Requests
6
3
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
VacasaVP Enterprise Risk Management
May. 2021 - Jul. 2023Designed and implemented Vacasa's Enterprise Risk Management program.
Built a robust team to address the following risk pillars: * Regulatory Risk - SOX, Privacy and local regulatory requirements impacting the short-term travel industry, * Risk Management - includes ownership and execution of the Enterprise Risk Assessment, operational risk, strategic oversight, partnership on critical application implementations, whistleblower complaints, fraud prevention, and privacy / cyber security assessments, and * Insurance Management - Own, manage and drive successful insurance coverage for this complex business Developed continuous metrics for risk reporting to provide Executive and Audit Committee oversight on progress
Educated management on potential vulnerabilities and enhanced reporting, security and oversight
Reported internally to the CFO and externally to the Audit Committee. Provided periodic updates to the CEO, CFO and Audit Committee.
Developed and chaired the Disclosure Committee. Assisted in the development and implementation of a workplace violence prevention and education program.
Provided in-house expertise on industry best practices across all company departments including Finance, Accounting, Information Technology, Engineering and Operations. Designed and implemented internal audit methodology including developing the annual audit plan, documentation standards, testing approach, remediation procedures, and reporting requirements.
Mahony ConsultingStrategic Business Consultant
Oct. 2018Project manage strategic company initiatives. Assist companies in IPO readiness.
Perform preliminary gap analysis of current control infrastructure. Educate management in IT general controls and entity level controls.
Provide recommendations and project manage process and control enhancements/implementation.
Scrum master and agile coach.
Cascadian Group, LLCDirector Financial Performance & Risk Management
Nov. 2015 - Oct. 2018Bend, Oregon• Conducted internal audit, risk management and regulatory consulting.
• Promoted revenue growth and drove profitability for clients through process enhancements.
• Worked with companies’ executive management teams to provide guidance on strategic direction, market trends, qualitative and quantitative financial analysis, global economic conditions, and competitive market position.
• Project managed corporate initiatives by empowering and effectively leading teams through task identification, implementation and training.
• Collaborated with stakeholders across business groups, as well as external vendors, to guide organizations on effective and efficient business processes.
• Developed and implement company-wide re-organizations, workflow realignments, process automation, and internal controls.
• Provided company assessments on financial, regulatory and operational risks.
OpenTableSenior Director of Risk Management
Dec. 2006 - Oct. 2014San Francisco, CA• Owned, developed, implemented, and managed regulatory compliance, internal audit, internal consulting and fraud.
• Directly reported to the Board of Directors and provided independent and objective quarterly internal audit, consulting and Sarbanes-Oxley progress. • Provided in-house expertise on industry best practices across all company departments including Finance, Accounting, Information Technology, Engineering and Operations. • Designed and implemented internal audit methodology including developing the annual audit plan, documentation standards, testing approach, remediation procedures, and reporting requirements.
• Developed and executed the company’s annual risk assessment including formal presentations of the results to the Audit Committee and Board of Directors.
• Developed department’s annual budget and periodically monitored actuals against forecast. • Performed risk analysis to identify areas requiring remediation. Provided guidance and assisted with prioritization and implementation of enhanced processes and controls. • Designed and executed an approach to Sarbanes-Oxley section 302, 906 and 404 by developing documentation standards, testing approach, and remediation procedures. • Worked closely with business units providing guidance and direction for new company initiatives (e.g. software implementations, department restructurings, company acquisitions, and new revenue streams).
• Performed risk assessments on all critical external vendors (SOC reviews, risk questionnaires, discussions.)
• Managed insurance plans and relationship with insurance brokers. • Developed, implemented, trained personnel on business continuity and emergency preparedness programs.
• Worked directly with Information Technology and Engineering departments to develop and periodically test Disaster Recovery plan. Validated the plan was prioritized to ensure it aligned with current objectives.
Dolby LaboratoriesInternal Control Manager
Nov. 2005 - Dec. 2006• Post IPO, developed Sarbanes-Oxley program.
