l am a CPA and a writer who is an energetic, talented leader with a results-driven focus, having ten years of combined strategic corporate finance and accounting experience. My strengths are centered on a motivation to succeed beyond expectations. I have a rich and focused background in documentation, audit, project management, and planning. I am an accomplished communicator with peers and management, with clear, organized, and concise writing style.
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Mar 1, 2010|Accounting|$36|Working
My experiences have made me an energetic, talented leader, with a results-driven focus. I have worked in various Accounting and Finance roles that have required organized documentation in audit, month-end close, and financial planning. Each position I have held enabled me to have significant practice in managing and documenting the completion of various critical projects. Whether I am completing a project summary memo or a FASB interpretation document, I am committed to clear, concise communication and documentation. I have worked with all levels of employees, interviewing them and documenting the results. I have learned to tailor my requests of anyone to best meet the needs of the current task at hand. For example,
- I successfully managed the execution of the Sarbanes-Oxley project, which included significant amounts of documentation and multiple presentations, for the largest business unit in the North American branch of HSBC, after the turn-over of three critical employees. All deadlines were achieved, and I was awarded the CFOÃ¢â‚¬â„¢s Impact Award for the ControllerÃ¢â‚¬â„¢s Group.
- I managed the procedural documentation and implementation of the new loan servicing technology for the same business unit by working with cross-functional teams outside of Finance, including, Technology, Customer Service, and Collections. I was responsible for the implementation of the system, including the assurance that all new procedures were documented...
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Hate to Love Your Music
Finance, Accounting, Marketing - Self-employment
2009 - Present
Primary responsibilities include preparation of financial records (income statements, cash flows, expenses, receivables, tax records), development and implementation of marketing strategies for...
Consumer Mortgage Lending - Financial Planning & Analysis: Manager of Financial Analysis
2008 - 2008
Primary responsibilities included business unit revenue assurance, management and documentation of all revenue implementation projects, review and assessment of benefits associated with IT...
Consumer Mortgage Lending's Controller's Group: Manager of Financial Analysis
2007 - 2008
Primary responsibilities included the coordination and management of the SOX Compliance Audit and the assessment of all company sponsored projects impacting Financial Reporting controls. Key tasks...
Consumer Mortgage Lending's Controller's Group: Seasoned Financial Analyst,
2005 - 2007
Primary responsibilities centered on project management and included the implementation of small to large-scale group initiatives. Duties included investigating the direct impact of projects on...
W.W. Grainger, Inc.
Support Services and General Accounting, Senior Financial Accountant
2003 - 2004
Primary responsibilities centered on the preparation and review of the company's Form 10-Q and 10-K stock compensation and debt reporting by the performance of the following: (1) preparing the...
Deloitte, LLP and Arthur Andersen, LLP
Financial Statement Assurance, Senior Auditor
1999 - 2003
Primary responsibilities centered on the planning, execution, and documentation of audit engagements, the identification and communication of audit risks to managers, partners, and clients, the...
Oakton Community College
Certification - Technical Writing
2010 - 2010
University of Illinois at Chicago
Bachelor of Science Degree, Accounting, GPA: 5.0/5.0
1995 - 1999