Treasurer/ CFO

• Jun 2017 - Present

Chief Audit Executive

• Oct 2015 - May 2017

School Treasurer Intern

• Oct 2014 - Oct 2015

Projects Included: - Reviewed five year forecast assumptions including state foundation aid and property valuation analysis. - Reviewed cash balance policies and investment practices. - Reviewed payroll processes and document retention policies. - Assisted with preparation of appropriations as well as the requisition and purchase order process. - Assisted with the month end close procedures. - Attended operational strategy meetings for benefits design, technology enhancement procurement, levy strategy, debt refinancing and capital improvements initiatives. Show less

Internal Audit Director- Investment Audit

• Jun 2008 - Oct 2015

Now the largest state-fund insurance system in the nation, BWC serves more than 250,000 Ohio employers and manages approximately 1.2 million open claims, funded by assets totaling approximately $23 billion. Beyond the numbers, we at BWC recognize the awesome opportunity we have to help both businesses and injured workers. In my role at BWC, I have had to opportunity to: Develop and operate a continuous auditing function over critical 3rd party investment managers, 3rd party investment services vendors (i.e. investment custodian, investment accountant, etc.), and internal investment activities. Create and maintain a comprehensive bottom up risk and controls inventory to facilitate management's conscious management and mitigation of investment risks. This is the organizations' foundational document to begin an active risk management function. Manage project teams conducting consulting and audit engagements assessing compliance with policies, process controls, and operational efficiencies of various insurance functions. Show less

Senior Accountant

• Nov 2006 - Jun 2008

Gained broad exposure to financial accounting and income tax reporting practices by performing financial audits, compiling financial statements, and preparing federal and state tax returns for small to medium size privately held partnerships, C-corporations, S-corporations, and tax exempt organizations. Gained broad exposure to financial accounting and income tax reporting practices by performing financial audits, compiling financial statements, and preparing federal and state tax returns for small to medium size privately held partnerships, C-corporations, S-corporations, and tax exempt organizations.

Senior Audit Manager

• 2001 - 2006

The Ohio Auditor of State’s office is a nationally recognized leader in the government accounting and auditing field, earning prestigious national honors from the Government Finance Officers Association. The performance audit section within AOS has a mission that extends beyond traditional financial statement attestation and seeks to provide state and local government entities with independent assessments of operational effectiveness and efficiency. While at AOS, I conducted and managed numerous operational assessments of state and local governmental entities to identify potential cost savings, revenue enhancements, and methods to improve operational effectiveness.These engagements included assessing fiscal operations of school districts and other local governmental entities including financial forecasting, budgeting, and accounting processes. Show less

Investment Analyst Associate

• Feb 2001 - Dec 2001

Assisted in the evaluation of high yield fixed income investment opportunities through fundamental analysis of corporate financial statements to assess solvency, liquidity, and default risk. Assisted in the evaluation of high yield fixed income investment opportunities through fundamental analysis of corporate financial statements to assess solvency, liquidity, and default risk.