Chartered Accountant

Senior Accountant — Sterling Financial Advisory

New York, NY | February 2023 – Present

• Managed end-to-end statutory audits for 14 corporate clients with revenues up to $25M, resolving 100% of material weaknesses and reducing audit prep cycles by 24%.
• Spearheaded corporate tax filing processes for 8 multi-state entities, identifying deductions that saved $145,000 in liabilities and ensured zero compliance penalties.
• Restructured internal control frameworks in NetSuite, decreasing financial reporting errors by 32% and speeding up the general ledger close process by 3 business days.
• Supervised 2 junior accountants, conducting weekly performance evaluations and training that improved average team audit response times by 15% across 2 fiscal years.

Audit Associate — Beacon Tax & Audit Group

Boston, MA | June 2020 – January 2023

• Audited accounts payable and ledger balances for 20+ manufacturing firms, uncovering $95,000 in duplicate invoices and recovering 100% of lost corporate funds.
• Assisted in preparation of annual 10-K and quarterly 10-Q filings, verifying disclosure accuracy against SEC guidelines to reduce revision rates by 40%.
• Optimized depreciation schedules for fixed assets valued at $8.2M using QuickBooks Enterprise, which increased year-over-year asset tracking efficiency by 18%.
• Conducted quarterly inventory audits across 3 distribution hubs, reconciling a $4.5M inventory variance down to less than 0.2% variance in 2 weeks of review.

Financial auditing, Corporate tax compliance, GAAP, IFRS, Internal controls, General ledger reconciliation, Cost accounting, NetSuite, QuickBooks Enterprise, MS Excel, SEC filings, Variance analysis

Fixed Asset Ledger Migration

Role: Lead Technical Accountant

Tools: NetSuite, MS Excel, SQL

Directed migration of 3,200 asset records valued at $12.4M to NetSuite, completing the transfer 2 weeks early with zero reconciliation discrepancies.

Multi-State Sales Tax Audit

Role: Senior Audit Specialist

Tools: QuickBooks Enterprise, Avalara

Reconstructed 3 years of sales transaction history across 5 states, mitigating potential penalties to save the client $64,000 in back-taxes.

• Certified Public Accountant (CPA) - State of New York (2021)
• Chartered Accountant (CA) - Chartered Accountants ANZ (2020)

• Affiliations: Member, American Institute of Certified Public Accountants (AICPA)
• Publications: Co-authored white paper on corporate tax deduction strategies under the TCJA (2024)
• Availability: 3 weeks notice