Experience

Bean

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder

  • Nov 2020 - 3 years 2 months

  United States Bean's a SaaS enabled market network and workflow management platform for accounting services. We partner with best in class companies, by giving them access to the highest quality Accounting Services with just a few clicks.



The Siegfried Group

• United States
• Accounting
• 700 & Above Employee

• Director

  • Jul 2018 - Jul 2020

  San Francisco Bay Area Serve the Northern California market through Business Development and Leadership Advisory activities. Create compelling relationships with and between leading executives. As a Leadership Advisor, help those executives become more successful individual leaders and leaders within their organizations. Assist in development and implementation of strategic plans to grow professional services business with Fortune 1000 and Emerging Growth Companies in the Bay Area, with a focus on… Show more Serve the Northern California market through Business Development and Leadership Advisory activities. Create compelling relationships with and between leading executives. As a Leadership Advisor, help those executives become more successful individual leaders and leaders within their organizations. Assist in development and implementation of strategic plans to grow professional services business with Fortune 1000 and Emerging Growth Companies in the Bay Area, with a focus on technology and transactions (IPO, Divestitures, M&A). Responsible for Business Development activities including, new client acquisition and exceptional client service.

• Associate Director

  • Jan 2017 - Jun 2018

  San Francisco Bay Area

• Market Associate

  • Sep 2016 - Dec 2016

  San Francisco Bay Area

• Accounting Manager

  • Feb 2016 - Aug 2016

  San Francisco Bay Area Employed as a professional resource assisting clients with their most important projects. Projects included: Responsible for building & maintaining relationships with a Top Bay Area Banking client. Facilitating and performing Internal Audit testing across a variety of internal processes.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit & Assurance Manager

  • Dec 2014 - Feb 2016

  Cleveland/Akron, Ohio Area Responsible for building & maintaining relationships with Fortune 1000 clients during assurance engagements. Proven track record of meeting internal & external operational deadlines. Manage & monitor engagement teams of 16+ employees. Direct employees across organizational divisions to facilitate profitable, high quality engagements. Demonstrate high levels of passion, dedication and enthusiasm to motivate team members through high-pressure engagements. Identify, analyze &… Show more Responsible for building & maintaining relationships with Fortune 1000 clients during assurance engagements. Proven track record of meeting internal & external operational deadlines. Manage & monitor engagement teams of 16+ employees. Direct employees across organizational divisions to facilitate profitable, high quality engagements. Demonstrate high levels of passion, dedication and enthusiasm to motivate team members through high-pressure engagements. Identify, analyze & interpret financial & non-financial data relevant to the operational objectives of engagements.

• Management Consultant

  • Nov 2013 - Dec 2014

  Cleveland/Akron, Ohio Area Through CrossCountry Consulting; Assisted in the implementation of a niche Big 4 Professional Services Firm project. Assigned as a Consultant to a Top Tier Professional services firm to assist in their assurance practice. Collaborated closely with Executive and Operations Teams to refine and implement improvement strategies within the abovementioned Big 4 program. Motivated engagement teams to maximize efficiency & effectiveness of assigned tasks. Recognized for meeting the… Show more Through CrossCountry Consulting; Assisted in the implementation of a niche Big 4 Professional Services Firm project. Assigned as a Consultant to a Top Tier Professional services firm to assist in their assurance practice. Collaborated closely with Executive and Operations Teams to refine and implement improvement strategies within the abovementioned Big 4 program. Motivated engagement teams to maximize efficiency & effectiveness of assigned tasks. Recognized for meeting the desired standard of excellence, given project performance. Engaged Fortune 1000 companies and facilitated efficient filings.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior

  • Jan 2013 - Apr 2013

  San Francisco Bay Area Strong analytical and critical skills displayed through assessing the reasonability and relevance of audit evidence provided by clients, in terms of PCAOB & AICPA standards. Tested design & implementation of both manual & automated controls & processes. Driven by finding more creative, yet simpler methods of performing seemingly difficult tasks. Streamlined client systems through identifying weaknesses & recommending improvements to internal controls. Worked effectively, both within… Show more Strong analytical and critical skills displayed through assessing the reasonability and relevance of audit evidence provided by clients, in terms of PCAOB & AICPA standards. Tested design & implementation of both manual & automated controls & processes. Driven by finding more creative, yet simpler methods of performing seemingly difficult tasks. Streamlined client systems through identifying weaknesses & recommending improvements to internal controls. Worked effectively, both within a team environment and independently.

• Auditor

  • Jan 2010 - Dec 2012

  Cape Town Area, South Africa Displayed effective leadership through the management of audit teams of 7+ staff members, including audit managers and partners. Built strong client relationships by establishing a professional rapport with all client staff. Prepared and presented results and analysis on engagements, to client and audit management. Displayed strong attention to detail through solving technical International Financial Reporting Standards (IFRS) problems across a variety of industries. Performed… Show more Displayed effective leadership through the management of audit teams of 7+ staff members, including audit managers and partners. Built strong client relationships by establishing a professional rapport with all client staff. Prepared and presented results and analysis on engagements, to client and audit management. Displayed strong attention to detail through solving technical International Financial Reporting Standards (IFRS) problems across a variety of industries. Performed client risk assessments through testing the design & implementation of both automated & manual controls & processes. Recognized as a Magnet for Talent for contribution made to University recruitment initiatives. Recognized as a top performer. Contributed to productive audit teams through displaying a charismatic leadership style. Qualified as a CA (SA) i.e. Chartered Accountant (South Africa)