Experience

Cardinal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2021 - Present

  Mentor, Ohio, United States

• General Accounting Officer (GAO)

  • Nov 2019 - Dec 2021

  Cleveland/Akron, Ohio Area

• Controller

  • Jul 2018 - Nov 2019

  Cleveland/Akron, Ohio Area



Crowe

• United States
• Construction
• 1 - 100 Employee

• Audit Manager

  • Aug 2015 - Jul 2018

  Cleveland, Ohio -Audit of Private, FDICIA, SEC-404 Financial Institutions from total asset sizes of $100M to $10B -Manager on SEC SOx-404, FDICIA compliant and other non-public Financial Insitutions -Facilitate clients through various acquisitions - both Acquiror and Acquiree side -Audit of Investment Trust Companies and Funds that they manage, including testing & issuance of SOC-1 Report(s) -Analyze Financial Statements for all clients throughout year, such as Annual Report, 10K and 10Q procedures… Show more -Audit of Private, FDICIA, SEC-404 Financial Institutions from total asset sizes of $100M to $10B -Manager on SEC SOx-404, FDICIA compliant and other non-public Financial Insitutions -Facilitate clients through various acquisitions - both Acquiror and Acquiree side -Audit of Investment Trust Companies and Funds that they manage, including testing & issuance of SOC-1 Report(s) -Analyze Financial Statements for all clients throughout year, such as Annual Report, 10K and 10Q procedures in order to assess the risk, increase efficiency and adequately plan the audit -Audit Manager on other SEC Filings outside of 10Ks and 10Qs, such as, but not limited to: S-1, S-3, S-4, 10QT

• Senior Staff Auditor

  • Aug 2013 - Jul 2015

  Cleveland/Akron, Ohio Area

• Audit Staff

  • Sep 2011 - Jul 2013

  Cleveland/Akron, Ohio Area



Segmint

• United States
• Financial Services
• 1 - 100 Employee

• Finance/Accounting Intern

  • Jan 2011 - Aug 2011

  -Closed out Year 2010 Financials -Assisted in Financial Forecasts and Budgeting for Board meetings and Investment meetings ...-Awarded $250,000 of funding from JumpStart Ohio ...-Awarded $1.5M loan from Third Frontier Program through Ohio Department of Development -Researched and helped support capitalization of software development costs to increase value -Created Due Diligence Site(s) -Implemented Time Tracking system for Audit purposes



Holy Family church

• Religious Institutions
• 100 - 200 Employee

• Office staff

  • Mar 2002 - Jun 2011

  -Schedule and Ensure all members attend meetings -Distribute certificates from local vendors -Conduct background checks for employees and volunteers



Visitation of Mary

• United States
• Musicians

• Office Manager

  • Apr 2010 - Jan 2011

  -Handle Payroll, Accounts Payable, Accounts Receivable; QuickBooks -Post contributions to PDS -Reconcile weekly collections -Assist in Fundraising Activities



Crowe Horwath LLP

• United States
• Accounting
• 1 - 100 Employee

• FI Audit Intern

  • Jun 2009 - Aug 2009

  -External Auditor for various Financial Institutions.