Personal Sabbatical - Career Break
(2025-08)
- Took an intentional pause following a ten-plus year career in public accounting to dedicate time to my family, travel, and re-charge.
- Focused my attention to an entrepreneurial venture and turned the passion project into a passive business.
Assurance Manager - ATKG, LLP - San Antonio, TX
(2024-01 - 2025-08)
ATKG, LLP (Acquired Michalak P.C., January 2024)
- Managed a team of assurance professionals through audit planning, risk assessment and fieldwork while balancing team workloads and budget.
- Monitored the audit engagement progress through analytical procedures and conducted frequent client and team meetings to ensure timely completion of the audit report.
- Mentored and coached staff throughout the year on substantive testing and audit documentation to provide timely feedback for development and growth opportunities.
- Maintained strong client relationships by delivering value-added assurance services and recommended process improvements based on the results of the audit testing.
Senior Auditor - Michalak P.C. - Spring Branch, TX
(2021-03 - 2024-01)
Michalak P.C. (Acquired by ATKG, LLP, January 2024)
- Planned and supervised audit and review engagements of Employee Benefit Plans and large construction clients, ensuring compliance with Generally Accepted Accounting Principles (GAAP) and timely filings with various banks and government entities.
- Allocated responsibilities across audit teams and reviewed staff-prepared workpapers to ensure that sufficient evidence had been obtained to support the audit objectives and opinion.
- Performed risk assessments, analytical procedures, and validated audit evidence to support the client's financial statements and supplementary information.
Lease Accountant - Marathon Petroleum Corporation - San Antonio, TX
(2020-02 - 2021-03)
- Performed reconciliations on lease accounting journal entries generated from SAP and reviewed the lease agreements to ensure compliance with GAAP lease accounting standards.
- Reviewed leases and validated accounting data migration into the new lease accounting system following the Andeavor merger with Marathon Petroleum Corporation (MPC).
External Reporting Analyst - Marathon Petroleum Corporation - San Antonio, TX
(2018-05 - 2020-02)
- Prepared and reviewed Employee Benefit Plan and Joint Venture financial statements using the Workiva Wdesk application and served as the primary contact with external auditors.
- Coordinated with various departments to obtain data that supported timely and accurate 10-Q and 10-K financial statement filings with the Securities and Exchange Commission (SEC).
