Experience

AIRO (The AIRO Group)
• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee
• VP, Corporate Controller

  • Feb 2023 - Present


Lordstown Motors Corporation

• Director of SEC Reporting

  • Mar 2021 - Feb 2023

  • Oversee the external financial reporting process of Form 10-K/A, 10-Q, 8-K, S-1, annual proxy, etc. • Review financial statements, with emphasis on statement of cash flows, to ensure presentation is in accordance with US Generally Accepted Accounting Principles (US GAAP) • Review press releases & investor presentations • Implement process improvements to better leverage financial information for both SEC filings and investor relation communications • Articulate quarterly updates with the audit and compensation committees • Advise management of proper accounting for complex transactions • Implement new processes across general accounting, payroll, tax, legal, information technology, and human resources in order to remediate material weaknesses regarding risk assessment and monitoring of internal controls over financial reporting • Document and communicate company finance policies • Manage company's equity compensation plan and reporting • Review tax provision • Coordinate review for sales and value added tax recoveries • Ensure compliance with employee benefit plan and health and welfare plan guidelines Show less



Wright Medical

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Sr Manager, SEC Reporting

  • Sep 2015 - Mar 2021

  • Analyze global financial results versus prior year for MD&A disclosure • Oversee quarterly forecasting and three year strategic plan for discontinued operations budget • Establish standardized monitoring and reporting of new product liability matters versus estimates • Review financial statements, with emphasis on statement of cash flows, to ensure presentation is in accordance with US Generally Accepted Accounting Principles (US GAAP) and International Financial Reporting Standards (IFRS) • Research competitor’s positions and disclosure on non-GAAP measures and other metrics • Review press releases, investor presentations, Q&As • Implement process improvements to better leverage financial information for both SEC filings and investor relation communications • Review complex models in conjunction with acquisitions and annual goodwill impairment analysis and effectively document assumptions and conclusions such as cannibalization rates, growth rates, etc. for external auditors • Articulate quarterly updates with the audit committee • Coordinate the accumulation of global leasing information required for new accounting pronouncements but also leveraged this information in order to add benefits to our budgeting and decision-making process for leasing activities • Advise management of proper accounting related to Blueprint technology (software as a service) • Implement new process improvements and alignment with Treasury function for asset based loan and convertible debt monitoring • Document and communicate company finance policies Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Manager, Audit Senior, Audit Staff

  • Jan 2006 - Sep 2015

  • Perform integrated and non-integrated audits of public, private equity, private and non-profit entities • Oversee budget preparation • Determine profitability of engagements by performing budget to actual analysis • Conduct testing in order to ensure financial reporting is consistent with US GAAP or IFRS • Perform analytical review and in-depth research in order to set expectations of future trends • Conduct interviews with management and other client staff to identify risks and controls associated with the Sarbanes-Oxley Act • Provide timely communication to audit team and client management regarding fieldwork status and resolution of issues • Make recommendations for hiring, promotions, and year end evaluation ratings • Mentor and coach multiple staff auditors • Represent Deloitte at various recruiting and professional functions Show less