Partner and Director of Assurance Services

• Jul 2022 - Present

Cassady Schiller CPAs and Advisors provides a suite of business advisory, accounting, assurance and tax services to businesses and their owners.Learn more about our services at: www.cassadyschiller.com

Partner - Assurance

• Jan 2020 - Jun 2022

Senior Manager - Assurance

• Feb 2017 - Dec 2019

Audit Senior Manager

• Aug 2012 - Feb 2017

 Lead manager and support manager for financial statement and ICFR audits of public companies. Experience includes IPO, private placement bond offering, significant acquisitions in the U.S. and various foreign locations, debt modifications, restructuring activities, and goodwill impairments. Role includes management of up to 25-person audit team, in-depth review of Form 10-K and 10-Q filings, evaluation of design and operation of internal controls, presentation of audit results to audit committee, and consultations with clients on technical SEC and accounting issues.  Manager for financial statement audits and reviews of private equity-owned companies, family-owned companies and not-for-profit organizations. Experience includes preparation of financial statements and tax provisions, extensive research of technical issues, consulting with clients on accounting for various transactions. Employee benefit plan leader in Cincinnati office. Manager and quality control reviewer for audits of defined contribution and defined benefit plans. Coach and mentor for senior associates, associates and interns. Role includes writing regular performance evaluations and providing feedback and career advice.  Women at GT champion in Cincinnati office. Head of committee charged with planning regular internal and external events for local women’s group.

Audit Manager

• Aug 2008 - Jul 2012

Audit Senior Associate

• Oct 2005 - Jul 2008

Audit Associate

• Oct 2003 - Oct 2005

 Active team member on audits of not-for-profit organizations, low-income real estate partnerships, and closely-held commercial companies Tax return preparation for not-for-profit organizations, partnerships, and individuals Hired after employment as a full-time intern during winter 2002  Active team member on audits of not-for-profit organizations, low-income real estate partnerships, and closely-held commercial companies Tax return preparation for not-for-profit organizations, partnerships, and individuals Hired after employment as a full-time intern during winter 2002