Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kalia Bowman

Charlotte

Summary

Analytical and focused Audit Analyst known for productivity and efficiency in task completion. Specialize in risk assessment, financial compliance, and data analysis to ensure accuracy and integrity in financial reporting. Excels in critical thinking, problem-solving, and communication, leveraging these soft skills to effectively collaborate with teams, and manage audit projects successfully.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Audit Analyst

Wells Fargo
Charlotte
07.2025 - Current
  • Collaborate with various departments to ensure accurate financial reporting and compliance with regulatory requirements.
  • Achieve timely completion of audit projects through effective planning, execution, and follow-up procedures.
  • Enhance staff training initiatives by identifying knowledge gaps within the team, and developing targeted learning resources.

Finance Intern

TE Connectivity
Greensboro
05.2024 - 08.2024
  • Teamed with value stream managers to discuss the current status of internalized orders.
  • Collected unique details from capitalized assets to maintain accurate financial spreadsheets.
  • Audited and presented monthly performance to the finance team for discussion and any further changes.

Tax Intern

DMJPS, PLLC
Greensboro
01.2024 - 04.2024
  • Assisted in the preparation of property tax listings for major companies.
  • Effectively tracked fixed assets and recorded corresponding data to tax documents, such as 1120s.
  • Analyzed and reviewed financial records provided by clients to prepare 1099 forms.

Education

Bachelor of Science - Accounting

UNC Greensboro
Greensboro, NC
12.2024

Skills

  • Team leadership
  • Effective communication
  • Organizational growth
  • Audit reporting
  • Microsoft Excel
  • Tax preparation

Certification

  • TD Securities Investment Banking - 02/2023
  • ServSafe Food Handler - 05/2021

Timeline

Audit Analyst

Wells Fargo
07.2025 - Current

Finance Intern

TE Connectivity
05.2024 - 08.2024

Tax Intern

DMJPS, PLLC
01.2024 - 04.2024

Bachelor of Science - Accounting

UNC Greensboro
Kalia Bowman