Charlton Cj Jackson
Accountant | Community Advocate
- Role
- Fso Wealth Asset Management Audit Staff 2 at EY
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Charlton Cj Jackson
As an Auditor in EY\'s Financial Service Organization (FSO) Wealth & Asset Management (WAM) practice, I perform end-to-end audit procedures for a diverse portfolio of over 150 investment funds annually, including RICs, BDCs, hedge funds, private equity funds, funds of funds (FOFs), CLOs, Credit funds, and other alternative & traditional investment vehicles. My experience spans both public and private clients, with a focus on delivering high-quality, risk-focused audit services.Through my Finance, Accounting, & Economics studies at Claremont McKenna & working experience at EY, I have developed a strong foundation in; financial analysis, risk assessment, investment strategy, econometrics, and more.Growing up in LA has deeply influenced my perspective on community service. I am committed to leveraging my skills and knowledge to give back and create educational and job opportunities for underprivileged and marginalized children and individuals in these areas.Let\'s connect to explore collaboration opportunities and discuss how we can make a positive impact together!
Experience
Fso Wealth Asset Management Audit Staff 2
Aug 2025 — Present · Los Angeles, CA, US
Design and execution of control testing, including, SOC 1, and SOX 404 & Non-404 controlsLed weekly team meetings to coordinate audit planning, delegate testing responsibilities, and ensure alignment on timelines and key deliverables across multiple investment vehiclesFacilitated client walkthrough meetings to gain a deeper understanding of internal controls and business processes, enhancing the effectiveness and accuracy of audit procedures
Education
Claremont McKenna College
Bachelor of Arts - BA, Accounting and Finance
2020 — 2024
Chadwick School
Diploma of Education
Skills
- Project Management
- Customer Service
- Change Agility
- Management
- Newsletters
- Organizational & Writing Skills
- Organizational Leadership
- Higher Education
- Training
- Microsoft Office
- Coaching
- Performance Coaching Certification
- Event Planning
- Team Motivation
- Change Management
- Public Speaking
- Microsoft Powerpoint
- Microsoft Word
- Excellent Communication Skills
- Leadership
- Strategic Leadership Certificate
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