• Conduct financial statement audits in accordance with Generally Accepted Auditing Standards (GAAS).• Manage and lead audit engagements for a diverse portfolio of privately held clients across various industries, including for-profit and nonprofit, to assure financial statements are fairly presented in alignment with GAAP. • Develop and implement audit strategies and plans to address client-specific risks and objectives, resulting in efficient and effective audit execution. • Conduct detailed reviews of audit workpapers and financial statements, providing constructive feedback to team members and ensuring accuracy and completeness of documentation. • Manage client relationships, serving as the primary point of contract for communication and resolving issues, resulting in improved client satisfaction and retention.• Assist clients with drafting of financial statements as a non-attest service. • Guide clients with implementation of new accounting standards, including the new revenue recognition, lease and credit loss standards. • Led firmwide implementation of ASU 2016-13, Financial Instruments – Credit Losses (ASC 326), creating templates for numerous financial assets and leading client and internal training sessions. • Mentor and coach staff members, facilitating professional development through training sessions, performance feedback, and career guidance. • Participate in business development activities, including proposal preparation, client presentations, and networking events, contributing to the growth and success of the firm. • Audit department representative for Women’s Empowerment Committee.

Intentional career break to focus on raising my daughters.

• Managed teams of two to eight associates in the completion of audits of various areas within personal financial services, including trust administration and investment management.• Key contact between the business unit and audit management in the coordination of audit projects.• Identified, analyzed, prepared, and presented operational and financial recommendations directly to senior management resulting in process enhancements.• Developed and communicated process improvements to business units to mitigate future risk and streamline control processes.• Oversaw the completion of Sarbanes-Oxley assessment for Personal Financial Services, working directly with business unit senior management to identify, document, and implement risk mitigating controls.• Promoted to Second Vice President in less than one year with the bank.

• Managed over 10 cross-functional teams ranging in size from 2 to 4 staff to complete financial analysis, operational testing, and business unit integration reviews.• Member of Risk and Stability Team, which assisted with the transition of business operations after Bank of America purchased LaSalle Bank.• Identified as key audit personnel in LaSalle Bank acquisition to help with transition of the team to Bank of America audit department.

• Participated at a staff level in engagements in a variety of industries.• Collaborated with other team members to satisfy demanding client expectations, meet deadlines and complete audits within budget.• Led the daily activities of financial audit teams ranging from two to six members operating within a variety of industries, including manufacturing and financial services.• Participated in the completion of quarterly review procedures, including analytical reviews of quarterly results, ratio analysis, and client interviews resulting in timely and accurate 10Q reporting.