Direct and oversee the preparation, compilation, and presentation of financial reports to ensure accurate and timely presentation of the corporate financial position in accordance with Generally Accepted Accounting Principles (GAAP).Plan, organize and coordinate the year-end close and audit process with internal and external auditors.Oversee the capital budgeting and capital management processes. Develop, monitor and update internal controls to support accurate reporting and safeguarding of corporate assets.Oversee and coordinate the preparation of all tax and regulatory filings. Collaborate in the development of financial strategic priorities; execute related operational plans. Develop, maintain and monitor adherence to accounting policies and procedures.Oversee maintenance of the financial information system to ensure consolidated reporting in accordance with the corporate structure and GAAP.Develop and manage departmental budget and operational plan.Direct the hiring, training and supervision of Associates.

Coordinated and executed 10 annual audits for the Foundation with zero audit exceptions.Appointed to a Task Force commissioned by the President of VCU - identified areas of financial improvement and best practices across the entire campus. Directed sub-committee of Task Force to study admin fee on endowments among peers.Justified increase from 50 basis points to 100 in support of operations. Steered contract negotiations with Investment Adviser across VCU entities.Developed and improved financial management procedures and controls, including new procedures for cash management, multi-level reconciliations, mitigation of fraud and internal abuse risk, and ensured preparation of timely financial information.Increased number of investment managers from 17 to > 34 to diversify asset allocation and continued to ensure 100% accountability of funds and no audit deficiencies.Spearheaded change in investment strategy to increase earnings to supported schools. Collaborated with senior leadership of Medical and Academic campus on financial matters.Designed plan for servicing $35 million tax exempt funding for construction of new building. Reviewed contracts with all vendors to ensure compliance.Transformed entire benefit package through an outside Human Resource firm by instituting a plan including: health insurance, dental, long-term and short-term disability, life insurance and 401(k). Managed production of employee manual with legal counsel. Initiated performance appraisals on all staff and aligned those with salary benchmark data.Coordinated and reviewed preparation of annual 990.Created standardization of interviewing and on-boarding new hires.Developed high performance finance team to strengthen controls, scale infrastructure for growth and provide cross-training opportunities.Oversaw outsourced IT, maintained nightly backups to server, supervised all network activity and designed a tracking system for all hardware and software expenses.

Develop audit approach for various clients, design appropriate procedures, draft and implement programs, effectively modify procedures throughout each engagement based on new, complicated or specialized circumstances.Assure appropriate disclosures of significant matters and prepare auditor’s report. Communicate all problematic areas encountered to principal for discussion.Present client financials to various boards.Supervise staff and conduct in-process reviews of work papers to ensure procedures are followed, documentation is appropriate, and accounting, auditing and tax accrual/compliance issues are identified.Prepare monthly bills for various clients and develop, maintain and improve client relations.Lead discussion with staff and other co-workers on workpaper documentation and managing their time on multiple jobs.Assisted in performing internal control testing for publicly traded company. Prepare summary of information for litigation cases.Assist in the recruiting of staff. Organized various charity fund-raisers through the firm.

Prepared month end process, including reconciliations, journal entries and financial statements for the main company, the merged affiliate, as well as the consolidated financials.Assisted in the opening of new division as well as a merger. Monitored monthly expenses compared to budget and prepared variance analysis.Adjusted inventory for spoils, damages, transfers, etc. as needed. Automated spreadsheet for financial statement process. Provided cash consulting for customers.Reviewed monthly payroll entries for accuracy. Supervised accounting cooperative education student.

Performed an array of financial services from compilations to audits with financials and tax return.Performed numerous reviews including assisting with peer review process.Prepared individual, partnership, corporate, estate, and trust tax returns as well as liquidation of an S-Corporation from a divorce preceding which also included each individual return.Audits and reviews included such clients as a multi-chain supermarket, a multi-location fertilizer company, leasing company for heavy machinery, Self-insurance Company and The Girl Scouts

Prepared individual, partnership, corporate, estate, and trust tax returns for various clients.Performed financial audits for real estate, shipping, furniture, manufacturing, car dealerships, and food processing companies.Prepared financial statements for multiple rental properties.Obtained Housing and Urban Development experience through working with a rental property client.Assisted in preparation of over seventy-five foreign tax returns for individuals.Provided training to new associates.