About
EDUCATION
- Master’s degree in Accounting, Georgia State University J. Mack Robinson College of Business
- Bachelor of Science in Accounting & Insurance, Florida State University
CPA LICENSES
- GA #038232
- FL #AC62798
MEMBERSHIPS
- Insurance Accounting & Systems Association
- Medical Professional Liability Association
EXPERIENCE
-Johnson Lambert (2019 – present)
-Performs all aspects of audits from start to finish, including planning, fieldwork, and reporting for a wide variety of clients in the insurance and employee benefit plan spaces.
-Provides on-site direction and supervision of senior associates, associates, and interns during fieldwork.
-Manages client engagement through every stage of the process, including planning, executing, directing, and completing audits, preparing financial statements, and managing budgets for audit engagements.
-Drafts client reports, financial statements, and other related management and board letters.
-Gains comprehensive understanding of client operations, processes, and business objectives.
-Reviews and evaluates risk, documents and assesses key controls, and identifies significant accounting issues.
-Engages with key client personnel to gather information, resolve problems, and make recommendations for business and process improvements.
-Provides technical training and mentorship to employees, supporting various internal development programs.
PROFESSIONAL & SERVICE ACTIVITIES
Insurance Accounting & Systems Association - LEAD Subcommittee member