Direct corporate finance and accounting functions, legal and compliance oversight, and financial analysis and reporting. Member of the leadership team creating the company's strategic vision and responding to the ever changing NIL regulatory environment.

As a member of the Executive Leadership team, lead finance operations and initiatives for the organization.Manage all accounting activities to ensure accurate and timely financial reporting and compliance with applicable GAAP and regulatory requirements.Drive and support strategic initiatives, including new system and technology implementations, external service provider optimizations and process improvement efforts.Coordinate with external parties such as auditors, tax advisors, legal counsel M&A integration

Internal Control / Process Improvement Consultant: Developed expertise in providing clients with solution-based accounting process evaluations. This includes documenting internal controls and assessing design effectiveness, developing test plans and assessing operating effectiveness of internal controls, and providing recommendations for improving efficiency and reducing risk. As a member of the Investment Industry Team, delivered services and solutions including audit and accounting, advisory, and operational due diligence to ensure compliance with GAAP and the SEC requirements. GIPS verifications and composite examinations for investment managers claiming compliance with the Global Investment Performance Standards (GIPS).

Developed newly created position of Internal Control Specialist by collaborating with the Firm’s Managing Partners and Human Resources personnel. Also conducted year end financial statement audits for various clients including manufacturing, property managers, distribution, and retail clients.

Managed business units responsible for settlement of all non-trade related retail client brokerage activity and debit card fraud investigations. Team Leader for implementation of MSA and restructuring the Visa Investigation process.

Developed a Compliance/Risk Assessment Business Unit designed to identify and manage business risks of all departments within the FMS Group. Created a business plan, budgets and built out a strong team to implement the strategy.