I am an Experienced Accounting Professional and CPA with 20 years of experience working in public accounting, industry, and consulting, with a demonstrated history of critical thinking and problem solving. As a Principal and Client Relationship Leader, I focus on building and cultivating relationships.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing services. With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.
CLA's Consulting and Accounting Solutions Team (CAST) has experienced CPAs and consultants who deliver custom consulting and accounting solutions for clients ranging from startups to Fortune 100 companies. Serving both public and private companies, CLA's consulting and outsourcing practice takes pride in fulfilling clients’ needs, whether they are interim, part-time or project-based. The tight market for experienced financial professionals continues to challenge businesses of all sizes and we have great people with 10-30 years of experience in public accounting and industry to step in whether you are starting a business, managing a temporary resource need in the midst of a system conversion, need SEC reporting talent, or simply need to fill a gap with some solid accounting skills.
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.
University of North Carolina at Greensboro
- Master of Science in Accounting - 2003
- Bachelor of Science in Accounting - 2002
In the community
UNC-Greensboro Accounting & Finance Advisory Board
American Institute of Certified Public Accountants
Institute of Internal Auditors
Resources and events
Webinar 11/17/2022Ethics for Financial Institutions
Webinar 12/16/20212021 Behavioral Ethics
Event 8/24/20212021 Behavioral Ethics
Article 3/27/2019CECL Affects Most Industries, Not Just Financial Services Companies