developed a comprehensive audit program
and conducted field audits that tested the compliance of accounting and cash handling procedures of a multi-billion dollar grocery retailer.
chart of accounts redesign
prepared recommendations for redesign of chart of accounts after participating in the budget and closing processes and examining organizational structure and financial practices and plans.
closing process management
developed a framework for an annual closing process with targets, measurements, key issues, reports and external support requirements.
farmers market financial management
managed the financial operations of a 100-year old farmers market with over 80 retail merchants, including support for the capital renovation, operating subsidy and loan repayment programs.
medical school accounting transactions and journal entry analysis
produced a daily review of transactions and journal entries to assist in the evaluation of the booking process as well as the analysis of specific issues.
non-profit financial management
established policies and procedures and managed budget and accounting operations for a new 501(c)(3) which received appropriated public funds and private sponsorship funding.
transit audit program
developed a series of audit models aligned with distinct transportation granting programs to assist in the completion of annual transit agency audits for a state bureau of public transportation.
university accounting policy
recommended changes to accounting policy for a major u.s. university, focusing on spending controls, accrual practices and consistency of account attributes and coding.