EYAssurance Senior
Sep. 2018 - Oct. 2020Greater Salt Lake City Area▪ Audit complex valuations of multi-million-dollar companies as well as high-value securities, partners’ capital, and insurance premiums for multiple clients
▪ Direct team in planning, walkthroughs, tests of controls, and substantive work for key SLC private equity, insurance, and banking clients to ensure timely and successful completion of projected milestones
▪ Perform in-depth analysis & valuation testing over clients’ ~$2 billion+ investment portfolios comprised of equities, bonds, real estate, private equity, etc.
▪ Establish and maintain relationships with 20+ client specialists and executives to align expectations and ensure 100% on-time deliverables
▪ Apply accepted accounting & statistical procedures to test company records in various industries (i.e. banking, private equity, & insurance) for completeness, accuracy, and compliance with US GAAP ▪ Identified inefficiencies in documentation practices and created solutions, leading to projected ~100 hour decrease in time charged to engagements and increase in workpaper quality