Kaitlyn Williams
Rising Sun
Summary
Dynamic and experienced Senior Accountant with a demonstrated history of delivering excellence in financial management and compliance. Seeking a challenging role where I can leverage my extensive expertise in accounting principles, budgeting, and financial analysis to drive operational efficiency and strategic growth within my next organization. Dedicated to maintaining the highest standards of accuracy, integrity, and professionalism while driving productivity and innovation in accounting practices.
Overview
7
7
years of professional experience
Work History
Senior Accountant
Wilmington Trust
Wilmington
02.2024 - Current
- Managed accounting operations for a diverse portfolio of clients, including highnet-worth individuals, family trusts, and private foundations
- Oversaw the preparation and review of complex financial statements, including balance sheets, income statements, and cash flow statements
- Conducted regular reviews of client portfolios to identify areas for improvement and implement corrective measures as needed
- Provided guidance and training to junior staff members to support their professional development and enhance team performance
- Collaborated with investment advisors and wealth managers to develop comprehensive financial plans tailored to clients' goals and objectives
- Provided guidance on estate planning strategies, including trust administration, gifting strategies, and succession planning
- Continuously reviewed and improved accounting processes and procedures to streamline workflows, increase efficiency, and enhance client satisfaction
Accountant
Wilmington Trust
Wilmington
12.2022 - 02.2024
Accounting Analyst
Wilmington Trust
Wilmington
06.2019 - 12.2022
Assurance Staff
Ernst & Young
New York
10.2018 - 06.2019
- Performed audit testing procedures and prepared reports for balance sheet and income statement accounts to support ending account balances within the working trial balance
- Prepared complex account analytics using prior year data to compare and understand various account trends
- Independently identified potential audit issues in the financial statements and escalated appropriately to the assurance team for resolution
- Challenged past testing procedures, attempted to enhance internal controls techniques and recognized potential internal controls issues to be communicated to team members
Education
MBA - Accounting
Wilmington University
New Castle, DE05-2027
Bachelor of Science - Accounting
University of Delaware
Newark, DE05.2018
Skills
- GAAP compliance
- Financial reporting and analysis
- Budgeting and forecasting
- Cash flow analysis
- Quickbooks
- Microsoft Office Suite (Excel, PowerPoint, Word)
- Leadership and time management
- Attention to detail
Timeline
Senior Accountant
Wilmington Trust
02.2024 - Current
Accountant
Wilmington Trust
12.2022 - 02.2024
Accounting Analyst
Wilmington Trust
06.2019 - 12.2022
Assurance Staff
Ernst & Young
10.2018 - 06.2019
MBA - Accounting
Wilmington University
Bachelor of Science - Accounting
University of Delaware
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