o Cultivate and maintain strong relationships with clients to ensure satisfaction and trust in the services provided.o Work collaboratively with clients to design, review, and document IT general controls, assisting with user access recertification processes.o Evaluate clients' business continuity, disaster recovery, and incident response plans to ensure effectiveness and appropriateness for client needs.o Support clients in preparing for SOX (Sarbanes-Oxley) and JSOX (Japanese Sarbanes-Oxley) audits.o Identify and assess internal IT controls, offering guidance on design and remediation as necessary.o Conduct risk assessments of third-party vendors to evaluate security posture.o Undertake engagements for both regulatory and non-regulatory projects, including SOC 1, SOC 2, NY DFS - 23 NYCRR 500, CPUC, and Agreed Upon Procedures (AUP).o Manage documentation for engagements, including engagement letters, proposals, audit files, and reports, ensuring accuracy and completeness.

o Define a compelling vision for the strategic utilization of technology within the organization.o Align technical aspects of the organizational strategy with key objectives.o Ensure that technological resources meet both short and long-term organizational needs.o Conduct extensive research to improve technological assets and identify appropriate new technologies for the organization to adopt.o Establish organizational goals and timelines for research and development.o Monitor KPIs and IT budgets to evaluate technical performance.o Effectively communicate technology strategy to the board of directors.o Communicate tech strategy to the board.o Take decisive executive action to meet the organization's technological requirements.o Facilitate virtual monthly events, certification review courses, and conferences.o Deployed Microsoft SharePoint Intranet and Microsoft Teams for enhanced meeting collaboration.o Develop and oversee standard operating procedures (SOPs) and a knowledge base.o Lead both group and individual technology training sessions.

o Oversaw financial planning and procurement of funds.o Oversaw the budgeting of costs and cost management.o Handled receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.o Prepared and interpreted financial reports.o Analyzed all financial records to audit past actions.o Automated the volunteer reimbursement workflow using Laserfiche, enhancing process efficiency.o Incorporated the implementation of Segregation of Duties (SoD) into the process to reinforce security and compliance.o Adopted cloud-based QuickBooks for accounting, improving both efficiency and access.o Streamlined financial reporting through automation, ensuring prompt and precise financial insights.

o Performed marketing and social media activities as interim marketing chair.o Contributed expertise in establishing organizational marketing, branding, and communication plans.o Advised team members on strategies and development for various marketing communications channels and web presences, including, electronic/social media (e.g. Facebook, Twitter, LinkedIn, etc), newsletter, public relations, website, and printed collateral.o Acted as an ambassador for the organization.o Responsible for the growth of the organization.

o Deliver engaging lectures on IT architectures, covering client/server systems, hardware, and operating systems across enterprise to personal levels.o Teach cybersecurity and risk management fundamentals, emphasizing the importance in the digital world.o Lead discussions on current cybersecurity trends, prompting critical thinking and real-world application.o Guide students in honing information literacy and problem-solving skills for advanced learning.o Facilitate interactive activities to promote participation and collaboration, enhancing the learning environment.o Utilize relevant computer technology to improve learning, incorporating effective tools and techniques.o Provide test and production environments for hands-on experience, enabling practical application of knowledge.

o Conducted comprehensive IT audits, covering areas such as logical access, system development, change management, physical security, backup/recovery, operations, and business continuity.o Evaluated the design and operational effectiveness of IT controls, identifying risks and developing strategies to mitigate.o Led operational, compliance, and investigative audits, collaborating with business units and external auditors to plan and scope reviews.o Effectively communicated audit findings and recommendations to stakeholders through tailored written and oral reports.o Facilitated corrective actions based on audit outcomes.o Developed and implemented data analysis tools to enhance audit efficiency and effectiveness.o Trained audit staff in computerized techniques and methods for analyzing automated systems.

o Oversaw pricing inquiries, managed the queue, and offered guidance.o Developed pricing tools and profitability models with advanced Excel and Power BI functions.o Acted as the primary liaison between sales teams and senior management, facilitating communication and coordination.o Created and maintained reports and dashboards in Excel, Power BI, and Tableau for real-time tracking and analysis of business metrics.o Generated visual reports for senior management in Power BI and Tableau, highlighting business performance and areas for improvement.o Led the launch of marketing and strategic campaigns on Salesforce enhancing customer engagement and revenue.o Supported new acquisition integrations, ensuring smooth transitions and efficient resource use.o Contributed to planning, testing, and launch of new solutions, utilizing platforms to foster innovation and efficiency.

o Executed in-depth security assessments to verify the security, reliability, and integrity of information systems.o Promptly analyzed and resolved incidents, communicated findings to management, and suggested remediations.o Identified weaknesses in internal controls and recommended enhancements to improve security and compliance.o Reviewed and advised on business continuity and disaster recovery strategies to enhance system resiliency.o Advised management on adopting security measures to guard against new and evolving threats.o Contributed to the creation of security awareness training, educating staff on security best practices and policies.o Compiled detailed documentation for hardware and software applications, facilitating robust security management.

o Installed, configured and maintained computer hardware and software for optimal system performance.o Diagnosed and resolved system and network problems to minimize downtime, ensuring continuous operations.o Created comprehensive visualized reports using Excel to provide actionable insights to senior management.o Collaborated with customers to streamline supply chain management using SAP Ariba enterprise application software.o Successfully negotiated financial settlements outside of standard guidelines to optimize company profits.o Generated detailed financial reports utilizing QuickBooks to aid in strategic decision-making for senior management.