Whitney m. rellahan
**** ********* **., ***** ***** beach, f l 32082
904-***-**** * w ************@*****.***
MBA – MASTERS IN BUSINESS MANAGEMENT
UNIVERSITY OF NORTH FLORIDA, Jacksonville, FL
BS – BACHELORS OF SCIENCE IN BUSINESS
UNIVERSITY OF FLORIDA, Gainesville, FL
Financial Statements Accounting Principles & Procedures – GAAP Financial Principles
Budget Compliance Computer Operations / Software Applications Problem Solving
Workflow Coordination Policy / Regulatory Compliance Accurate Reporting
Project Management Asset Management / Allocation Strategic Planning
Data Mining & Warehousing Multitasking / Time Management Social Media
Podiatry Centers of North Florida, Jacksonville, FL 3/2006 – 11/2012
Full Cycle Accountant & Practice Manager
Development, introduction, and maintenance of policies and procedures including internal controls;
HIPAA & OSHA compliance guidelines.
Responsible for conducting forecasting activities and creating annual business plan/budget based on
previous performance. Analyze data trends to explain monthly variences.
Oversee all processes, procedures and resources are utilized correctly.
Taxes & Licenses; prepare & file sales & use tax returns, business property taxes, income taxes, business
licenses, DEA licenses & medical malpractice licenses.
Prepare financial statements; Balance Sheet, Income Statement & P & L.
Full Cycle Accounts Payable; Invoice review, approval, code, input and payment. Maintain vendor
information, including W 9’s, as needed and year end 1099’s issuance and reporting.
Accounts Receivables; Invoice submittals, acceptance, correspondence and collections.
Reconcile bank, cash and credit card accounts.
Human Relations Manager; interview, recruit and train all new hires, prepare weekly schedules for a multi
unit medical facility & fortify day to day business operations.
Process payroll in accordance with Local, State, and Federal Legislation; Review time sheets for errors,
obtain supervisor approvals, Process bi weekly payroll, W 2’s & 1099’s, maintain employee health
benefits including paid time off.
General Ledger; Input general journal entries, account reconciliation and sub ledger maintenance.
Provider Enrollment & Credentialing; complete health payor network applications for new hire physicians,
maintain existing provider credentials, including licenses (DEA & Malpractice).
Collections; Ensure the successful collection of outstanding balances. Create monthly aging report, review
for accuracy & generate invoices. For insurance providers – print the Explanation of Benefits along with
supporting documentation, if needed. Answer patient & health insurance provider questions.
Raymond James Financial, Jacksonville Beach, FL 9/2003 –
3/2006
Managerial Accountant / Financial Analyst
Review client’s internal reporting structures in order to develop operating tools conducive to their goals &
objectives.
Manage and perform accounting duties for clients within very diverse industries. Set up systems and
provide HR, accounting, finance, and benefit administration.
Provide detailed recommendations to improve content, efficiency, effectiveness, usability, accuracy, and
timeliness of financial statements.
Establish and maintain chart of accounts
Manage full function A/P & A/R processes, including resolving disputes & discrepancies.
Process and run payroll, report & e file taxes, maintain accurate w 2’s for all vendors, and process all
1099’s.
Implement effective data warehousing & mining operations / protocol.
Meticulously create and maintain accurate financial record keeping. Assist in year end closings; journal
entries, close accounts and reassess cash balance.
Maintain accurate time keeping systems for in house project billing.
Analyze and evaluate client investment portfolios; recommend proposed client investment portfolio
allocations.
Facilitate transactions in client accounts such as new account establishment, requested asset movement,
purchases and sales of securities.
QuickBooks Pro Sage Peachtree / Sage 50 ERP Microsoft Office Suite
Practice CS Solutions MYOB / AccountEdge Pro WebEx PC
Google Analytics Paychex – Time In A Box Google Adwords
Webmaster Tools Sammy Medical Billing Software Google Adsense