Experience

Strategic Risk Associates
• United States
• Financial Services
• 1 - 100 Employee
• Controller

  • Sep 2022 - Present


Liquibox

• United States
• Packaging & Containers
• 200 - 300 Employee

• Assistant Controller

  • Apr 2021 - Sep 2022

  Responsible for closing the general ledgers (multiple countries), managing the consolidation, translation and reporting process for a global manufacturer and ensuring accounting practices are aligned with GAAP. Prepare monthly, quarterly, annual consolidated financial statements, and supporting reporting packages (KPIs) for management and private equity owners. Establish and maintain strong internal controls to support the financial reporting process. Working in a cross-functional manner with Shared Services, Regional Finance Directors, Tax, and FP&A to ensure the integrity of financial information, resolve accounting issues and provide financial/accounting advice. Manage a diverse team in multiple locations including other countries. Show less



Capital One

• Egypt
• Leasing Non-residential Real Estate

• Accounting SME - Retail Accounting, Agile Pod

  • Dec 2020 - Apr 2021

  Consulting as part of the Agile team in the Retail Banking Accounting area. Providing expertise and guidance for projects related to new business initiatives as an accounting SME (Subject Matter Expert). Consulting as part of the Agile team in the Retail Banking Accounting area. Providing expertise and guidance for projects related to new business initiatives as an accounting SME (Subject Matter Expert).



McKesson

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Director, Core Business, Cost Accounting and Buyside

  • Jan 2019 - Sep 2020

  Assumed additional staff and responsibilities for Trade A/R, including bad debt risk and reserve decisions, Vendor Chargebacks, GPO/Customer Fees, Marketing programs, Transportation and Warehouse expenses, when a peer transitioned to Finance. Led a team through a redesign of the Finance Operating Model (FOM), looking to optimize, centralize or outsource the function for efficiency and cost savings. Acted informally as interim Controller when Controller left during the process.Worked with Big 4 consultants to implement a soft close model to eliminate non-value add activities, including considerations and accommodations for stakeholders, thresholds and opportunities.Designed retention programs for both employees and contractors and coordinated implementation with Human Resources, FOM leads and sourcing firms.Developed and retained a diverse team of people managers (five Managers) and individual contributors (16 accountants and analysts).Oversee the accounting for all of Trade A/R, Vendor Chargebacks, GPO/Customer Fees, Buyside, Accounts Payable, Inventory Valuation, Operations and Transportation at McKesson Medical Surgical. Manage a team of 20+ including managers, seniors and staff accountants. Vendor Buyside includes supplier contractual relationships and transactions, specifically surrounding Vendor Incentives, which results in approximately $560 million of reduction of inventory cost on an annual basis. It also includes the accounting and reporting of incentives and rebates for $165+ million of flu sales annually. Operations Buyside includes accounting for our excess inventory reserves, freight-in and other operational measures. Accounts Payable and Inventory Valuation cover the payment and actual cost of the inventory, which is approximately $600 million, as well as the coordination and execution of the annual physical inventories at all of our distribution centers across the country (approximately 40). Show less

• Senior Director, Cost Accounting and Buyside

  • Oct 2016 - Dec 2018

  Prepared timely and accurate financial reports for the Executive Leadership Team.Provided supporting schedules for SEC filings, including required footnotes and disclosures.Worked with internal and external auditors, including identification and monitoring of key risk areas.Identified opportunities and implement solutions for process and profitability improvements.Provided oversight and development of accounting policies, procedures and internal controls to ensure consistent application of best practices.Provided due diligence support for acquisition activities, including review of target financials and meetings with both internal and external stakeholders.Led a team responsible for the accounting for Vendor and Operations Buyside, Inventory Valuation, and Accounts Payable, including three Managers and 11 accountants.Led the MMS team in the design, development and implementation of a new enterprise-wide Vendor Incentives software in partnership with another business unit and corporate IT. Show less

