Managed various audit activities within the Global Commercial Banking Division. Recommended annual audit plan based on sound risk assessment practices. Executed audits for complex business units, including planning engagements, managing resources, reporting findings and ongoing validation of risk mitigation plans. Authored timely, accurate and concise audit reports to senior management. Managed Sarbanes-Oxley, section 404 testing efforts for significant financial statement accounts. Developed and maintained influential relationships with business line management, proactively making best-execution recommendations.

Supervised compliance activity of first year tax associates and technicians. Interacted with clients to monitor financial transactions and successfully resolve tax and accounting matters. Facilitated and delivered training as necessary. Coordinated, prepared and reviewed federal and state tax returns for corporations and individuals. Effectively communicated with federal and state taxing authorities to resolve client-related issues and controversies. Participated in audits, compilations and reviews for various size clients. Industry experience included Banking, Insurance, Manufacturing, Not for Profit and Health Care.