VP of Finance

• Feb 2018 - Present

Controller

• Aug 2016 - Feb 2018

Responsible for oversight of the day-to-day functions of the accounting department - review and approval of daily journal entries, accounts receivable, accounts payable, etc. Preparation of monthly financial statements and variance analysis to be presented to the board of directors. Assistance with preparation of the annual budget. Responsible for quarterly regulatory filing with the NCUA, as well as other various regulatory reports and tax filings. Responsible for oversight of the day-to-day functions of the accounting department - review and approval of daily journal entries, accounts receivable, accounts payable, etc. Preparation of monthly financial statements and variance analysis to be presented to the board of directors. Assistance with preparation of the annual budget. Responsible for quarterly regulatory filing with the NCUA, as well as other various regulatory reports and tax filings.

Manager

• Oct 2014 - Aug 2016

As Manager, responsible for all phases of audit and attest engagements - planning, fieldwork completion, report preparation, and review of staff working papers. Serve as primary client contact on most engagements, and am often responsible for fielding client questions and finding solutions to problems. Responsibilities extend to include gathering of required information to complete tax returns, and then for preparation, review and timely completion and filing of required returns. As Manager, responsible for all phases of audit and attest engagements - planning, fieldwork completion, report preparation, and review of staff working papers. Serve as primary client contact on most engagements, and am often responsible for fielding client questions and finding solutions to problems. Responsibilities extend to include gathering of required information to complete tax returns, and then for preparation, review and timely completion and filing of required returns.

Senior Accountant

• Oct 2012 - Sep 2014

As s Senior Accountant, responsible for all phases of attest engagements. On smaller engagements, responsibilities include planning, execution of audit/review procedures, preparation of financial statements and tax returns, and all wrap-up and completion procedures. On larger engagements, responsibilities expand to include delegation of assignments to staff members, and reviewing the work of staff members. My areas of focus include non-profit organizations, financial institutions/credit unions, manufacturing, and auto dealerships. Additional experience includes preparation and review of corporate and individual tax returns. Show less

Audit Supervisor

• Jul 2011 - Oct 2012

As Audit Supervisor, responsible for planning, internal control review and assessment, developing test scripts and conducting testing, reviewing work papers of staff members, reporting and communicating results to management.

Accounting Supervisor III

• Dec 2010 - Jul 2011

The primary responsibility of this role was maintaining and updating SOX documentation for the Bank. Responsibilities included coordinating the quarterly SOX controls certification process in accordance with Section 302 of Sarbanes-Oxley, updating controls documentation as necessary, and documenting new SOX processes as necessary.

Audit Supervisor

• Jan 2005 - Dec 2010

As a Supervisor responsibilities included but were not limited to planning audits, developing budgets and assigning staff, performing risk assessments and internal control review, performing more complicated testing procedures, reviewing work of staff members, preparation of financial reports and tax returns, and communicating results to management. Primary areas of focus were: -Not for profit organizations -Financial Institutions -Employee Benefit Plan audits -Manufacturing/lumber/wood products Show less

Analyst

• May 2000 - May 2003

Environmental Analyst Environmental Analyst