ROSEANNA MARTI

(Assistant Manager - September 2021 - 2023)

• Lead and review work of a team of 10+ staff to deliver 20+ year-end audits annually for a diverse client base in the private sector including not-for-profit, manufacturing, retail/consumer business and real estate entities, meeting reporting deadlines and ensuring compliance with accounting standards.
• Coordinate staff, specialist, senior management and clients to allocate resources effectively to meet engagement budgets and timelines
• Resolve financial reporting discrepancies enhancing accuracy and compliance, including analyzing financial statements and disclosures for accuracy, completeness and assessing clients compliance to accounting policies.
• Develop substantive and analytical audit procedures to address risks identified in various financial account balances and entity level controls
• Conduct training sessions on best practices in auditing and financial reporting, improving staff competencies.
• Allocate CPA mentors and career coaches for new hires and interns to support onboarding and professional development
• Draft and review corporate tax returns, charity returns and partnership returns
• Mentor 4-5 CPA candidates, providing guidance on competencies and supporting progress toward CPA designation

• Performed audit and review fieldwork as part of an engagement team member
• Assessed design and implementation of internal controls of clients in manufacturing, consumer business, not-for-profit, real estate and construction industries
• Prepared audit and review testing working papers
• Prepared draft financial statements and disclosures
• Oversaw junior team members by providing on the job training and first reviewing their work
• Drafted corporate tax returns, charity returns and partnership returns

• Developed an inventory tracking system, reducing stock shortages by 30%.
• Managed scheduling, supplier orders, and payments, ensuring efficient operations.

• Processed 50+ vendor invoices weekly, ensuring timely payments.
• Reconciled accounts using QuickBooks, improving accuracy and reporting speed.