Ensure financial accuracy, internal controls, compliance, and accurate SEC reporting for a publicly traded media company publishing 73 newspapers and 350 specialty publications nationwide. Assess insurance renewals, claims, and invoices while managing all stock transactions (warrants, options, and restricted stock) adhering to SEC and SOX compliances. Generate and present performance management reporting to the CFO and other executive leadership members. Meticulously analyze and prepare financial statements including cash flow and monthly, quarterly, and year-end closes applying GAAP. Formulate annual budgets and revenue forecasts, leveraging detailed variance analysis. Perform monthly journal entries and account reconciliations.Successfully led a $200,000 capital project for migrating a legacy system to an automated cloud-based reporting compliance platform (Workiva). Oversaw the entire project lifecycle (vendor sourcing, RFP, testing, and onboarding) working alongside IT and legal teams. This initiative eventually saved the enterprise approximately $1 million in costs associated with executing clean audit reporting. Provided keen insight into financial disclosures from investors, analysts, and regulators regarding filings, reverse stock splitting, and transitioning from NYSE to NASDAQ. Leverage statistical models to provide actuarial services for assessing financial risk. Interact with HR, legal, and other department leaders on implementing quarterly bonus structures, pension administration, and RFP frameworks. Oversee SEC filings (10-Q, 10-K, 8-K, and Proxy) and memorandums regarding the company’s position on new standards or major transactions (ASC 842, ASC 326, ASC 805, ASC 712, ASC 606). Manage XBRL tagging and taxonomies for regulatory reporting and finance analysis while increasing data validation for corporate transparency. Serve as a member of the company’s Investment Committee.

Progressed to higher levels of assurance consulting services for a leading U.S. provider serving middle-market banking leaders. Clients ranged in asset size from $300 million to $6 billion. Provided timely, high-quality assurance services to clients, focusing on financial audits, disclosures, risk assessments, and regulatory compliance. Confidently managed client engagements ensuring adherence to professional standards (GAAP, GAAS, and PCAOB). Conducted substantive testing of financial accounts, including revenue, expenses, assets, and liabilities to verify accuracy and compliance.Supervised junior audit associates ensuring adherence to work plan schedules. Oversaw SEC financial statements (Form 8-K, 10-Q, and 10-K), comfort letters, and S-4s. Identified and tested controls to form an opinion for SOX 404 to evaluate the design and effectiveness of a company’s internal controls related to their financial statements.