Seeking professional services as a practice lead, partner or managing director or public company leadership positions as chief financial, risk or audit executive.
Twenty six years of progressive senior management responsibilities in public companies and professional services firms providing business advisory and assurance services to numerous Fortune 1000 companies.Provide leadership and counsel to help companies preserve and create shareholder value by identifying and mitigating risk, improving business processes, internal controls and operating results. Significant business development experience and goverance, risk and compliance subject matter specialist. Most recently led regional enterprise risk services practice with 20 partners and $57 million in revenue. 3 year compound annual growth rate of 47%.
Nov 2008 - Present
Firm focused on governance, risk and compliance (GRC) services. Helping companies build enterprise risk frameworks and programs covering strategic, operational, financial, compliance, IT and external risks. Using emerging software technologies to improve program effectiveness and reduce costs.
May 2005 - Nov 2008
Led risk, control and the internal audit services practice in the Southeast region, with 20 partners and $57 million in revenue. 3 year compound annual growth rate of 47%. Develop and provide risk, control and business advisory services for multiple industries.Help develop brand, messaging and service rollouts. Led revision of the global enterprise risk assessment methodology. Client companies include consumer products, life sciences, banking, asset management and higher education. Author and frequent speaker on enterprise risk intelligence.
Feb 2001 - Apr 2005
Chairman & CEO
Founded this internal audit and business advisory firm.Developed strategic and operational plans, leading to the successful raise of initial funding.Recruited senior management team, developed sales and marketing program and development plans. Provided risk, control and business advisory services to companies that include Kodak Polychrome Graphics, Jacuzzi Brands, Dun & Bradstreet, Interpublic Group of Companies, ADP, Gartner and Avaya.Firm acquired by CBIZ in September 2003.
Mar 1993 - Apr 2005
Led business advisory services for corporate headquarters, a $10 billion subsidiary and a capital corporation ($6 billion in assets). Responsible for overall department administration encompassing 150 professionals, 8 offices and $24 million budget. Supported General Auditor with senior management and Audit Committee communications. Identified significant process improvement opportunities in procurement, operations, sales and marketing.
Audit Manager (1988 to 1991)
Provide business advisory services for a $2.5 billion frozen food business, $3.5 billion foodservice business and Kraft corporate functions. Led operational and financial review projects and supported numerous acquisitions and business disposition projects.
Lead Auditor (1983 to 1987)
Conducted audit projects for Dart & Kraft including reviews at Duracell, Hobart, Tupperware and Kraft.
Oct 1997 - Jan 2001
Responsible for developing the enterprise risk and control advisory service practice for the consumer products, manufacturing, high technology, communication, media and entertainment industries.Developed overall strategic and operational plans for metro New York region.Led the marketing, selling and service delivery activities.Client companies included ITT Industries, IKON, Unisource Worldwide, TEREX, RH Donnelley and Acclaim Entertainment.
Apr 1995 - Oct 1997
Chief Audit Executive/Audit Director
As chief audit executive, recruited to re-engineer the internal audit department for this $5 billion global forest product business and their majority owned subsidiary, Bush Boake Allen. Provided counsel on risk management and internal control for senior and operations management and two Audit Committees. Established risk assessment methodology, increased focus to include operational and compliance audits along with financial reviews in accordance with COSO concepts.