Experience

Dwell Communities

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2023 - Present

  Atlanta, Georgia, United States



Solcara Consulting Group LLC

• Founder & Accounting Consultant

  • Jan 2018 - Present

  Help establish accounting infrastructures and sustainable accounting processes, for small-to-medium size business, for non-profit and for-profit organizations. Our ongoing services include: Bookkeeping Accounting Accounts Payable Budget Creation Financial Forecasting Risk Assessment Development of Internal Controls Development of Key Performance Indicators (KPI) Dashboards Automated processes & AI implementation Data Analytics Tax Donation Receipt… Show more Help establish accounting infrastructures and sustainable accounting processes, for small-to-medium size business, for non-profit and for-profit organizations. Our ongoing services include: Bookkeeping Accounting Accounts Payable Budget Creation Financial Forecasting Risk Assessment Development of Internal Controls Development of Key Performance Indicators (KPI) Dashboards Automated processes & AI implementation Data Analytics Tax Donation Receipt Letters 1099 & W2 Issuance Show less



BECU

• United States
• Banking
• 700 & Above Employee

• Senior Operational Auditor

  • Jul 2018 - May 2019

  • Plan, performed, and supervised 5 personnel through risk based assurance (audit) to include accounting operations, contact center, portfolio management, deposits payment and processing, logical access, continuous monitoring, and wire transfers in order to achieve BECU’s strategic objectives and goals • Reviewed Statement on Standards for Attestation Engagements No. 16 (SSAE 16) to ensure third party contractors had appropriately designed and implemented internal controls mitigating risk… Show more • Plan, performed, and supervised 5 personnel through risk based assurance (audit) to include accounting operations, contact center, portfolio management, deposits payment and processing, logical access, continuous monitoring, and wire transfers in order to achieve BECU’s strategic objectives and goals • Reviewed Statement on Standards for Attestation Engagements No. 16 (SSAE 16) to ensure third party contractors had appropriately designed and implemented internal controls mitigating risk posed to corporate organization • During annual accounting operations audit, identified high risk findings related to design of journal entry control and control effectiveness of the accounts reconciliation process; leading to a board of directors disclosure and a recommendation for Management to improve current technology software • Initiated and implemented Data Analytics Program; developed two continuous monitoring queries (account closures due to fraudulent activity & fraudulent account wires) and their related Tableau Dashboard in order to assist in both audit monitoring and management oversight—resulting in identification of fraudulent activities Show less



The Seattle School of Theology & Psychology

• United States
• Higher Education
• 1 - 100 Employee

• Graduate Student

  • Sep 2017 - May 2018

  Greater Seattle Area



MAS Certified Public Accountants

• United States
• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Jan 2018 - Apr 2018

  Greater Seattle Area • Prepared tax returns for sole proprietors, limited liability companies, S-corporations and individuals



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Manager / AMP

  • Dec 2015 - Jun 2017

  Greater Atlanta Area AMP is an intensive rotational leadership development program where teams work on consulting- based projects across Supply Chain, Merchandising, Operations, and IT functional areas. Project Manager for multiple high-risk or Senior Vice President directed projects, working with cross-functional teams across the business Managed and coached 6-10 Senior Analyst each quarter, including performance reviews Managed multiple projects each quarter: defined scope, performed risk… Show more AMP is an intensive rotational leadership development program where teams work on consulting- based projects across Supply Chain, Merchandising, Operations, and IT functional areas. Project Manager for multiple high-risk or Senior Vice President directed projects, working with cross-functional teams across the business Managed and coached 6-10 Senior Analyst each quarter, including performance reviews Managed multiple projects each quarter: defined scope, performed risk mapping, identified testing procedures, executed testing, validated results and determined process improvement recommendations, created presentations and communicated results through organizations leadership through CFO Create and review PowerPoint presentations visualizing and summarizing project findings and recommendations and present out to all levels of managmenet, including CFO Identified critical data synchronization issues ensuring on-time and financial reconciliation for $30M / yr. in customer deliveries Uncovered process risk leading to a $25M annual impact to revenue for delivery fees being inappropriately waived by store associate Discovered $12M in inventory inaccuracies in stores and Distribution Centers through big data analysis and transaction testing Reviewed fixed asset, 401K and proxy statement for 2015 and 2016 on behalf of KPMG Performed detail review of 70 internal audit SOX control test for fiscal years 2015 and 2016

• Senior analyst / AMP

  • Mar 2014 - Dec 2015

  Completed multiple process improvement projects each quarter across the business as part of a team Create PowerPoint presentation for all-levels of management to present out project finding and recommendations and present out findings through Senior Vice President Identified $1.3M of cost-out related to vendor underpayment through performance of a Rebate & Co- op Vendor Recalculation audit Developed SQL query for business partners to identify cost-out opportunities… Show more Completed multiple process improvement projects each quarter across the business as part of a team Create PowerPoint presentation for all-levels of management to present out project finding and recommendations and present out findings through Senior Vice President Identified $1.3M of cost-out related to vendor underpayment through performance of a Rebate & Co- op Vendor Recalculation audit Developed SQL query for business partners to identify cost-out opportunities through the recalculation of rebate purchase bases Discovered $7.2M in DotCom inventory swell through identification of defects during roll-out of new store process Developed “ Perfect Order ” scorecard which features critical reporting metrics for online / interconnected, exposing multiple opportunities for improved customer experience through big data Discovered $139K of cost-out through review of six months of 2014 Company-wide payroll activity Completed an audit of four high-risk business processes (Cash/Sales, Inventory, Merchandise Procure to Pay and Financial Statement Close Process) to ensure appropriate segregation of duties for 27 high-risk conflicts



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Senior

  • Sep 2011 - Mar 2014

  greater atlanta area Conducted financial, IT, operational, compliance and strategic audits, including planning, scheduling, execution and oversight of testing, summarization of results, report preparation, presentation of results to management Reviewed and participated in issuance of quarterly and annual Financial Statements for a $1.5B technology company under US GAAP and SEC regulations, including Form 10-K and 10-Q Participate in the execution of risk assessments and development of the internal… Show more Conducted financial, IT, operational, compliance and strategic audits, including planning, scheduling, execution and oversight of testing, summarization of results, report preparation, presentation of results to management Reviewed and participated in issuance of quarterly and annual Financial Statements for a $1.5B technology company under US GAAP and SEC regulations, including Form 10-K and 10-Q Participate in the execution of risk assessments and development of the internal audit plan Scheduled and executed work plans for multiple engagements of 6,000 to 12,000 billable hours Analyze data to understand trends and risk patterns and recommend adjustments to the audit/SOX processes based on results of analytics Developed staff and interns through monitoring and reviewing audit work and providing regular and ongoing guidance and direction Managed schedule, training and reviewed audit work of international audit team in India; including coordinating, planning and conducint on-site training in the United States for full-time team members Reported directly to client’s CFO on outstanding requests, engagement status, and audit findings Show less



Southwire Company

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Corporate Accoutant

  • Nov 2010 - Jun 2011