To create or acquire profitable and sustainable businesses and investments that provide substantial opportunities for the members of the Eastern Band of Cherokee Indians.

Lead the accounting and information technology groups overseeing the financial operations of the organization’s two entities. Navigated the organization through a period of financial difficulty by implementing internal controls, instituting structure, and updating policies and procedures.• Budgeting & Forecasting - Prepared the organizational budgets and recommended financial decisions to the Board of Directors based on analyses, historical results, and current grant pipeline. Monitored board approved budgets and updated expectations to forecast anticipated results. • Financial Reporting - Expanded the financial reporting capability of the organization by developing financial statements to comply with GAAP, recruiting and developing high performing professionals, and creating a dashboard to monitor the organization. Prepared quarterly financial statements to comply with lender debt covenants.• Financial Analysis and Dash boarding - Identified key performance indicators and created a company specific financial dashboard. Periodically reviewed financial results and dashboard to assess the organization’s performance and direction.• Relationship Management - Developed and maintained relationships with the board, financial institutions, lenders, membership, external auditors, key vendors, and funders.• Systems Implementation - Lead the CRM project; scoped organizational needs, evaluated proposals, completed general ledger and mapping, and implemented system after testing.• Professional Development - Created staff development programs and conducted organization training sessions on a variety of topics including: internal controls, compliance with OMB Circulars, budgeting, and compensation.

Worked in a fast paced environment performing financial due diligence on various companies in the technology, defense contracting, media, software, leisure, professional services, and manufacturing industries. Researched accounting topics related to financial reporting and industry specific practices.• Financial Due Diligence - Performed quality of earnings, working capital, budget gap, and industry/company specific analyses. Supported clients’ understanding of enterprise value by reviewing financial models, EBITDA adjustments, multiples and other financial metrics. Evaluated working capital targets, debt & debt-like items and other purchase price adjustments• Budget & Financial Projection Analysis - Reviewed historical financial statements and operating budgets identifying trends and anomalies. Bridged results to management forecasts commenting on similarities and variances from actual results and identifying possible purchase price adjustments. • Reporting - Prepared comprehensive due diligence reports and analyses in order to identify significant deal and valuation issues and sale-purchase agreement considerations.• Business Analysis – Developed an understanding of the target company’s business, competitive environment, industry trends and accounting practices, overall risk, cost structure, and synergies.

Developed analytical and substantive audit programs in accordance with US GAAP and US GAAS for publicly traded and private companies in technology, manufacturing, consumer business, and financial services industries. Researched accounting topics related to financial reporting and specific areas of testing.• Restatement and Annual Audit - Participated in both restatement and financial statement audit of a Government Sponsored Entity. Primarily responsible for auditing Company’s portfolio of mortgage backed securities. Designed audit procedures in accordance with US GAAP and GAAS to ensure proper presentation of discounts and premiums on the mortgage backed securities portfolio. Actively involved in the testing of internal controls under Sarbanes Oxley on the company’s portfolio of mortgage backed securities.• SEC Reporting – Performed quarterly reviews and annual audits of publicly traded companies. Provided assurance that the necessary disclosures were presented on the 10Q and 10K filings.• Financial Analysis – Analyzed comparative balance sheets, income statements, and budget versus actual to identify possible areas of concern and to assess the risk of material misstatement in order to design effective audit procedures. • Relationship Management: Maintained a working relationship with client personnel and served as the liaison between the Client and Audit Managers and /or Partner on the progress of the audit and signifying audit issues and findings.