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Work Background
Katz ComplianceDirector of Compliance
Jan. 2023Washington DC-Baltimore Area
Evans & Katz LLCDirector Of Compliance
May. 2022 - Dec. 2022Washington DC-Baltimore Area
AristotleCompliance Manager
Aug. 2021 - Apr. 2022Washington DC-Baltimore Area
American Bridge 21st CenturySenior Accountant
Jun. 2017 - Nov. 2020Washington D.C. Metro Area Accounting – Managed all accounts payable/receivable as well as assisting in budgeting/forecasting for a hundred million dollar budget (QuickBooks). Reconciled financial statements, payroll, IRS and state tax compliance, IRS, FEC and internal audits. Created and implemented standardized operating procedures for the department. FEC Compliance – Lead on FEC compliance for primary campaign committee. Collaborated on compliance matters for multiple committees. Managed IE filings.
The Defiant NetworkCOO
Jan. 2017 - Jun. 2017 Accounting – Created and managed accounting systems including budgeting/forecasting, payroll, IRS and state tax compliance for a non-profit, reconciled financial statements. Operations – Shepherded a new non-profit through the incorporation process in two states, setup and managed HR systems and insurance, created employee documents and compliance procedures. Grant Management – Created the procedures for administering a grants program and managed compliance for all recipients.
Self-EmployedConsultant
Oct. 2016Washington DCConsulting non-profits and political campaigns on organization, operations and accounting.
DBC PR + Social MediaOperations Manager
Nov. 2015 - Oct. 2016Washington D.C. Metro Area- Accounting – Managed all accounts payable/receivable and budgeting/forecasting for a multi-million dollar budget (Quickbooks), reconciled financial statements, payroll, IRS and state tax compliance. -Operations – Managed multiple locations including facility management, contract negotiation, vendor relations. -Talent Management – Managed the human resources department of a 20+ employee firm to ensure compliance with state laws in five states and resolve any personnel issues during day to day management.
Missourians for KanderOperations and Compliance Manager
Mar. 2015 - Nov. 2015Columbia, Missoui-Financial Strategy – Oversaw budgeting and spending for a highly competitive US Senate campaign. -Campaign Operations – Executed operations for all aspects of campaign including reviewing and negotiating contracts, HR, and office management. -FEC Compliance – Handled all aspects of FEC compliance for primary campaign committee. Collaborated on compliance matters for multiple joint fundraising committees. -Campaign Accounting - Managed and tracked all campaign transactions (utilized Quicken/Quickbooks), reconciled financial statements, followed up on contracts, payroll vendor relations lead
Capitol Compliance Associates, IncSenior Compliance Associate
Aug. 2014 - Feb. 2015Washington D.C. Metro Area-Financial Strategy: Delivered and implemented financial plans for campaign budgets and investments to maximize impact of liquid assets. -Client Management: Primary client relationship manager for Senatorial and PAC clients, worked directly with campaign finance leads to develop and implement proposed strategies. -FEC Compliance: Analyzed and processed campaign donation transactions to ensure compliance with federal regulations, prepared reports for FEC filing, advised campaign staff in ongoing compliance matters. -NGP Van: Expert user of campaign finance management software. -Campaign Accounting: Managed and tracked all campaign transactions (utilized Quicken/Quickbooks), reconciled financial statements, followed up on contracts, payroll vendor relations lead
Edward JonesOperations Specialist
Mar. 2013 - Jun. 2014Greater St. Louis Area-Project Management: Led teams of peers and direct reports to create special-order audit reports, developed and delivered training on new processes (including permanent resources for future professional development). -Operational Planning: Developed process improvements based on collaboration with legal department as key liaison between legal and operations. Identified and implemented changes to internal data management software. -SEC Compliance: Analyzed client transactions against internal benchmarks and legal regulations. -Legal Department: Managed a reorganization of legal files and independently conducted legal research on a variety of topics including patents, incorporation and trusts to produce memos for senior level attorneys.
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