Ramiz Khalid

1)Perform on-site or remote audits of client financial records.

2)Review balance sheets, income statements, and cash flow statements.

3)Ensure that transactions are recorded properly and comply with GAAP or IFRS.

4)Perform tests of details and analytical procedures to validate account balances and transactions.

5)Communicate with client staff to obtain documentation and explanations.

6)Develop a professional relationship while maintaining auditor independence.

7)Summarize findings for review by senior auditors.

8)Use audit sampling techniques for accuracy and completeness checks

Support in understanding client business models, control environments, and audit objectives

Perform basic audit procedures such as vouching, tracing, and recalculations

Gather financial data and supporting documentation from clients

Analyze trial balances, general ledgers, and financial statements for irregularities or trends

Prepare accurate and organized audit workpapers for review

Help in drafting audit findings and contributing to audit reports

Update audit tracking systems or databases

Assists in the initial stages of loan applications, gathering preliminary data and pre-qualifying potential borrowers

Entered and maintained accurate loan application data in the company’s loan origination system (LOS)

Coordinated with third parties such as title companies, appraisers, and underwriters to support loan file preparation.

Maintained organized digital and physical filing systems for loan documentation

Learned and adhered to federal, state, and company-specific lending regulations and policies.