Experience

AUSL (Academy for Urban School Leadership)

• United States
• Education Administration Programs
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2018 - Present

  Chicago, Illinois



ORBA

• United States
• Accounting
• 100 - 200 Employee

• Senior Auditor/Cloud Services Manager

  • Dec 2013 - Dec 2018

  Greater Chicago Area ORBA is a full-service public accounting firm that provides a variety of tax, consulting, accounting, and assurance services to privately-held companies and high-achieving individuals. I was a member of both ORBA's audit and cloud services department. As a senior auditor, I was involved in the complete audit life-cycle which entails taking a leadership role in strategic planning, team development, reporting, evaluations, risk mitigation, and business development. With each audit that I… Show more ORBA is a full-service public accounting firm that provides a variety of tax, consulting, accounting, and assurance services to privately-held companies and high-achieving individuals. I was a member of both ORBA's audit and cloud services department. As a senior auditor, I was involved in the complete audit life-cycle which entails taking a leadership role in strategic planning, team development, reporting, evaluations, risk mitigation, and business development. With each audit that I was tasked with, I acted as a core member of the team which involved constantly monitoring the resources, time, and budget of each particular engagement. In my role, I simultaneously managed multiple engagements and supervised lower level staff. I maintained a strong client focus by being responsive to client's requests and developing/maintaining productive working relationships with client personnel. Outside of audit engagements, I worked on other assurance services and review/preparation of tax/information returns. I was engaged with all types of business entities (including the not-for-profit sector) and industries. I was an active member of ORBA's manufacturing niche group with duties that included writing topical blogs and newsletters, discussing current client needs, and business development/networking. ORBA's cloud services department provides cloud-based, outsourced accounting services. As a manager for two separate client accounts, I oversaw all bookkeeping functions, prepared month-end reconciliations and financial statements, updated and maintained complex financial models used for budgeting, forecasting, and inventory management, updated and coordinated processes and procedures for the entire accounting function, provided meaningful analytics and reports for management to analyze operations and trends, managed all year-end tasks and completed year-end close, and coordinated with outside tax preparers and other related third parties. Show less



John R. Waters & Company

• United States
• Accounting
• 1 - 100 Employee

• Senior Staff Accountant

  • Jan 2008 - Dec 2013

  Chicago, IL John R. Waters & Company provides tax and assurance services for individuals, small to mid-sized private equity corporations and partnerships, trusts, estates, and not-for-profit entities in the greater Chicagoland area. Some of my duties included: execution and supervision of audit and assurance engagements (audits, reviews, and compilations), financial statement preparation, tax return preparation (sales, income, and payroll), tax liability projection, tax compliance, forecasting and… Show more John R. Waters & Company provides tax and assurance services for individuals, small to mid-sized private equity corporations and partnerships, trusts, estates, and not-for-profit entities in the greater Chicagoland area. Some of my duties included: execution and supervision of audit and assurance engagements (audits, reviews, and compilations), financial statement preparation, tax return preparation (sales, income, and payroll), tax liability projection, tax compliance, forecasting and budgeting, accounting function supervision, and financial reporting consultation. In addition, I was a resource for my clients on a variety of topics; they would reach out to me with all types of questions related to tax compliance, financial reporting, human resource issues, asset purchases and sales, segregation of duties, transfers of ownership, estate planning, and acquisition/dissolution of business entities. Sometimes these questions could be answered using my past experience but some required significant research. I enjoyed being treated as a partner in my clients' business and I took pride in being able to provide them with the best information available. Show less



Bob Rohrman Auto Group

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Assistant Office Manager

  • Aug 2002 - Aug 2007

  Lafayette, Indiana I started with the Auto Group as the accounts payable clerk. In this busy position, I was responsible for coding and posting all payable invoices and writing on demand checks for five service and parts departments and eight sales departments. On a monthly basis, I prepared a reconcilation of expenses to be split between four corporations including TV, radio, and newspaper advertising, health insurance, and worker's compensation insurance. I maintained several asset accounts that were used to… Show more I started with the Auto Group as the accounts payable clerk. In this busy position, I was responsible for coding and posting all payable invoices and writing on demand checks for five service and parts departments and eight sales departments. On a monthly basis, I prepared a reconcilation of expenses to be split between four corporations including TV, radio, and newspaper advertising, health insurance, and worker's compensation insurance. I maintained several asset accounts that were used to track prepaid expenses. I prepared a monthly use tax report for the office manager. I was responsible for obtaining W-9s from vendors and issuing 1099s to the necessary recipients. In January 2004, I was promoted to assistant office manager. In this role, I assisted the office manager with the preparation and remittance of monthly financial statements for ten car manufacturers. Twice a month, I was responsible for auditing various general ledger schedules such as new and used car inventory, receivable, payable, and floorplan schedules. I posted all car deals into the general ledger and tracked and receipted all wire payments from various finance companies. I remitted daily floor plan payments and was responsbile for the corporations' compliance with the terms of their floor plan debt. I assisted seven clerical associates when needed and aided the office manager with interviewing, training, and evaluating all clerical staff. I managed the receivables and payables for shared expenses between all twenty seven Bob Rohrman dealerships through out Indiana and Illinois. I also prepared a weekly vital sign report for upper management. Show less