Manage all financial aspects of Propel Schools (8 individual educational agencies) and the Propel Schools Foundation. Supervise Business Office and Enrollment teams for the organization. Act as primary resource for Finance Committee and prepare internal financial statements and present to the Boards. Maintain the relationship with independent auditors. Direct internal controls and compliance for all organizations with for filings with the IRS, PA Department of Education, Department of Labor (5500s). Review policies and procedures for alignment with legislative changes. Participate in strategic planning for the organization to achieve long term goals and educate children in Allegheny County for grades K-12.

Lead general ledger team of six accountants responsible for the proper recordation and reporting of the financial transactions of $285MM annual revenue publicly traded oil and gas company.• Review, approve, and post general ledger transactions to support the operations of 37 operating business units across multiple complex transactions including AROs, accretion, G&A allocations, intercompany transactions, and investment in subsidiaries / paid in capital accounting.• Examine 460 monthly account reconciliations and supporting documentation for accuracy.• Approve monthly and quarterly board financial reporting dashboards.• Certify the completion of 52 month-end general ledger closing tasks.• Assist in the reconciliation and consolidation of monthly internal and quarterly public financial statements (10Q).• Consolidate quarterly corporate cash flow analysis tie outs, and coordinate and review interdepartmental quarter over quarter flux analysis reporting.• Analyze accounts receivable credit balances and coordinate with Treasury department to collect cash or write off balances.• Spearheaded joint interest billing project to investigate ability to bill costs to working interest partners, allocate to specific partners, and recover $450,000 in expenses.• Reconcile and verify monthly accounting transactions for outside business units.• Work with internal and external auditors to maintain SOX compliance across entities.• Perform ad hoc and special project work as required by management including the preparation of non-recurring general journal entries.• Approve invoices and general ledger coding through OpenInvoice.

Manage a client base of 45 clients with services consisting of tax return preparation, accountingconsulting, bookkeeping, compilation, review, and financial statement audits.• Oversee complete audit procedures from engagement planning to audit completion andissuance of financial statements.• Manage multiple on-going client engagement simultaneously to meet filing deadlines.• Perform and manage staff in the completion of audit planning, analytical review, riskassessment, and internal control testing and compliance procedures.• Effectively communicate with clients regarding process deficiencies and propose internalcontrol improvement strategies.• Assist in the preparation of GAAP financial statements and related footnote disclosures.• Review and approve monthly billing.• Mentor and train new audit staff on GAAP and GAAS.• Perform Yellow Book and Single Audits in compliance with generally accepted governmentauditing standards (GAGAS).• Complete employee benefit plan audits (ERISA) to comply with Department of Labor annualcompliance requirements.

Managed the annual audit functions and assist clients in preparing financial reporting. Developedaccounting systems, policies and procedures, and business process improvements.• Prepared audit strategy and programs, risk assessment, and analytical review.• Assigned staff to engagements and calculated engagement budget and billing structure.• Manage audit fieldwork staff and complete workpaper review.• Assist in preparation of financial statements.• Prepared Forms 1040, 1120S/H, 990, 990-PF, 5500 and other state and local returns.• Maintained firm accounting records and filed Form 5500.• Performed Yellow Book and Single Audits of not-for-profit and government entities incompliance with GAGAS.• Conducted ERISA engagements for defined contribution, defined benefit, and health andwelfare employee benefit plans.

Partnered with outside advertising and public relations firm to create and execute marketingliterature, public relations strategy, and trade related advertising.

Worked directly with the managing partner to create client insurance strategy, procure bids frominsurers, create client presentations, and develop easy to understand end-user enrollment guides.

Managed the daily office coordination and scheduling. Maintained the accounting system, bankaccounts, payroll processing, and prepared monthly budget reporting for management.

Processed personal and commercial customers' banking transactions in compliance with policiesand procedures determined by the bank and federal banking regulations.