Featured Talent

Profile

Over 16 years experience partnering with middle-market leadership. Recognized for fostering trusted and lasting client relationships, leading cross-functional teams, and combining operational excellence with personalized service to meet tight deadlines. Trusted advisor to executive leadership with a reputation for integrity and analytical thinking. Cultivated high-performing staff through mentoring, coaching and training, facilitating their professional development. Strong project management and communication skills, working and coordinating with multiple parties at any given time (internal specialists such as subject matter experts, valuation specialists, actuarial specialists; external specialists; clients; clients’ third-party administrators; report processors; international teams).

Career Highlight 1: Developed a plan to improve metrics for certain jobs performing below firm requirements. With the help and dedication of my team, we were able to improve the rate per hour by $60.

Career Highlight 2: Advised and mentored staff, training them on how to be successful in their role. With their commitment to implementing the tools I provided them with, several of my advisees received top ratings during the year-end evaluation process, and were sought out to be on specific teams.

Why Hire This Candidate (In Their Own Words): I care a lot, about the people I work with, my clients, my work product. It’s important to me to be an asset to my team and the company, acting with integrity and putting forth the best work quality I can. I enjoy seeing others’ success, and love fostering that and helping and mentoring staff so that they can be successful in their current position and future roles. I have the technical skills, but also the project management, communication & people skills.

Strengths: Strong project management and communication skills; ability to work with all kinds of people and personalities, at all different levels; strong focus on training and mentoring staff; ability to operate in a very fast paced environment.

Hobbies & Personal Interests: Reading, hiking, travel, watching my kids’ events, Disney

Education: Bachelor’s

Credentials: CPA (Missouri)

Industry Experience: Business Services, Consumer Packaged Goods, Financial Services, Manufacturing, Private Equity, Public Accounting, Wholesale & Distribution

Company Fit: All sizes, but more focus on small and medium (i.e. middle market)

Management Experience: 11.5 years of management experience. Managed multiple teams ranging from 2 to 6, with multiple audits going on at any given time (generally 5 client audits at any given time, with approximately 30 reports to be issued).

Software Experience: Datasnipper, Alteryx, Caseware, Power BI, Copilot

Open To: Hybrid, In-office, Remote