Experience

Fine Point Consulting, LLC

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Sep 2023 - Present



Crow Holdings

• United States
• Real Estate
• 100 - 200 Employee

• Tax Manager

  • Dec 2019 - Aug 2023



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Senior Tax Associate - Business Tax Services

  • Aug 2018 - Dec 2019



Crowe

• United States
• Accounting
• 700 & Above Employee

• Senior Staff - Forensic Services

  • Aug 2017 - May 2018

  Fraud investigation; litigation and alternative dispute resolution services; background and asset searches; reconstruction of financial records; analyzing electronic evidence

• Staff - Forensic Services

  • Dec 2014 - Aug 2017

  Fraud investigation; litigation and alternative dispute resolution services; background and asset searches; reconstruction of financial records; analyzing electronic evidence

• Staff Associate- Federal Tax Group

  • Oct 2013 - Dec 2014

  Certified Public Accountant for the State of Illinois; Experienced associate in the Federal Tax group; tax compliance in multiple industries, including manufacturing & distribution, retail, and financial institutions



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Lead Tax Associate, Financial Services Group

  • Jan 2012 - Aug 2013

  As a lead tax associate in the Financial Services Group, I prepare & file complex returns for hedge fund & alternative investment companies, private equity firms, broker-dealers and futures merchants, and high net-worth individuals. Our group works alongside our federal, international, and state and local tax professionals to assist our clients with their tax compliance issues. As a lead tax associate in the Financial Services Group, I prepare & file complex returns for hedge fund & alternative investment companies, private equity firms, broker-dealers and futures merchants, and high net-worth individuals. Our group works alongside our federal, international, and state and local tax professionals to assist our clients with their tax compliance issues.



H&R Block

• Seasonal Tax Associate

  • Dec 2010 - Apr 2011

  Tax return preparation, including Schedule C and Schedule A filings, tax advice and planning Tax return preparation, including Schedule C and Schedule A filings, tax advice and planning



Horizon Bank

• United States
• Banking
• 400 - 500 Employee

• Customer Service Representative

  • Mar 2009 - Aug 2010

  • Open new customer checking and savings accounts, take loan applications, develop client relationships • Perform account and customer maintenance as necessary on database • Perform vault cash and branch balancing and reconciliation • Open new customer checking and savings accounts, take loan applications, develop client relationships • Perform account and customer maintenance as necessary on database • Perform vault cash and branch balancing and reconciliation



Peoples Bank

• Management Trainee

  • Jun 2004 - Sep 2008

  • Began as a teller before being promoted to the Management Development Program in 2005 • Employee of the Year in 2005 due to excellence in customer service and strong work ethic • Cross-sold additional account products to existing customers; initiated and closed new customer referrals to help banking center achieve deposit account goals Completed rotations within numerous departments of the bank: Accounting/Operations, Credit Analysis, Auditing, and Branch Banking • Began as a teller before being promoted to the Management Development Program in 2005 • Employee of the Year in 2005 due to excellence in customer service and strong work ethic • Cross-sold additional account products to existing customers; initiated and closed new customer referrals to help banking center achieve deposit account goals Completed rotations within numerous departments of the bank: Accounting/Operations, Credit Analysis, Auditing, and Branch Banking