Experience

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  Plante moran

  Aug 2006 - Jul 2016

  Associate (senior manager)

  Financial Services Assurance Expert- Focused on publicly traded Financial Institutions, Credit Unions and Privately Held Community Banks performing internal and external audits in addition to consulting services.- Performed SOX 404 control audits and SOX consulting services aiming to improve internal controls and operational effectiveness for clients. Engagements also included assisting with drafting/updating SOX 404 framework, control narratives and control matrices. - Served as firm technical resource for internal auditing / SOX 404 - Designed and performed procedures for a variety of attestation and consulting services such as year-end financial statement audits, internal control audits, quarterly reviews, agreed upon procedures, loan reviews, information technology general controls assessments and employee benefit plan audits for both privately owned and public clients.- Managed multiple engagement teams of varying staff levels working on several projects concurrently in a fast pace, deadline oriented environment. Show less

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  Diplomat rx

  Aug 2016 - Feb 2020

  Director, sox / internal audit

  - Responsible for preparing and implementing a risk-based audit plan to assess, report on, and make suggestions for improving the company's key operational and finance activities and internal controls.- Conduct the assessment of the effectiveness of Internal Controls over Financial Reporting (ICFR) based on the criteria set forth in Internal Control-Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO 2013)- Perform company-wide risk assessment to determine scoping for SOX assessment- Oversee all 404 internal control documents for financial processes and in-scope IT applications, including planning documents, narratives, walkthroughs and tests of controls- Work with various departments and subsidiaries within the company to ensure SOX compliance- Integrate newly acquired entities into SOX assessment and provide consulting for implementation of internal controls for compliance.- Consult with management on the design of remediation plans to address control findings- Serve as audit liaison for external audit and SOX IT audits- Proactively evaluates technology capabilities to enhance SOX / Internal Audit effectiveness- Report SOX assessment results directly to Executive Leadership and the Audit Committee throughout the year- Provide supervision and guidance to SOX / Internal Audit staff.- Provide guidance and counsel to divisions and departments regarding internal control aspects of policies, procedures, and systems while being developed and formulated. Show less

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  Exela technologies

  Sept 2020 - Jul 2022

  Vice president, sox compliance
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  Realtruck

  Jul 2022 - Oct 2024

  Vice president, corporate audit
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  Clarkston capital partners, llc

  Sept 2024 - now

  Chief financial officer