University of North Carolina at Greensboro
- Master of Science in Accounting - 2003
- Bachelor of Science in Accounting - 2002
I am a CPA with more than 17 years of experience working in audit and accounting. As a Project Leader within CLA's CAST Practice, I enjoy working with diverse teams to help provide consulting and accounting solutions to fulfill our clients' needs. My background in public accounting coupled with more than a decade of experience in industry as Senior Vice President & Director of Internal Audit and Risk Management puts me in the perfect position to truly understand and appreciate our clients' needs and help them implement value-added solutions.
CAST has experienced CPAs and consultants who deliver custom project management, consulting and accounting solutions for clients ranging from startups to Fortune 100 companies. Serving public companies, private businesses and non-profit organizations, CLA CAST takes pride in fulfilling clients' needs, whether they are interim, part-time or project-based. As a Project Leader, I lead engagements and provide technical guidance to our CAST consultants and business executives to assist with strategic initiatives and problem-solving activities with clients. Since joining CLA CAST, I have assisted clients with training in and the successful implementation of ASC 606 (revenue recognition standard) and ASC 842 (lease standard) to help our clients prepare for two of the most significant accounting standard changes in several decades.
Prior to my current role, I worked for over 10 years in the financial institutions and manufacturing industries in the areas of internal audit, risk management and financial reporting. I have an extensive background working with internal audit, internal controls, COSO, Sarbanes-Oxley, enterprise risk management, corporate governance, financial reporting and the application of U.S. generally accepted accounting principles. In serving in these roles within financial institutions, my specific experience also includes working directly with banking regulations and FFIEC interagency guidance, bank regulatory authorities, and overseeing safety & soundness examinations.
I am a Certified Public Accountant in the state of North Carolina.
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In the community
UNCG Accounting & Finance Advisory Board
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Institute of Internal Auditors