Georgia Certified Public Accountant; AICPA Member 2010 - present
Senior ManagerMar 2014 to Current Midtown Consulting Group － Atlanta, GA
CFO Services and Risk and Regulatory Compliance
Responsibilities include developing and implementing financial and risk management strategies within the financial service industry and achieving strategic objectives for a consumer product company.
Financial Service Industry.
Organized various teams to implement a global intraday risk monitoring end-to-end process and supporting systems to enable the financial institution to monitor their largest 600+ clients' margin and credit risk levels in order to mitigate potential loss.
Provided weekly and ad-hoc metrics and led meetings with executives and project team members.
Worked across multiple client groups in the financial institution to establish data feeds for credit risk monitoring.
Additionally, secured $1.5 million in additional funds for project.
Researched the proper organizational staffing for remediation work and business-as-usual across multiple groups.
Developed presentation about additional work that resulted in the approval of 20 new hires.
Consumer Product Experience.
Developed relationships with current employees to document the current state processes and enhancements in order to transition the Corporate Payroll group from Hoffman Estates, IL to Atlanta.
Led the implementation of a service desk by developing and executing a communications plan, training users and agents on processes and service-level agreements, and creating requirements for a software ticketing system.
ManagerJan 2007 to Mar 2014 PricewaterhouseCoopers, LLP － Atlanta, GA
Responsibilities included managing teams to plan, execute and complete audits, as well as interacting with client personnel in accounts receivable, accounts payable, production and inventory, fixed assets, financial close and reporting, and payroll.
Public Company Experience.
Prepared and communicated audit committee reports and participated in discussions with C-suite executives, board of directors, and audit committee to review findings at three different clients.
Served as lead engagement manager for teams ranging from three to 10 less experienced staff.
Implemented and monitored Sarbanes Oxley 404 internal controls verification procedures.
Reviewed financial statements and management discussion and analysis for 10-K and 10-Q filings.
Performed in-depth market approach and income valuation analysis on multiple mergers and acquisitions.
Consulted with National office and Atlanta office specialists on technical accounting matters to prepare memos on topics such as business combinations and purchase accounting for multiple acquisitions, debt extinguishment vs.
modification, and revenue recognition with multiple element arrangements.
Reviewed financial statements and footnotes in accordance with GAAP.
Partnered with King & Spalding and Ernst & Young to investigate a client revenue cut-off matter.
Provided comfort letters for a Fortune 500 company's seven debt offerings totalling $7.2 billion and IPO totalling $1 billion while working closely with the company's financial institutions, CFO and Vice President of Treasury.
One of 50 PwC U.S.
employees selected to open the first PwC U.S.
Delivery Center in Tampa, FL.
Performed consulting work at Fortune 100 Company and presented gaps within the company's 404 controls environment.
Additionally, led the pre-implementation and implementation of Oracle.
Education and Training
Bachelor of Science degree, Commerce - Accounting2006Washington and Lee University － Lexington, VACommerce - Accounting
Awards and Certifications
*Georgia Certified Public Accountant; AICPA Member 2010 - present
*Market Managing Partner Chairman's Award - PricewaterhouseCoopers, LLP 2008 - 2009
Leadership and Community Involvement
*Kairos Church - Leadership Team (Treasurer and Finance Committee); prepare and balance annual budget of $800,000+
*Atlanta Resource Foundation Fellows Program - Completed a six-month leadership development program Oct. 2016 - Mar. 2017 through the Leaders Lyceum
*Young Life Africa Expeditions - Fundraising Committee Member; raised $10,000+ at annual fundraiser in 2016
*Atlanta Youth Academy - Active supporter and volunteer
*Athletics - NCAA varsity soccer player; enjoy playing golf, tennis, and wakeboarding; avid sports fan
*Acting - performed lead role in a Neil LaBute world premiere at the 2006 Fringe Festival in Edinburgh, Scotland
*Travel - prior travels include Greece, Italy, France, Scotland, Belize and numerous U.S. states.