Shareholder

• Sep 2013 - Present

Focused on tax and accounting issues facing individuals and closely-held businesses. Focused on tax and accounting issues facing individuals and closely-held businesses.

Instructor

• Sep 2016 - Present

The University of Kentucky Income Tax Seminar Program is a highly successful 2-day outreach series that presents updates on both federal and state tax preparation for tax professionals, enrolled agents, certified public accountants, certified financial planners and attorneys. I cover topics including individual tax issues, the Affordable Care Act, domestic production activities deduction, new tax legislation, penalties and defenses, and ethics at 7 seminar locations throughout central and western Kentucky.

Controller

• Mar 2013 - Sep 2013

Manager - Regulatory Financial Reporting

• Aug 2012 - Mar 2013

Led team of three CPAs and one financial analyst in the preparation and review of ten quarterly and two monthly regulatory financial filings. Coordinated quarterly tax estimates and annual tax calculation for 42 entities. Managed Model Audit Rule process in conjunction with Internal Audit. Oversaw quarterly intercompany account reconciliation process. Coordinated preparation of annual Management Discussion and Analysis for 42 entities. Led team of three CPAs and one financial analyst in the preparation and review of ten quarterly and two monthly regulatory financial filings. Coordinated quarterly tax estimates and annual tax calculation for 42 entities. Managed Model Audit Rule process in conjunction with Internal Audit. Oversaw quarterly intercompany account reconciliation process. Coordinated preparation of annual Management Discussion and Analysis for 42 entities.

Director of Finance & Operations

• Oct 2006 - Mar 2012

Lead firm finance, accounting, compliance, and operations functions. Provide support and analysis for managing partner, executive committee, and senior consultants. Proactively maintain contact with clients to assist in the implementation of new accounts and assess ongoing needs. Lead firm finance, accounting, compliance, and operations functions. Provide support and analysis for managing partner, executive committee, and senior consultants. Proactively maintain contact with clients to assist in the implementation of new accounts and assess ongoing needs.

Manager - Fund Accounting & Administration

• May 2003 - Sep 2006

Managed daily hedge fund administration for funds totaling approximately $1 billion under management; Served as a liaison between trading activities and accounting functions; Internal project manager for development of hedge fund administration and accounting software through a joint venture with a software development firm; Managed cash utilization for multiple hedge fund entities; Central point of contact for daily client requests Managed daily hedge fund administration for funds totaling approximately $1 billion under management; Served as a liaison between trading activities and accounting functions; Internal project manager for development of hedge fund administration and accounting software through a joint venture with a software development firm; Managed cash utilization for multiple hedge fund entities; Central point of contact for daily client requests

Retirement Plan Consultant

• Jun 2001 - May 2003

Performed consulting, design, and administrative functions related to defined contribution plans; Served as a primary client contact and bill manager; Conducted investment research and monitoring for fully bundled 401(k) plans; Created and conducted retirement plan presentations and proposals Performed consulting, design, and administrative functions related to defined contribution plans; Served as a primary client contact and bill manager; Conducted investment research and monitoring for fully bundled 401(k) plans; Created and conducted retirement plan presentations and proposals