Interest

PROFESSIONAL MEMBERSHIPS

American Institute of Certified Public Accountants

Institute of Internal Auditors

Licensing Executives Society

Nevada Society of Certified Public Accountants

Summary

Seasoned Big Four veteran with extensive experience in Fortune 500 finance operations and internal audit functions. Record of skillful collaboration across boundaries to achieve business objectives and operational excellence. Recognized as a focused and dedicated leader who successfully orchestrates complex relationships and work environments.

Work History

Work History
Oct 2004 - Present

Senior Manager, Advisory Services

Ernst & Young

Directed Internal Audit Department’s Program Management Office for Fortune 500 financial services conglomerate while sustaining a $2,000,000 book of business. Managed seven direct reports and supervised 60+ others in oversight capacities. Owned relationships and managed interactions with executive leadership teams. Interviewed process owners and conducted risk assessments. Crafted responses to proposed procedures for incoming audits. Served as PNW’s Internal Audit Champion and Advisory Services Operations Committee member.

  • Controlled $20,000,000 operating budget including >100,000 hours plus expenses
  • Projected profitability and cash flows for $50,000,000 three-year operating plan
  • Reduced expenses $40,000 per month through focused cost savings initiatives
  • Integrated cross-functional team to help client successfully defend $100,000,000 lawsuit
  • Advised Fortune 50 client on revenue model changes to billion dollar income streams and the redesign of distribution and return channels resulting in permanent cost reductions
  • Generated impressive ROIs for companies including over $40,000,000 in recoveries
  • Earned and received Raving Fan client satisfaction feedback from three largest accounts
  • Grew book of business 75% in four years including selling over $1,000,000 of non-recurring project revenues each year
  • Introduced client contacts by arranging networking events and face-to-face meetings
  • Drove process improvement engagements from pursuit through execution at new and existing clients including one which resulted in 47 management recommendations
  • Successfully negotiated budgets in competitive fixed fee environment at Fortune 50 company utilizing Multiple Element Simultaneous Offer (MESO) techniques learned in Advanced Negotiation Skills training taught by Kellogg School of Management professor
  • Leveraged long-term client references to help quadruple account revenues to $30,000,000
  • Proactively contributed to PNW’s Advisory Services Operations Committee, including:
    • Driving improvement initiatives to achieve sustained operational excellence including revenue forecasts and inventory management
    • Creating, refining and communicating metrics and other business intelligence
    • Leading development and delivery of internal training programs
    • Presenting various topics to executive leadership teams and other large audiences
Oct 2001 - Sep 2004

Manager, Business Risk Services

Ernst & Young

Program managed over 200 Findings & Recommendations and Agreed Upon Procedure engagements including distributor, customer and supply chain inspections. Contributed to multiple off-site brainstorming sessions for new service offerings sponsored by National.

  • Awarded $2,000,000 lead project management role to drive multi-billion revenue channel conversion after leading pursuit activities and managed foreign teams in Brazil, Chile, China, Columbia, India, Indonesia, Malaysia, Russia, Singapore, Taiwan, and Thailand
  • Designed, implemented and improved revenue assurance and Sarbanes-Oxley (SOX) 404 and 302 control activities covering multi-billion dollar outsourced revenue streams
  • Transitioned $900,000 recurring revenue to new European Operations Center in Dublin
  • Authored Contract Risk Services training modules and served as overall content reviewer
  • Teamed across functional silos to develop innovative audit candidate selection tools
Oct 1999 - Sep 2001

Senior Consultant, Internal Audit Services

Ernst & Young

Planned and executed dozens of supply chain and customer inspections around the world for Fortune 500 clients. Served as Revenue Assurance subject matter expert and project manager.

  • Managed licensing reviews in foreign countries including Australia, France, Germany, Japan, South Korea, and United Kingdom delivering seamless quality service and recovering over $10,000,000 in incremental revenues for clients
  • Provided subject-matter expertise to Core Assurance teams to create inspection programs
Sep 1997 - Sep 1999

Staff Auditor, Assurance Services

Ernst & Young

Prepared and detail reviewed financial audit sections including Revenue, Accounts Receivable, Fixed Assets, Inventory, Equity, Cash, Investments, Hedging, Accounts Payable, Debt, Commitments and Contingencies, Trial Balances, and Full Disclosure Financial Statements. Clients included biopharma, semi-conductors, real estate and consumer products.

  • In charge of financial audits of small entities including identification and quantification of required restatement and direct reporting to Senior Manager
  • Participated in three year audit preceding $273,000,000 Initial Public Offering

Education

Education

Certifications

Certifications

Project Management Professional

Project Management Institute

Certified Public Accountant

Washington State Board of Accountancy

Certified Public Accountant

California Board of Accountancy

Certified Public Accountant

Nevada State Board of Accountancy