Compliance review and documentation organization (2009–2017)
Performed recurring compliance review tasks that required collecting, extracting, and organizing relevant information from documents. Analyzed financial records and tax documents to confirm accuracy for assessment and reporting. Prepared the underlying documentation package used by auditors and compliance stakeholders. • Collected and organized tax assessment information • Extracted key fields from client and financial documents • Performed consistency checks for audit-ready records • Supported administrative and client-facing compliance workflows