President, Founder

• Leverage CPA and Big Four background to guide job seekers through technical evaluations, including mock interviews, case walkthroughs, and accounting concept reviews (e.g., ASC 606, SOX, financial reporting, Internal Audit, etc.). • Advise early-career and experienced professionals (e.g., Big Four, mid-tier, and corporate finance) on navigating the accounting recruiting process, including strategies for Big Four, mid-tier, and corporate opportunities. • Offer personalized career mentorship focused on long-term growth, confidence-building, and aligning professional goals with market opportunities. • Serve as a thought partner to clients by combining recruiting insights with real-world career experience, supporting professionals at all levels through high-impact transitions. • Assess accounting and finance job market trends to provide clients with strategic career guidance, aligning individual strengths with evolving employer demands across public accounting, corporate finance, and advisory sectors.

Graduate Program Mentor

• Volunteer mentor supporting graduate students in accounting and finance career development.

Member and Mentor

• Participate in professional development events, mentorship initiatives, and community outreach programs

Volunteer and Mentor

• Support student events and academic workshops promoting professional growth in accounting and finance.

Associate Director, Consulting

• Led internal audit teams at mature public companies and developed internal audit compliance programs for emerging companies, ensuring regulatory compliance and operational efficiency. • Advised clients as a subject matter expert (SME) on complex internal audit co-sourcing and full outsourcing, from initial implementation to ongoing compliance, enhancing risk management frameworks. • Provided strategic advisory services on enterprise risk assessments, financial process audits, operational audits, and compliance, including regulatory requirements for banking. • Participated in candidate interviews for consulting roles at CNM LLP, assessing technical knowledge, cultural fit, and communication skills to help build high-performing internal audit and advisory teams. • Managed high-performing teams by mentoring and coaching professionals, fostering skill development, and ensuring projects exceeded client expectations while maintaining a strong client relationship. • Developed process improvements and remediation plans, identifying and resolving deficiencies through thoughtful conflict resolution and collaboration with stakeholders. • Effectively communicated complex audit and compliance issues by translating technical findings into clear, actionable insights for clients, enabling informed decision-making and regulatory adherence.

Senior Audit Associate In-Charge

• Planned, supervised, and executed Public and Private Banking Audits ranging from $4 billion to $20 billion in total assets and 2-6 people in size, ensuring compliance with generally accepted accounting principles, applicable laws and regulations. • Conducted risk assessments, led client interviews, and audit walkthroughs, increasing understanding of audited areas. • Compiled and presented audit findings, recommended controls, and business practice improvements to the client’s executives/management and informing them on the overall impact to the audit plan. • Successfully helped reduce 10-15% of our audit hours through proper coordination with the client’s internal audit team and the client’s management team. • Handled various sections (i.e. Allowance for Loan Losses, Business Combination, Taxes, Investments, Loans, etc.) of an audit for private and public companies and consistently met with controllers, CFOs, VPs, and various employees throughout the company. • Managed, supervised, and trained professional staff on multiple engagement teams while providing real-time (verbal/written) performance review promoting learning and professional development.

Assurance intern