Experience

AARC-360

• United States
• Accounting
• 1 - 100 Employee

• Senior Audit Consultant

  • Jan 2020 - Present

  My experience in the below is primarily around SOC 1, SOC 2, HIPAA and HITRUST audits. In addition I have experience in the IT audit aspect of financial statement audits. AARC-360 is a nationwide compliance and security assessment solutions firm with experience in providing: • SOC 1: SSAE 18 Examinations • SOC 2: AT 101 Services • PCI DSS Assessment Services • FISMA Security Assessments • ISO 27001 Certifications • HIPAA and HITECH Services • Penetration Testing and Vulnerability Assessments AARC-360 is a licensed CPA firm, QSAC and HITRUST Assessor. Please visit www.AARC-360.com to learn more about our service offerings and engagement benefits.



Physeo

• E-Learning Providers
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2016 - Jan 2020

  Physeo is an online test prep company focused on helping medical students receive their best scores for the USMLE Step 1 medical exam. We have an exceptional offering and have experienced massive growth in 4 years since conception. Students love us on Readit.com, and we continue to see steady, exponential growth. Responsible for the following: • Providing leadership, direction and management of the finance and accounting team • Providing strategic recommendations to the CEO/president and members of the executive management team • Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting • Advising on long-term business and financial planning • Establishing and developing relations with senior management and external partners and stakeholders • Reviewing all formal finance, HR and IT related procedures



GreenSlate

• United States
• Entertainment Providers
• 100 - 200 Employee

• Payroll Accountant - Film Project "Press Play"

  • Sep 2019 - Dec 2019

  • Processed weekly film crew, SAG, and background payroll (200+ weekly checks processed) • Ensured high level of accuracy in calculating and grossing crew timecards with respect to labor rates and hours for various line items and positions in order to maintain compliance with each union contract (i.e. meal and lodging per diems, box rentals, forced call, meal penalties, meal allowances, mileage reimbursement, car allowances, completion of assignment, stipends, re-rates, etc.) • Ensured accurate coding within the accounting system in order to maintain timely and accurate cost reporting • Utilized payroll database system and applicable programs such as timecard creation, approval, and grossing; batch creation, submission and approval; and reporting functions such as payroll history and crew data • Met rigorous and strict deadlines for prompt payroll processing • Proficient knowledge of above-the-line and below-the-line union filmmakers contracts including SAG-AFTRA, DGA, IATSE, etc. • Maintained accurate and organized payroll files



Natural Power Concepts

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Accountant

  • Jun 2014 - Jun 2018

  • Accounting through QuickBooks • Billing and accounts receivable • Bank deposits • Monthly bank reconciliations • Monthly and quarterly tax filings • Bi-monthly payroll and accounts payable duties • Accounting through QuickBooks • Billing and accounts receivable • Bank deposits • Monthly bank reconciliations • Monthly and quarterly tax filings • Bi-monthly payroll and accounts payable duties



Relias Learning

• 1 - 100 Employee

• Financial Controller

  • Dec 2009 - Jun 2014

  • Met exit strategy in 4.5 years by selling SaaS company to private equity firm at a 17x multiple of EBITDA • Maintained accurate financial accounting through QuickBooks and oversaw and ensured accuracy in every accounting function (AP, AR, PR, cash flow, budging, tax reporting/filing, financial reporting, etc.) • Ensured timely and accurate bi-monthly payroll and end-of-the-year reporting • Oversaw accounts payable duties • Managed timely client billing and accounts receivables • Made and recorded bank deposits • Ensured accurate monthly bank and account reconciliations • Filed monthly and quarterly tax filings for federal and state



ABC Studio

• Malaysia
• Movies, Videos, and Sound
• 1 - 100 Employee

• Assistant Accountant - TV show "Lost" Seasons 5 & 6

  • Aug 2008 - Jul 2010

  • Processed high volume AP and PR while meeting strict deadlines • Accounts payable (cut 150+ checks per week) • Managed vendors and accounts • Conducted routine account reconciliations • Assisted payroll accountant (cut 400+ weekly payroll checks) • Processed high volume AP and PR while meeting strict deadlines • Accounts payable (cut 150+ checks per week) • Managed vendors and accounts • Conducted routine account reconciliations • Assisted payroll accountant (cut 400+ weekly payroll checks)



Brigham Young University–Hawaii

• United States
• Higher Education
• 700 & Above Employee

• Internal Audit Supervisor

  • Jun 2008 - Aug 2008

  • Performed internal control, operational, compliance, and financial audits within various departments throughout the university as well as the Polynesian Cultural Center • Evaluated procedural risk management protocols and established audit scope • Obtained and analyzed data for potential findings • Concluded on audit testing and drafted audit reports; writing clear and concise findings • Presented findings in the closing meeting with department heads and the university president and staff • Tracked implementation of recommended processes designed to strengthen internal controls and improve risk management



Novell

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

• Licensing Auditor

  • Apr 2005 - Jun 2008

  • Conducted annual remote audits on clients' networks to ensure compliance in software licensing agreements • Generated over $1.5 Million in revenue per quarter through audit findings • Developed and maintained client relationships • Managed multiple engagements simultaneously and monitored the progress of each to ensure key deadlines were met • Maintained meticulous notes on the progress of each engagement and provided updates to upper management • Reviewed data, work papers, drafts, and final reports with high attention to detail • Participated as a training committee member responsible for creating and evaluating department training programs



RC Willey

• United States
• Retail
• 700 & Above Employee

• Customer Service Manager

  • Aug 2001 - Apr 2005

  • Supervised six customer service team members through hiring and training, scheduling, determining workload and delegating assignments, monitoring and evaluating performance, and initiating corrective or disciplinary actions if needed. • Supervised all store operations and staff (30+ members) in the absence of other store management. • Collaborated with store management team to continually improve store operations. • Reviewed customer billings and verified accounts and account balances for accuracy; approved changes or refunds; reviewed and approved vendor billings; reviewed and approved payables. • Assisted customers with questions, problems, and concerns regarding purchases and provided solutions to resolve high stress situations. • Acted as liaison between sales/management to address consumer needs. • Managed inventory system to control and distribute appliance and furniture parts.