Owner of Mustang Financial, LLC, a financial services firm focused on adding value to small and medium sized businesses through increased understanding of company financial performance.

• Automated admin tasks typically performed by mid-level management to increase audit efficiency.
• Performed data analysis on internal data to provide insight into staff knowledge and understanding of audit areas.
• Assisted in audit planning procedures for deposits and regulatory audits by collecting data, documenting procedures, and identifying key controls.

• Analyze client financial records using Quickbooks Online (QBO) to find discrepancies and reconcile errors, ensuring tax and reporting accuracy.
• Train new staff members in the customer service standards and operation procedures expected at Limitless, producing consistent communications and product understanding.
• Import new client financial records according to GAAP standards; review imported data for accuracy.

• Worked alongside a team of staff accountants, remotely, to prepare tax returns for business and individuals using Thomson Reuters UltraTax software.
• Assisted in review and compilation document preparation as well as well as assist in a variety of other tasks using programs such as MS Excel, UltraTax and GoFileRoom.

• Developed a systematic process to review various sources of business risk to Ally’s auto lending business segment. Previously there was no official review process for these sources of risk.
• Created an automated system using Microsoft Flow and other Microsoft programs to improve efficiency and accuracy of review process.
• Communicated internally and externally to produce rapid and efficient results with an overall reduction and risk identified assets in this department of 3%.

• Worked alongside a team of staff accountants, remotely and in person, to prepare tax returns for business and individuals as well as assist in a variety of other tasks using programs such as MS Excel, UltraTax and GoFileRoom.
• Developed keen organizational skills with enhanced attention to detail to ensure accuracy of reports and documentation being submitted to managers and supervisors for approval.