Featured Talent

Profile

I am a CPA and MBA with more than 18 years of public accounting experience. Most of my work has been in audits and assurance for private companies and employee benefit plans, including 401(k) and employee health benefit plan audits, and I also have some HOA audit experience. I have managed engagements, reviewed workpapers and financial statements, addressed GAAP and IFRS issues, coached staff, and worked directly with clients. In recent years, I have also worked on SQMS implementation and practical uses of AI and Microsoft 365 to improve audit workflow and documentation.

Career Highlight 1: I led numerous employee benefit plan audits, including large 401(k) and employee health benefit plans. I coordinated with plan sponsors, administrators, trustees, attorneys, and service providers and resolved complex valuation, reporting, and disclosure issues so the engagements could move forward.

Career Highlight 2: I played a significant role in implementing and monitoring SQMS at a CPA firm. I helped update audit methodology, risk assessment, engagement documentation, and workflow standards and supported staff in applying them consistently.

Career Highlight 3: I managed a varied assurance portfolio covering manufacturing, technology, construction, and some homeowners association audits, along with reviews and compilations. I supervised staff, reviewed workpapers and financial statements, managed budgets and client expectations, and kept multiple engagements moving at the same time.

Why Hire This Candidate (In Their Own Words): I bring both technical audit experience and practical engagement leadership. I can lead an audit from planning through final manager review, resolve accounting and reporting issues, manage budgets and deadlines, communicate with clients, and prepare the engagement. My background includes private-company audits, substantial employee benefit plan audit experience, and some HOA audits. I also look for ways to improve quality and efficiency through standardization, staff training, and appropriate technology.

Strengths: Audit leadership; GAAP and IFRS; employee benefit plan audits; financial statement and workpaper review; SQMS and quality management; staff coaching; client communication; technical problem-solving; and practical process improvement.

Hobbies & Personal Interests: I enjoy playing soccer, walking, traveling, learning about local cultures, and reading about history and new technology.

Education: MBA

Credentials: Certified Public Accountant – Texas, activeMaster of Business Administration

Industry Experience: Aerospace & Defense, Business Services, Construction/Engineering, Food Production, Manufacturing, Non-Profit, Public Accounting, Real Estate

Company Fit: I have worked with small and mid-sized businesses as well as large multi-entity organizations. My engagements have included closely held companies and organizations with assets ranging from approximately $100 million to $20 billion.

Management Experience: I have approximately 11 years of audit-management experience. I have supervised engagement teams of up to seven audit professionals and have been responsible for planning, assignments, review, coaching, budgets, deadlines, and client communication.

Software Experience: I have used CCH Engagement, CCH Axcess, QuickBooks, and advanced Excel. I also have experience with Microsoft 365 tools, including SharePoint, Power Automate, and Planner, and with reports and data produced by different client ERP environments.

Open To: Hybrid, In-office, Remote