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Work Background
Accounting on Davis LLC. Accounting Entrepreneur
Jan. 2021Portage, Wisconsin, United States- Accounting
- Bookkeeping
- Personal and business taxes
- Consulting and advising
- Part-Time/Fractional CFO
American Family InsuranceSenior Financial Reporting Controls Analyst
May. 2020 - May. 2025Madison, Wisconsin, United States• Performs annual financial reporting controls scoping and materiality analysis for the enterprise. • Develops strategy and execute enterprise-wide annual financial reporting risk assessment.
• Conducts and reviews financial reporting control design and implementation reviews to ensure controls are adequately designed to mitigate related risks.
• Performs and reviews financial reporting control effectiveness testing to ensure controls are operating effectively as designed.
• Evaluates the magnitude and impact of control deficiencies and classifies control failures in accordance with audit guidance. • Assists in management reporting of control deficiencies and development of remediation plans.
• Stays apprised of enterprise initiatives and organizational changes and periodically re-assesses the impact to the related financial reporting risk assessment and controls. • Provides subject matter expertise to control owners when implementing changes that impact the financial reporting control environment.
American Family InsuranceQuality Assurance Administrator
Mar. 2017 - May. 2020Madison, Wisconsin Area· Participated on and lead project teams by creating and executing on various projects, programs, and efforts that support the Life Operations Care Center.
· Created, documented, and managed internal control documentation, test plans, and test results; provided to internal and external auditors when requested.
· Engaged in various activities, projects, and groups throughout the company.
American Family InsuranceInternal Auditor II
Aug. 2015 - Mar. 2017Madison, Wisconsin Area· Completed all assigned engagements, documented processes, and performed walkthroughs.
· Developed the audit risk assessment, analyzed the control environment, and completed all testing.
· Maintained positive relationships with business areas.
· Prepared the audit report and lead meetings to discuss the identified findings. · Conducted internal controls testing.
Springs Window FashionsStaff Accountant
Feb. 2015 - Jul. 2015Middleton, WI
CUNA Mutual GroupSenior Internal Auditor
Jul. 2014 - Feb. 2015Madison, Wisconsin Area· Lead the audit engagement and conducted all meetings with the business area. · Developed the audit risk assessment, analyzed the control environment, and reviewed audit walkthroughs and control testing.
· Supervised staff auditors and the completion of their work.
· Adhered to established timelines and allocated hours for the project. · Maintained positive relationships with business areas.
· Prepared the audit report and lead meetings to discuss the identified findings. · Conducted internal controls testing.
CUNA Mutual GroupStaff Auditor
Jan. 2013 - Jul. 2014Madison, Wisconsin Area· Lead the audit engagement and conducted all meetings with the business area. · Developed the audit risk assessment, analyzed the control environment, and reviewed audit walkthroughs and control testing.
· Supervised staff auditors and the completion of their work.
· Adhered to established timelines and allocated hours for the project. · Maintained positive relationships with business areas.
· Prepared the audit report and lead meetings to discuss the identified findings. · Conducted internal controls testing.
CUNA Mutual GroupAccounting/Finance Intern
Jun. 2012 - Jan. 2013Madison, Wisconsin AreaPerformed control testing for financial reporting controls
Documented testing approach and logged any issues
Assisted on assigned audit engagement
Performed journal entries, assisted in account reconciliations
Maintained changes for account reconciliations and manual journal entry software
Performed reconciliations between older software and newer implemented software
Citizens Bank - Michigan, Ohio and WisconsinClient Service Representative
Nov. 2011 - Jun. 2012Jefferson, WIProcessed transactions efficiently and accurately
Assisted clients, always looked for additional banking opportunities
Handled large amounts of money, safeguarded client information
AptarGroup, Inc.Accounting Intern
Jan. 2011 - Nov. 2011Tested SOX controls, set up and maintained customer website
Processed employee expense reports, compiled certain reports for management
Updated customer information via SAP
Worked excessively with MS Excel and Word
Assisted with Month/Quarter-End reconciliations and reporting
Cold Stone CreameryCrew Leader / Shift Supervisor
Feb. 2009 - Aug. 2010Janesville, WISupervised 3-4 people during a single shift, leading crew to be efficient and successful
Kept product stocked and store clean
Handled cash and maintaining adequate amounts of money for customer service Maintained business and excellent customer service
SubwayShift Supervisor
Aug. 2008 - Jan. 2009Whitewater, WISupervised 3-4 people during a single shift
Responsible for preparing the store by ensuring adequate levels of product are on hand
Ensured the store was clean, accountable for locking up and closing the store
Handled cash and maintaining adequate amounts of money for customer service
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