork timely.
Self-employedFreelance Proofreader
Mar. 2017 - Aug. 2019Buena Park, CAProvided tailored review and edit of reports, personal essays and applications, etc. to align with clients' intentions and brand/voice.
Grant Thornton LLPBusiness Advisory Services Associate
Mar. 2016 - Mar. 2017Los Angeles, CaliforniaProvided excellent client service by anticipating and understanding clients' needs throughout engagements and communicating as needed to senior team members. Navigated challenging projects by ensuring consistent and detailed tracking of controls testing, documentation, walkthroughs, etc. Worked closely with team members from shared services team in India by assigning testing, providing guidance on audit methodology, serving as liaison between India team and clients, and managing testing progress.
Grant Thornton LLPBusiness Advisory Service Intern
Jun. 2015 - Mar. 2016Los Angeles, CASupported engagement team with performing walkthroughs, preparing test sheets, testing controls, and following up with clients. Extended internship from 3 months to 9 months due to excellent performance and effective collaboration with team members.
TrumpiaCopywriter & Usability Manager
Dec. 2013 - Dec. 2014Orange County, California AreaDeveloped marketing and customer education materials such as blogs, website copy, tutorials, emails, etc. Led the initiative of reconstructing customer education material by interviewing various departments for insight on customer needs and incorporating feedback into the design and content of customer portal.
TrumpiaMarketing Intern
Sep. 2013 - Dec. 2013Orange County, California AreaDrafted, edited, and published marketing emails and blog copy. Supported Product, Sales, and Marketing teams with copywriting tasks, as well as, non-copywriting assignments.
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