EY (Ernst & Young) February 2023 – June 2023
• Full-time contract work with EY Americas SQM Monitoring Team on implementation of the International Standard on Quality Management (ISQM 1)
• Evaluated design, implementation, and operation of EY's system of quality management
• Identified control deficiencies and developed detailed remediation plans

Kirby Corporation August 2011 - January 2023
• Performed financial and operational internal audits across all business units, identifies areas for improvement, and communicates recommendations and best practices
• Prepared audit reports for management and Audit Committee
• Conducted annual Sarbanes Oxley testing and identifies key risks and deficiencies
• Reviewed audit workpapers, reports, and internal control testing of staff members

WUES PTO, LLC April 2017 - Present
• Performs annual audit, prepares financial statements, and evaluates internal controls
• Provides financial and operational efficiency recommendations
• Managed selection and implementation of budgeting software

MOTIV Fitness April 2021 – Present
• Reviews monthly and annual financial statements and manages quarterly bank reviews
• Prepares deferred revenue and depreciation schedules
• Developed and implemented internal controls based on identified business risks
• Prepared Employee Retention Credit quarterly calculations and 941 filings
• Assisted with new branding launch and managed financial software implementation

DEFINE, LLC May 2017 – April 2021
• Evaluated key strategic projects and identified cost reduction opportunities
• Reviewed monthly and annual financial statements
• Handled all aspects of applications for PPP loans and EIDL grants

• Developed business plan and launched online retail business
• Handled all aspects of business - accounting, purchasing, sales, and customer service

• Primary liaison with shareholders, financial analysts, and NYSE
• Developed and executed communication of quarterly financial results to investor community and media
• Created targeting plan to transform shareholder base and reduce stock volatility
• Developed corporate governance polices in coordination with legal department

• Responsible for development and analysis of performance metrics for all departments within Flight Operations including pilot productivity
• Led profit improvement initiative team which yielded over $10 million in savings

• Communicated financial results to shareholders and investor community
• Analyzed market trends and Wall Street research regarding shareholder base
• Prepared monthly stock updates for Board of Directors and senior management
● Manager, Financial Reporting December 1999 – December 2000
• Responsible for coordinating, writing and production of financial section of Delta's annual report to shareholders
• Prepared quarterly Securities and Exchange Commission filings
• Assisted in due diligence and purchase accounting related to two acquisitions

• Responsible for planning and performing audits of public and private companies
• Led implementation team on initial and secondary public offerings
• Supervised, trained, and managed staff accountants