Overview
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Engagement Director
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CLIFTONLARSONALLEN
- Worked with numerous clients over the last two years across manufacturing, real estate, non-profit and healthcare
- Assisted with audit, controls, accounting and quality assessment projects
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Chief Audit Executive
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Directed a strategic assessment of the Internal Audit function to assess organizational
capabilities, establish future state operating model and develop actionable roadmap to execute
transformational improvements
•Established the usage of data analytics and analytics process automation capabilities, including
the deployment of leading industry tools such as Alteryx and ACL
•Partnered with Finance teams to deliver proof of concept around analytics process automation
and establish data analytics center of excellence program
•Improved internal audit processes, focusing on continuous improvement methodologies
•Developed and implemented Internal Audit skills assessment and development tool, focusing on
increasing team capabilities in core skill areas as well as increasing the number of professional
certifications held
•Partnered with our Legal team to lead the enterprise risk management program, including a
special review of the unique risks presented during the Covid pandemic
•Developed an Internal Audit plan aligned with enterprise risks, socialized with senior leadership
and presented to Audit Committee for approval
•Reduced SOX testing hours by 40% over the last two years through expert knowledge of risk
assessment and control design, as well as improved internal processes, automation and stronger
oversight
•Regularly engage with executive leadership and Audit Committee of the Board of Directors of a
$3B public company
•Successfully implemented AuditBoard audit management system for SOX testing and
operational/compliance audits
Global Internal Controls Leader
•Implemented GRC Process Control, automating controls monitoring and execution, resulting in
greater process efficiency and $200K external audit fee savings
•Led control remediation, design and documentation globally, resulting in a 65% reduction in
audit deficiencies identified, and zero significant deficiencies or material weaknesses
•Implemented standardized, risk-based scoping methodology globally to improve risk coverage
and drive efficiencies in management’s assurance strategy
•Improved and standardized the control environment for three newly in-scope foreign subsidiaries
•Led the coordination of all external audit, internal audit, and management controls testing,
driving audit fee savings and efficiency through scoping alignment and elimination of
redundancies
•Responsible for the design and execution of ERP user access governance policies and controls
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Internal Audit Senior Manager
Delivered strategic leadership to the organization during period of significant change
•Developed annual risk-based audit plan informed by data analytics and stakeholder feedback
•Partnered with Internal Controls and external auditors to develop integrated controls testing plan
•Responsible for internal stakeholder management for all corporate functional Vice Presidents
•Accountable for quality execution of global process and IT audits
•Partnered with external co-source provider to leverage appropriate resources and expertise
•Actively managed talent in a manner that achieved expanded vision for the organization
•Led internal quality assessment and resultant redesign of audit process
•Developed innovative talent development matrix that served as the model for corporate finance
•Led upgrade of audit technology and implemented enhancements to integrate manual processes -
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Customer Financial Services Manager
Led global credit organization for $3B composites unit, delivering top quartile results
•Led redesign of North America, Asia and Europe credit functions, including organization design,
talent development, process standardization and SOX implementation
•Partnered with business leadership globally to align credit risk management with business
strategy and risk appetite
•Managed staff supporting $750MM accounts receivable portfolio in a manner that maximized
sales, profitability, and cash flow, and balanced risk while maintaining customer goodwill
•Established deep customer relationships that commanded their respect while satisfying
inquisitive nature of the dialog
•Managed performance and development of department personnel
•Awarded three Global Finance Recognition Awards for outstanding achievement in working
capital management and process excellence -
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Customer Financial Services Leader
Partnered with business finance and commercial teams to identify and mitigate risk while
exceeding our customers’ expectations
•Drove actions that maximized EBIT and cash flow results
•Demonstrated strong analytical capabilities, leadership and negotiating skills -
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Corporate Controller
Responsible for all aspects of financial management for promotional products distributor -
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Staff Accountant
Responsible for the preparation of corporate and individual tax returns, as well as participating in
client audits and general accounting assignments -
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Senior Financial Analyst
Responsible for a wide variety of finance and accounting functions as a key member of the
management team for a high growth, high energy organization
•Led all financial analysis, budget, forecast, and financial reporting processes
•Developed all financial analysis tools for the organization in this newly created role -
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Education
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University of Toledo
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University of Toledo
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In the community
IIA NW Ohio
Board Member (2020-Present)
Programming Committe Co-Chair (2025-Present)