Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Senior Vice President, Controller

  • Apr 2021 - Present



Covance

• United States
• Research Services
• 700 & Above Employee

• Associate Director/Assistant Controller

  • Mar 2019 - Mar 2021

  • Lead the General Ledger, Accounts Receivable/Collections, Revenue, and Billing teams through direct reporting Sr. Managers/Managers. • Ensure financial controls are being adhered to and functioning properly through inquiry and testing to ensure that financial assets are safeguarded • Guide team in presenting and reporting out monthly/quarterly metrics and reporting packages to Executive Management including the monthly close • Lead order to cash and report to record integrations of… Show more • Lead the General Ledger, Accounts Receivable/Collections, Revenue, and Billing teams through direct reporting Sr. Managers/Managers. • Ensure financial controls are being adhered to and functioning properly through inquiry and testing to ensure that financial assets are safeguarded • Guide team in presenting and reporting out monthly/quarterly metrics and reporting packages to Executive Management including the monthly close • Lead order to cash and report to record integrations of mergers/acquisitions onto platforms/systems of parent company • Partner with internal/external stakeholders to meet the needs of their area to ensure accurate on-time deliverables and to find ways to deliver solutions to their problems/requests

• Financial Projects and Analysis Manager

  • Aug 2017 - Feb 2019

  • Identify and improve financial related processes working with stakeholders • Lead the implementation to ASC606 for the business unit; coordinating and discussing with stakeholders and external auditors to adhere to the standards while maintaining current efficiencies • Led divestitures and carved out financial statements for mergers and acquisitions • Identify, assess, and mitigate financial risks for the business unit through reports, inquiry, meetings, and analysis working with… Show more • Identify and improve financial related processes working with stakeholders • Lead the implementation to ASC606 for the business unit; coordinating and discussing with stakeholders and external auditors to adhere to the standards while maintaining current efficiencies • Led divestitures and carved out financial statements for mergers and acquisitions • Identify, assess, and mitigate financial risks for the business unit through reports, inquiry, meetings, and analysis working with department heads • Partner with department heads to develop financial metrics to measure progress, assess gaps, and show areas of needed improvement

• ECD Pricing Manager and Analytics

  • Oct 2015 - Jul 2017

  • Manage, mentor, onboard and support the Madison, WI Pricing and Data analyst team • Participate in financial review meetings reviewing budget vs actual spend to assess write off or fixed price gains • Develop pricing for strategic and emerging client relationships, focusing on project profitability, risk assessment and strategic decision making • Partner with Business Development Directors (BDD’s), Contract Management, Client Services, Operations and Finance on the overall pricing… Show more • Manage, mentor, onboard and support the Madison, WI Pricing and Data analyst team • Participate in financial review meetings reviewing budget vs actual spend to assess write off or fixed price gains • Develop pricing for strategic and emerging client relationships, focusing on project profitability, risk assessment and strategic decision making • Partner with Business Development Directors (BDD’s), Contract Management, Client Services, Operations and Finance on the overall pricing process. • Drive improvement initiatives to ensure more efficient processes and tools are utilized, empowering teams to produce increased growth within the organization. • Lead collaborative meetings, with key stakeholders, reviewing individual/program budgets to ensure accurate, consistent, and quality products are delivered to our clients, which directly correlates to Covance’s bottom line.

• Accounting Manager of Global Revenue - Early Development

  • May 2014 - Oct 2015

  • Oversee, mentor, and direct staff in Madison, WI. • Responsible for accurate and timely reporting of consolidated revenue results for Early Development business unit located in 5 countries. • Review and implement new revenue recognition model for largest service line (Safety Assessment/Metabolism) • Co-led Covance back office integration with Tandem Labs

• Accounting Supervisor

  • Jun 2013 - Apr 2014

  • Oversee and direct staff in Madison, WI and in Europe. • Direct and lead external audits at the European sites. • Review and direct staff on Sarbanes Oxley quarterly testing and procedures. • Develop and implemented standard costing for inventory to easier facilitate the processing and accurate recording of inventory. • Support financial reporting for the largest business unit at site.

• Senior Financial Accountant

  • Apr 2011 - May 2013

  • Oversee general ledger detail and monthly financial reporting as lead accountant for Global Safety Assessment and Covance Research Products (CRP). • Lead accountant for transitioning accounting functions from Europe to Madison. • Animal inventory lead for European sites (approx $35M), includes processing and accounting for both within and outside inventory module. • Reworked and implemented new rebate/discount tracking program for North America resulting for on-time and accurate… Show more • Oversee general ledger detail and monthly financial reporting as lead accountant for Global Safety Assessment and Covance Research Products (CRP). • Lead accountant for transitioning accounting functions from Europe to Madison. • Animal inventory lead for European sites (approx $35M), includes processing and accounting for both within and outside inventory module. • Reworked and implemented new rebate/discount tracking program for North America resulting for on-time and accurate payments.



Baker Tilly US

• United States
• Accounting
• 700 & Above Employee

• Senior Accountant - Internal Finance

  • Jul 2008 - Mar 2011

  • Oversee the general ledger detail and financial reporting firm wide. • Perform monthly review of the financial statements and preparation for parent company and our four affiliate companies. • Co-lead the firm-wide fiscal budget process and led budget trainings sessions for team leaders to help with the budget process. • Provide financial analysis and decision support to the CFO, COO and Partners of the firm. • Led the team in the development of automating monthly reports… Show more • Oversee the general ledger detail and financial reporting firm wide. • Perform monthly review of the financial statements and preparation for parent company and our four affiliate companies. • Co-lead the firm-wide fiscal budget process and led budget trainings sessions for team leaders to help with the budget process. • Provide financial analysis and decision support to the CFO, COO and Partners of the firm. • Led the team in the development of automating monthly reports which resulted in more efficiency and control of distribution lists.

• Senior Accountant - State & Local Government

  • Oct 2003 - Jun 2008

  • Lead approximately thirty municipal audits, including Rock County, WI, Lake County, IL, and City of Appleton, WI. • Aided in development of current financial statement reporting system (CaseWare) for firm state and local government team. • Created and presented training on single audits in accordance with Office & Management Budget (OMB) Circular A-133 and CaseWare.