Accomplished Certified Public Accountant (CPA) with a work history of consistently exceeding goals.

  Senior-level accounting leader with experience working closely with the Chief Financial Officer (CFO) on major corporate accounting and financial reporting initiatives, including internal and external audits.

  Not-for-profit reporting experience, as well as seven years experience at a Big 4 accounting firm.

  Experience writing technical accounting memos, internal control narratives processes and procedures.

  Proficient with Microsoft Word, PowerPoint, Visio and Excel, including pivot tables; Concur; SAP; Hyperion; Deltek; Cafe; numerous ERP systems (Workday and PeopleSoft) from the end user point of view; and BNY Mellon Workbench reporting tool.

  Experience using PwC Inform and AICPA Audit and Accounting Guide for investment companies.

  Stellar knowledge of Generally Accepted Accounting Principles (GAAP) and Sarbanes-Oxley Act (SOX).

Accounting Operations Cash Flow Statements Investments

Internal & External Audits Corporate FP&A Financial Reporting

Process/Continuous Improvement Client Relations Team Leadership/Training

General Accounting Manager, Howard Hughes Medical Institute Chevy Chase, MD Aug. 2013-Present

  Reporting to the Controller and working closely with the CFO, manage a team of five accounting personnel.

  Coordinate the monthly close process and oversee monthly, quarterly and annual GAAP financial reporting for a $22 billion organization, of which approximately $19 billion are investments.

  Initiate best practices, procedures and standards to continually improve processes and operations.

  Train team members and colleagues on different types of investments, cash flow statements and other accounting/reporting issues for non-profit organizations.

  Serve as Financial Lead for design and implementation of an ERP (Workday) and expense (Concur) system, creating the chart of accounts structure, revenue and spend categories, ledger summaries and payroll.

  Monitored compliance of financial statements with non-profit U.S. GAAP.

  Work with Investments Team to ensure accurate reporting of securities, short positions and derivatives.   

  Oversee reporting of investments such as equities, private equities, alternative investments and derivatives, including futures, foreign exchange contracts, swaps and contracts for difference.

  Manage the preparation of work papers and supporting schedules for the annual audit, including footnotes to the audited financial statements.  

  Collaborate with the Fund Administrator (BNY Mellon) and use its investments reporting tool.

Achievements:

  Praised by the CFO and Controller for making the quarterly review process more efficient, informative and useful, with financial statements in GAAP format; summary memo; fixed asset rollforward schedule; interest expense versus cash interest paid schedule; and investment rollforwards.

  Recognized by auditors for how helpful monthly reconciliations and rollforwards for investments are prepared using complex pivot tables: fair value hierarchy (levels 1, 2 and 3) reconciliation; investment income and expense reconciliations; and long, short rollforward and derivatives rollforwards.

  Successfully retained all associates interviewed and hired.

  Expedited the auditing process after building multiple ledgers for complex investment accounting, which has resulted in zero management level comments (MLCs) since.

  Increased team productivity after creating timelines and more structure in the monthly, quarterly and annual closing of books, including more formal templates, timelines and tasks lists.

  Credited by management for creating a positive and sustaining work environment in which operations and investment personnel are encouraged to cross-train and learn and share best practices.

General Accounting Manager, Howard Hughes Medical Institute Chevy Chase, MD Aug. 2013-Present

  Earned the highest rating in the first two years of employment and the largest pay raise for performance.

  Asked to serve on the Microsoft SharePoint Project Team to implement the technology across the organization after taking the initiative to create a site for the General Accounting/Finance Team.

Accounting Manager, Federal National Mortgage Association (Fannie Mae) Reston, VA Apr. 2011-July 2013

  Reporting to the Director of Accounting, led a team of four financial analysts.

  Led monthly and quarterly operations for P&I and non-performing loans; account reconciliations; income statement and balance sheet validations; and disclosures (MD&A and footnotes) for mortgage loans.

  Oversaw allowance reported in 10-Q and 10-K reports for the Single-Family Mortgage Guaranty Business, including leading training sessions regarding the 10-Q and 10-K disclosures reporting process.

  Designed processes and procedures for Single-Family Business and ensured compliance with SOX controls.

  Applied FASB loan standards (SOP 03-3, FAS 114 and FAS 5) to report non-performing mortgage loans.

  Collaborated with the Financial Reporting Team to ensure amounts reported in the financial statements were appropriate from a financial reporting and operational perspective.

  Ensured proper accounting for the purchase and liquidation of mortgage loans, as well as the accounting for securitization of mortgage loans.

Achievements:

  Achieved highest rating on performance reviews during first year of employment.

  Praised for training members on best practices of journal entries, including drafting memorandums.

  Chosen to work on a Freddie Mac audit, including Amortization Section Reporting; Single-Family; Derivatives; and Retained Portfolio.

Previously:

PricewaterhouseCoopers LLP (PwC) McLean, VA 2004-Apr. 2011

Manager, Banking and Capital Markets (2009-2011)

Senior Associate, Banking and Capital Markets (2006-2009)

Associate, Federal Practice, Washington D.C. (2004-2006)

  Provided stellar service to multiple clients, in the private sector such as Mutual of Omaha and the West Group including the federal government such as the Court Services and Offender Supervision Agency.

  Led substantive audit procedures on capital contributions/distributions, fair value measurements of investments and securities for private equity funds, including contingent liabilities, environmental liabilities and cost accounting.

  Oversaw controls-related audit work performed for SOX compliance, including analyzing processes, key controls and providing value-added feedback to clients for improvement.

  Performed audits of processes and process-related controls over financial reporting, budgetary cycle, fund balance with Treasury, accounts receivable, accounts payable, inventory and payroll.

Achievements:

  Improved efficiency and documentation of audits while completing all on time and within budget.

Accounting Manager (started as Senior Internal Auditor), DynCorp Northern Virginia 2000-2004

Staff Accountant (Financial Reporting and Analysis), Omni Services, Inc. Culpeper, VA 1995-2000

Business Manager and Computer Software Analyst, SoftQuote, Inc. Flagler Beach, FL 1992-1994

Bachelor of Arts (BA), Political Science: Law, The Citadel Charleston, SC

Post-Baccalaureate Certificate, Accounting Virginia Commonwealth University Richmond, VA

Certified Public Accountant (CPA), State of Virginia since 2000; License No. 24555