Chief Financial Officer

• Jul 2020 - Present

Controller

• Jun 2014 - Jun 2020

Auditor

• Sep 2010 - Jun 2014

 Serve as audit engagement coordinator and primary client contact in execution of all phases of the audit: planning, fieldwork, and reporting.  Prepare engagement budgets, and monitor time incurred to ensure engagement remains on track to meet targets.  Assist executives in preparing engagement fee presentations.  Direct and supervise staff associates on assigned engagements and review their work in order to verify it meets high quality standards.  Investigate and document… Show more  Serve as audit engagement coordinator and primary client contact in execution of all phases of the audit: planning, fieldwork, and reporting.  Prepare engagement budgets, and monitor time incurred to ensure engagement remains on track to meet targets.  Assist executives in preparing engagement fee presentations.  Direct and supervise staff associates on assigned engagements and review their work in order to verify it meets high quality standards.  Investigate and document high risk audit areas to determine client has appropriately applied Generally Accepted Accounting Principles.  Perform process walkthroughs of all significant classes of transactions and execute tests of associated key controls in accordance with Section 404 of the Sarbanes-Oxley Act of 2002.  Remain current on Generally Accepted Accounting Principles and help clients understand the implications to their financial statements.  Review client-prepared financial statements to ensure all necessary disclosures are appropriately included for filing with the Securities and Exchange Commission.  Communicate and present audit results to the engagement executives and primary client contacts.  Gain experience with unique accounting transactions including debt extinguishments, interest rate swap designation, system conversions, and discontinued operations treatment.  Develop assurance staff and interns by communicating expectations, providing verbal and written feedback through the performance review process, and leading by example.  Maintain top honors during annual review process and receive numerous special recognition awards. Show less  Serve as audit engagement coordinator and primary client contact in execution of all phases of the audit: planning, fieldwork, and reporting.  Prepare engagement budgets, and monitor time incurred to ensure engagement remains on track to meet targets.  Assist executives in preparing engagement fee presentations.  Direct and supervise staff associates on assigned engagements and review their work in order to verify it meets high quality standards.  Investigate and document… Show more  Serve as audit engagement coordinator and primary client contact in execution of all phases of the audit: planning, fieldwork, and reporting.  Prepare engagement budgets, and monitor time incurred to ensure engagement remains on track to meet targets.  Assist executives in preparing engagement fee presentations.  Direct and supervise staff associates on assigned engagements and review their work in order to verify it meets high quality standards.  Investigate and document high risk audit areas to determine client has appropriately applied Generally Accepted Accounting Principles.  Perform process walkthroughs of all significant classes of transactions and execute tests of associated key controls in accordance with Section 404 of the Sarbanes-Oxley Act of 2002.  Remain current on Generally Accepted Accounting Principles and help clients understand the implications to their financial statements.  Review client-prepared financial statements to ensure all necessary disclosures are appropriately included for filing with the Securities and Exchange Commission.  Communicate and present audit results to the engagement executives and primary client contacts.  Gain experience with unique accounting transactions including debt extinguishments, interest rate swap designation, system conversions, and discontinued operations treatment.  Develop assurance staff and interns by communicating expectations, providing verbal and written feedback through the performance review process, and leading by example.  Maintain top honors during annual review process and receive numerous special recognition awards. Show less