Consultant RD

• Northwestern University MBA
• Managed all financial and accounting operations for a large commercial insurance broker
• Directed monthly and year-end close processes
• Assisted in the preparation of SEC forms 10-K and 10-Q
• Participated in a Cognos implementation for a large commercial insurance broker
• Responsible for creating and presenting monthly internal financial reporting packages to senior management
• Managed competitor analysis team for a $4B line of business of a diversified financial services firm
• Systems Expertise: Excel, Powerpoint, Cognos, Hyperion, Peoplesoft

Consultant AC2

• Big 4 CPA & Southern Methodist University MBA
• Senior financial management of and accountability for all aspects of operational accounting (AR, billing, credit/collections, A/P, job costing, payroll) G/L analysis and reconciliation, period-end closings, and financial statement preparation
• 10K, 10Q, MD&A, significant accounting policies summary, and supplemental reports and disclosures preparatory expertise
• Ground-up engineering of comprehensive internal audit function for a newly formed $2.5B financial institution
• Key contributor on planning, preparation, and filing of $290MM Initial Public Offering
• Project management for SOX-404 compliance process including project planning and scoping, identification of key processes, documentation design, interface with external public accountants and legal constituencies, and hands-on execution of documentation, testing, and re-mediation work
• Systems expertise: Proficient user of Microsoft Excel and Access, Oracle, Peachtree, and Quickbooks