Developed a high-performing Internal Audit team that drove value and mitigated risk in a publicly traded, smart home product and services company. Drove successful integration with NRG following acquisition. Results:• Led the development of internal control framework as part of going public via a SPAC.• Partnered closely with the Audit Committee and business leadership to drive meaningfully process changes in key strategic areas to improve performance and mitigate risk.• Drove development and standardization of internal audit policies and procedures including implementation of an internal audit management system.• Led development and implementation of corporate Enterprise Risk Management framework and processes. • Doubled the number of operational audits performed by growing internal audit team without increasing budget and bringing SOX compliance in-house to drive efficiencies.• Improved employee net promoter score by 45% resulting in one of the best department scores in the company.• Built a compliance audit group to drive control effectiveness in response to an FTC order.

Recruited to turn around and develop global IT Internal Audit group. Developed a vision for the team and inspired excellence by establishing clear strategic priorities on which the team delivered. Directed SOX (55% of annual team budget) and operational audits including performing risk assessments in support of annual audit plan. Results:• Rebuilt global IT Audit team through desired attrition/external hiring and lifted org health scores from one of the worst groups to one of the best in one year.• Drove 50% SOX efficiencies by reducing testing hours through pragmatic changes in scoping and testing approach.• Led the development and implementation of standardized audit methodology improving global audit consistency.• Partnered with IT to improve cybersecurity controls posture across global organization through strong collaboration.• Drove Internal Audit digital innovation in analytics and automation increasing efficiency and effectiveness in testing.• Led effort to drive culture transformation to improve overall results and how those results are achieved.

Recruited to lead and grow Perkins’ Risk Management services group. Determined the strategic priorities of the group and implemented plans to drive these priorities. Employed marketing resources to define and communicate the Risk Management brand. Developed staff for performing Risk Management engagements in support of the growing service offerings. Provided Internal Control/SOX Consulting, SSAE16 / SOC Reporting, IT Risk Assessments, Package Selection and Implementation, Internal Audit, and Privacy Assessments.Results:• Delivered SOX consulting and Internal Audit testing of controls to SEC registrants.• Established a SOC practice by formalizing a methodology, creating marketing strategy, and raising market visibility.• Developed a Risk Assessment methodology using COBIT 5 and performed assessments on client engagements.• Revised and formalized Perkins’ controls audit methodology to support consistent financial audit execution.• Created and delivered controls audit training to all new assurance staff.

Transferred to Oregon to employ leadership skills in building two new practices: Project Assurance and Data Protection/Privacy. Because of strong client service and relationship management track record, tapped to lead internal audit sourcing relationship with global Fortune 500 retailer supporting SOX compliance, operational and IT audits. Utilized strong mentoring skills to coach staff in professional growth. Results:• Exceeded financial goals in both new practices simultaneously through revitalizing relationships, delivering internal road shows, facilitating client meetings, and driving targeting activities.• Improved customer service, renewed consulting contract, and drove additional sales at global retailer.• Reduced risk of client's global Oracle ERP implementation through ongoing project risk assessment, providing risk mitigation recommendations, and coordinating subject matter expert consultations.• Reduced costs and improved process efficiency by leading client through an ERP software selection process.• Boosted market team morale through proactive mentoring of several challenged staff.

In recognition of continued high performance, relocated to build a new Sacramento practice. Engaged broad leadership and technical abilities by overseeing People Experience strategy, Audit Methodology/Quality Assurance, SME Network, System Implementation Assurance practice, and IFRS Conversion practice. Results:• Leveraged deep internal controls understanding to direct SOX audits on SEC registrants.• Utilized technical and industry knowledge to manage SAS70 / SSAE16 engagement on complex utility entity.• Led controls audits on private and government organizations.• Hand-picked to lead business process improvement engagements owing to process prowess. • Fortified audit quality through proactive communication of auditing standards to market team, consulting with engagement teams, conducting internal quality reviews, and building a subject matter expert network.• Created national business process risk and controls curriculum and taught the course to hundreds of staff increasing their knowledge and effectiveness. Received high marks from students on course evaluations.• Invited to deliver several speeches on IFRS conversion projects to professional organizations.

Relocated to lead SOX implementation at local utility because of solid project management skills and deep industry knowledge. Utilized robust analytical skills in managing Northwest market operations comprised of staff scheduling and monitoring key metrics, including revenue budget to actual, billable hours, staff utilization, and billings/collections. Results:• Successfully guided large public utility through SOX readiness efforts in all business processes and IT areas.• Optimized revenue process controls, designed SOX controls, and assessed controls for division of large national healthcare provider improving efficiency and compliance.• Provided outsourcing of IT SOX expertise for consulting on design and testing IT controls at technology manufacturer.• Nominated and served as Assistant Treasurer of local professional auditing chapter in recognition of financial expertise.

Fast-track promoted to manager by mastering skills in audit methodology, financial reporting processes and controls, client service, and mentoring. Planned, staffed, and managed multiple audits and consulting engagements across industries. Results:• Successfully Implemented Sarbanes-Oxley compliance for all business processes and IT areas at global telecom, large utility and global retailer. • Streamlined and optimized component revenue recognition policies and processes for utility in Chapter 11 bankruptcy.• Increased audit efficiency by automating subsequent cash receipts testing process for several teams.• Led customized attestation over ad revenue reporting for on-line advertiser including providing process improvement recommendations that let to more efficient operations.• Developed procedures and best practices for and led in-house developed billing application pre-implementation reviews for several utilities and telecommunication companies.

Referred by owner's business partner and hired to implement accounting system, accounting procedures and perform accounting function. Designed and maintained chart of accounts. Managed all accounting processes. Results:• Quickly assessed accounting system needs, made recommendation to owner, and was approved to implement system.• Successfully implemented accounting system and transaction processing procedures.• Optimized accounting procedures resulting in smooth transition to successor.

Hired by business owner to perform accounting functions at two companies: one established and one start-up. Implemented accounting systems and functions for one year-old digital pre-press start up including designing chart of accounts. Managed A/R, A/P, payroll, taxes, and bank reconciliations. Managed vendor relationships from credit applications through collections.Results:• Reduced tax penalties and interest owed through negotiating payment plan with IRS.• Improved cash flow through effective collection efforts and vendor payment negotiations.• Negotiated granting of delinquent business license with city successfully avoiding any penalties.• Reduced hours needed for maintaining accounting records by 75% facilitating successful transition to successor..

• Performed due diligence assessment of business processes in conjunction with merger activities. • Designed, developed, and internally "sold" department web site • Designed and implemented employee Access database for web site directory