Bio
Credentials
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Registered Tax Return Preparer
Internal Revenue ServiceOct, 2012- Apr, 2026 -
Certified Internal Auditor (CIA)
The Institute of Internal Auditors Inc.Jun, 2012- Apr, 2026
Experience
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Saint Francis Health System
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Tulsa, Oklahoma Area
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Internal Audit Supervisor
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Jul 2018 - Present
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Tulsa, Oklahoma Area
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Reasor's
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Tulsa, Oklahoma Area
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Senior Internal Auditor
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Apr 2014 - Jul 2018
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Tulsa, Oklahoma Area
Serve as Anti-Money Laundering Compliance OfficerPCI Internal Security AssessorResponsible for all internal audit functions of newly-formed Internal Audit department.
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Kania Law Office/Tulsa Accounting Group
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Tulsa, Oklahoma Area
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Tax and Bankruptcy Specialist
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Aug 2012 - Apr 2014
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Tulsa, Oklahoma Area
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FedEx Office
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Dallas, Texas
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Senior Controls Analyst
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2011 - 2012
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Dallas, Texas
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Compliance and Control Manager
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Apr 2001 - Feb 2011
• Served as liaison with Corporate Audit team during audits testing Monitoring and Business Process Controls; assisted location management in the development and implementation of action plans to address issues identified during audits.• Provided training and support for PepsiCo’s Control Standards resulting in 100% on-time completion of assessments by process owners. • Supported location management with tools and controls that assured achievement of loss line savings targets.• Performed and communicated risk assessments covering Cash Management, A/R Settlement, Purchasing, Vending Operations, Inventory, Fleet, Payroll, Security, DOT Compliance, Gate Operations, Warehouse, and Production. • Project lead for bi-annual fixed asset review of over 10,000 pieces of vending equipment. Project was completed on time and led to a savings of almost $1 million.• Designed several successful certification programs that are now used in other markets to train administrative and gate personnel.• Successfully led the field portion of a HQ project to design policies and procedures for managing donations of product nation-wide.
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VP Sales and Operations
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Oct 1993 - Jan 2000
Partnered in the building of a business that grew to annual sales of approximately $18 million and an employee group of 50. Responsibilities included sales, warehouse, technical service, production, and accounting operations.
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Compensation Analyst
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Oct 1987 - Sep 1993
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Education
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1985 - 1987University of Tulsa
MBA, Finance -
1981 - 1985Oklahoma State University
B.S., Sales and Management
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