• Oversaw and managed all accounting and financial operations including A/R, A/P, payroll, fixed assets, inventory, purchasing, cash flow, and administration for a steel fabricator and distributor.• Managed month-end close process including balance sheet account reconciliations and financial statement preparation.• Identified, researched, and implemented new/revised accounting policies and procedures in accordance with US GAAP and FASB guidance. Implemented stronger internal control procedures throughout the organization.• Monitored and managed the Company’s cash position to ensure all short-term and long-term cash obligations were met.• Primary contact and leader for external auditors and bank covenant compliance audits. • Provided timely and accurate analysis of budgets, financial reports, cost analyses, and financial trends.

• Led deal sourcing and investment due diligence for a $300+ million alternative investment portfolio.• Conducted thorough reviews and analyses of all prospective investments’ financial statements, internal control processes, and profitability projections.• Created and distributed current and prospective investor communications and marketing materials.

• Specialized in delivering assurance services to middle market private equity and family owned businesses across a vast range of industries.• Planned, coordinated, and managed simultaneous audit engagements and projects. Assisted clients in reporting under both US GAAP and IFRS accounting standards.• Worked extensively with internal and external specialists (including valuation, regulatory, tax, internal control and information technology) throughout engagements and ensured continuity and quality of work performed.• Performed SOX compliance testing at large, publicly-traded clients.• Supported clients on both the buy and sell side of business segments.• Assisted clients in executing debt offerings to raise capital including Rule 144A compliance.• Implemented multi-component/location approaches for engagements to audit consolidated financial statements.• Experience in financial statement preparation including drafting of statements and footnotes.• Audited employee benefit plans including both defined benefit and defined contributions plans.• Developed strong working relationships with key client contacts, including on-going communication and collaboration to achieve issue resolution and timely reporting.• Performed extensive journal entry testing and analysis over various general ledger systems including SAP, PeopleSoft, ELITE for Accounting, Peachtree, and QuickBooks.• Provided instruction, guidance, and training for all audit staff on engagement teams.• Recruiting liaison for the Private Company Services practice and assisted in identifying and transitioning campus hires into various internship and full time positions with the Firm.

• Responsible for referees and supervisors. Student liaison between the PSU Athletic Department and the recreational sports programs.• Oversaw an intramural sports program that offered over 30 sports and activities with a participation level of over 10,000 students.

Worked in the Private Company Services (PCS) practice on multiple audits.

Worked on several audits in various industries including banking, education, manufacturing, and health care.

One month training program in Audit, Tax, and Risk Management.