Consultant

• Sep 2023 - Present

Business Consulting Manager

• May 2014 - Sep 2023

Areas of focus on commercial clients include: - Leading clients’ enterprise risk management process (risk assessment, prioritization, mitigation & KRI monitoring - Developing/refining clients’ project intake process, to embed internal controls considerations - Developing internal controls playbooks for newly acquired entities and new systems/ applications - Assessment and benchmarking of Internal Audit function - Financial process documentation - Internal control… Show more Areas of focus on commercial clients include: - Leading clients’ enterprise risk management process (risk assessment, prioritization, mitigation & KRI monitoring - Developing/refining clients’ project intake process, to embed internal controls considerations - Developing internal controls playbooks for newly acquired entities and new systems/ applications - Assessment and benchmarking of Internal Audit function - Financial process documentation - Internal control identification, documentation, remediation & design - Internal controls environment assessment (for public companies with existing control frameworks and for IPO-readiness projects for private companies) - 2013 COSO framework compliance assessment - SOX testing of internal controls over financial reporting - SOX control optimization (automation, continuous monitoring, efficient use of system functionality/ application controls) - SOC-1 internal control design and operating effectiveness testing (including oversight of IT control testing) - Financial, compliance and operational internal audits - Assessment of client system development life cycle testing Areas of focus on government/DOD clients include: - Audit management and support - Validation testing of completed corrective action plans that addressed auditor findings - Facilitating annual risk assessment efforts - A-123 internal controls testing, review, planning, and reporting - Drafting the organization's annual Statement of Assurance - Developing process narratives and risk and control matrices covering major financial processes Experience with internal audit outsourcing, co-sourcing and loaned staff engagements Facilitated training events internally and for clients Show less Areas of focus on commercial clients include: - Leading clients’ enterprise risk management process (risk assessment, prioritization, mitigation & KRI monitoring - Developing/refining clients’ project intake process, to embed internal controls considerations - Developing internal controls playbooks for newly acquired entities and new systems/ applications - Assessment and benchmarking of Internal Audit function - Financial process documentation - Internal control… Show more Areas of focus on commercial clients include: - Leading clients’ enterprise risk management process (risk assessment, prioritization, mitigation & KRI monitoring - Developing/refining clients’ project intake process, to embed internal controls considerations - Developing internal controls playbooks for newly acquired entities and new systems/ applications - Assessment and benchmarking of Internal Audit function - Financial process documentation - Internal control identification, documentation, remediation & design - Internal controls environment assessment (for public companies with existing control frameworks and for IPO-readiness projects for private companies) - 2013 COSO framework compliance assessment - SOX testing of internal controls over financial reporting - SOX control optimization (automation, continuous monitoring, efficient use of system functionality/ application controls) - SOC-1 internal control design and operating effectiveness testing (including oversight of IT control testing) - Financial, compliance and operational internal audits - Assessment of client system development life cycle testing Areas of focus on government/DOD clients include: - Audit management and support - Validation testing of completed corrective action plans that addressed auditor findings - Facilitating annual risk assessment efforts - A-123 internal controls testing, review, planning, and reporting - Drafting the organization's annual Statement of Assurance - Developing process narratives and risk and control matrices covering major financial processes Experience with internal audit outsourcing, co-sourcing and loaned staff engagements Facilitated training events internally and for clients Show less

Senior Auditor

• May 2013 - May 2014

Contracts and Grants, Litigation Support Contracts and Grants, Litigation Support

Auditor for Naval Audit Service

• Oct 2009 - May 2013

Internal Controls, Contracts & Investigative Support Internal Controls, Contracts & Investigative Support

Graduate Assistant to the University President

• Aug 2007 - Apr 2008

Resident Assistant

• Aug 2005 - Apr 2008

Intern

• May 2007 - Aug 2007

Performed SWOT analysis, designed marketing plan, and offered organizational consulting for the company Performed SWOT analysis, designed marketing plan, and offered organizational consulting for the company

Intern

• Sep 2006 - May 2007

Marketing research, marketing consulting, business plan consulting Marketing research, marketing consulting, business plan consulting

Intern

• Dec 2005 - Aug 2006

Marketing research Marketing research

Intern

• Jul 2005 - Aug 2005

Updated computer databases, cataloged inventory, performed office tasks, repaired equipment used in trucks Updated computer databases, cataloged inventory, performed office tasks, repaired equipment used in trucks

Sales Associate

• Jul 2003 - Jul 2005