Experience

FS Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2022 - Present



KeyBank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President

  • Feb 2022 - Apr 2022

• Vice President, Portfolio Manager

  • Aug 2014 - Feb 2022

  Commercial banking group managing a nationwide portfolio of middle market and larger relationships



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit In Charge

  • Sep 2011 - Jul 2014

   Utilized and gained proficiency using US GAAP.  Conducted audits using US GASS for clients primarily in the tribal and public gaming, health care, utilities and energy, manufacturing, and IT software industry.  Gained proficiency preparing financial statement footnote disclosures in the review and preparation of client’s annual report.  Provided supervision and leadership expertise for international resources in India, while also guiding US staff members during multiple financial statement audits.  Conducted analytical and detail testing procedures in order to assess clients’ overall operational and financial performance.  Utilized strong interpersonal skills through discussion with client personnel pertaining to their internal control procedures and treatment of major account balances.  Utilized the AICPA Gaming Audit and Accounting Guide while performing gaming audits for both tribally and publically owned clients. Show less



Michigan State University

• United States
• Higher Education
• 700 & Above Employee

• Multicultural Business Programs - Graduate Assistant

  • Jan 2009 - Aug 2011

  Advise Native American & Hispanic Business Student organization of MSU * Assist NAHBS E-Board in their social and professional development * Design and implemented strategies to improve performance of NAHBS E-Board Advise Native American & Hispanic Business Student organization of MSU * Assist NAHBS E-Board in their social and professional development * Design and implemented strategies to improve performance of NAHBS E-Board



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Intern

  • Jun 2010 - Aug 2010

  •Assisted appropriate audit personnel in completing various quarterly and annual reporting requirements •Review and assist the preparation of the short term & long term debt footnote disclosures in the client’s second quarter 10Q SEC filing •Experience assisting in the review of the clients representation letter and second quarter 10Q SEC filing communicating any errors to management •Update various analytical review stand alone work papers for the second quarter audit, performing data inputs and updates by pulling financial data from clients Hyperion consolidation software system •Prepared clients second quarter revenue data for all product lines for substantive analytical procedures audit testing utilizing Deloitte’s statistical techniques for analytical review Show less



Armond Dalton Publishers, Inc

• Consultant

  • May 2009 - May 2010

  Review QuickBooksPro 2009 Computerized Accounting 1st Edition book authored by Accounting authors and accredited retired professors Alvin Arens and Dewey Ward * Edit the Purchases and Cash Disbursements, Sales and Cash Receipts, and Payroll Cycle chapters for grammatical correctness and factual accuracy * Edit and test the books problem set, sample questions, and scenario solutions for each chapter for grammatical correctness and factual accuracy and completeness of numbers and output * Produce screen captures of the QuickBooksPro 2009 software graphic interface to assist users on the step by step instructions and solutions of the book * Test and walk through the Computerized Accounting Using Peachtree by Sage Accounting book and Peachtree software to familiarize with the future output of the QuickBooksPro 2009 Computerized Accounting book Show less



Taycom Business Solutions, Inc

• Staff Accountant/Sr. Analyst

  • Dec 2006 - Dec 2008

  Managed Taycom's day to day Accounts Payable process and procedures * Developed various accounting process manuals for Taycom's Netsuite ERP system * Managed Taycom's Vendor billing issues, providing management weekly analysis of aging accounts and discrepancies * Coordinated w/Taycom consultants obtaining complete and client approved time entries for customer invoicing Business Development Research and Recruiting * Created mapping setup process for Netsuite CRM application utilized by consultants on project implementations * Researched portal application developers: selected a qualified vendor based upon product and service analysis of application capability and future use on potential client projects * Managed and coordinated the needs requirements and definition gathering process for the Microsoft SharePoint portal project implementation * Analyzed small business market to assess feasibility of expanding consulting/mentoring practice * Recruited and hired consultants for Taycom's staffing augmentation practice Show less



Michigan State University

• United States
• Higher Education
• 700 & Above Employee

• Multicultural Business Programs - Consultant

  • Jan 2007 - Apr 2008

  Founded and Coordinated site visits to for 30 college students for cultural and business educational exchange with community members and students at the following tribal communities: Bay Mills Indian Community, Brimley, MI – 2007 Host Sault Ste. Marie Tribe of Chippewa Indians, Sault Ste. Marie, MI – 2007 & 2008 Host Pokagon Band of Potawatomi Indians – 2009 Host • Secured program sponsorship of $4,000 and $7,000 dollars to cover program costs for speakers, hotel, and facilities needed to fulfill program objectives • Coordinated meetings for open dialogue discussions between the Multicultural Business Programs and Tribal Nations to advance the educational needs of the community Show less



Clark Hill Law

• United States
• Law Practice
• 700 & Above Employee

• Billing Specialist/Client Conflicts & Record Management

  • Jan 2006 - Oct 2006

  * Reconciled and issued monthly client billing * Managed billing disputes between clients and attorneys * Assisted with opening of a new branch office * Managed secure transference of client paper and electronic files from acquired Law firm to Clark Hill PLC * Verified new client accounts and performed conflict checks to ensure proper client records management * Reconciled and issued monthly client billing * Managed billing disputes between clients and attorneys * Assisted with opening of a new branch office * Managed secure transference of client paper and electronic files from acquired Law firm to Clark Hill PLC * Verified new client accounts and performed conflict checks to ensure proper client records management



Eaton

• Ireland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Accounting Intern

  • May 2004 - Jul 2004

  * Performed full research and audit of monthly communications and utility accounts * Created soft savings correcting inaccurate accounts along with increasing efficiency * Completed and utilized computer operating review software training to create automated updates on financial reports * Located and corrected errors in general ledger accounts * Performed full research and audit of monthly communications and utility accounts * Created soft savings correcting inaccurate accounts along with increasing efficiency * Completed and utilized computer operating review software training to create automated updates on financial reports * Located and corrected errors in general ledger accounts



Eaton

• Ireland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Accounting Intern

  • May 2003 - Aug 2003

  * Completed a fixed assets inventory for the Marshall location * Assisted in two product line Interim Physical Inventory process counts * Performed purchasing card month end reconciliation * Completed purchasing card reclassification * Completed a fixed assets inventory for the Marshall location * Assisted in two product line Interim Physical Inventory process counts * Performed purchasing card month end reconciliation * Completed purchasing card reclassification