Introduction

About Me

Entrepreneur, Writer, and Instructor: Founded educational company focused on creating and facilitation the delivery of solutions that improves learner performance. A variety of delivery channels and approaches are used to reach the targeted audience in the most effective manner. Strategic and operational planning, business development, operational leadership, and multidisciplinary internal and external communications are integrated into the learning environment for a more impactful experience.

Training Leader: Lead various interactive workshops, seminars, and classes focused on enhancing the critical business skills needed by every aspiring leader.

Business advisor: Advised corporations in various industries including financial services (banking, insurance, asset management firms, and broker-dealers), retail, manufacturing, healthcare. Worked with corporate functions such as corporate treasury, internal audit, and risk management to improve operational performance while lowering costs.

Technical resource: recognized as a subject matter resource for internal audit, internal controls, and other accounting and finance areas. Consult with both practitioners and end-users with an aim toward increasing the value realized by all stakeholders.

CPA (OH, PA); Certified Treasury Professional (CTP); MBA

Specialties: Training Design, Facilitation, Problem Solving, Critical Analysis, Business Planning, Project Management, Leadership, Communications, Relationship Building, Accounting, Finance

My Skills

internal-audit
internal-controls
leadership-development
team-building
process-improvement
risk-management
training-delivery
training-management
training-programs
training-facilitation
team-leadership
blogging
teaching
coaching
mentoring
innovation
project-planning
project-management
problem-solving
critical-thinking
competency-mapping
change-management
internal-communications
critical-analysis
time-management
strategic-thinking
corporate-governance
goal-setting
performance-management
conflict-management
emotional-intelligence
interview-skills-training
treasury
auditing
accounting
enterprise-risk-management
budgets
sarbanes-oxley-act
forecasting
program-management
strategic-leadership
strategic-planning
financial-accounting
executive-management
consulting
human-resources
management

Work/Experience

Board Member at Starfish Alliance

December 2013 - Present

Adjunct Faculty - Accounting at Columbus State Community College

November 2011 - December 2012
Adjunct Faculty within the Business Programs Department. Teaching Accounting classes (financial accounting, managerial accounting)

Board Member at Ruling Our Experiences (ROX)

November 2011 - October 2013
Treasurer / Finance Committee Chair

Founder and President at Petra Learning LLC

November 2011 - Present
Petra Learning LLC is focused on enhancing individual and corporate performance through training, coaching, and consulting.

Board of Trustees at Community Shelter Board

January 2009 - June 2012
Finance Committee

Board Member at Woman for Economic Leadership and Development (WELD)

January 2008 - December 2009
Served as a board member at large. In this role, I initiated a volunteer engagement process and coordinated with the VP of Membership and the VP of Marketing to meet their volunteer needs. I was also actively involved in nominating and reviewing the nominations of candidates for the Women You Should Know calendar.

Trustee at Choices Board of Directors

January 2007 - January 2010
Treasurer, Finance Committee

Executive Director at Ernst and Young

March 1998 - November 2011
Advisory Practice Leader: relationship building, business development, budgeting and forecasting, sales management, client satisfaction, internal compliance, mentoring and development of advisory professionals, and performance review process including annual goal setting and ratings, project execution, and general auditing and advisory training.

People and Inclusiveness Location Leader: diversity recruiting and mentoring, local office inclusiveness strategy, diversity focused external relations, panelist / speaker at various conferences and seminars

Industry champion: Financial services (banking, asset management and insurance) and retail and wholesale sector delivery strategies, market intelligence, revenue programs, resourcing, and technical support for internal audits, internal controls, enterprise risk management, and treasury. Developed thought leadership pieces, spoke at external seminars, and facilitated roundtable discussion with Audit Committees and Senior Management.

Engagement delivery executive: directing assessments of internal audit functions and leader for internal audit and internal control related projects including completion of enterprise risk assessments, development and execution of integrated internal audit plans, coordination of efforts with external audit, development of internal control optimization strategies, execution of risk remediation projects, execution of accounting change implementation projects (e.g. convergence), and communication with Audit Committee.

Developed sales proposals and successfully sold and delivered multi-million dollar process design and implementation projects for a variety of functions and industries.

Served as an instructor for numerous internal audit and risk focused classes including IA Enablement for Executives, Fundamentals of Internal Audit, Integrated Auditing, Project Management, and Essential Skills for Advisory Professionals.

Internal Audit Supervisor at PNC Bank

August 1993 - March 1998
Capital Markets, Asset / Liability Management

Staff Accountant at Arthur Anderson

May 1992 - July 1993
first job out of college

Education

Franklin University

Degree: MBA

Duquesne University

Degree: BSBA
Field of Study: Accounting

Certifications

Chartered Global Management Accountant

Authority: AICPA

Certified Treasury Professional

Authority:

Certified Public Accountant

Authority:

Critical Perspectives on Management

Authority: Coursera
Start Date: Mar 01, 2014

Location

Contact Information

Columbus, OH

Tiffany's Badges

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