Purpose-driven leader with extensive experience at James Moore and Co., P.L., excelling in audit management and client consulting. Proven track record in enhancing financial reporting and internal controls while fostering team performance. Adept at driving change and delivering quality results, ensuring compliance with GAAP for diverse nonprofit and governmental clients.
- Managed portfolio of audit and advisory engagements exceeding $1 million annually in governmental and nonprofit sectors.
- Supervised multiple audit teams, ensuring compliance with GASB, FASB, and Uniform Guidance across all engagement phases.
- Delivered complex financial information and final audit results to boards of directors and governing bodies with clarity and professionalism.
- Coached emerging professionals through developmental reviews, influencing talent development and performance management.
- Consulted on internal controls and financial operations, providing actionable insights for improved efficiency and compliance.
- Contributed to business development efforts through active participation in industry conferences, proposal development, and relationship building, generating new client engagements, expanding firm's presence in the governmental and nonprofit sectors.
- Led office culture committee to foster a positive workplace environment and employee engagement.
- Served on various firm-wide technology development teams to implement and recommend software improvements for the entire department.
- Managed portfolio of audit and advisory engagements exceeding $750K annually in governmental and nonprofit sectors.
- Supervised multiple audit teams, ensuring compliance with GASB, FASB, and Uniform Guidance across all engagement phases.
- Delivered complex financial information and final audit results to boards of directors and governing bodies with clarity and professionalism.
- Coached emerging professionals through developmental reviews, influencing talent development and performance management.
- Consulted on internal controls and financial operations, providing actionable insights for improved efficiency and compliance.
- Contributed to business development efforts through active participation in industry conferences, proposal development, and relationship building, generating new client engagements, expanding firm's presence in the governmental and nonprofit sectors.
- Led office culture committee to foster a positive workplace environment and employee engagement.
- Led audit engagements in a position as the team leader for the respective engagement for variety of government, nonprofit, and higher education clients ensuring compliance with GAAP, GASB, and other applicable standards.
- Supervised and mentored staff auditors during fieldwork, reviewing workpapers, providing technical guidance, and ensuring timely completion of assignments within the client's deliverable deadline.
- Performed detailed financial statement analysis, account reconciliations, and internal control testing, helping clients strengthen operational efficiency and financial accuracy.
- Contributed to internal quality control initiatives and supported partner-level reporting by drafting financial statements, footnotes, and management letters.
- Led small audit engagements in a position as the team leader for the respective engagement for variety of government, nonprofit, and higher education clients ensuring compliance with GAAP, GASB, and other applicable standards.
- Support the supervisor on various audits including review of various workpapers during fieldwork, ensuring timely completion of assignments within the client's deliverable deadline.
- Performed detailed financial statement analysis, account reconciliations, and internal control testing, helping clients strengthen operational efficiency and financial accuracy.
- Contributed to internal quality control initiatives and supported supervisor by drafting financial statements, footnotes, and management letters.
- Perform fieldwork procedures for the respective audit engagement for variety of government, nonprofit, and higher education clients ensuring compliance with GAAP, GASB, and other applicable standards.
- Perform assigned testing sections on various audits as director by the audit senior accountant.
- Performed detailed financial statement analysis, account reconciliations, and internal control testing, helping clients strengthen operational efficiency and financial accuracy.
- Assist the tax service line in completion of various tax returns during peak tax deliverable season.
- Perform fieldwork procedures for the respective audit engagement for variety of government, nonprofit, and higher education clients ensuring compliance with GAAP, GASB, and other applicable standards.
- Perform assigned testing sections on various audits as director by the audit senior accountant.
- Performed detailed financial statement analysis, account reconciliations, and internal control testing, helping clients strengthen operational efficiency and financial accuracy.
- Assist the tax service line in completion of various tax returns during peak tax deliverable season.
Leadership Tallahassee, Class 40
Access Tallahassee, Future 5 Award Recipient, 2023
Tallahassee Network for Young Professionals, Top 20 Under 40 Golden A.C.E Award, 2023