Management Financial

SUMMARY

Licensed certified public accountant with more than 18 years of professional level experience, including over 10 years of providing financial and business analyses, and managing large complex budgets; experience with complex business issues in fast-paced, dynamic business environments.

PROFESSIONAL CERTIFICATION

Licensed Certified Public Accountant

EXPERIENCE

Senior Business Consultant 2015

International Services, Inc., Buffalo Grove, IL

Responsible for conducting needs assessment, strategic planning, turn-around solutions, and establishing best practices for small to mid-size companies.

Presented information to management regarding results from analyses and recommendations for costs reduction, operation and revenue increases.

Identified different issues in management and clearly delineated associated concerns to clients.

Analyzed and evaluates clients’ operations and procedures to offer recommendations based on best practices.

Provided guidance to management on the process of changes and problem-solving

Coordinator of Financial Management 2007 - 2015

Chicago State University, Chicago, IL

Recruited by Executive Director for the University to improve internal controls over a $5 million international grant, as a result of a fraud allegation. Served as a consultant through Partnership Employment, a professional staffing agency and then subsequently hired by the University to be responsible for the financial operations, internal controls, analysis, reporting and maintenance of accounting activities for the grant.

Turned around a troubled international grant.

Created strong internal controls, processes and policies leading to the completion of three clean annual financial and compliance audits.

Supervised a team of eight consultants.

Provided quarterly and year-end reports to upper management and grantor.

Provided quarterly and annual closing activities.

Developed policies and procedures that were evaluated, documented and followed.

Reviewed and made recommendations on the procurement and record keeping of fixed assets, for the Ghana, Africa and Chicago locations.

Consultant 2007

KForce, Inc. - Chicago, IL

Recruited by professional staffing agency to provide operational audits, for Integrys Energy, an international holding company, for a six-month period. Responsible for the development of audit programs, evaluation of internal controls, and the performance of financial and operational audits.

Planned, coordinated and conducted operational and compliance audits, with identified costs savings of approximately $250,000.

Provided management with an independent assessment of business risk, internal controls and efficiency of business processes.

President 1996 – 2007

Jerald Knox and Company, Inc., Chicago, IL

Public accounting firm which provided interim chief financial officer services for not-for-profit client. Planned and performed audit, review, compilation tax and consulting services.

Developed and implemented an economic rescue plan, and served as the Interim Chief Financial Officer for a $50 million agency.

Supervised the daily activities for a team of four accountants.

Provided audit services.

Prepared individual, corporate and partnership tax returns.

Prepared monthly, year-end financial services, and financial projections.

Led audits as a sub-contractor with Arthur Andersen and Crowe Chizek, Public Accounting Firms.

Consultant 2004 – 2006

Resource Global Professionals, Inc., Chicago, IL

Recruited by professional staffing agency to work on a team to reconcile the general ledger account for Zurich Insurance Group. Responsible for testing the third party contractual relationships for the company to ensure that appropriate reinsurance payments had been made.

Served on a team that recovered over $1 million in unbilled revenue.

Tested internal controls in compliance with Sarbanes-Oxley Act.

Ensured accurate reimbursements by third party administrators.

Internal Auditor II 1993 – 1996

Chicago Board of Education, Chicago, IL

Hired as an Internal Auditor I for the third largest educational system in the country with over $400 billion annual budget, to perform operational, financial and compliance audits. Promoted to Internal Auditor II, one year later, and led audit teams, and conducted special engagements audits.

Performed financial, operational and compliance audits of the Chicago Board of Education.

Led staff members in investigative audit engagements.

Planned and coordinated special audits assignments.

EDUCATION

Bachelor of Science, Business Administration – Accounting

Drake University, Des Moines, Iowa

SKILLS

Accounting; budget; business processes; cash management; compliance audits; consulting; financial operations; financial statement preparations; fixed assets; general ledger; internal audit; business needs assessment; policies and procedures; problem solving; procurement; policies and procedures; strategic planning, month/year end closing; tax preparation

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