Analytical and proven Audit professional bringing a comprehensive background in financial statement and operational audits, risk management, and project management. Self-motivated, hardworking, and detail oriented professional, with strong public speaking and relationship building skills. Exceptional leader who operates efficiently in fast-paced environments. Comprehensive background includes seven years of audit experience, with a concentration in the insurance and financial services industry, and two years in religious ministry and education.
Audit Consultant, 09/2015 to Current Nationwide – Columbus, OH
Direct all phases of assurance, advisory and risk consulting projects, from planning through reporting.
Collaborate with risk partners and stakeholders to identify relevant and significant risks for review.
Supervise the work of team members, offering constructive feedback on their work performance.
Monitor engagement progress, road-blocks, and resource constraints. Provide updates to budgeted hours and coordinate resolution of potential issues to ensure on-time completion of deliverables.
Collaborate with the data analytics and IT project managers to develop more effective testing methods, gain efficiencies, and maximize assurance.
Report internal control issues to management and supply comprehensive recommendations to mitigate the associated risks. Accomplished by providing support and guidance through issue mitigation and participating in Nationwide Financial (NF) and Corporate T&E advisory boards.
Lead and complete annual risk assessments for NF audible units, and contribute to the development of the annual audit plan.
Audit Specialist, 08/2014 to 09/2015 Nationwide – Columbus, OH
Actively participated in risk-based integrated audits and advisory engagements.
Independently performed process walk-throughs, assisted with development of audit scope, completed control design assessment and test of operating effectiveness, and identified and mitigated audit issues.
Independently and effectively led discussions with internal risk partners and executive management regarding the audit engagement's scope, progress, and possible internal control deficiencies.
Regional Coordinator of Catechetics, 01/2012 to 07/2012 Archdiocese of Detroit – Detroit, MI
Served as a representative of the Office of
Evangelization and Catechesis (OEC) to the 85 parishes within
the South Region Vicariate
of the Archdiocese of Detroit.
Collaborated with the Auxiliary Bishop of the
South Vicariate, Vicariate Pastors, and other Vicariate
to ensure catechetical programs met diocesan goals and objectives.
Responsible for overseeing certification of
catechists. Included updating and revising the certification
certification classes, and communicating guidelines.
Served as senior associate and the lead senior auditor for Cincinnati based financial services and insurance companies with multi-billion dollars in assets and for a Fortune 500 SEC retail client.
Planned and executed audit procedures for annual audits, quarterly filings, and ancillary projects including benefit plans, debt offerings, and governmental agreed-upon procedures.
Prioritized projects to meet deadlines, established and monitor the project budget, identified and proposed solutions to complex accounting/audit issues, documented business risk and internal control processes, oversaw the compilation and issuance of audit opinions and other firm-issued reports.
Supervised day-to-day operations of audit staff and served as a liaison between the engagement team and engagement manager/partner to ensure successful execution of the overall audit.
Audit Associate, 08/2008 to 07/2010 KPMG LLP – Cincinnati, OH
Performed financial statement audits and ITGC test work across various industries, including financial services, insurance, retail, and manufacturing.
Performed analytical procedures and critically reviewed results of those procedures.
Executed external audits of a broker-dealer financial institution serving as the lead auditor, which included overseeing two interns and acting as the primary client contact.
Accomplishments and Leadership
Nationwide - Spearheaded efforts to provide training over work paper documentation and Excel, and engaged partners in NF Sales to
create and deliver life insurance training.
Nationwide - Participate in Office initiatives, so as to drive changes that will facilitate leaner processes, promote communication, and clarify expectations.
KPMG - Recipient of 2011 Employer of Choice and Excellence award.
Award is given annually to one individual who exemplifies KPMG's core values of
leading by example and dedication to our clients.
Successfully completed two sections of the Certified Internal Auditor exam. Currently studying for the third section; anticipated completion is October 2017.
Member of St. Patrick Church Finance Council. Assist the pastor in the administration of parish temporal matters, including approving the annual budget, reviewing monthly financials, identifying and prioritizing capital improvements, and monitoring fund-raising programs.
Bachelor of Science: Accounting, 2006 Miami University - Oxford, OH
Master of Arts: Theology and Christian Ministry, 2008 Franciscan University of Steubenville - Steubenville