Partnering with executives in performing interim executive roles and project consulting to redefine their bottom-line.

Internal Audit Technical Accounting Subject Matter Expert (SME) supporting financial internal audit teams spanning all lines of business. Reviewed audit strategies, advised on internal control gaps, and performed a variety of technical accounting research and oversight. Developed a specialty for both technical accounting application as well as leading and developing others in effective risk management, ethical decision making, and internal audit.

Firm Chief Financial Executive leading financial operations: Financial Reporting, Strategic and Financial Planning & Analysis, Budgeting, Client Billing, Partnership & Owner’s Distributions, Sales Commissions Calculations, Financial Systems, Month-end Close, etc. Member of the firm's Senior Management, Pricing, Contracts Review and Enterprise Risk Management Teams. Reporting to the President with Finance, Accounting, Insurance, and Tax operations accountability. Provided advice re: Human Capital

Start-up Registered Investment Advisory (RIA) firm (PE owned).
Reporting to the President and managed the firm’s Financial Operations as well as Human Resources functions. Primary contact for the firm’s bankers, insurance agents and CPA firm. Assisted the President on Compliance and Office Administrative matters.

Selected Accomplishments:
For 2 years the external audit revealed no “proposed” audit adjustments.

Multi-national financial services company (PE Owned). As Chief Accounting Officer, managed all business accounting functions, including financial/regulatory reporting for 18 legal entities, corporate taxes, and technical accounting. Integrated all financial functions from Wells Fargo to this newly created Bear Stearns Portfolio Company. Managed Oracle Financials launch. Hired a professional team. Reduced audit time from 7 months to 3 ½ months, leading to $172K audit cost savings.

Project Consultant coordinating wiht clients in all phases of Sarbanes Oxley 404 compliance: design, testing and remediation.
Served as Interim Controller for $2.5B financial institution.

Managed audits within the following vertical: Financial Services, Banking, Insurance, Real Estate Investment Trusts (REITs), and 401(K)'s

Selected Accomplishments:
•Reengineered prior year audits, which resulted in a reduction of up to 61% of prior year’s hours.
•Met critical deadlines 100% of the time for providing audited financial statements to our clients.

Deloitte:
Supervised financial audits within: Financial Services, Investments, and Retail.
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Coopers & Lybrand (PwC):
Recruited as an Audit Associate to achieve a leadership role within only two years. Performed audits within: Financial Services, Construction, Hospitality, Not-for-Profits, Utilities, Aviation/Airports, Investments, Banking.