Audit Manager at Calvert & Associates (2023-01 – 2025-12)
- Directed financial, operational, and SOX compliance audits for diverse client organizations, ensuring regulatory adherence and risk mitigation.
- Managed and led audit teams to strengthen governance, risk management, and internal control environments.
- Advised executive leadership on financial risks, compliance requirements, and operational improvements to support strategic decision-making.
- Maintained and developed client relationships while delivering value-added financial consulting solutions.
Accounting Manager at MorganFranklin Consulting (2022-01 – 2023-12)
- Managed month-end and year-end close processes across multiple client engagements, ensuring timely and accurate financial reporting.
- Prepared GAAP-compliant financial statements, regulatory reports, and management reporting packages to support informed decision-making.
- Conducted technical accounting research and contributed to accounting policy development to maintain compliance with financial reporting standards.
- Coordinated external audits and implemented process improvements that enhanced accounting accuracy and operational efficiency.
Senior Manager at MorganFranklin Consulting (2020-01 – 2022-12)
- Led financial reporting initiatives supporting SEC reporting, budgeting, forecasting, and variance analysis to ensure regulatory compliance and accurate financial planning.
- Developed comprehensive executive reporting packages and delivered actionable financial insights to senior leadership, facilitating strategic decision-making.
- Improved SAP reporting processes and standardized financial reporting procedures, enhancing data accuracy and consistency.
- Created Standard Operating Procedures (SOPs) and automation tools that increased reporting efficiency and accuracy, streamlining accounting operations.
Senior Business Analyst at PECO Energy (Exelon Corporation) (2016-01 – 2020-12)
- Managed comprehensive financial planning, forecasting, budgeting, and operational performance reporting to support strategic decision-making.
- Developed and delivered executive presentations and Board-level financial reports, ensuring clear communication of financial insights.
- Automated vendor accrual processes and improved KPI reporting accuracy and efficiency.
- Collaborated with finance, operations, audit, and executive teams to drive business performance improvements and ensure compliance.
Financial Manager / Risk & Control Manager at Robert Half Consulting (2014-01 – 2015-12)
- Designed and implemented risk mitigation strategies and internal control frameworks to enhance financial integrity.
- Conducted SOX walkthroughs, risk assessments, and control testing to ensure regulatory compliance and operational effectiveness.
- Collaborated with business leaders to strengthen compliance programs and improve accounting processes.
Risk & Control Manager / Global P&L Manager at JPMorgan Chase & Co (2012-01 – 2014-12)
Managed global P&L reporting across North America, EMEA, APAC, and Latin America.
- Directed month-end close activities, reconciliations, accruals, and financial controls.
- Supported SEC reporting, revenue recognition, transfer pricing, and foreign exchange reporting.
- Led UAT testing, data migration, and financial process improvement initiatives.
Project Manager at PricewaterhouseCoopers (PwC) (2011-01 – 2012-12)
- Managed SAP FICO implementations for Fortune 500 clients, ensuring alignment with financial and accounting requirements.
- Directed financial systems modernization, data migration, and process transformation to improve accounting operations.
- Served as finance subject matter expert supporting ERP implementation teams, bridging finance and technology functions.
- Successfully implemented SAP FICO solutions for major clients including Coca-Cola and DirecTV, demonstrating strong project leadership and financial acumen.
Director of Finance at City of Coatesville (2008-01 – 2010-12)
- Directed municipal accounting, budgeting, payroll, treasury, investments, and financial reporting to ensure accurate and timely financial management.
- Managed internal controls, compliance initiatives, and financial policy implementation to uphold regulatory standards and organizational integrity.
- Implemented ERP platform and ADP payroll system improvements to streamline financial operations and enhance efficiency.
- Supervised finance staff, improving accounting and audit processes to strengthen financial oversight and accuracy.
Accounting & Finance Consultant - Contract at Relevant Accounting & Finance Consultant - Contract (2005-01 – 2008-12)
- Provided accounting leadership and financial consulting support to Fortune 500 and healthcare organizations, enhancing financial operations and compliance.
- Supported SEC reporting, IFRS compliance, Oracle Financials implementations, budgeting, forecasting, and financial controls to improve accuracy and regulatory adherence.
- Served prominent clients including Boeing, Teleflex, Lancaster Regional Medical Center, American Water, Crozer Chester Hospital, Marlin Leasing, and Ametek, demonstrating broad industry experience.
Accounting Manager / Senior Accountant at Elwyn, Inc (2000-01 – 2005-12)
- Managed comprehensive accounting operations including budgeting, forecasting, financial reporting, and month-end close processes.
- Reduced financial reporting cycle time by 50% through targeted process improvements, enhancing reporting efficiency.
- Secured $30M in government reimbursements by ensuring accurate financial reporting and strict compliance with regulations.
- Decreased overtime expenses by 35% via operational analysis and financial optimization strategies.
