Sheila Moran Email & Phone Number

Greater Milwaukee Area

Our professionals are former CFOs, controllers, auditors, and managers, so we can serve in interim roles or oversee projects without any hand-holding. With years of accounting, audit, technology, and business leadership experience, our CPAs, project management professionals, certified internal auditors, and other certified professionals can work right alongside you.Our team of consultants serves public, private, and nonprofit entities, providing you with the assistance you need to help strengthen financial outcomes and boost productivity. So, whether you’re an established organization or an emerging business, we can be a resource to help fill a gap, tackle critical projects, and navigate changing reporting regulations.

Janesville/Beloit, Wisconsin Area

Finance leader charged with increasing stakeholder confidence, streamlining processes, improving employee engagement/retention, and strengthening business intelligence reporting.• Within one year, team received the highest rating awarded by Internal Audit, a first for the team. • Provided business intelligence to reduce Days Sales Inventory (DSI) by developing inventory reporting that correlated sales trends by product line to supply-chain purchasing habits. • Developed foreign exchange sensitivity analysis to determine risk exposure for foreign-sourced materials.

As finance and administrative leader, provided effective supervision of finance, human resources, purchasing and information technology divisions. • Developed metrics that connected personnel headcount to production throughput, setting target labor headcount and overtime budget. • Promoted service-driven administrative support to production and sales team by emphasizing (internal) customer service as a core competency for all administrative staff.• Reduced administrative budget through intentional connection of administrative services to operational mandates, as well as effective organizational positioning in the competitive bidding process.• Improved inventory control and reporting by developing innovative data-mining techniques and analysis.

Developed the content for two new courses launched by the ACFE: fraud risk management and fraud-related compliance. Launched the two courses for a variety of public and private groups across the country.

Consulting firm specializing in board advisory services, performance measurement, risk management, strategic planning, ethics policy implementation, forensic accounting, software installation and support, and financial statement preparation.

Brought in during busy seasons to manage complex audits within the firm’s manufacturing portfolio. Coordinated multiple projects simultaneously, managed and assigned field staff, and advised organizations on slow/no moving inventory, sales-with-right-of-return, overhead expense allocation, etc. • Identified $500K (10% of assets) in over-purchasing for a privately held manufacturer and led implementation of improved inventory reporting• Isolated excessive product returns for government contractor – collaborated with CEO and VP Finance on solution that raised customer satisfaction and saved the company $350K (14% of earnings)• Recognized and corrected an overstatement of $1M in shareholder equity, and subsequently redesigned procedures for financial instrument valuation

Served in a senior role at Peterson Co (now Baker Tilly) overseeing audits for banks, NASD brokers/dealers, manufacturers, unions, benefit plans, and not-for-profits. Served as Acting Manager supervising staff and provided training in best practices and regulatory compliance. • Designed and completed due diligence on a medical billings company preparing for an IPO – corrected an overstatement of earnings exceeding $700K (16% of earnings)• Provided litigation support in a divorce/business dissolution proceeding• Recommended methods to mitigate any correctable findings for a mortgage broker prior to state regulatory audit

Completed audits of local and state government bodies and agencies. Based on expertise, selected to assist junior auditors in professional development and training.

Conducted a wide range of audits for financial services, government, and not-for-profit organizations. Noteworthy engagements include audits of Fidelity Investments, State Street Bank, MFS Investment Management, Boston Redevelopment Authority, and the Appalachian Mountain Club. • Implemented a controls-based audit as the in-charge accountant for the Boston Stock Exchange – identified weaknesses in processing procedures to avoid distortion of financial reporting• Compiled 10-K, 10-Q, and 8-K SEC reports and prepared SEC filings for an IPO

• Reconstructed financial data after a data storage failure. Supervised operation of parallel bookkeeping system during transition. • Set up new accounting system utilizing a customized accounting software application. • Performed data integrity audit after new system implementation.

Bs, Accounting, Economics

Activities and Societies: Kappa Delta, Squash

Mba, Business Administration

Plcc, Professional Life Coaching Credential

Ba, Economics

Activities and Societies: Kappa Delta, Squash

Studied Health Care, Third World Debt Relief, Earned Highest Marks