Katie Maxwell, CPA Senior Accountant
RANGE OF EXPERIENCE
Katie joined Zouzias and Zouzias in 2017 and has almost 10 years of experience in the accounting profession. Previously, she worked for Ernst & Young as both an auditor and consultant, and for Zurich Insurance as an internal auditor. Through her experience, she has had to opportunity to work in a variety of different client-serving situations, which has allowed her to develop the skills needed for being able to assist clients with the specific scenarios or challenges they may be faced with.
In her role as auditor with Ernst and Young, Katie was responsible for leading and supervising the audit of financial statements for a mix of public and private companies. She collaborated closely with her internal team members and client contacts to plan audit engagements, and assess companies' internal control environments and financial statement balances. Through her work, she was able to deliver quality service and complete work in an efficient manner for her clients.
In her role as an internal auditor for Zurich Insurance, Katie planned, led and executed internal company audits over key issues and functions within the company. She worked closely with employees from a variety of areas within the company to gather information regarding their processes and key risks, assess whether there were issues within these areas that were exposing the company to an unnecessary amount of risk, and also look for opportunities for improvement. She was responsible for developing relationships and communicating audit findings to key members of management, which helped encourage performance improvement within these company functions.
In her role as a consulting manager with Ernst & Young, Katie had an opportunity to provide more of a hands-on impact to her clients. She worked with both public and private company clients to help them achieve a variety of accounting and finance initiatives established by company leadership, including assistance with implementation of new and complex accounting standards, process improvement for different accounting and finance functions, and strengthening of internal control environments. She was responsible for managing different project workstreams on client engagements and was a key member in providing advice and helping develop solutions for challenges encountered.
CERTIFICATION AND EDUCATION
PROFESSIONAL AND BUSINESS HISTORY
Zouzias & Zouzias, Inc
Ernst & Young
Ernst & Young
SPECIFIC SERVICES AND EXPERIENCE