A CPA who also holds a Master of Taxation degree, clients highly value Alison's professional leadership and proven ability to help their for-profit and nonprofit entities, governmental organizations, and educational institutions achieve their business goals. She is a self-starter with diverse skills, including accounting, tax, finance, strategic planning, project management, and process improvement. Alison keenly assesses her client's needs, develops innovative solutions, and delivers cost-effective project results. She is comfortable communicating with internal and external stakeholders at all levels and performing personnel training.
With 20+ years of experience and exposure to a wide range of industries and business structures, Alison consistently demonstrates her capacity for operating effectively in diverse, fast-paced, high-intensity environments, including understaffed organizations. She has held tax consulting positions in public accounting with Big Four global services firm Deloitte and a regional top-60 independent accounting firm. She has also provided tax consulting and process improvement services to a Fortune 1000 publicly held global IT company.
Additionally, Alison held the top tax management position at a Central Ohio, highly rated nonprofit healthcare system, and a newly created, dual-role position of Chief Financial and Administrative Officer (CFAO) at a regional nonprofit economic development organization. As senior tax manager for a $20 billion Big Ten land-grant public university and medical center with a 67,000+ student enrollment and 60,000+ employees, her simultaneous responsibilities included managing the tax department and directing the Form 990 reporting, tax compliance for income, sales, and excise taxes, and managing payroll tax compliance for the entire university and medical center.
Alison has a demonstrated aptitude for navigating complex multi-entity organizations and complicated engagements. As a project manager, she has tackled intricate projects, including a unique multi-million-dollar payroll tax refund, a multi-legal-entity unclaimed funds reporting process, and the development of multiple processes to meet newly introduced and rapidly changing IRS compliance metrics. Adept at continuous process improvements to achieve maximum efficiencies, Alison identifies gaps, provides recommendations, and implements solutions, including large-scale software platform conversions.
Clients appreciate Alison’s can-do attitude, willingness to tackle new or unfamiliar projects, and demonstrated drive to exceed the job description, as well as her evident talent for developing and managing cross-functional teams.
Government, Healthcare, Higher Education, Information Technology, Manufacturing, Nonprofit
What are some causes you like to support?
I love supporting the Mid-Ohio Food Bank and other community food banks. Time constraints often prevent me from volunteering regularly, but I frequently provide canned and boxed goods and monetary donations.
What was the first car you ever drove?
The first car I drove was a full-size Oldsmobile Delta 88 station wagon – sitting on my dad’s lap when I was 12! It was a reward for helping him work on the engine, and it was glorious!
What do you enjoy doing in your spare time? Do you have any hobbies?
My favorite day is when I have no pressing deadline and can tinker in my garage, yard, or workshop. I like to repair, maintain or experiment, and I love to cut and split firewood!