Experience

• 

  DTS Software, LLC

  • Raleigh, North Carolina, United States

  • Chief Financial Officer

    • Apr 2022 - Present
    • Raleigh, North Carolina, United States

• 

  Cisco

  • Leader - Digital Transformation Office (Finance)

    • Nov 2020 - Apr 2022

  • Readiness Manager

    • Dec 2018 - Nov 2020

    Leads Readiness team in assessing the financial reporting risks for new technologies, processes, and accounting standards. Partners with program & project teams to provide clear guidance and minimize surprises. Supports business partners through the transition to ongoing Sox PMO activities.

  • Sox Testing Manager

    • Oct 2014 - Nov 2020

    Leads the team performing tests of operational effectiveness over internal controls. Responsible for testing programs, quality, and methodology. Develops team into well rounded finance professionals.

  • Process Lead

    • Oct 2012 - Oct 2014

• 

  Ernst & Young

  • Manager

    • Nov 2009 - Oct 2012

    Recent engagement experience• Consumer-Products – Led Program Management Office by developing and managing project plan covering 18,000 hours and 12 country teams. Responsible for maintaining quality standards for Sox, Internal Audit, & FCPA procedures including technology enablers such as SharePoint. Led a re-scoping effort that identified a 30% reduction in Sox efforts. Co-ordinated international teams by providing work plans, remote supervision, and quality reviews.• Insurance – Handset protection – Served as PMO & prime reviewer for a diverse team on a IA/Sox co-sourcing arrangement including client resources, domestic EY resources, and off-shored EY resources working remotely. Led cost of controls effort to better align client internal control effort with risk leading to an approximate 25% cut in internal controls efforts. Developed training programs and technology enablers to improve combined team capabilities. • Mining and Manufacturing – Led documentation and cost of controls efforts following an Oracle R12 implementation. Facilitated client discussion of diverging interpretations of process flows. Aligned testing effort with risk level to reduce efforts and initiate a peer testing program.• Biotechnology – Led field work on a SOX engagement for a recent IPO filer. Developed project plans & testing strategy. Supervised testing for US staff and foreign subsidiary.

• 

  Waste Industries

  • Internal Auditor

    • Nov 2008 - Oct 2009

    Waste Industries is a vertically integrated waste hauling company with operations in the South East area. Taken private in 2008, revenues in the 300M range. Conducted internal reviews for individual locations covering both financial & operational riskIdentified over $150k in cost saving opportunitiesDeveloped methods to more effectively integrate locations & information systemsResponsible for timely updates to standard procedures to maintain SOX framework

• 

  America's Group

  • Revenue Accountant

    • Jan 2007 - Apr 2008

    Lenovo is one of the industry leaders in the desktop and mobile computer field. The America's Group includes multiple countries & product lines generating one billion in revenue a quarter. Directly responsible for all revenue accruals, reversals & estimates for the largest market (US)Oversaw other countries revenue entries to identify trends and ensure compliance and consistencyAwarded departmental Employee of the Quarter for:Process improvements leading to significant time savings for multiple positionsProactive attitude towards investigating trends & outliers leading to fewer surprises related to provisions & accruals

• 

  Ernst & Young

  • Senior Accountant

    • Jan 2005 - Dec 2006

    one of a highly regarded group of CPA firms generally referred to as the "Big Four." The Business Risk Services line grew in response to companies needing to balance the compliance goals of Sox with operational goals. Field work in support of numerous clients which included: a Fortune 500 service company, public & privately held manufacturing companies, and pre & post IPO biotech firmsResponsibilities extended to planning and supervising staff of 3 business controls auditors as well as integrating IT auditorsTypical project work included:Performing risk assessmentsDocumenting processes and identified financial and operational controlsPresenting key controls to senior management along with recommendations for remediation/improvement of control structureDesigning and performing testing to evaluate controlsEvaluating the impact of deficiencies Presenting results of audit findings via presentation to senior managementOther Project work included:Fraud investigation in an SAP environmentAd hoc database creation to support billion dollar inventory migration

• 

  US Army

  • Infantryman

    • Aug 2000 - Nov 2003