Internal Audit Manager (CIA, CFE, CICA)
I build practical audit tools and analytics that reduce manual testing, standardize documentation, and surface risk faster.
Excel Audit Tools
Tickmark Excel Add-In
Problem
Inconsistent audit notation and time spent inserting tickmarks/legends across workpapers.
Approach
Custom add-in with one-click tickmarks, legends, and reference templates for standardized documentation.
Audit value
Faster workpaper prep, improved consistency, and smoother review.
Ribbon-based tickmarks and audit documentation helpers.
Risk Assessment Matrix (Excel Template)
Problem
Risk scoring is often inconsistent across audits and hard to communicate succinctly.
Approach
Configurable risk factors and scoring with an at-a-glance heatmap to highlight high-risk areas.
Audit value
More consistent prioritization and clearer risk communication.
Configurable factors with a heatmap summary.
AI-Enabled Audit Documentation
I designed a governed AI assistant to support internal auditors with audit documentation while enforcing methodology, sampling rules, and documentation discipline.
Unlike generic AI tools, this assistant operates within strict guardrails: it requires explicit activity selection (Narrative, Walkthrough, Test Plan, Testing Results, or Issue), prevents fabrication, and embeds approved sampling guidance directly into its behavior.
Audit Analytics
Dashboards, monitoring, and testing apps
- Vendor payments monitoring (duplicate/split payments, unusual vendors)
- Issue tracking dashboards for audit follow-up
- Sampling and Benford’s Law analysis apps
- Fair lending pricing/underwriting simulator
SQL & Data Projects
SQL + BI case studies
- Data job market skills and pay
- Sales performance and profitability