I’m an achievement-oriented professional with extensive experience across financial reporting, regulatory compliance, and strategic planning. Currently, I work with Private Client Services LLC as a Financial & Operations Principal where I'm responsible for reviewing the general ledger for accuracy, preparing monthly journal entries, performing account reconciliations, and managing the month-end close process. My background also includes serving as a Regulatory & Financial Reporting Manager with Hilliard Lyons where I prepared the firm’s monthly consolidated financial statements, provided executive management reporting, and was responsible for annual audit / semi-annual unaudited financial statements. In addition to my experience, I graduated from University of Louisville with a Bachelor of Science in Business Administration (BSBA) in Finance. I also currently have my FINRA Series 7, FINRA 27, and FINRA 63 Licenses. Over the course of my career, I’ve established a proven track record of managing complex projects while leading and collaborating within high-performing teams to support an organization’s success. I focus on driving positive change by identifying opportunities, introducing best practices, and executing process improvements. As a value-centric leader, I strive to deliver forward-thinking, innovation, and professionalism in all my endeavors. Core Competencies – Regulatory Reporting, Financial Reporting & Analysis, Financial Statements, Strategic Planning, Project Management, Change Management, Team Management, Organizational Leadership, Process Improvement