Accounting Financial
Resume:
Roxanne Bergeron, CPA
*** *** ****** –Bridge City, LA 70094
**********@***.***
Objective: An articulate, detail-oriented, and highly motivated professional who is seeking an accounting position
with a company who would best benefit from both my knowledge and diverse background.
Education: Bachelors of Science from the University of New Orleans, New Orleans, LA
Accounting with a minor in Finance, May 2003
Management with a concentration in Information systems, May 2003
Business Administration, May 2003
Passed the November 2003 CPA exam
Experience: DM Petroleum Operations Company, New Orleans, LA
Lead Accountant January 2008 – Present Senior
Accountant January 2007 – January 2008
• Coordinating and processing the monthly and yearly financial close process and financial reporting to the Department
of Energy (DOE).
• Maintaining the Strategic Petroleum Reserve’s (SPR) accounting and reporting of financial assets and oil inventory to
the DOE.
• Examining, reconciling, and providing complex analysis of accounting records for management and the DOE.
• Providing support and resolution of problems and /or questions related to the general ledger for DM Petroleum
Operations Company and the DOE.
• Performing the general accounting and reconciliations of the Corporate Entity.
• Coordinating, processing and preparing the monthly, quarterly, and annual financial close and reporting to the CFO
and Parent Companies of the Corporate Entity.
• Preparing and gathering information for the annual audit, tax estimates, and annual return.
• Preparing the monthly and quarterly sales and use tax returns.
• Performing research to resolve technical issues and formulating appropriate conclusions in order to effectively
communicate them to the senior management.
• Implementing and developing the internal control risk assessment and tests of internal controls in connection with
financial audits and as part of testing under OMB A-123 reporting.
Roth Murphy Sanford LLP, New Orleans, LA November 2005 – December 2006
Senior Auditor
• Executing and reviewing detailed work for financial audits, reviews, and compilations of private companies, primarily
in the Financial Services, Non-For-Profits, 401(k) Benefit Plans, and Small Business.
• Preparing, reviewing and assisting non-public clients in preparation of financial statements and footnote disclosures in
accordance with GAAP.
• Supervision of staff performing detailed work for financial audits, reviews, and compilations of private companies,
primarily in the Financial Services, Non-For-Profits, 401(k) Benefit Plans, and Small Business industries.
• Developing relationships with key client personnel through service provided on engagements.
• Conducting interactive interviews with client personnel and performing detailed analytical procedures to identify
issues regarding complex accounting matters.
• Performing research to resolve technical issues and formulating appropriate conclusions in order to effectively
communicate them to the senior team members.
• Preparing partnership and corporate income tax returns.
Peoples Health Network, Kenner, LA February 2005 – August 2005
Staff Accountant
• Preparing monthly journal entries and account reconciliations.
• Preparing the consolidated financial statements for the independent physician associations and hospital pools.
• Preparing the individual financial statements for the independent physician associations and hospital pools.
• Preparing monthly key measure reports for the independent physician associations.
• Preparing monthly pharmacy key measures reports for the independent physician associations.
• Preparing various check requests for the independent physician associations.
2
Roxanne Bergeron, CPA
212 7th Street –Bridge City, LA 70094
**********@***.***
Experience
Continued:
Ernst & Young, LLP, New Orleans, LA
Staff II Auditor – Assurance and Advisory Business Services September 2004 – February 2005
Staff II Auditor – Assurance and Advisory Business Services September 2003 – September 2004
• Executing detailed work for financial audits of public and private companies, primarily in the Financial Services,
Health Sciences, and Marine Industries.
• Reviewing SEC filings for clients for content and conformity with GAAP and SEC disclosure requirements, and
assisting non-public clients in preparation of financial statements and footnote disclosures in accordance with GAAP.
• Implementing tests of client internal controls in connection with financial audits and as part of testing under
Sarbanes-Oxley Act Section 404 reporting.
• Developing relationships with key client personnel through service provided on engagements.
• Conducting interactive interviews with client personnel and performing detailed analytical procedures to identify
issues regarding complex accounting matters.
• Performing research to resolve technical issues and formulating appropriate conclusions in order to effectively
communicate them to the senior team members.
Skills: Microsoft Office Suite 2007 and 2003 (Word, Excel, Access, PowerPoint), Quicken, CCH Tax and
Accounting Research, Pro-Systems tax, Pro-Systems Trial-balance, PPC, QuickBooks (2009 & 2007),
SAP, Documentum, SharePoint, Allegro, Teammate and AWS.
Activities: Society of Louisiana CPAs, 2002; American Institute of CPAs, 2005.
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