Jordan User

Lead end-to-end execution of concurrent real estate and municipal bond programs, managing timelines, milestones, and dependencies across legal, finance, and compliance stakeholders. Train and manage staff on transaction processes and compliance standards, and report program risk, schedule, and compliance status to leadership.

Reviewed and validated financial and linguistic data for accuracy, consistency, and compliance with quality standards. Identified discrepancies in model outputs and developed structured evaluation processes and training data sets to improve accuracy.

Partnered with public and private companies on SOX readiness, compliance, internal audit, and Enterprise Risk Management engagements. Evaluated and helped implement compliance programs and delivered training on business processes and control best practices.

Tracked remediation progress, deadlines, and dependencies across 22 teams, delivering timely status reports to management. Participated in business walkthroughs and supported management testing of technology and financial controls for SOX and SOC 1 reporting.

Conducted detailed testing on investments, cash, fixed assets, accounts receivable, prepaid expenses, and inventory. Assessed internal controls and ensured compliance with GAAP, performing financial statement tie-outs and supporting operational budget development.

Executed controls testing, accept-reject testing, and substantive testing for 10 authorized accounts within the Pricing and Compliance team. Supported 5 client engagements during peak filing season and built 3 Alteryx workflows to streamline audit data.

Supported 4 senior managers across 5 projects, demonstrating strong time management and prioritization under deadline pressure. Collaborated with a 4-person team on a consulting project, presenting feedback to C-suite leadership on consumer engagement and revenue strategy.

Completed an MBA program, enhancing skills in business management and strategy.

Earned a Bachelor of Science in Accounting, building a strong foundation in accounting principles and practices.