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
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
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
Field of Study: Accounting
Chartered Global Management Accountant
Certified Treasury Professional
Certified Public Accountant
Critical Perspectives on Management
Start Date: Mar 01, 2014