Possess strong analytical and problem solving skills with ability to make well thought out pragmatic decisions. Extensive experience in corporate accounting in the financial services industries, including large captive finance companies, banks, asset mangers and broker-dealers. Significant experience in SEC reporting and Sarbanes-Oxely compliance. Proven ability to recruit, motivate and develop cutting edge professionals.
Competencies & Strengths
US GAAP and IFRS expertise
Corporate governance and controls
Ability to mentor and develop
Independent thinker with ability to multi-task
Strong interpersonal skills
Senior Manager, 10/2012 to Current Ernst & Young – Chicago, IL
Provide executive level oversight of multiple large audit engagements.
Group coordination, scoping and oversight of large captive finance company audit (approximately 30 legal entities in 25 countries with 19 different component teams), procedures include those to support the group audit, the stand-alone SEC filer 10-K audit, and the coordination of statutory audits throughout Europe, Australia and Brazil.
Provide SOX readiness training and insights to client business executives throughout Europe.
Provide technical accounting advisory services.
Report to audit committee boards on review and audit results, as well as new accounting standards.
Led the coordination and execution of the EY 2016 Chicago Accounting & Regulatory Update with record attendance
Contributed to multiple winning audit pursuits in the Chicago area, including a large asset manager and premium
Monitor and provide insights on new accounting principle adoption, including the new lease accounting, revenue
recognition and credit impairment standards.
Provide effective training to staff through manager as part of the Assurance Faculty.
Consistently outperform profitability targets on all accounts.
Continuous positive feedback on Audit Quality Service results.
Counseling Family Lead for Chicago Banking and Capital Markets group.
Manager, 10/2010 to 09/2012 Ernst and Young – Chicago, IL
Managed all phases of the audit for multiple audit engagements.
Developed staff and seniors through daily coaching and feedback reports.
Maintained strong relationships with audit clients and provided technical insights on various accounting topics impacting their industry.
Interviewer for EY Entrepreneur of the Year.
Senior Associate, 09/2009 to 09/2010 PricewaterhouseCoopers – Detroit, MI
Developed audit plans and supervised the daily audits for large automotive captive finance company.
Assisted client accounting policy director in analyzing technical accounting issues, including treatment of large convertible debt restructuring.
Designed customized security holdings report to value $70 billion pension asset portfolio.
Spent six months in advisory group working on divestiture project for large automotive company.
Review of staff work.
Associate, 01/2006 to 08/2009 PricewaterhouseCoopers – Detroit, MI
Executed audit procedures including transaction level testing, analytical review and tie-out procedures.
Master of Science: Accountancy, 2005 Michigan State University - East Lansing, MI
Bachelor of Arts: Economics, 2003 University of Michigan - Ann Arbor, MI
Graduate of EY NextGen (January 2017)
Graduate of EY Executive Leadership Program (May 2015)
Selected to join FSO Assurance Faculty
Selected as pre-issuance reviewer
2010 and 2012 Chicago Marathon Finisher
Participant in EY Connect Day volunteering in local community