TFC Consulting, Inc. | Senior Consultant (Associate)

​November 2023 - March 2024

• Seasoned CPA with over 15 years of specialized experience in governmental auditing, proficient in enhancing financial systems and controls for effective governance and accountability.

• Enrolled in Certified Government Financial Manager (CGFM) and Project Management Professional (PMP) certification programs, exemplifying a dedication to mastering core competencies in government financial management and project oversight.

• Member of prestigious professional bodies including the Association of Government Accountants (AGA), AICPA, CIMA, MACPA, and GWSCPA, integrating best practices and emerging trends from a broad spectrum of accounting and management disciplines.

• Skilled in orchestrating and leading audit teams through complex engagements, fostering collaborative environments and driving high-performance standards.

• Proven excellence in analyzing and interpreting financial data to guide strategic decision-making and optimize budgetary performance.

• Track record of successful collaboration with key government entities, including active participation in joint task forces that underscore an expertise in compliance and regulatory frameworks.

• Demonstrates strong commitment to continuous professional development, actively pursuing opportunities to refine expertise in financial management and project leadership within the public sector.

• Recognized for a pragmatic and analytical approach to problem-solving, ensuring operational efficiency and organizational compliance with federal and state regulations.

• Leverages membership insights and resources from AGA and PMI to stay abreast of industry innovations, applying these to enhance the strategic capabilities of TFC Consulting. 

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Ryan & Wetmore, CPA's, LLC | Senior Accountant

​January 2023 - April 2023

• Business Tax Specialist Skilled in Leading Software Applications 

• Demonstrated proficiency in UltraTax tax software, skillfully navigating financial accounts with the use of Advanced Flow trial balance software in a focused and efficient work environment.

• Contributed to a harmonious team dynamic, supported by comprehensive in-house training tools such as educational videos.

• Excelled in a workplace culture cultivated by dedicated firm leaders who emphasize transparent and forward-thinking communication, achieving excellence in service delivery and client contentment.

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Kelly and Company, CPAs LLC | Certified Public Accounting, Taxes, Consulting, Software Specialties

​2021 - October 2022

• As an audit manager at Kelly and company my duties are very broad being a certified public accountant. I work on financial audits, 401K audits and employee benefit plans, oversee and manage bookkeeping operations and provide management consulting and CFO services as well as tax services for example this year I was the designated employee retention credit specialist for our firm.

• Our firm doesn't necessarily market or put a lot of effort into bringing on new clients we always appreciate word of mouth referrals.

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CPA TAX SHOP | Certified Public Accounting, Taxes, Consulting, Software Specialties

​2013 - CURRENT

 

• Prepare, analyze, review, and approve Bank Reconciliations, Investment Analysis, General Ledger Account Reconciliations and ensure appropriate accounting principles are utilized including in high risk accounting areas.

• Perform month-end close procedures such as preparing journal entries and reconciling schedules.

• Research and analyze technical guidance such as FASB and Generally Accepted Accounting Principles literature

• Analyze financial information detailing assets and liabilities, and prepare explanations for balance sheet/profit and loss statement variance fluctuations.

• Serve as a liaison between external auditors and station accountants in addition to providing technical guidance to station accountants.

• Certified QuickBooks ProAdvisor.

• Prepare business plan and forecasted financial statements.

• Develop product pricing strategy analyses including cost per unit calculations and competition pricing.

• Analyze initial funding and schedule of pro forma cash flow analysis. 

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THE WEST RIVER GROUP, INC., CPA, Financial Crimes Analyst, Fraud

2020

• https://www.westrivergroup.com/

• Joint task force with DOJ and USPIS

• 4 cases total worked on

• Built financial templates (reverse engineering financials) and tables/dashboards, as well as for data analysis (phone records/IP records) 

• Training & Development

• Multi-tasking and investigation techniques, including management briefs after doing extensive independent research on industry topics

• Business process improvement recommendations for USPS

• Independent CPE's on fraud in business/small businesses

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BROADCAST MANAGEMENT GROUP, CFO, Accounting Controller

