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Erin M. Wright, CPA

Professional Experience

Aug 2021Present

Financial Analyst for Popular Bank (40+ hours/week)

Comptroller Division, Banco Popular de Puerto Rico
  • Responsible for monthly pre-closing presentation to senior management and ensuring all corresponding journal entries have been recorded.
  • Provide financial documentation to internal and external auditors throughout the year. Internal audit includes examination of SAP transactions and accounting systems.
  • Provide financial advice to business unit and, when necessary, consult other accounting units regarding extraordinary transactions to ensure conformance with US GAAP. 
  • Lead monthly pre-closing meeting and present variance explanations to senior management.
  • Prepare and consolidate financial information to be included in the financial statements and the accompanying notes for the quarterly and annual reports.
  • Examine and analyze financial information on a monthly basis to complete incentive compensation analysis and variance explanations,  among other reports.
  • Collaborate and provide technical information for the implementation of SAP 4 HANA. 
  • Key Achievements: Recognized by Comptroller Division for making improvements that minimized preparation time for the following reports: Incentive Compensation Analysis, FASB 91 Report, Pre-Closing Meeting Presentation spreadsheet and quarterly Cash Flow Statement template. 
Nov 2017Aug 2021

Financial Analyst for Popular Risk Services, LLC (40+ hours/week)

Comptroller Division, Banco Popular de Puerto Rico
  • Consolidated and analyzed financial data for budget and forecast. 
  • Prepared monthly, quarterly and annual variance analysis reports for corporate comptroller division.
  • Analyzed and summarized information in order to provide recommendations regarding financial plans, acquisition activity and operating performance.
  • Collaborated and provided information to external auditors in the preparation of annual audited financial statements.
  • Served as liaison between the business and tax department to complete timely tax payments, filing of reports and respond to tax inquiries.  
  • Collaborated with corporate reporting unit to draft financial statement notes and incorporate the required information after issuance of Accounting Standards Updates. 
  • Monitored an identified discrepancies in the accounting system interface by running a SAP transaction and notifying the technology team. Responsible for following up on the technology team to ensure timely payments are not affected.
  • Key Achievements:  Recognized by Comptroller Division for identifying and correcting deficiencies in monthly cash transfers analysis, ensuring compliance with new tax law, assisting business with tax inquiries and making improvements to audited financial statement templates.  
Mar 2016Nov 2017

Staff Auditor (50+ hours/week)

UHY Del Valle & Nieves, PSC
  • Performed financial statement audit and review engagements of profit and non-profit clients from planning to drafting of financial statements with sales ranging from $3 million to $87 million.
  • Audited companies and the following industries: Employee Benefit Plans, Medical Services, Pharmaceutical, Payment Processing, Petroleum & Manufacturing.
  • Conducted supplementary work related to Act #163,  compilation for a non-profit entity, personal financial statements & periodic inventory audits.
Jan 2016Mar 2016

Volunteer (10 hours/ week)

Asesores Financieros Comunitarios
  • Assisted in the audit of a Non-Profit Organization's use of donated funds and prepared report for donor foundation.
  • Organized 1 year of customer information in order to update the customer database on Sodalis and created a procedures manual for updating customer information. 
  • Assisted the administrative team to create an award nomination profile, requiring review of strategic plan and identification of economic performance indicators.
May 2011Jul 2011

Auditor I (40 hours/week)

José M. Berrocal Institute for Economics and Finance Internship Program - Department of Treasury
  • Evaluated, answered and submitted recommendations related to the tax code to taxpayers, government agencies and other entities.
  • Audited participations, terminations and amendments to pension plans.
  • Assisted in auditing tax forms for donations and inherited possessions. 

Education

2017

CPA License

2013

B.A - Business Administration - Major in Accounting

University of Puerto Rico- Río Piedras Campus