Assistant Fund Controller at Phillips Edison & Company

Sole ProprietorshipStarted a sole proprietorship to perform personal income tax returns, small business returns, and small business planning. Business planning includes helping businesses maximize their potential through analysis of leading trends in the industry along with regional trends among clientele. Business grew to include consulting engagements and contract employmentInternational Exchange Programs - Auckland, New Zealand The Park, Tongariro 2008-2009Traveled to New Zealand to work in a national park and hostel, as well as travel within the country. Examined how to better communicate and relate to people of different cultures, and encourage team building.

I work with clients to manage a variety of their accounting and finance needs including emerging from bankruptcy.

Worked alongside Partners to ensure engagements were being run efficiently. Managed Partners book of business and performed analysis on engagements.Audit Senior, Assurance and Advisory Business Services 2006-2007Performed quarterly and annual financial statement audits and Sarbanes-Oxley compliance testing on several industries including the following: manufacturing, baking/packaged foods, and retail. Clientele include; Consulted with clients on various matters including reviewing, documenting, and recommending revisions to the clients' controls and accounting systems in order to better suit their needs and comply with regulations of Sarbanes-Oxley. Assessed effectiveness of internal controls and made recommendations for improving control environment to minimize business risk, maximize profits, and communicate more effectively about company objectives.Responsible for all facets of corporate audits from planning to execution, including budgets, scope determination, researching technical accounting issues, financial reporting, managing multiple staff members on concurrent engagements, and serving as a key client liaison for client relations and internal communication.Analyzed and reviewed information supporting financial statements and disclosures for the Security and Exchange Commission (SEC) reporting and ensured compliance with Generally Accepted Accounting Principles (GAAP) forms 10-Q and 10-K.Interviewed, recruited, and mentored new professional staff. Responsible for staff development, communication, guidance, on-the-job education, and evaluation.Audit Staff, Assurance and Advisory Business Services 2004-2006Worked within several low-risk audit areas as well as some high-risk audit areas to perform financial statement audits of various companies.Performed Sarbanes-Oxley Section 404 internal control procedures.

Located, compiled, and performed analytical procedures on data for future projects.

Tutored business students in accounting and finance.

Worked as part of an integrated team to prepare a new facility for operation.