• Supervised monthly accounting functions of six to nine charter schools. • Reconciled balance sheet accounts, federal/state revenues, depreciation, and debt related expenses.• Prepared monthly financial packets, consisting of: full set of financial statements, budget to actuals comparison, year-end projection, and Charter FIRST (Financial Integrity Rating System of Texas) analysis.• Presented monthly financial packets to the Board of Directors and Finance Committee.• Facilitated audit process as an intermediary. Reviewed and approved audit report and 990 tax return.• Calculated right-of-use assets and lease liabilities in accordance with ASC 842.• Constructed fiscal year budgets based on historical data and enrollment projections.• Administered staff training sessions on reconciliations, financial statements, and audit readiness.

• Managed 47 non-profit and government audit engagements, including school districts, cities, special districts, charter schools, and churches.• Coordinated compliance audits in accordance with the Uniform Guidance.• Participated in two peer review cycles: compiled documents, responded to inquiries, and provided feedback.• Implemented new audit software and revised audit processes, to ensure concise, and thorough engagements.• Restructured audit reports using Trial Balance linking functionality, to reduce errors, and increase efficiency.

• Produced audited financial statements including footnotes and supplemental schedules, in accordance with GAAP.• Reviewed the work of associates and provided direction and training as necessary.• Submitted Single Audit reporting packages to the Federal Audit Clearinghouse.• Prepared corporate, partnership, exempt, and individual tax returns.• Processed quarterly payroll tax returns and annual reporting packages including W-2s and 1099s.

• Performed full spectrum of audit functions, including substantive testing and tests of internal controls.• Conducted tests of major federal programs (in accordance with OMB A-133) to determine compliance with specified regulations and requirements.• Developed audit plan, performed risk based audit procedures, and organized fieldwork.