Coordinate internal and external audits that included grant fund management.

Prepare federal, state and local tax filings.

Monitor organization’s compliance with IRS, Charitable Gaming, Department of Labor, Department of Education and various state and local regulatory agencies.


  • Coordinated the external audits.

  • Developed internal self-audits to ensure compliance with regulatory agencies.

  • Established the internal accounting department for the startup biotech company to include accounts receivable, accounts payable, general ledger closing and payroll in accordance with FASB, federal and state laws and regulations.  This included interaction with external independent auditors, partnering research hospitals, National Institutes of Health, Kentucky Science and Technology Corporation and Novartis accounting department.

  • Assisted in external and internal financial audits in manufacturing, distribution and non-profit sector.

  • Participated in local, state and federal regulatory government audits in both the non-profit and for profit sectors.

  • Established a multiple parish internal audit team to examine the policies and procedures of two parishes and two schools in Southwest Louisville to ensure compliance with GAAP and Archdiocese of Louisville policies and procedures.

​Governing Board Experience

  • Participated as a Board Member for Governing Boards and Finance Committees for educational, religious based and nonprofit organizations.

  • Prepared financial analytic reviews and financial statements for the varying Board of Trustee meetings.

  • Served as a member of the Senior Service Committee for Holy Cross High School.

  • Served as a co-leader along with the Principal on the St. Andrew Academy SOCS Accreditation team.

  • Served as a member of the Finance Committee for St. Paul Catholic Church.

  • Served as a member of the Parish Council and Finance Committee for St. Francis Xavier Church.

  • Served as a member on the School Viability Committee for St. Francis Xavier Church.

  • Serve as a member of Shirley’s Way Finance Committee and Board of Directors.

Tax and Regulatory Reporting

  • Prepared 990 returns.

  • Managed grant funding and reporting for federal and state grants for a biotech company in conjunction with the University of Louisville.

  • Prepared and reviewed corporate federal and state tax packages for Partnerships, SCorps and Corporations.

  • Prepared 1099s for vendor payments and interest related payments.

  • Prepared and remitted local, state and federal payroll taxes for multi-jurisdiction payroll.

  • Prepared annual charitable gaming report, W2Gs,  and instructed the parishes and schools on charitable gaming regulations.

  • Provided support to the cafeteria for financial reporting and compliance with USDA regulations.

  • Prepared personal and real property tax returns for manufacturing companies.

  • Recovered $70,000 in sales and use tax incorrectly paid under the Kentucky Enterprise Zone exemption.

  • Supervised the preparation of documents for the Foreign Trade Zone.

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