Academic and Professional Background

December 2021 - Present

Senior Manager, Financial Systems and Reporting
OTC Industrial Technologies

• Managed multiple engagements – from a Fortune 12 public company to a small privately own tech company of 50 employees with teams composed of as many as 9 direct reports
• Prepared BvAs for margin analysis on jobs of more than 50 people as well as planned and executed audit procedures across all phases
• Conducted walkthrough meetings to identify significant risks as well as key controls and any gaps within in accordance with SOX compliance in addition to substantive testing
• Worked closely with IT audit teams to create complex data analytics to show disaggregated data analysis across complex accounts as well as bridge the gaps between procedural and IT application controls while documenting SOX-related Risk and Control Matrixes

September 2019 - December 2021

Manager, Risk Advisory Services
Schneider Downs

• Appointed to the Business Process and System Improvements team by the CFO to focus on specialized work streams geared toward preparing Battelle for a forthcoming ERP implementation
• Leading multiple project workstreams to “walk through” functional business areas in order to document (narrative, flow chart, risk and control matrix) the process in current state as well as identify inherent weaknesses, control gaps and operational inefficiencies in preparation for an ERP implementation
• Partnering with IT project managers, the Associate General Counsel and the Corporate Chief-of-Staff to overhaul Battelle’s current scope analysis process and organizational conflict of interest policies and procedures as well as facilitating the creation of a centralized repository to host training data, mitigation plans and communications

May 2018 - September 2019

Business Process and System Improvements Project Manager, Battelle

• Leading engagement teams across multiple services: business process optimization, risk and controls assessments, SOX readiness, enterprise architecture assessments, quality assurance reviews of internal audit, internal audit optimization, co-sourced and outsourced internal audit engagements
• Working with practice leadership to develop new services and expand our client footprint via business development
• Leading cross-function teams on complex engagements
• Assisting in re-engineering of internal processes and expansion of client services by building new partnerships

September 2015 - May 2018

Corporate Assurance Senior, EY

• Managed multiple engagements – from a Fortune 12 public company to a small privately own tech company of 50 employees with teams composed of as many as 9 direct reports• Prepared BvAs for margin analysis on jobs of more than 50 people as well as planned and executed audit procedures across all phases• Conducted walkthrough meetings to identify significant risks as well as key controls and any gaps within in accordance with SOX compliance in addition to substantive testing• Worked closely with IT audit teams to create complex data analytics to show disaggregated data analysis across complex accounts as well as bridge the gaps between procedural and IT application controls while documenting SOX-related Risk and Control Matrixes

Master of Business Administration (MBA)
current student

The Ohio State University Fisher College of Business

Bachelor of Science in Business Administration - Accounting