Board-level strategic advisor with 20+ years of experience as a finance professional with extensive experience in accounting and financial management. Known for precision in financial reporting and compliance. Highly collaborative with focus on team success and adaptability to meet evolving business needs. Skilled in financial analysis, auditing, and regulatory compliance. Experience in assisting clients and other board members to fully understand financial statements and the audit process.
Appointed to board committees (audit and finance) for private boards. Collaborated with other board members in risk management assessments, corporate governance and strategic planning and execution process.
Progressed into multiple leadership roles over 22 years.
Lead the firm's Technical Subcommittee which monitors the firms compliance with all accounting and auditing updates. Coordinates and oversees training on these technical updates for all firm professional staff from Staff to Partner level.
Manage multiple engagement teams for multiple attestation engagements with ultimate responsibility over the entire reporting process.
Work with other management team members to create and implement policies and procedures to guide firm staff.
Vet, pioneer and implement new technologies to keep the firm moving forward.