Finance Transformation - Enterprise Performance Management (EPM)

Finance Transformation - Enterprise Performance Management (EPM)

Finance Transformation - Enterprise Performance Management (EPM)

Finance Transformation - Enterprise Performance Management (EPM)

External AuditEdward is a licensed CPA in the state of Illinois and has an extensive background working with SEC registrants focused on domestic compliance requirements as well as multi-national, Fortune 100 companies with the application of both US GAAP and IFRS. His experience includes:- SOX 404 compliance and reporting: Testing design and operating effectiveness of internal controls- US GAAP auditing procedures- IFRS: knowledgeable about the differences in accounting standards and reporting requirements- Derivative accounting in accordance with ASC 815 (IAS 39): Analyze complex commodities contracts and evaluate the accounting implications, risk structure, and required disclosures

- Business combination accounting in accordance with ASC 805: Review executed contracts for contingent considerations, balance sheet valuations, and appropriate accounting treatment- Revenue recognition standards in accordance with ASC 605- Supervise and coach junior team members while executing directions from team executivesIn addition to his client serving responsibilities, Edward is also well connected in other initiatives:- Piloting new auditing templates concerning SOX 404 control testing and electronic audit evidence documentation in real time to comply with changes in auditing standards and providing detailed feedback concerning how the templates address our audit risk model- Project Manager within the Leadership Board Panel for the EY Veterans Network- Actively involved in campus recruiting and on boarding experienced hires- Member of the Perspectives Mentor Program, mentoring and fostering a positive relationship with local high school students- Participant in the EY Golf Club

External Audit

External AuditLed audit engagements for not-for-profit organizations and broker-dealer entities. Coordinated fieldwork and researched compliance standards. Recommended improvements to enhance audit quality control and audit programs to address new compliance and audit standards.

Completed Audit, Business Environment & Concepts, Financial Accounting & Reporting, and RegulationCompleted AICPA Professional Ethics Examination Course

External AuditOversaw all phases of integrated audit projects, including planning, fieldwork, and reporting for a firm specializing in audits of not-for-profit organizations and pension plans. Led discussion during brainstorming regarding audit planning and identifying potential risks. Managed client relationships at the CEO/CFO level as well as relations with TPA for pension plans; explained the process, and described what resources would be needed. Assigned duties to less experienced auditors and reviewed their work. Conducted physical inventory counts when appropriate. Adapted during fieldwork to address unexpected situations. Cleared review notes and drafted the auditor’s report. Scheduled meetings for supervisors with the client’s Board or Directors and Audit Committee. Reviewed audit procedures to improve quality controls and ensure that best practices were followed. Tailored audit procedures to address audit risk specific to clients and client groups.- Promoted to a lead position 9 months after hire with full responsibility for managing client relations at the CEO/CFO level- Completed or assisted in completing 75 audit projects- Resolved an issue that involved misappropriation at the CEO level by interviewing staff, including the CEO and Board of Directors, and recommending stronger internal controls- Recognized by clients for managing audits efficiently, recommending enhanced internal controls, and communicating in a professional manner- Updated 10 audit programs to comply with newly issued audit guidance- Improved efficiency by reformatting internal control questionnaire

Maintained security of entry points on Davis-Monthan Air Force Base. Restricted access from unauthorized individuals when attempting to enter base. Searched vehicles for possible explosives and weapons.

Analyze intelligence holdings to determine changes in enemy capabilities, vulnerabilities and probable courses of action. Authorize release of systematic, cross-referenced digital intelligence files. Assist Pentagon and NSA in addressing and pursuing high level security threats.