Recruited to lead the accounting and finance function into the next generation of ownership for a seven-decade-old Oil & Gas company. Responsible for maintaining the general ledgers of 24 active entities, including C-Corps, S-Corps, Partnerships, one Single Member LLC, a Professional Corporation, and a Non-Profit Family Foundation. Monthly processing includes reviewing and updating intercompany accounts, depreciation schedules, parts inventories, oil and gas assets, investments, and shareholder distribution accounts. Solely prepare all necessary monthly and annual financial statement adjustments in preparation for audit engagements of four C-Corps. Handle communications to and from auditors and respond to their information requests. Organize and compile monthly Workpapers for four C-Corps and annual Workpapers to assist accountants in filing timely tax returns for all 24 entities.• Compiled a 110-page process manual for all Controller-level job responsibilities within six months of hire, including graphical interpretation of complex processes and links to all supporting Workbooks.• Established monthly procedures to analyze operated crude oil and natural gas production, allowing management to gauge flowing reserves more accurately and appropriately position hedges to offset commodity price exposure.• Streamlined the processing of 3rd party revenue, converting manual data entry into automated procedures that eliminated keypunch errors and increased monthly efficiency by 67%.• Implemented changes to the organization’s accounting system maintenance contract, leading to perpetual annual cost savings of $10,000.

Utilized crossover skills from a career managing accounting and finance data and formerly leading two family-owned businesses through various stages of their business life cycles to bring leadership and create structure within various departments of Westmoreland County, primarily the Bureau of Election. Also, worked closely with the Director of Financial Administration to ensure a fully compliant and complete annual budget was published following best practices developed by the Government Financial Officers Association. Primary responsibilities required me to to interpret, build upon, and comply with quality assurance standards and document a multitude of standards via internal reporting and audits. To also plan, execute and oversee inspection and testing of incoming and outgoing product/information, and to maintain complaint and non-conformance processing, including establishing root cause and corrective actions. And, to communicate effectively with media, commissioners, staff, and various other stakeholders in relation to various initiatives.• Created a comprehensive county-level campaign finance reporting workbook and an associated user manual to track candidates, political committees, and contributing lobbyist financial activities to align with Pennsylvania Department of State regulatory guidelines.• Established electronic versions of nomination petitions and candidate affidavits.• Designed a system to track the number of mail-in and absentee ballots provided each year by Westmoreland County electors to the Election Bureau. The process included using advanced Excel skills to monitor ballots received versus processed and Registrar processing capabilities to ensure human resources aligned with the board's expectations.• Coded a Visual Basic Application (VBA) program into an Excel Workbook for the Public Works Department to track labor costs, ensuring compliance with all Fee for Local Use Fund (Act 89) audit standards.

Built the finance and accounting structure and internal controls and procedures from the ground up for this privately-owned oil and natural gas exploration and production company, comprised of six legacy operating entities, two private equity-backed companies, and 24 limited partnerships. Established consolidated financial statements, budgets, and cash flow strategies. Effectively managed relationships with banks, auditors, joint venture and other working interest and royalty partners, including private equity partners, and investment consultants. •Developed and managed the accounting for 24 limited partnership businesses with nearly 2,000 investors whose capital accounts totaled approximately $110MM, including the eventual dissolution and assignment of a combined 1,400 assets.•Jointly implemented an accounting and reporting structure following a $550MM private-equity funding commitment from Blackstone.•Led the creation of a budgetary process for Olympus Energy's new management team, which listed estimated expenses tied to the drilling and completion of $6MM+ horizontal Marcellus shale wells.•Implemented a direct feed between AMEX and Concur to track employee travel, entertainment, and other expenses, converting a once manual cost tracking system into an automated system that required real-time management reviews and approvals. •Created a comprehensive land and production management report/dashboard for Bow & Arrow Land Company, which consolidated acquired acreage values and associated costs totaling $30MM, together with production volumes of greater than 1 BCF, by property, operator, and well.•Hired, trained, managed, and mentored more than ten individuals within the accounting department. Invested a significant amount of time ensuring roles and responsibilities were clearly defined, and to create a cohesive and structured monthly closing process. Continuously evaluated staffing needs, hiring and supervising, to improve the accounting function.

Fulfilled a critical role positioning this retailer of BMW vehicles as a $6.5MM acquisition candidate to a PE firm. Worked with the founders to prepare accurate financial statements and fully document accounting systems and internal controls in preparation for due diligence.

Recruited as a subject matter expert in tax issues for the Tax Tech business of this CPA firm, to meet the needs of individual clients. Contributed to increased revenue of $50K/year by identifying opportunities to upsell customers to higher-level accounting and tax filing services. Also worked with large businesses, government agencies, non-profits, and educational institutions, preparing and verifying financial statements, analyzing budgets, and planning finances. Services ranged from bookkeeping and consulting, to auditing.

Joined the firm's Commercial Loan Division upon completion of undergraduate studies.