Senior Manager

• May 2021 - Present

Technical Manager - Professional Ethics

• Aug 2015 - Present

•Investigate allegations of AICPA and state CPA society members who may have violated the Codes of Professional Conduct relating to professional standards (e.g., Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), and Government Auditing Standards (GAS) with emphasis on cases involving employee benefit plans and not for profit entities.•Review working papers, financial statements and/or other documents to determine compliance with professional standards.•Research complex technical issues.•Draft interrogatories to the member under investigation and conduct the interviews as part of gathering information while giving the member due process.•Prepare summaries of investigations to expedite committee members’ review.•Interface with committee members and government agencies in resolving technical issues and bringing cases to a resolution.•Present cases to committee members and before a Joint Trial Board Panel.•Other dutires as assigned. Show less

Audit Manager

• Sep 2011 - Jul 2015

• CBH is one of the nation’s largest regional public accounting firms, with approximately 15,000 clients serviced by over 750 professional staff. • Develop engagement budgets, coordinate required resources and manages performance against stated objectives to ensure that client and firm objectives are met. • Work with clients and firm partners to determine engagement objectives. • Provide guidance and experience to ensure that engagement risks are identified and appropriate responses are taken. • Plan and perform audits for GAAP basis entities, prepare financial statements, train and supervise engagement staff. • Gain an understanding of client accounting procedures and internal controls. Document, test, and assess appropriateness of same, make recommendations to management. • Review financial reporting for completeness and application of GAAP and ensure that client communications are provided in a timely manner. • Lead auditor on complex engagements, such as development-stage entities, consolidations, foreign operations, and newly-acquired companies. • Research GAAP and SAS requirements and apply to client financial engagements. • Ability to manage multiple engagements and meet client deadlines • Participate in networking events, member AICPA and NCACPA. Show less

Audit Supervisor

• Aug 2008 - Aug 2011

AMD named one of the Top 15 firms in the Midwest for 6 years in a row by Accounting Today. In 2010, AMD was named one of the top three accounting firms in St. Louis by Small Business Monthly. The firm has 12 partners and over 80 professionals. Plan and perform audits for GAAP basis entities, prepare financial statements, train and supervise engagement staff. Experience with private businesses (manufacturing, real estate, professional services), not-for-profits (health care, foundations, social service, religious endeavors), pension plans, investment funds. Began initiative to standardize employee benefit plan audits in order to gain efficiencies and increase realization. Developed standardized financial statements for employee benefit plans. Lead auditor on client special projects such as internal control review, cash flow evaluation, and cash to accrual conversion. Participate in firm sponsored Business Development Forums, networking events, Young Professionals group, member MSCPA and AICPA. Show less

Audit Manager

• Dec 2004 - Jul 2008

Established local firm with 4 partners and over 10 professionals Plan and perform audits, reviews and compilations for GAAP and OCBOA basis entities Prepare financial statements for GAAP and OCBOA basis entities for all engagement levels. Train and supervise engagement staff. Experience with private businesses (manufacturing, construction, franchisee, health care), not-for-profits, including those with Yellow Book and Single Audit requirements (social services, foundations), and pension plans. Member NCACPA and AICPA. NC OFFICE OF THE STATE AUDITOR Show less

Assistant State Auditor

• Aug 2003 - Dec 2004

Gain an understanding of transaction cycles, evaluate internal controls, test existence and adequacy of controls, and perform substantive testing to verify account balances Tested compliance with state and federal regulations Gain an understanding of transaction cycles, evaluate internal controls, test existence and adequacy of controls, and perform substantive testing to verify account balances Tested compliance with state and federal regulations