Certified Public Accountant with approximately ten years of public accounting experience in external audit, internal audit and financial operations management with a focus on depository and lending institutions. Strategic visionary with demonstrated success conducting comprehensive audits, streamlining financial operations, and ensuring regulatory compliance. Resourceful problem solver and articulate communicator with innate ability to build strong connections within organizations fostering lasting relationships with Board Members, C-suite, and team members.
Career Highlights:
*Currently serving as the Depository Institutions Accounting Standards liaison in Washington, D.C.
*Senior Manager experience with extensive communication with client Board Members, CFOs, CEOs, and Audit Committees.
* Promoted 5 times in first 7 years (approximately 10 years total) while becoming a CPA and expanding SEC technical expertise in Public Accounting as a Senior Manager.
* Supported organizations spanning from startups to multi-billion-dollar SEC banks encompassing S-1 filings, IPOs, and bond offerings with Wall Street.
* Helped increase book of business for the firm by more than $1M in 3 years via strategic relationship building and c-suite communications.
Specialties:
Leadership & Team Building • Audit & Financial Operations • Regulatory Compliance • Financial Planning & Analysis • Technical SEC & GAAP Skills • Tax Strategy Development • Client Relationship Building • Internal Controls & Budgeting • Staff Training & Coaching