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Work Background
Roper Technologies, Inc.Senior Internal Auditor
Jun. 2021Sarasota, Florida, United States-Provide control consulting services to management to add value and improve an organization's operations and control environment.
-Execute audit programs in line with established IA methodology and leading the fieldwork phase of the audit in assisting the audit manager
-Preform reviews of working papers to ensure accuracy and completion and assist in clearing any review points provided by team leads and / or audit management.
-Execute fieldwork by performing audit testing through inquiry, observation, re-performance and ensure clear documentation of results in working papers.
-Develop internal audit scope, performing test procedures, and preparing internal audit reports reflecting the observation and recommendation of audits performed.
XeroxInternal Auditor
Sep. 2018 - Jun. 2021Tampa, Florida, United StatesAs an Internal Auditor I provide independent and objective evaluations of financial and operational business activities, including corporate governance. I ensure our companies comply with laws and regulations, follow proper procedures and function as efficiently as possible. See a highlight of my duties below.
-Ensure adherence to internal controls, accurate recording of revenue and departmental and company budgetary constraints are met by developing audit procedures across 30 branches in the USA with a total revenue of $2.5B -Full audit planning and execution for site visits that includes process, product, and system audits by completing walkthroughs in order to test the risks and effectiveness of the control. -Write audit reports and management letters for review by the Director of Internal Audit and developed recommendations to correct deficiencies observed in audits and reviews. -Assisted with ongoing projects to determine efficiency and effectiveness of IT and Operational controls.
PwCExperienced Associate
Nov. 2015 - Sep. 2018Tampa, Florida, United States-Provide audit services to public, and private companies in industrial, financial services and health care -Plan and execute operational audits of various business areas using risk-based audit methodology -Test the design and operating effectiveness of internal controls by completing walk-through's
- Identify and communicate accounting and audit matters to senior associate and management Direct and educate junior team members on auditing techniques and software
The Holland Group Retirement Wealth AdvisorsAssociate Financial Advisor
Feb. 2015 - Sep. 2015Clearwater, FLAt the Holland Group, I specialized in income protection and clients investment for retirement. Outliving your saved retirement fund is the major issue for majority of retirees. Therefore, understanding my client's vision and need is the major key to my success. This enables me to provide my clients with the right service to achieve their goal. See blow a highlight of my duties.
-Analyzing and understanding client current investment strategy -Future income, and growth planning
-Process applications and follow up with all entities where funds are transferring from -Build and analyze financial portfolios to maximize client growth potential
-Track trading accounts and process all transactions to ensure proper fund allocation
Levin Financial GroupFinancial Representative
Jan. 2014 - Feb. 2015Tampa/St. Petersburg, Florida AreaAs a Financial Representative at Levin Financial Group, I do a very unique work in the financial services. Unlike other advisors who mainly focus on their products and how to sell it, I focus more on my clients financial vision in the future, or help them craft one. Second part of my job is to coach, and help my clients to attain that vision. See below highlight of my duties. -Future Income Protection and Investment
-Client/Prospect Organizing
-Retirement Planning -Prospect Presentation/ Illustrations
-Networking/Relationship building
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