Glass & Culbreth, PLLC

Professional Certifications & Memberships

Licensed NC CPA 1/2006 No. 31877

Certified Internal Auditor 5/2007 No. 69373

Member, Institute of Internal Auditors 

Member, North Carolina Association of CPAs

 

Awards

2011 MVP Award Winner, Young Professionals Network, Wellness Committee, BCBSNC

Winner of 4 Blue All-Star Awards for outstanding contribution to SAS 70, State & FEP, BCBS

Recipient of Spot Award for leadership initiative for 2008 SAS 70 project success, BCBS

 

Education

University of North Carolina at Chapel Hill, Kenan-Flagler Business School

Master of Accounting, May 2004

Honors/Organizations: Wall Street Journal Award for Most Outstanding Student in Business School, Golden Chain Honor Society (Vice-President), Joseph M. Bryan Four Year Merit Scholarship Awarded by Bryan School Of Business

 

University of North Carolina at Greensboro

Bachelor of Science Cum Laude, Finance & Marketing, Minor in Dance, May 2000

 

Professional Experience

Walls Law Firm, Director of Estate Administration (February 2014 – Present, part-time)

 

Manning, Fulton & Skinner P.A., Estate Administration Paralegal (April – December 2013, part-time) 

• Prepare all documentation for estates to be probated in court, and all federal and state tax forms involved in the estate administration process. Maintain working knowledge of N.C. estate administration, tax, and probate law.

 

BB&T Bank (September 2012 – January 2013)

Senior Internal Auditor, Insurance Division

• Conduct risk-based operational and human resources audits of BB&T’s Insurance subsidiaries including: planning, scoping, developing the test plan, organizing, conducting testing and making recommendations.  Perform SOX (Sarbanes-Oxley) controls testing.

 

Cenduit (February 2012 – April 2012)

Financial Analyst (March 2012 – April 2012)

• Assisted CFO and Finance Department with preparation for external audit.

Office Manager (February 2012 – March 2012)

• Organized office of 40+ employees, documented procedures and trained new Office Manager. 

 

Blue Cross Blue Shield North Carolina (December 2005 – February 2012)

Senior Risk Advisor (January 2010 – February 2012)

  Identify, assess and consult with management in mitigating organizational & financial risks via the following:

• Enterprise Risk Management (ERM): Consulted with VP level Risk Leads to ensure the most threatening risks to the business are being mitigated.  Facilitated sessions of the annual Enterprise Risk Assessment (ERA).

• Financial Reporting Risk Management (FRRM): Assisted process owners in preparing for and complying with the NAIC’s (National Association of Insurance Commissioners) MAR (Model Audit Rule) annual Attestation, which is a SOX-like regulation for insurers.  Successfully facilitated CEO & CFO walkthroughs of 2 high risk, financially significant processes.  Conducted walkthroughs of 8 high risk processes to ensure accuracy of documented risks & controls; made recommendations for improvement.  Provided consulting to other areas as requested.

• Enterprise Business Continuity (EBC): Facilitated development and implementation of business continuity and disaster recovery plans.

• Enterprise Risk Committee (ERC): Coordinated and participated in meetings on business and industry risks with Directors and VPs.  Documented meeting discussions, results & action plans with precision to meet high standards required for potential public record.

• Advised management to develop corrective action plans to reduce the root cause of audit findings before they happened.  Researched and resolved issues by proactive requests.

Senior Operational Auditor / Operational Auditor (December 2005 – December 2009)

• Successfully coordinated between internal audit, the business areas, and external auditors to improve the efficiency of the SAS 70 / SSAE 16 audit and to produce the report accurately and on schedule.  Performed audit testing for the SAS 70 / SSAE 16, reviewed workpapers, was responsible for managing the project and leading the team to meet deadlines with minimal supervision.  Developed and maintained a SAS 70 / SSAE 16 CBT.

• Conducted operational audits of Key Controls, discovered audit findings, wrote audit reports and validated completion of resulting corrective action plans.  Coordinated audit projects for the NC State Health Plan and Federal Employee Program (FEP).  Trained team member to assume FEP audit coordination responsibilities.          

 

PricewaterhouseCoopers LLP, Assurance Associate (July 2004 – December 2005)

• Audited financial statements of large publicly and privately held businesses & non-profits in pharmaceutical, manufacturing, healthcare, technology, and banking industries.  Performed inventories, substantive testing, analytical procedures, client interviews, SOX testing, and financial statement presentation. 

                       

Manning, Fulton & Skinner P.A., Estate Administration Paralegal (March 2002 – May 2003)                 

• Prepared all documentation for estates to be probated in court, and all federal and state tax forms involved in the estate administration process. Maintained working knowledge of N.C. estate administration, tax, and probate law.

 

B2B Exclusive, Business Development Manager (September 2001 – February 2002)                     

• Started as a lead generation representative and promoted to manager within 7 weeks. 

• Performed outside sales efforts and cold calling.  Responsible for company marketing and PR.

 

ImageNet, Marketing Manager (June 2000 – August 2001)                                                             

• Coordinated advertising, PR activities, direct mail, tradeshows, and seminars, for computer networking and systems integration company.  Created and distributed press releases and new company newsletter. Helped president write firm’s marketing plan.