Assistant Professor

• Jan 2021 - Present

Product Manager and Instructor

• 2007 - Jan 2021

Since 2007, I have either taught or assisted with every section of the Becker CPA Exam Review. I have also taught final review workshops on various campuses and been a teaching assistant and back up instructor for the LiveOnline review format, mock exam workshops and marketing workshops. I am the national instructor for the 3rd Guided Simulated Exam Review for the Audit section of the CPA Review course. July 2017, I began working as an Academic Support Manager, charged with the timely answering of student questions and working with the curriculum team to ensure precision with Becker teaching materials. In February 2018, I moved to the Product Management team, where I completed Certified Scrum Product Owner training and began working on new product development and product enhancement. I have completed innovative custom content products for clients, including developing animation content for accounting. My current project will help even more professional accountants on their path to achieving certification. Show less

Assistant Professor

• Aug 2016 - Aug 2019

Introductory financial and managerial accounting, auditing, and cost accounting. Member of the IRB and curriculum committees. Developed online courses for MBA Managerial Accounting, financial and managerial accounting, accounting for managers, and personal finance. Introductory financial and managerial accounting, auditing, and cost accounting. Member of the IRB and curriculum committees. Developed online courses for MBA Managerial Accounting, financial and managerial accounting, accounting for managers, and personal finance.

Continuous Term Lecturer of Accounting

• Jun 2015 - Aug 2016

I taught Financial Accounting to two mega sections and Income Taxation (combined individual & entity course). I was also involved with the Purdue NeXT (Accounting for Business - EdX project) and the Graduate Tax Practicum at Purdue in conjuction with the Volunteer Income Tax Assistance run through the Greater Lafayette United Way. I taught Financial Accounting to two mega sections and Income Taxation (combined individual & entity course). I was also involved with the Purdue NeXT (Accounting for Business - EdX project) and the Graduate Tax Practicum at Purdue in conjuction with the Volunteer Income Tax Assistance run through the Greater Lafayette United Way.

Assistant Professor

• Jul 2013 - Aug 2015

At EIU, I primarily taught Managerial Accounting and Federal Income Tax I (Individual Tax) for Eastern Illinois University students. I served as an ambassador from the Department of Accounting to prospective students during recruiting events and campus visits. I was one of the faculty sponsors for EIU's chapter of the Accounting Honorary, Beta Alpha Psi. I also served as the Honors Coordinator for the Business discipline. At EIU, I primarily taught Managerial Accounting and Federal Income Tax I (Individual Tax) for Eastern Illinois University students. I served as an ambassador from the Department of Accounting to prospective students during recruiting events and campus visits. I was one of the faculty sponsors for EIU's chapter of the Accounting Honorary, Beta Alpha Psi. I also served as the Honors Coordinator for the Business discipline.

Faculty-In-Residence and Program Coordinator

• Jul 2010 - May 2013

•Developed and taught Intermediate Accounting, Cost Accounting, Forensic Accounting, and Senior Internship courses for VCU accounting students on the NCI campus. •Program Coordinator for NCI accounting program; recruited, advised and retained students for the new (August 2010) Bachelor of Science in accounting program at the NCI campus in Martinsville, VA. Guided prospective students through community college curriculum to ensure compliance with transfer program to VCU •Successfully expanded the Martinsville programs to include the VCU Certificate in Accounting and Non-Degree Seeking Student programs to Martinsville to fill needs in the community •Guided student transitions from community college to the Bachelor of Science program for the final 2.5 years of their degree program •Coordinated the smooth delivery of multimedia broadcast of VCU Richmond, VA classes to the Martinsville students at NCI. Assisted Richmond instructors with exam facilitation and other details to make the classes flow seamlessly from the remote location •Recruited high-quality, student-centered adjunct faculty for on-site instruction of Business Communications and Business Law courses •Completed administrative and advising duties; attend faculty/administrative meetings at NCI and VCU •Created and participated in NCI community programs to promote the accounting program. Developed financial literacy programs based on the teaching experience below for a variety of age groups and audiences Show less

Director of Budgetary Administration

• Oct 2008 - Jul 2010

•Responsible for the planning and execution of a $70 million budget in OEM departments : Admissions, Registrar, Student Financial Aid, Orientation, Scholarships, Systems Design and Research , Enrollment Research and Planning and Administration •Collaborated with four fiscal officers and two fiscal delegates to ensure proper implementation of university financial policy, accurate transaction reporting, and reconciliation of over 50 university accounts; conduct monthly meetings with fiscal and human resources personnel on university changes, issues, and updates • Established team to determine campus scholarship budget needs, led team to refine the scholarship budget and financial process over a two year period •Reviewed and reconciled monthly operating statements, biweekly and monthly payroll, travel processing and purchasing card accounts for the responsibility center •Led the responsibility center's budget process and smoothly integrated into the campus budget process •Reviewed and improved financial processes, consulted with individual departments regarding internal audit finding process and responses •Consulted with and educated senior management on budgetary issues and strategic budgeting •Participated in several Kuali (new shared financial system) user testing and feedback groups Show less

Finance Manager

• 2003 - 2007

•Completely new position for a research center going from grant funding to self-sustaining auxiliary unit with tremendous growth potential •Responsible for developing pricing strategies, economic models, new grant proposals, budgets and research opportunities and fluency in university financial, procurement and human resources systems •Responsible for knowledgeable application of Indiana University’s accounting, purchasing, travel, payroll and contracts & grant policies •Responsible for evaluating and managing Center information technology needs and upgrades •Responsible for developing internal controls, accrual accounting, and timely and accurate processing of university system documents •Responsible for report design, generation, analysis and review with each survey and grant director to aid in understanding survey budget, expenditures, grant requirements and revenues •Able to attract other IU professors to place their grants in the research center for administration due to reputation for efficient financial handling of grants, payroll and other human resource aspects •Asked to serve on Kuali Accounts Receivable review and testing committee Show less

Cost Accounting Assistant

• 2001 - 2002

Cost Accounting Assistant

• 2001 - 2002

Manager of Finance, Planning & Admin InterContinental Division

• 1998 - 2001

•Created consistent budgeting, planning & management reporting packages for Emerging Markets Division (54 countries - $2 billion in sales) in a dynamic and technologically challenging environment •Assisted regional offices in developing budgets at the country and product level and managed the roll-up and review at the division and corporate level •Developed audit programs for financial control at the country and regional level •Implemented a common chart of accounts, accounting software packages and processes to shorten monthly closing from 15 to 5 days and improved quality of month-end close reports and budget Show less

Asst Director Mgt, Planning & Info

• 1991 - 1998

•Compiled, analyzed and presented financial and statistical data for regional executive staff •Prepared annual executive and departmental budgets; reviewed, researched and reported deviations •Assisted in writing the regional annual strategic plan •Completed numerous special projects for Executive Office and regional action committees •Awarded one of 80 Outstanding Customer Service Awards (in a company of 60,000) during the company’s 75th Anniversary Celebration •Compiled, analyzed and presented financial and statistical data for regional executive staff •Prepared annual executive and departmental budgets; reviewed, researched and reported deviations •Assisted in writing the regional annual strategic plan •Completed numerous special projects for Executive Office and regional action committees •Awarded one of 80 Outstanding Customer Service Awards (in a company of 60,000) during the company’s 75th Anniversary Celebration