Connor F. Ammons
Staff Auditor, Nonprofit organizations
Boston, MA · (617) 555 0115 · name@example.com · linkedin.com/in/connorfammons
Key Qualifications
EXPERIENCE
Four years of financial statement audit work at a regional firm
INDUSTRIES
Nonprofit organizations, employee benefit plans, private schools
SPECIALTIES
Risk assessment, control walkthroughs, substantive testing, confirmations
SYSTEMS
Caseware Working Papers, Microsoft Excel, Sage Intacct, Power Query
CREDENTIALS
Certified Public Accountant licensed by the Massachusetts Board of Public Accountancy
EDUCATION
Master of Science in accounting, Bentley University
Results at a Glance
18
Nonprofit engagements
11
Employee benefit plan
$340k
Clients grant accounting
Executive Summary
Staff auditor with four busy seasons at a regional firm, working nonprofit and employee benefit plan engagements from planning through the final report. Licensed as a Certified Public Accountant in Massachusetts. Runs a fieldwork week without a senior standing over the schedule.
Signature Achievements
- Ran fieldwork on 18 nonprofit engagements a year with budgets between 90 and 220 hours.
- Completed 11 employee benefit plan audits in one season with no review comments carried to the partner.
- Found a revenue recognition error of 340,000 dollars in a client's grant accounting that led to a restated schedule.
- Cut the confirmation cycle by two weeks by sending requests during planning instead of fieldwork.
- Wrote a testing template for contribution revenue that four other teams at the firm now use.
- Trained six interns across two busy seasons on workpaper documentation standards.
Professional Experience
Staff Auditor
Charles Bay Assurance Group, Boston, MA 2022 to present
Staff auditor on a 40 person assurance practice serving nonprofits and benefit plans across New England.
- Performs risk assessment procedures and documents control walkthroughs for each engagement.
- Tests contribution revenue, payroll allocations and investment balances against source records.
- Prepares the financial statement drafts and disclosure checklists for manager review.
- Presents open items to client finance directors during weekly fieldwork calls.
Audit Associate
Merrimack Valley Accountancy, Lowell, MA 2021 to 2022
Associate on private school and municipal authority engagements under two audit managers.
- Tested cash, tuition receivable and expense samples on eight engagements.
- Reconciled client trial balances to prior year audited figures.
- Drafted management letter observations on segregation of duties.
Licensure and Certification
Certified Public Accountant, Massachusetts Board of Public Accountancy, 2023
Member of the American Institute of Certified Public Accountants since 2023
Education
Master of Science in accounting, Bentley University, 2021
Bachelor of Science in business administration, University of Massachusetts Amherst, 2020
Core Skills
Risk assessment · Control walkthroughs · Substantive testing · Confirmations · Financial statement drafting · Caseware Working Papers · Microsoft Excel · Sampling · Client communication · Workpaper review