Since joining Deloitte’s Audit & Assurance practice, I have developed a strong record of leading integrated teams and collaborating with a variety of Deloitte specialist groups and industry leaders across the firm. I have served many of Deloitte’s largest public company clients across a variety of industries; developing industry experience with financial services institutions, private equity, asset management, real estate, retail (including dealership floor planning - inventory… Show more Since joining Deloitte’s Audit & Assurance practice, I have developed a strong record of leading integrated teams and collaborating with a variety of Deloitte specialist groups and industry leaders across the firm. I have served many of Deloitte’s largest public company clients across a variety of industries; developing industry experience with financial services institutions, private equity, asset management, real estate, retail (including dealership floor planning - inventory financing), specialty chemical processing (including tolling agreements), manufacturing, and distribution companies.During my final role, as a technical consultation resource with Deloitte’s National Office, I primarily served the Deloitte Financial Services Sector working extensively with the financial institution clients and respective audit engagement teams to evaluate transactions involving securities and potential risk; and provide direction related to the following areas.• Initial Public Offerings, carve-out financial statements, merger and acquisition transactions, reverse mergers, corporate reorganizations (including Up-C structures), spin transactions, and SEC comment letters• Emerging industry-specific complex SEC reporting and disclosure issues• Application of SEC guidance to specific client fact patterns and scenarios related to Financial Services industry-specific requirements• Private placement offerings, registered equity offerings and registered debt offerings• Auditor association issues, risk management issues and comfort-underwriter letters• Non-GAAP financial measures, pro forma financial statements, and disclosure effectiveness Show less

Directed the accounting for Alltel's non-regulated business operations. Significant responsibilities included the application of US GAAP, statutory reporting, financial statement analysis, notes to financial statements, customer invoicing, general ledger account reconciliations, and assist in resolving customer questions and complaints.Supervise five direct-report accounting-customer service personnel at the Hudson, OH corporate offices (lead region). Significant accounting… Show more Directed the accounting for Alltel's non-regulated business operations. Significant responsibilities included the application of US GAAP, statutory reporting, financial statement analysis, notes to financial statements, customer invoicing, general ledger account reconciliations, and assist in resolving customer questions and complaints.Supervise five direct-report accounting-customer service personnel at the Hudson, OH corporate offices (lead region). Significant accounting related to revenue recognition for lease-purchase agreements, direct sales and installment sales, cost accounting (focused on work-in-process accounts for the reconciliation and close of work orders), equipment warranty reserves and maintenance contracts. Developed and facilitated training modules for operations personnel to aid the transition from working within a regulated cost structure (costs submitted to rate-setting authority) to understanding requirements for working within budgets, time reporting, spare parts ordering, and financial/profitability ratios.Developed system modification proposals for implementing system/server efficiencies, robust reconciliation procedures, enhanced reporting capabilities, statutory reporting requirements, among other required changes and presented proposals to the information technology steering committee for the committee's project approvals.Managed group transition from input terminals to personal computers interfacing with the server. Identified external training and developed internal training to ensure that our accounting-customer service personnel developed the appropriate skills for a seamless transition.Significant special projects where I was the non-regulated accounting division's lead-contact included the swap of the Alltel Michigan service territory for the GTE Georgia service territory; and the consolidation of the regional non-regulated accounting office locations (PA, NC, OH) into the Arkansas location (new corporate offices). Show less

Ensured great customer service and maximized store financial profitability through significant contact with customers and store personnel, while developing a skill-set of leadership, supervisory, organizational, cultural awareness, and teamwork.Monitored daily operations, store conditions and ensured compliance with health and safety legislation. Followed proper standards for product freshness, food safety, weights and measures, refrigeration and sanitation. Daily… Show more Ensured great customer service and maximized store financial profitability through significant contact with customers and store personnel, while developing a skill-set of leadership, supervisory, organizational, cultural awareness, and teamwork.Monitored daily operations, store conditions and ensured compliance with health and safety legislation. Followed proper standards for product freshness, food safety, weights and measures, refrigeration and sanitation. Daily customer interaction resolving questions and complaints.Analyzed customer traffic patterns and survey customers to gain insight into specific shopping preferences. Analyzed financial ratios – gross margin, inventory turnover, sales per square foot, sales per linear foot shelf space, sales per labor hour and shrink.Use shopping preference data to assist with merchandising, promotional plans and determining optimal product placement to help increase individual product contribution margins, overall sales volume and maximize store profitability.Product ordering from distributors, suppliers and individual vendors to order merchandise for back-stock inventory, store promotions, and product displays.Prepare promotional materials and product displays.Scheduling, training, motivating and supervising part-time and full-time personnel. Show less