Experience

Rodgers Builders, Inc.

• United States
• Construction
• 200 - 300 Employee

• Financial Controller

  • Oct 2022 - Present

  Charlotte, North Carolina, United States



Biotage

• Sweden
• Biotechnology Research
• 300 - 400 Employee

• Assistant Controller

  • Sep 2021 - Sep 2022

  Charlotte, North Carolina, United States · Lead, document and maintain financial processes and accounting policies to strengthen internal controls and improve efficiencies. · Manage the cost accounting system. Update standard costs across multiple sites. Analyze material, labor, and overhead variances. · Interact with cross-functional teams (i.e. operations, purchasing, customer service, marketing/sales) to appropriately account for inventory and related expense accounts. · Create inventory reserve analysis based on… Show more · Lead, document and maintain financial processes and accounting policies to strengthen internal controls and improve efficiencies. · Manage the cost accounting system. Update standard costs across multiple sites. Analyze material, labor, and overhead variances. · Interact with cross-functional teams (i.e. operations, purchasing, customer service, marketing/sales) to appropriately account for inventory and related expense accounts. · Create inventory reserve analysis based on excess/obsolescence stock and inventory usage. · Plan cycle and year-end physical inventory counts. Assist external auditors with count procedures. · Prepare/review balance sheet reconciliations monthly. Create and maintain asset rollforwards pertaining to patents and tangible assets. · Present periodic and ad-hoc financial reports for the international leadership team. Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Senior Audit Associate

  • Oct 2019 - Sep 2021

  Charlotte, North Carolina Area · Function as the lead senior for multiple private company audits that filed successfully. Effectively manage and oversee the work of staff and international employees. · Prepare the audit file for upcoming engagements including: scoping, risk-assessing, and risk response areas. o Set materiality levels based on financial metrics such as revenue or net assets. o Lead walk-throughs of financial cycles and controls with clients. o Facilitate internal discussions… Show more · Function as the lead senior for multiple private company audits that filed successfully. Effectively manage and oversee the work of staff and international employees. · Prepare the audit file for upcoming engagements including: scoping, risk-assessing, and risk response areas. o Set materiality levels based on financial metrics such as revenue or net assets. o Lead walk-throughs of financial cycles and controls with clients. o Facilitate internal discussions amongst the engagement team and other members assisting with the audit (i.e. tax, business valuation). · Function as the lead senior for an Employee Benefit Plan for a new public company undergoing a spin-off. · Perform analytical procedures and analyses over multiple financial statement areas to detect unusual occurrences. · Prepare, reconcile, and tie-out financial statements. · Test a multitude of controls for a public company. · Employ various sampling approaches while ensuring the appropriate audit methodology is used. · Assist recruiting efforts across multiple campuses for internships and new hires. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Treasury Data Management

  • Oct 2018 - Oct 2019

  Charlotte, North Carolina Area · Function as Treasury Data Management Data Steward supporting Traded Product measurements for various Enterprise Capital Liquidity Management initiative workstreams including: Net Stable Funding Ratio (NSFR), Funds Transfer Pricing (FTP/Cost of Carry), and Month-End Reconciliations. · Responsible for consistent, timely, and accurate data stewardship while providing product and technical expertise. · Build and modify VBA and SQL code to be used as part of data analysis. · Manage… Show more · Function as Treasury Data Management Data Steward supporting Traded Product measurements for various Enterprise Capital Liquidity Management initiative workstreams including: Net Stable Funding Ratio (NSFR), Funds Transfer Pricing (FTP/Cost of Carry), and Month-End Reconciliations. · Responsible for consistent, timely, and accurate data stewardship while providing product and technical expertise. · Build and modify VBA and SQL code to be used as part of data analysis. · Manage relationships with upstream data providers and downstream provisioning to ensure data quality and usability, work with data architects and application managers to deliver technology solutions. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Advisory Consultant

  • Aug 2015 - Sep 2018

  Charlotte, North Carolina Area · Responsible for managing consultants both within and outside of the United States. Given the nature, timing, and scope of project(s), responsible for overseeing the work of up to 10 employees at a time across multiple projects. · Facilitates client and staff meetings ranging from: project kick-offs, client issues (communicating issues found within the IT environment to the client), status reports, and lunch & learns. · Performs planning procedures for upcoming audits. Determine the… Show more · Responsible for managing consultants both within and outside of the United States. Given the nature, timing, and scope of project(s), responsible for overseeing the work of up to 10 employees at a time across multiple projects. · Facilitates client and staff meetings ranging from: project kick-offs, client issues (communicating issues found within the IT environment to the client), status reports, and lunch & learns. · Performs planning procedures for upcoming audits. Determine the scope of IT projects based on a variety of factors including: risk, complexity, changes to the IT environment, and prior year results. Create client request lists. Write & and update memos to explain/justify our testing strategy. · Research and create testing procedures based on a client’s IT environment for automated controls that address risk. Performed testing and documentation in support of audit engagements, including client spin-offs and mergers. · Conducted risk assessments and evaluations of identified IT risks that impact the reliability of company’s financial reporting. Tested internal controls regarding design and operating effectiveness over financial reporting to comply with SOX requirements. · Performed analysis and testing of SOX General IT Controls for the following environments: Windows, SQL, Linux/Unix, SAP, Oracle Database, Oracle EBS, Hyperion, JDE, AS400, MAPICS, custom applications, and various Legacy systems. · Developed analytical procedures while considering factors that affect account balances. Researched and discussed these factors with clients to determine the potential impact on current year financials. · Performed test of details for account balances including: cash, accruals, journal entries, and warranty reserves to ensure these amounts were appropriately stated on the 10-K. · Performed test of controls of: Legal, Risk Management (Insurance), Treasury, Financial Reporting, SOC 1, Incentive Compensation, Payroll, Expenditures, and Journal Entries. Show less



J. W. Hunt and Company, LLP

• Accounting Intern

  • Aug 2013 - May 2014

  Columbia, South Carolina Area · Generate and adjust income tax returns for individuals, partnerships, corporations, and trusts. · Reconcile account balances and documents to ensure accuracy using accounting software. · Inspect documents and bank statements to detect potential errors and fraud. · Created a non-profit organizational database for auditing research purposes.