2019

• Audited all insurance contracts including workers’ compensation contracts and providing discrepancies of their audit saving $4,500

• Monitored all bank accounts and account balances for company credit cards reconciling to their expense and reimbursement policy

• Communicated with outside auditors for financial as well as multi-state tax environment during tax season/year-end

• Drafted a new expense and reimbursement policy for new company credit cards and reconfigured the expense reimbursement software

• Review of state and college-level RFP's

• Payroll maintenance and processing

• Strategic negotiations with vendors

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VANDA PHARMACEUTICALS, DATA AUDITOR

2018

• Evaluated various Quality Control Reports for accuracy

• Researched data problems, found solutions to correct database, or suggest further outside research

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SRL TOTALSOURCE, LLC, CFO, Accountant, Tax, Compliance, & Software Specialties

2017-2018​

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• Federal Government Contracting

• Managed the Full Accounting Cycle, Pricing/Costing & Modeling Expertise, Budgeting

• Contracts Review & Analysis, RFP pricing proposal models and analysis, 5-year project financial projections & DCAA compliance

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SALTER & COMPANY, CPAs, LLC, Senior Auditor, Accountant, Tax, Compliance, & Software Specialties

2016​

 

• Broad spectrum of industry experience including non-profits, for-profits, governments, and individuals.

• Assist in supervision of engagement teams.

• Provide feedback to develop junior team members and provide daily on the job training.

• Perform internal control testing.

• Active participant in all aspects of audit engagements including client relations, planning, and testing.

• Perform detailed analytical reviews of both financial statements and operations of diverse clients, applying industry specific knowledge of accounting issues.

 

MARYLAND & VIRGINIA MILK PRODUCERS COOP. ASSN. | Management (Cost) Accountant

​2008 - 2013

 

• Responsibilities included all aspects of the accounting cycle including running month-end independently

• Created and maintained various Access databases in formats non-tech savvy supervisors could use on a daily basis: Employee attendance disciplinary and incentive tracking; Sales trends by time, product line, etc., by exporting all the sales line items from our ERP software and importing them into the MS Access database (too many rows for Excel), creating queries and reports/graphs; Workers' compensation insurance, linked scanned documents by incident or employee such as doctor's notes, accident investigation reports, manager notes, and formal root-cause analysis; Maintenance parts inventory tracking and control; Engineer's plant equipment maintenance schedules, logs, and repair tracking (work orders/parts used by machine/labor used per job/machine) and notes. Generates maintenance reports that satisfy outside auditors demands while increasing the engineering department's accountability to management; Plant Safety, Health, Environmental, and Operational Issues/Recommendations database with time-stamped note adding ability

• Annual master budget, 12-month rolling budget, annual and projected 5 year capital budgets

• Participated in monthly financial and KPI conference calls with senior management and accounting from other plants in our company's fluid division. Used GoToMeeting to present our reports and view the other plant's reports on a projector while we all were on the conference call. Had to explain the “story” behind the numbers and explain any variances, whether good or bad.

• Create and analyze profit and loss statement, balance sheet, a/r, a/p, payroll, enterprise resource planning (ERP) software, cash flow statement, written procedures and manuals, promotion analysis for when a product goes on sale

• Created and implemented several new accounting office policies that saved paper, time, and money

• Completed and emailed completed monthly compliance reports for state and federal governments.

• Made regular changes to Excel models to reflect changes in laws/regulations/reporting requirements.

• Create various Excel spreadsheets including costing products using what-if analysis and cost-volume- profit analysis to analyze our existing product line or to assist in decisions in whether to add potential new products or additional volume from a new customer

• Monitored product shrink using variance and statistical analysis within an Excel spreadsheet model; a daily report used by Plant Manager to monitor and identify problems in the plant as they are happening

• Complete most work assignments independently and with very little supervision

• Created and analyzed weekly K.P.I. reports, combine weekly reports into a monthly report for a check figure against monthly regulatory reports, and email to plant supervisors and upper management

• IBM Enterprise Resource Planning Software (and Crystal Reports): Entries, Maintenances, Problem Solving

