Provide the following financial services for individual and business investors: • IRA and Retirement Saving Plans• Investments – Stocks, Mutual Funds, Annuities and Fixed-Income Investments• Insurance – Life, Long-Term Care and Disability• Education Savings – Individual and Custodial 529 Plans, Coverdell Education Savings Accounts, Custodial Accounts, Zero Coupon Bonds, Personal Investments• Estate Considerations – Assemble team to include a CPA or tax professional, attorney, life consultant and a representative from the Edward Jones Trust Company to address estate planning issues.

Dual report structure: Administratively to the President of Albany State University and functionally to the Associate Vice Chancellor/Chief Audit Officer at the Office of Internal Audit and Compliance at the Board of Regents of the University System of Georgia and performed the following audit and management functions:• Planned, prepared and monitored internal audit budget for efficient and effective use of declining state resources.• Planned, implemented and evaluated short and long-range objectives of the Internal Audit Department which aligned with strategic mission of institution.• Supervised two professional staff auditors.• Supported the institution-wide risk management program; collaborated with executive management; considered the results of assessment in creating and establishing the annual risk-based audit plan. • Developed audit programs and audit procedures used in executing annually approved audit plan; created efficiencies and effectiveness by utilizing time utilization budgets, electronic workpapers and data analytics.• Planned and conducted audits to assess controls, operational efficiencies and compliance with policies, procedures and regulations.• Reviewed work papers so that audit evidence was relevant, sufficient and adequately documented.• Provided management with objective appraisals, advisory services and reports designed to strengthen internal controls, risk management and governance while adding value and improving operations.• Established and maintained effective working relationships with executive management, employees and external stakeholders. • Acted as a liaison between the institution and outside auditors and program reviewers.• Performed other duties, special audits, reviews and investigations as requested by the President and/or Chief Audit Officer.

Reported to Internal Audit Director and performed the following audit functions:• Assisted in planning, developing and performing audit procedures to provide independent appraisal of financial, operational and control activities.• Prepared and documented operational, financial and compliance analysis for assurance and consulting engagements.• Developed audit recommendations and follow-up for implementation.• Prepared and reviewed audit reports.• Assisted in risk assessments for annual audit plan.• Developed and presented internal control classes for departments and college audit classes.

Past President of the Valdosta Chapter of the Georgia Society of CPA’s ; generated revenue for university via Educator’s Night by scholarships, sponsorships, event services, rental and dining services during 2009-2011; continued chapter growth increased net assets to over $10,000; generated revenue to university by organizing CPE that was held at VSU student union for local area CPA’s and staff; two eight hour CPE courses were held in August and November 2011; university event and food services were used; additional savings were realized for society members for CPE and allowed surrounding community to visit and experience VSU; Past Chair of Education Committee.

Reported to Management Controller and performed the following accounting functions:• Prepared tax credit financial statements, general ledger accounting, bond compliance, trustee shareholder relations, debt service, bank reconciliations and assisted external auditors with full scope audits.

Reported to firm partners and performed the following accounting and auditing functions:• Prepared individual, trust, corporate and partnership tax returns.• Prepared, monitored, and maintained manual and computerized general ledger, accounts payable, accounts receivable, payroll and bank reconciliations.• Assisted with monthly closings, financial reporting, forecasts, projections and write-up for clients.• Audited local property Management Company, fieldwork, prepared tax returns for audit, and completed audit reports.