Senior Manager, Internal Audit at Quest Diagnostics, Inc. (2024-06 – Present)
Lead enterprise-wide operational, financial and compliance audits for a fortune 500 healthcare organization, reporting results to senior management including international audits in Spanish.
- Lead the Annual Risk Assessment, aligning audit coverage to key strategic, operational and regulatory risks.
- Own all phases of audit delivery – Planning, scoping, budgeting, execution, reporting, and issue follow-up – ensuring timely, high-quality results.
- Serve as a trusted advisor to business leaders by identifying process inefficiencies, control gaps, and emerging risks, and recommending practical value-added solutions.
- Prepare and present clear, executive-level audit reports with actionable recommendations and risk ratings.
- Drive continuous improvement initiatives leveraging automation, data and analytics and AI-enabled audit techniques.
- Support investigations related to fraud, employee misconduct, and operational issues, coordinating with legal, compliance and HR.
- Mentor and develop senior and staff auditors as well as actively participating in recruiting, interviewing and talent performance frameworks.
Audit Manager at CohnReznick, LLP (2023-06 – 2024-05)
Managed comprehensive financial statement audits for a variety of public companies within the consumer/life sciences industry.
- Prepared audit strategy for engagements, including budgets, scheduling resources and resolving all issues that arise.
- Reviewed and prepared financial statements including disclosures to conform with U.S GAAP and PCAOB standards.
- Delivered audit and financial statement reports in a timely manner.
- Responsible for coaching staff and communicating with Partners daily.
Acting Manager - Mergers & Acquisitions at Deloitte, LLP (2022-02 – 2023-05)
Provided accounting and financial due diligence services to both private equity and strategic buyers.
- Drove target company analysis to validate confidential offering material content and assessed business performance in key revenue categories.
- Assisted clients in understanding revenue composition and helping identify cross-sell opportunities.
- Lead due diligence discussions with management, oversaw business analysis, and prepared summary findings of analysis for use in transaction value determination and investment decisions.
- Performed benchmarking analysis to help clients improve their working capital within the Order to Cash, Procure to Pay Cycle.
Senior Audit Associate at Ernst & Young, LLP (2018-10 – 2022-02)
Planned and conducted comprehensive financial statement audits for a variety of publicly traded, private and non-profit companies within various industries including Media, Solar and Wind, Beverages, Semiconductors and HealthCare, with annual revenue ranging from $7-$20 billion.
- Reviewed SEC filings on Forms 10K and 10Q, including footnote disclosures, ensuring compliance with SEC reporting requirements and U.S GAAP.
- Audited Employee Benefit Plan financial statements for public and private entities.
- Performed controls and substantive testing procedures over all financial statement areas such as Cash & Cash Equivalents, Investments, Receivables, Inventory, Prepaid Expenses, Property Plant and Equipment, Leases, Payables, Debt Accruals, Deferred Revenue, Equity, payroll, executive compensation, General and other related expenses.
- Performed procedures to ensure consistent application of revenue recognition policies in accordance with ASC 606.
- Executed audit procedures and delivered financial statement reports in a timely manner.
- Created a positive team environment through leadership, on the job coaching and exceeding expectations among peers.
Senior Audit Associate at Wiss & Company, LLP (2018-07 – 2018-09)
Coordinated audit and review assignments for a variety of private companies in the Manufacturing, Managed Services, Engineering, Construction, Media, Government, and Non-Profit industries.
- Delegated tasks/projects to associates and interns.
- Responsible for assessing risk of material misstatement of financial reports.
- Met with clients to evaluate business controls, risks, process gaps and workflow inefficiencies, helping to develop the understanding of the client's processes to drive efficiencies in our audit procedures.
- Performed testing of high-risk areas and assisted in the preparation of multiple financial statements reports.
- Articulated audit findings and supplied comprehensive recommendations to mitigate the associated risks.
Audit Associate at Wiss & Company, LLP (2016-06 – 2018-06)
- Participated in pre-audit planning, internal control documentation, work-paper preparation and analytical reviews.
- Performed substantive testing procedures over all areas of financial statement information but not limited to creating and posting journal entries, accounts reconciliations, revenue and expense account analysis, changes in payroll, addition/disposals of fixed assets, etc.
- Performed physical inventory audits across multiple clients.
- Communicated with clients and audit team to meet objectives and keep stakeholders appraised of engagement status.
Forensic Accountant at Wiss & Company, LLP (2015-08 – 2016-05)
- Performed analysis, and conducted forensic investigations related to fraud, matrimonial disputes and corporate settlements.
- Maintained active communication with Managers and Partners to manage expectations.
- Adhered to the highest degree of professional standards and maintained strict client confidentiality.
