Continuing Professional Education Instructor on federal auditing, risk management, and audit management.

Continuing Professional Education Instructor on federal auditing, risk management, and audit management.I teach both virtual and in-person classes.

Consultant on tax and financial matters to business organizations.

I was in charge at various times of the Chicago, New York, San Francisco, and Denver offices of Audit, which audit a variety of Department of Labor agencies and programs.Technical: I was responsible for performance audits and hotline complaints for of agencies in my portfolio. These programs are national in nature. I supervised several audit managers in each audit office, each of which supervised one or more teams of auditors. In addition, I prepared annual risk assessments of agencies in my portfolio for inclusion in the OIG-wide risk assessment and select audit topic areas based on these risk assessments. I participated in drafting portions of the Office of Audit’s policies and procedures, and interact with high-level stakeholders such as Congressional staff and agency heads. In addition, I was tasked to be the acting Director of the National Talent Pool and Training office for two years, and during that time organized a week-long all-hands off-site training conference, including procuring space and instructors and developing the curricula for the training sessions.Administrative: I was responsible for the administration of several Offices of Audit. As such, I proposed and approved the allocation of financial and other resources, administered training for my staff, and managed day to day office activities.

I headed the audit function at the Library. My responsibilities were both technical and administrative in nature.Technical: I was responsible for all audits, inspections, and high‐level sensitive investigations. I oversaw audit team leaders, managed project schedules and resource allocations, and generally acted as an auditing and management analysis subject matter expert. I led performance, IT, contract, grant, and financial audits and analyses of multi‐million dollar Library programs, which are national and sometimes international in scope. I planned and prepared the annual audit plan and semiannual reports to Congress; reviewed and commented on proposed regulations and legislation on behalf of the Inspector General. I drafted the Inspector General’s testimony to, and interacted with, Congressional staff and committees and managed the Library’s external financial statement auditors. I drafted the office’s policy and procedure manual, and was ultimately responsible for our quality assurance program. I participated, in an advisory capacity, on Library‐wide task forces.Administrative: I was responsible for the administration of the Office of the Inspector General. As such, I prepared and executed annual budgets, allocated office resources, supervised the human resource function, handled procurements, supervised office automation projects, and managed day to day office activities.

I led the financial, legal, and administrative functions at Madison.Financial: My responsibilities in this area included, among others, directing the financial accounting function, leading the preparation of annual and interim financial reports, ensuring organizational compliance with GAAP and various regulatory requirements, formulating, promulgating, and implementing financial policy, treasury management, strategic planning, risk and insurance management, tax management, budgeting, long range forecasting and modeling, and day to day administration of the financial and audit functions. In addition, my responsibilities included the selection of the Company’s auditors, planning and coordination of annual audits, planning and supervising the execution of operational audits, and the formal presentation of the Company’s financial statements to the Company’s Management Committee and funding partners. I also monitored industry activity and trends, located potential merger candidates, negotiated with principals, valued businesses, assessed the viability of a proposed transaction, led due diligence efforts, and made recommendations to the Company’s Management Committee.Legal: My legal responsibilities included document review and drafting, negotiating contracts, procuring insurance coverage, representing the Company in most legal matters, dealing with entity matters, debt collections, and all employment‐related issues.Administrative: I was in charge of administration for Madison. As such, I led the human resources, payroll, purchasing, and information technology functions. I led office automation projects; in particular, I successfully led the conception, development, implementation, and marketing of the Company’s e‐commerce platform, as well as several systems conversions and implementations.I remain on contract with Madison as a consultant to the business.

I managed the internal audit group and indirectly, the financial functions of the field offices.Technical Responsibilities:Audit: I managed all operational and financial audits. In the operational audit area, my responsibilities included leading risk assessments, targeting of audit subjects, design and execution of audit plans, leading fieldwork, drafting reports and recommendations for improvement, and presentations to senior management. I also led the organization’s annual financial audit; my group designed and executed audit programs, performed substantive testing, and prepared findings and recommendations. My responsibilities included preparing final consolidated financial statements and an audit package for the company’s external auditors. I addition, I was the liaison with external auditors and managed the financial audit contract.Controller: My duties included supervising the financial functions of all the entities in the organization, coordinating the incoming financial information, ensuring consistency in accounting practices, consolidating financial statements, reviewing general ledger accounts and entries for accuracy and compliance with policy, reviewing disbursements, and preparing annual consolidated financial statements.Tax and Financial Analysis: I was responsible for collecting, consolidating, and analyzing financial information from all company branches. I prepared complex financial models, forecasts, multi‐year budgets and forward‐looking financial information. I prepared state and federal income and personal property tax returns for all companies. I developed positions on income tax issues such as the taxation of inventories, and handled all federal and state taxation issues.Administrative: I led the human resource, staffing allocation, and automation functions of the internal audit group.