- Direct and organize the successful planning through completion of 80+ audits, reviews, agreed upon procedures (AUPs), custody exams, and Anti-Money Laundering (AML) engagements throughout the year.- Industries include Industrial Manufacturing, Equipment Leasing, Gas Stations / Convenience Stores, Broker / Dealers, Cannabis, Technology, Utilities, Health Care, Insurance, Employee Benefit Plans (including 401(k) Plans), Not-for-Profit entities, and more.- Consistently bring new business to our practice including new audit and review engagements, tax, and consulting / advisory business.- Coach other team members regarding audit and review procedures to be performed.- Directly supervise 3 employees on a regular basis.- Track project profitability (by individual engagement and overall) and monitor staff utilization on at least a weekly basis, informing Audit Partner of any key information and metrics.- Review staff performance and provide recommendations for improvement and congratulatory remarks as needed but at least on an annual basis.- Responsible for overall audit staff planning including hiring responsibilities.- Advise clients on new accounting guidance issued such as ASC 842 and ASC 326 and how it might apply to or impact their businesses.

- Lead internal control / process automation efforts by utilizing emerging technologies such as UiPath (Robotic Desktop Automation) to foster a culture of continuous improvement.- Assess financial statement level risks to ensure an effective internal control environment.- Collaborate with control owners to design efficient and effective internal controls over financial reporting including performing end-to-end process design assessments and risk mitigation efforts.- Finance lead on various system implementations (Account Reconciliation Cloud Service ("ARCS") / Financial Close Cloud Service ("FCCS"), Oracle to the Cloud ("OTTC"), new Contract Lifecycle Management tool ("CLM") etc.), from an Internal Controls perspective to ensure financial statement risks are mitigated through controls.- Prepare and maintain SOX narrative and control documentation, ensuring it is appropriately detailed, accurate, and meets the requirements of the audit teams.- Monitor control completion and assess the adequacy of control evidence within Wdesk, the Company's SOX Compliance application.- Collaborate with internal and external auditors to maintain an efficient walkthrough and control testing program.- Work with management and the audit teams to evaluate control deficiencies and assess the severity, magnitude, root cause, and remedial actions.- Advise and educate business process owners on the importance of controls and the impact on the reliability of the financial statements.- Lead other ad hoc financial projects, as necessary.

Q1 2020 Ameren Exceptional Performance AwardOctober 2020 Ameren IdeaHub Innovation Challenge Winner- Ensure accuracy of accounting and financial reporting by developing position papers documenting the accounting implications of significant or unusual transactions.- Partner with management to elect accounting policies and establish positions involving judgmental accounting.- Review draft and final contracts and tariff filings to identify potential accounting issues and provide suggestions for improving business outcomes.- Monitor the activities of accounting standard setting agencies (FASB, SEC, etc.) and regulatory bodies (FERC, MoPSC, ICC, etc.) and lead the implementation of new accounting guidance.- Prepare and review select elements of the financial statements, footnotes, or regulatory filings (10-K, 10-Q, FERC filings, etc.).- Key player in the development of a system-based contract repository to significantly reduce the manual tracking of various contracts and the accounting implications of those contracts.- Assess Goodwill for impairment on an annual basis (or more frequently if there is an indication of impairment) and develop a narrative and memo documenting our process and conclusions.

- In-Charge Auditor at $17+ billion in revenue public manufacturer and $500+ million, $300+ million, and $60+ million in revenue private manufacturers in the St. Louis area which includes coordinating with Audit Managers and Partners on the status of the audit, communicating any issues faced in a timely manner, allocating work to and coaching team members through required audit procedures, and working closely with client senior management (CFO/Controller) to perform our audit in an efficient and effective manner.- Responsible for auditing various aspects of a $50+ billion in revenue SEC client in the health care and insurance industry such as claims, broker commissions, stock compensation, and journal entries (PeopleSoft GL) along with integrating an acquired entity valued at roughly $7 billion into our consolidated audit of the Company.- Perform quarterly and yearly analytical procedures to assess the financial health and audit risk of clients.- Responsible for mentoring and guiding Audit Associates, Interns, and other less experienced KPMG team members to promote audit quality and efficiency.- Perform testwork to determine if relevant controls are designed appropriately and operating effectively, as designed.- Perform walkthroughs of client processes to enhance my understanding of the process, address potential risk points (what could go wrongs), and determine if client has proper controls in place to address those risk points.- Meet with client employees on a regular basis to enhance audit quality and promote a strong working relationship.- Document all relevant findings in detail in eAudit, KPMG's audit software, to enhance the audit file and give those performing the audit in future years better guidance in the applicable process area.- Ensure proper segregation of duties within audit client personnel to promote accurate financial reporting.

Assist clients in becoming financially secure. Provide Life, Health, Long-Term Care, and Disability Insurance to clients seeking various Insurance products. Engage in tax preparation strategies to grow clients' wealth and financial strength most efficiently for years to come. Show clients the tax free benefits of Life Insurance and the many ways it can be tailored for both personal and business use.

Prepared various tax returns for Kemper CPA Group clients. Assisted the firm in various ways to promote efficient and effective tax preparation. Networked with professionals in the accounting profession to learn more about accounting and gain contacts for future job opportunities.