Featured Talent

Profile

I have worked in public accounting at a national firm for over eight years. In that time, I have acquired my CPA and CFE designations as well as developed advanced skills in microsoft office products and other data analytics tools (such as IDEA). I work primarily with Higher Education institutions and also have significant experience with nonprofit organizations. I have provided audit and consulting services to my clients ranging from new accounting pronouncement implementations, such as ASC 842 Lease accounting to reviewing procurement policies at institutions and comparing to the requirements in the COSO framework for systems of internal controls and offering recommendations to improve said policies. Additionally, I am a resource for audit methodology and technical accounting topics that other team members rely on to help provide practical interpretations of standards to individual client circumstances.

Career Highlight 1: I used the low-code automation tool, Alteryx, to automate basic audit procedures at my firm. The estimate in the first year of publishing the app was it saved $1,000,000 in time that could be redirected to more high-value activities or additional projects

Career Highlight 2: Managing several large public research university system audits that net over $500,000 in fees annually for my firm. I deliver high quality audits within the agreed upon deadline.

Career Highlight 3: I have written several articles on ways institutions can improve efficiencies and business processes. Additionally, I have developed training programs at my firm that are required learning modules for all new hires.

Why Hire This Candidate (In Their Own Words): The company should hire me because I have a record of navigating complex technical accounting topics and applying new accounting pronouncements in a practical setting. Additionally, I have experience collaborating with all levels of the business ranging from program/client facing employees to executive management and governance. I am familiar with tailoring my approach to gain consensus in making decisions on complex financial matters.

Strengths: My professional strengths are: communication, critical thinking, adaptability, professionalism, and integrity.

I apply these skills in the pursuit of high-quality work and excellence in my assigned duties.

Hobbies & Personal Interests: My personal interests are reading fiction, although I like to read some non-fiction about current events. I also enjoy distance running and spending time with my daughters (4 months and 19 months).

Education: Bachelor’s in Accounting

Credentials: CPA, CFE (Certified Fraud Examiner)

Industry Experience: Education, Non-Profit, Public Accounting

Company Fit: I have spent my career in a large national public accounting firm with several thousand employees.

Management Experience: I have four years of management experience. The number of employees I manage changes depending on my ongoing projects. The normal amount is no less than 5 at any given time but that has ranged up to 10 in my busier times.

Software Experience: I have experience using Ellucian/Banner and Peoplesoft from auditor access (typically view only). I have also used Leasequery and Debtbook via auditor access from my clients.

Open To: Hybrid, In-office, Remote