Bio
Experience
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United States
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Human Resources Services
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1 - 100 Employee
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Chief Operating Officer and Principal Partner
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Mar 2019 - Present
I am responsible for leading Accounting, Marketing, and Operations for inclineHR, ensuring a world class customer experience for each of our clients.
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Co-Founder and CFO
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2016 - Present
Built a consulting company from the ground up, setting the stage for immediate profitability and 1200% growth by the second anniversary of the business. Responsible for all financial aspects of the company including: accounts receivable, accounts payable, cash flow analytics, invoicing, and forecasting. Prepare and file annual federal and state income tax returns.
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Pilot Flying J
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Knoxville, TN
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Excise Tax Accountant
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Oct 2017 - Mar 2019
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Knoxville, TN
Oversee monthly, quarterly, and annual tax returns for 11 US states and 2 Canadian provinces with yearly excise tax liabilities in excess of $156MM. Reconcile tax expense accounts and liabilities to the general ledger. Post journal entries for check requests, EFTs, refunds, and notices. Researc...
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Dermody, Burke & Brown, CPAs, LLC
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Syracuse, NY
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Senior Auditor
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2008 - 2009
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Syracuse, NY
Performed reviews and compilations of benefit plans, small corporations, and 4 banks in CNY. Assisted in the audits of 8 schools and private colleges throughout NY State; completed test work and prepared work papers for assets and liabilities. Acted as a subject matter expert on various complex...
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Senior Auditor
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2005 - 2006
Assisted with audits of 4 large corporations including Citibank, Sprint, Hallmark, and Frontier Communications. Assisted with Tioga County (NY) and Brown University audits. Completed test work and work papers for audit areas including revenue and risk management. Supervised junior associates and reviewed corresponding work papers. Performed thorough reviews of client prepared financial statements.
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Auditor
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2004 - 2005
Managed 3 large audits including Madison County (NY), Monroe County (NY), and Jackson County (MO) and 3 mid-sized corporate audits, including Tnemec Co., Orscheln Products, and National Crop Insurance. Built key client relationships and helped offer additional audit services and expertise. Managed a 70-80% travel schedule while working 70+ hours per week.
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BerganKDV
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Minneapolis, MN
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Governmental Staff Auditor
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2002 - 2004
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Minneapolis, MN
Assisted partners and senior staff in the planning and execution of governmental audits. Audited 25 cities, 20 school districts, 8 fire departments, 2 corporations, 3 colleges, and 1 town. Completed test work and work papers for all audit areas including: cash and investments, accounts receivab...
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Education
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1998 - 2002Le Moyne College
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Industry Focus. “Accounting and Auditing”
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