Columbus, Ohio Metropolitan Area
After 13 years auditing IT controls at Deloitte, I've seen countless ways a control environment can break — and I know exactly how to fix it. Now I'm ready to own that environment from the inside. I'm a CPA and IT Audit Senior Manager specializing in SOX 404, IT General Controls, and risk-based compliance programs across financial services, healthcare, and consumer organizations. I've partnered directly with CIOs, CISOs, and Internal Audit leaders — not just to flag issues, but to solve them. My toolkit spans Oracle Cloud, SAP S/4HANA, Workday, AWS, and Azure, grounded in COSO, COBIT, PCAOB, and NIST CSF frameworks. But beyond the technical side, I lead people. I've built and developed teams of up to 12 — while developing people who've earned promotions along the way. If you're building a controls function that actually holds up under pressure, let's talk.
• Led portfolio of SOX 404 IT compliance programs for SEC-registered clients spanning financial services, consumer, and healthcare sectors, ensuring on-time, high-quality deliverables while overseeing multi-disciplinary teams, from managers to offshore resources. • Served as a primary client relationship owner, interfacing directly with CIOs, CISOs, VPs of IT, IT Directors, and Internal Audit to communicate risk findings, remediation roadmaps, and program status. • Managed resource planning, budget management, and quality reviews of working papers, audit reports, and management letters in compliance with PCAOB, AICPA, and client-specific standards. • Contributed to business development activities including proposal writing, client presentations, cross-service line collaboration, and mentoring managers and senior consultants toward promotion.
• Performed internal control testing to conclude on the operating effectiveness of internal controls over financial reporting to assist clients in meeting Sarbanes-Oxley Section 404 Compliance. • Drafted recommendations for identified control deficiencies. • Evaluated multiple business functions, including Revenue, Expenditures, and Fixed Assets.
• Contributed to various financial sections of audits through confirming account balances, analyzing and investigating differences, and reviewing the auditor’s report before submission to the engagement’s partner. • Assisted other employees in testing, editing, and providing opinions on their work papers.
• Elected to serve as the Vice President of Depository for a non-paid student-run credit union that provides a full-array of financial services to the University's student population with a member base of around 1,600. • Managed all of the credit unions cash on-site with an overall asset base of $800,000 to $1,000,000. • Established standards and managed seven interns for my newly proposed Depository Committee. • Forecasted cash flow with DSS tools and replenished on-site cash on a weekly basis. • Assisted the Accounting Committee in reviewing and correcting entries as well as reviewed the general ledger on a daily basis.
• Interacted with members by handling daily transactions and answering questions. • Assisted new members by opening new accounts and explaining the credit union's services. Performed general office tasks.
• Managed and directed end-to-end SOX 404 IT compliance programs for clients, including scoping, test plan development, workpaper review, and quality control procedures, while serving as a trusted business partner and day-to-day liaison with management and their Internal Audit function. • Prepared and reviewed client-facing deliverables including control deficiency memos, risk-based remediation roadmaps, management comment letters, status updates, and IT audit reports presented to Audit Committees; partnered with client Internal Audit functions to align on risk priorities and drive remediation to closure.
• Led and executed SOX 404 IT compliance programs for clients, managed day-to-day client relationships, and reviewed junior staff work products while providing real-time coaching and technical guidance. • Coordinated directly with client IT personnel to gather audit evidence, resolve exceptions, and validate remediation of identified control deficiencies prior to engagement wrap-up. • Assisted Managers in drafting planning and concluding memos and control deficiency assessments, including presenting preliminary observations to client management in accordance with firm methodology and client requirements.
• Managed the Fraternity’s website and other technological aspects to promote internal communication, networking, organization, and publicity to prospective members.