• Project managed Dolby’s Sarbanes-Oxley program on a company-wide basis. • Designed and executed Dolby’s approach to Sarbanes-Oxley section 404. Developed an extensive memo detailing Dolby’s methodology, documentation standards, test approach, remediation procedures, etc. and gained verbal approval from executive management and external auditors. • Identified the significant financial statement accounts and mapped those accounts to the applicable processes and material locations.
• Managed a team of contractors and Dolby personnel (team averaged around 18 personnel).
• Co-chaired the weekly Sarbanes-Oxley Committee: comprised of Dolby’s CFO, CIO, Controller, VP Finance, Director of Accounting, and Director of Internal Audit, providing status details. • Developed the quarterly Audit Committee SOX presentation.
• Teamed with management to document process flows and identify key controls. • Assisted in the development and execution of test plans based on the key controls for both business processes and the IT general control environment.
• Reviewed all test plans, work papers, and process documentation prior to submission to KPMG. • Assisted in the identification of potential deficiencies. Communicate deficiencies to executive management and KPMG. • Developed memos detailing Dolby’s research and conclusions on deficiencies that could lead to financial misstatements. • Assisted in the development of Sarbanes-Oxley section 302. • Performed key liaison role between KPMG and the business units.
Providian FinancialDirector Enterprise Risk Management
Jan. 2004 - Nov. 2005• Owned and executed Sarbanes-Oxley process on a company-wide basis.
• Managed a team of ~100 personnel (including two SOX project managers and delegates from each business department).
• Periodically, conducted extensive training courses (~100 personnel) educating management on the Sarbanes-Oxley Act, Providian’s approach, management’s role, and documentation standards.
• Managed Providian’s Enterprise Risk Management – SOX department, delegating responsibility, acting as the subject matter expert for Section 302 and 404, monitoring/communicating changes in legislation, and benchmarking process against the industry.
• Quarterly, facilitated management’s testing by developing the test plans, distributing them to management, reviewing the test results, and providing feedback to business units. • Summarized and report on the quarterly test results at the Senior and Executive Vice President level, requiring their review and sign-off. Report findings and resolutions to Disclosure Committee. Compile all reports for the 302 certifications. • Conducted periodic status/feedback meetings with management, external auditors, and internal audit. With the assistance of management, modify SOX processes and test plans accordingly.
• Created the quarterly Audit Committee presentation summarizing the SOX findings and resolutions. Attend meetings and field questions from Audit Committee members. • Consulted with mangers of the 100 financially significant processes to assist with process and control enhancements. • Performed key liaison role between Ernst &Young and business units. • Assisted in the development of Internal Audit’s role in the SOX process. • Assisted in the creation of Providian’s Sarbanes-Oxley process.
PwCSr. Associate
Jan. 1999 - Dec. 2004• Managed teams on business process control reviews and general computer control reviews by developing and communicating the scope of the engagement, establishing and maintaining client relationships, creating and monitoring engagement budget, leading kick-off and closing meetings, delegating job responsibilities, reviewing engagement team’s documentation and testing, and creating and distributing the final report.
• Performed business process control reviews throughout following cycles: payroll; purchasing and payables; and revenue and receivables; treasury; inventory; and property, plant and equipment. • Identified and provided written and verbal recommendations to the client, providing manual and system solutions for improving their current processes.
• Performed Information Technology audits reviewing and testing companies’ general computer controls.
• Taught corporate classes on Business Process Controls Review, Straight Through Processing, and Change Management. • Performed Sarbanes-Oxley 404 reviews assisting internal audit by documenting process narratives, flow charts and identifying key controls; and as external audit confirming and testing key controls. • Assisted in the creation of the company’s privacy practice. Completed extensive cross-industry benchmarking studies with a team of five. Assisted in the creation of marketing strategies for a range of privacy products and services. Assisted in development of several client proposals.
Intch is a Professional Networking App for the Future of WorkSee more people like Michelle on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
264230 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
33814 people
43
服装设计公司 @ CEO
15
Project Manager
17
Owner @ Victoria’s VA Hub