Special Projects Accounting Manager

• May 2023 - Present

Division Controller

• Nov 2021 - May 2023

SOX Process Leader

• Jul 2020 - Jan 2022

• Lead the development of the SOX program of an emerging growth NYSE listed company.• Coordinate testing and remediation responses between process owners and outsourced internal control company.• Develop and maintain effective working relationships with external auditors and Controllership team, including ICFR owners.• Conduct meetings with senior management to report the status of control gap remediations and testing results.• Analyze the fraud risks of the company recognized by the process owners and assist with identifying the compensating controls.• Perform the review, mapping of related controls, and documenting the conclusion of the reliance on the SOC1 reports of the service providers utilized by the company. Show less

Director Of Accounting

• Mar 2020 - Jul 2020

Director Of Accounting

• Mar 2013 - Mar 2020

• Assisted with preparation of annual financial budget and re-evaluation of monthly forecast. • Oversaw accounting activities such as general ledger postings, accounts payable transactions, accounts receivable invoicing, and weekly/monthly sales reporting of $2+ billion assets to ensure accuracy. • Acted a team lead with auditors, SEC examiners, and outside tax consultants on annual and periodic requests. • Responsible for payroll and HR tasks, including filing of the retirement plan 5500 and employee health insurance renewal. • Managed the relationship with the corporate insurance broker and provided documents for annual corporate insurance renewal. • Successfully created a revenue tracking process for the retirement line of business and recovered over $50,000 of lost revenue. Show less

Audit Manager

• Jan 2002 - Jan 2013

• Audited, reviewed, and compiled financial statements for non-profit, employee benefit plans, commercial, and financial institutional clients to ensure compliance with GAAP. • Supervised and mentored co-workers by helping to provide guidance and skills to work efficiently in a professional environment. • Recognized for maintaining strong business relationships with clients by providing exceptional service and communicating recommendations to management for internal control weaknesses identified within their organization. • Contributed to the growth of the employee benefit plan portfolio of the company by having developed the expertise to provide quality audits and participating in client meetings. Show less

Accounting Associate

• May 2000 - Jan 2002

• Created and maintained various spreadsheets utilizing Excel. • Prepared legal documentation and letters provided to customers for railcar lease agreements. • Contributed to the preparation and filing of Ad Valorem taxes. • Assisting managers in researching, gathering, and compiling statistical data for purpose of analytical studies and reports. • Created and maintained various spreadsheets utilizing Excel. • Prepared legal documentation and letters provided to customers for railcar lease agreements. • Contributed to the preparation and filing of Ad Valorem taxes. • Assisting managers in researching, gathering, and compiling statistical data for purpose of analytical studies and reports.