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Principal Areas of Practice

A strong background in all aspects of financial analysis and accounting, especially sales tax, income tax, account reconciliations, and fixed assets.  Background includes Sarbanes-Oxley compliance testing and auditing as well as creation of policies and procedures.

Professional Experience

  • Years of experience in all aspects of accounting and financial analysis
  • Dependable, hard working, reliable, well-organized
  • Goal oriented with excellent troubleshooting abilities
  • Strong research and problem solving skills
  • Self-starter with ability to work independently or on a team
  • Have performed Sarbanes-Oxley testing, audits, and compliance

Computer Applications

Microsoft Certified (including Excel, Word, and Access), PeopleSoft, Oracle 11i, JD Edwards, Great Plains, MAS90, QuickBooks, Quicken, Peachtree, Adobe Acrobat, RIA, DacEasy, Navision, GSA SIP

Work experience

Apr 2009Present


Arm's Length Mediators, LLC
  • Enter into agreements with homeowners to negotiate a short payoff with homeowner’s lenders
  • Negotiate with lenders for a short payoff
Nov 2004Mar 2009

Salaried Professional Division (Consulting)

Robert Half International

Comsys Services, LLC (Robert Half International)

  • Dates of Projects:January 2005 – March 2006; January 2008 – April 2008; January 2009 – March 2009
  • Software Used:People Soft, RIA
  • Filed over 20 monthly and quarterly sales and use tax returns
  • Saved over $175,000 by filing abatements for penalties and interest
  • Accurately determined taxation rules and to limit tax exposure in six states
  • Filed property tax renditions in various jurisdictions
  • Compiled 2004 federal, state, and local income tax returns for four entities in forty-one states with help of Tax Director
  • Reconciled various general ledger accounts
  • Prepared year end tax provision with help of Tax Director
  • Filed state income tax extensions for 6 entities in more than 50 jurisdictions with help of Tax Director

Mercer Human Resource Consulting (Robert Half International)

  • Dates of Project:October 2008 – January 2009
  • Team Lead for Audit of Mental Health Facilities for the Commonwealth of Pennsylvania
  • Managed a staff of 3 employees including training and review
  • Redevelopment of Policies and Procedures for facility auditing
  • Prepared statistics regarding reviews and audit
  • Completed the project ahead of schedule by 4 weeks, saving the client $18,000

First American Title Insurance Company (Robert Half International)

  • Dates of Project:May 2008 – September 2008
  • Software Used:Oracle
  • Reconciled and analyzed various general ledger accounts
  • Assisted in reconciling a high-volume bank account to clear a nine-month SOX deficiency

American Physicians, Inc. (Robert Half International)

  • Dates of Project:May 2007 – December 2007
  • Software used: Great Plains / MAS90
  • Prepared audit schedules for KPMG
  • Streamlined month-end close process by building complex spreadsheets

Giant Industries, Inc. (Robert Half International)

  • Dates of Project:April 2007
  • Software used:JD Edwards
  • Managed fixed asset accounting processes including asset splits, transfers, additions, and deletions
  • Researched and applied accounting policies and procedures for fixed assets and inventory systems
  • Prepared necessary reports for management budget analysis

USF Bestway, Inc. (Robert Half International)

  • Dates of Project:April 2006 – March 2007
  • Software used:JD Edwards
  • Redesigned and managed all fixed asset accounting processes including transfers, additions, and deletions
  • Audited and designed complex spreadsheets for monthly spread journal entries
  • Reconciled general ledger to revalued fixed asset system
  • Cleared a one-year Sarbanes-Oxley deficiency for various tax and fixed asset functions
  • Performed monthly and year-end close procedures
  • Supervised and trained employees in policies and procedures

Tectura Corporation (Robert Half International)

  • Dates of Project:November 2004 – December 2004
  • Software used:Great Plains / Navision
  • Reconciled general ledger accounts
  • Created various schedules for yearly audit
  • Reconciled bank statements
Nov 2002Nov 2004

Staff Accountant II

  • Software used:DacEasy, GSA SIP
  • Reconciled various general ledger accounts
  • Streamlined filing of sales tax returns by filing in one-fourth the time
  • Managed cash receipts and cash disbursements; monitored revenues and expenses
  • Simplified updating of government pricing for federal procurement via GSA Advantage by interfacing the SIP program with Microsoft Excel
  • Performed all stages of the accounts payable cycle except check authorization
  • Saved company over $8,750 by auditing and amending past sales tax returns


Aug 2000May 2002


Brigham Young University

§      Cumulative GPA: 3.5