 

MARYLAND & VIRGINIA MILK PRODUCERS COOP. ASSN. | Manufacturing Management

​2008 - 2013

 

• Managed 4 person accounting department (payroll, cooler, parts, & production)

• Rolled out and actively managed an employee training and development (and stat tracking) web-based program for 84 employees and 15 supervisors

• Presented (by myself) plant-wide mandatory PowerPoint presentations. Updated web-based training program with the certified modules for all attended

• Studied both union contracts in depth and analyzed with senior management in order to understand the implications of its clauses. Analyzed management, employee, and neutral interest from a negotiation standpoint. After analyzing negotiating strategies, created Excel models for calculating per union member costs including allocated overhead, and payroll matches/benefits and reports from attendance database that reported total shifts that management needed to cover because of used approved, unapproved, or emergency absences. Created easy to understand MS Excel charts and graphs and embedded them into a PowerPoint presentation for General Manager and CFO to present to union management/union representatives at union contract negotiation meetings.

• Created and implemented several successful attendance and safety incidents incentive programs

• Trained supervisors on MS Office products

• Managed and navigated the complexities of a multi-union workforce

 

MARYLAND & VIRGINIA MILK PRODUCERS COOP. ASSN. | Internal Auditor

​2008 - 2013

 

• Acted as our plant's internal auditor

• Participated in annual outside accounting audits: physical inventory sample checks, printed journal entries from worksheets before they are entered into the Enterprise Resource Planning (ERP) system, furnished any documents they requested, answered any questions they had

• 4 years of successful or "clean audits"

• Assisted in outside Wells Fargo bank loan audit by responding to questions about our financial statements and explaining any trends/changes in accounts identified by the auditor. Furnished any documents they requested.

• Account Reconciliations

 

MARYLAND & VIRGINIA MILK PRODUCERS COOP. ASSN. | Environmental, Health, & Safety (EHS) Manager

​2009 - 2013

 

• Personally led the monthly safety committee meetings. Documented and sent out emails to senior management and plant supervisors all agendas, meeting minutes, , and updated summary plant training and compliance reports

• Conducted regular safety, health, and environmental audits (plant walk-throughs) throughout the day and formal plant inspections with documented check-lists at least once every month

• Worked closely with the corporate Environmental manager in making sure that we were in compliance with all laws and regulations ; refrigeration; chemical's labels (MSDS sheets in tabbed notebooks always current and in convenient locations around the plant ), chemical storage, and chemical disposal; EPA guidance

 

MARYLAND & VIRGINIA MILK PRODUCERS COOP. ASSN. | Risk Manager

​2009 - 2013

 

• Recognized workers' compensation claims as the #1 risk to business continuity; initiated and managed a new safety committee; holistic approach to risk; After 3 years, results were so good relative to prior years and other plants that our head Safety guy (all plants) and outside insurance toured our plant and processes to see what we were doing right.

• Self-taught myself all the reports, records, laws, regulations, and policies for risk management/workers' compensation insurance, Good Manufacturing Practices (GMP's), Safe Quality Food (SQF) Standards, Hazard Analysis and Critical Control Point (HACCP) Food Safety, Plant Entry and Security, and then personally designed and created learning modules using PowerPoint presentations or a web-based program to train/teach all the employees and supervisors in our plant (100+ people)

• Represented our plant on the national Dairy Emergency Response Team by attending dairy industry terrorist and crisis management training with the Department of Homeland Security and FBI in Washington DC. Recorded details and distributed to senior management and supervisors. Presented results orally to the entire plant at plant-wide mandatory meetings.

 

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) | Intern I

​2007 - 2007

 

• ​Developed a set of charts that provided an alternative method for monitoring Member Regulation's Key Performance Indicators (KPIs). The charts went into a pilot roll out to managers in each of the 15 district offices

• Independently researched and tested solutions to significant technical issues encountered during the development of the charts; presented recommendations to the team and implemented the solutions

• Conducted a quantitative and qualitative analysis of time reporting data and drafted a proposal for mapping users to the STAR platform