Wealth Manager - Dexian – Intuit TurboTax Project
(2025-01 - 2025-05)
- Maintained audit trails and documented financial processes to ensure regulatory compliance across client portfolios
- Analyzed complex financial data within enterprise systems to identify control gaps and optimization opportunities
- Collaborated with IT teams to verify secure handling and access controls over sensitive financial information
- Ensured adherence to financial regulations and internal security policies during high-value transaction reviews
Tax Professional - 1st Class Tax Service
(2013-02)
- Maintained 99%+ accuracy auditing and processing complex tax returns, applying rigorous attention to detail consistent with audit testing standards
- Ensured compliance with federal and state tax regulations, building deep working knowledge of regulatory frameworks
- Analyzed financial data to identify discrepancies and anomalies, applying analytical procedures directly transferable to IT/financial audit engagements
- Protected sensitive client information under strict confidentiality and data-handling protocols
Commissioning Engineer - Entegee, Inc.
(2024-04 - 2024-10)
- Conducted system testing and validation procedures to verify compliance with technical specifications
- Documented technical processes and prepared detailed audit-ready reports for stakeholder review
- Collaborated with cross-functional teams to identify, escalate, and remediate system vulnerabilities
Engineer - TJ Daniels Inc., DBA Stride Staffing
(2024-10 - 2025-02)
- Performed technical assessments and quality control procedures to verify process integrity
- Maintained detailed documentation of engineering processes, outcomes, and exceptions
Mail Carrier - United States Postal Service
(2023-05 - 2023-11)
- Adhered to federal security protocols while managing sensitive information and chain-of-custody procedures
