Director

• Feb 2022 - Present

Senior Manager

• Jan 2020 - Feb 2022

Manager

• Apr 2017 - Jan 2020

Senior Associate

• Apr 2016 - Apr 2017

Associate

• Nov 2014 - Apr 2016

Senior Assurance Associate

• Sep 2011 - Nov 2014

- Managing a 3-year financial statement restatement for a multi-million dollar SEC Company. - Redesigned the engagement audit plan for the restatement procedure to comply with revised firm methodology and new guidance from the PCAOB. - Reviewing Management’s revenue accounting position papers to determine appropriateness of the conclusions in accordance with the revenue guidance set forth by the ASC. - Developing and tracking the engagement status for the various work streams in the restatement audit and reported status to the engagement executives - Planned scheduling and resource needs based on anticipated workflow and determined which work streams to allocate resources based on the agreed-upon deadlines - Performing SOX 404 compliance on public companies and private entities and substantive testing over various client accounts to provide assurance on their Financial Statements - Identified as the point of contact of the engagement team to initiate and lead meetings with the client and manage the client relationships - Managing and delegating work to team members from interns through manager levels and detail reviewing work performed by interns, staff, and other peers. - Serving as a champion for the Firm’s initiative in implementing new audit tools to enhance the efficiency of audits Show less

Packaging and Operations Manager

• Feb 2005 - Sep 2011

- Conducting physical inventory counts of any incoming shipments - Auditing finished goods for quality control - Managing anywhere from 1-20 employees on order packing lines - Currently in charge of fulfilling large account orders for J. America and John Deere Tractor Supply Co. - Conducting physical inventory counts of any incoming shipments - Auditing finished goods for quality control - Managing anywhere from 1-20 employees on order packing lines - Currently in charge of fulfilling large account orders for J. America and John Deere Tractor Supply Co.

ACC 331 Graduate Assistant

• Aug 2009 - May 2011

- Grading homework assignments, examinations, tax returns, and tax research projects. - Conducting tutor sessions and help rooms to assist students seeking extra help. - Maintaining a record of student grades and address any discrepancies. - Grading homework assignments, examinations, tax returns, and tax research projects. - Conducting tutor sessions and help rooms to assist students seeking extra help. - Maintaining a record of student grades and address any discrepancies.