Kenan Flagler Business School - University of North Carolina- Chapel Hill, NC
May 2003
Specialities:
Master of Accounting
Skills
Initial Public Offerings (IPOs) • follow-on capital raises and private pla... • including purchase accounting; Project m... • scheduling • staffing • monitoring • and reporting; Fair value and leveling o... • consulting and reporting (SOX); US GAAP ... • including all aspects of SEC reporting (... • 10Q • S-1 • etc.); Develop and deliver core learning...
First Citizens Bank
Chief Accounting Officer
First Citizens Bank
Dfast Program Manager
Eton Advisors Dec 2014 - Dec 2016
Director of Operations and Reporting
First Citizens Bank Mar 2014 - Dec 2014
External Reporting Manager, Senior Vice President
Grant Thornton Llp Sep 2003 - Mar 2014
Audit - Senior Manager
Education:
Unc Kenan - Flagler Business School 2003 - 2004
Masters, Accounting
Philadelphia University 1993 - 1997
Bachelors, Bachelor of Science, Business
Sep 2003 to 2000 Senior Audit ManagerMorgan Stanley Raleigh, NC Jan 1999 to Nov 2002 Financial AdvisorEnterprise-Rent-A-Car Durham, NC Sep 1997 to Jan 1999 Management Assistant
Education:
Kenan Flagler Business School - University of North Carolina Chapel Hill, NC May 2003 Master of AccountingPhiladelphia University Philadelphia, PA May 1997 Bachelor of Science in Management/International Business
Skills:
Initial Public Offerings (IPOs), follow-on capital raises and private placement offerings; Mergers and acquisitions, including purchase accounting; Project management including budgeting, scheduling, staffing, monitoring, and reporting; Fair value and leveling of investment securities; Allowance for loan losses; Internal control assessment, consulting and reporting (SOX); US GAAP principles and financial reporting for public and private entities, including all aspects of SEC reporting (10K, 10Q, S-1, etc.); Develop and deliver core learning and industry specific training; Accounting operations