• Director of Cost Accounting

  • Dec 2013 - Sep 2016

  Oversee the core accounting for all of Buyside and Inventory Valuation at McKesson Medical Surgical. Manage a team of two Supervisors, four Senior Accountants and four Staff Accountants. Vendor Buyside includes supplier contractual relationships and transactions, specifically surrounding Vendor Incentives, which results in approximately $450 million of reduction of inventory cost on an annual basis. It also includes the accounting and reporting of incentives and rebates for $165 million of flu sales annually. Operations Buyside includes accounting for our excess inventory reserves, freight-in and other operational measures. Inventory Valuation covers the actual cost of the inventory, which is approximately $500 million, as well as the coordination and execution of the annual physical inventories at all of our distribution centers across the country (approximately 40). Show less

• Operations Accounting Manager

  • Apr 2013 - Nov 2013

  Oversee the core accounting for Operations Buyside and Inventory Valuation at McKesson Medical Surgical. Operations Buyside includes accounting for our excess inventory reserves, freight-in and other operational measures. Inventory Valuation covers the actual cost of the inventory, which is approximately $500 million, as well as the coordination and execution of the annual physical inventories at all of our distribution centers across the country (approximately 50).

• Manager, Supplier Accounting

  • Jun 2010 - Mar 2013

  Managed all accounting activities including the close process, reconciliations, income statement analysis and related internal controls for Supplier Accounting, including Vendor Incentives, Flu Accounting, Customer Fees, Marketing Programs, and Sales & Use Taxes.Supervised, coached and developed a team of four accounting staff, including performance reviews, development plans and training.Accounting lead for the consolidations of multiple distribution centers from two large acquisitions.Prepared 10Q & 10K supporting schedules and footnotes for MMS. Reviewed and submitted disclosure checklists. Show less



The Fahrenheit Group

• Consultant

  • May 2010 - Jun 2010

  Prepared Agency Risk Management and Internal Control Standards (ARMICS) documentation for a public university in Virginia, for two of their major accounting processes. Met with department leads and staff to document the current process, identify key controls and areas for improvement. Prepared Agency Risk Management and Internal Control Standards (ARMICS) documentation for a public university in Virginia, for two of their major accounting processes. Met with department leads and staff to document the current process, identify key controls and areas for improvement.



McGladrey & Pullen

• United States
• Medical Practices

• Audit Director

  • Oct 2008 - Apr 2010

  Provided timely, high quality client service that met or exceeded client expectations. Managed all aspects of client relationships from both a service and fiscal perspective. Promoted new ideas and business solutions that resulted in new clients or extended services to existing clients. Assisted clients with closing processes as well as financial statement preparation and variance analysis. Documented, evaluated and tested internal controls to detect weaknesses, identify financial and fraudulent risks in order to prevent the misappropriation of assets and developed solutions for improvement. Met with audit committees and board of directors to present financial statements, required communications and business advice. Firm designated not-for-profit and yellow book/A-133 specialist. Significant experience in the manufacturing, wholesale and distribution industries. Performed internal quality control reviews of attest services provided by other offices. Conducted interviews in support of on-campus and experienced hire recruiting efforts. Show less

• Audit Manager

  • Aug 2004 - Sep 2008

  Led engagement teams during audits and reviews for numerous clients in several industries, including wholesalers and distributors, manufacturers and not-for-profit organizations.Conducted due diligence audits of multiple entities in large purchase transactions for an SEC filer client.Reviewed and signed off on multiple rounds of SEC filings when a client was purchased by a public company.



Clifton Gunderson LLP

• United States
• Accounting
• 200 - 300 Employee

• Audit Manager

  • Jul 2003 - Jul 2004

  Provided litigation support for special Department of Justice (DOJ) projects across the United States. Assisted DOJ in recovering over $35 million of federal and state healthcare funds. Led audit teams during annual financial audits of non-profit entities in accordance with Government Auditing Standards and Office of Management and Budget Circular A-133 as required for a Single Audit. Led audit teams during annual financial audits as well as internal control assessment projects for various entities, both public and private. Show less

• Senior Auditor

  • Jul 1999 - Jun 2003

  Led audit teams during annual financial audits of non-profit entities in accordance with Government Auditing Standards and Office of Management and Budget Circular A-133 as required for a Single Audit. Led audit teams during annual financial audits as well as internal control assessment projects for various entities, both public and private.

• Assistant Auditor

  • Jan 1998 - Jun 1999