Partner

• Aug 2020 - Present

Manager

• May 2019 - Aug 2020

I take a hands on approach to working with my clients. My goal is to help identify and implement ways to help them run and grow their business as efficiently and effectively as possible. I assist with monthly bookkeeping, financial statement preparation and review, implementation of internal control processes and best practices, and tax planning at the business and individual level.

Supervisor

• Jul 2017 - Apr 2019

Conducted audits, reviews, and compilations for clients in various industries. Supervised staff accountants administratively and as lead accountant on audit and attest engagements. Developed training and onboarding procedures for new staff.

Senior Accountant

• Jan 2015 - Jun 2017

Performed audit, review, and compilation engagements. Worked closely with clients to develop and implement more efficient accounting policies and procedures.

Senior Internal Auditor

• Jan 2012 - Jan 2015

Plan and execute risk-based audit plans for the audits in the following areas: financial processes, company operations, contract compliance and strategic activities. Develop new audit programs when necessary.Identify and document control exceptions and opportunities for process improvement. Develop written recommendations to address control exceptions and communicate these recommendations to process owners. Follow-up with process owners to track the status of remediation efforts and assist in process improvement efforts.Provide assistance to external auditors as requested and act as a liaison between external auditors and process owners.Execute walkthrough, internal control operating effectiveness testing, and substantive procedures to test the Company's compliance with Sarbanes-Oxley Section 404: document work performed, communicate exceptions/deficiencies, and follow-up with process/control owners on deficiencies.Work with Audit Manager to develop a risk based audit program designed to identify high risk and under performing locations. Provide assistance with the Company's Enterprise Risk Management process including the annual risk assessment process.Execute tasks/testing in investigations on an as-needs basis.Develop data analysis tools to identify audit risks as well as aid Executive Management in identifying trends and patterns of financial data. Provide other ad-hoc analysis and reports as requested by Executive Management.

Staff Auditor

• Aug 2008 - Dec 2011

Assisted in preparing individual, corporate, partnership, and non-profit income tax returns.Conducted financial and compliance audits for governments, municipalities, and small businesses.Assisted clients in reviewing audit policies and procedure manuals resulting in improved internal controls and operating efficiency.Communicate fraud risks, significant deficiencies and material weaknesses in internal control to management personnel.Develop audit plans and programs to assist with the preparation of audit workpapers.Assisted governmental clients in implementing new GASB Statement No. 54 Fund Balance Reporting and Governmental Fund Type Definitions effective for all fiscal years ending June 30, 2011.Assisted in preparation of governmental client’s Comprehensive Annual Financial Report.