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Manager Accounting

Location:
Littleton, Colorado, 80124, United States
Posted:
May 24, 2010

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JEREMY MARTINEZ, CPA, MBA

***** **** ******* **. #**** (303) ***-****

Lone Tree, Colorado 80124 abmrnj@r.postjobfree.com

Accounting/Finance professional with strong experience in the Accounting

close cycle, evaluating internal controls and SOX and knowledgeable about

budgeting. Focused on bringing a Best Practices approach to Finance

processes and sytems. Excellent leader with a solid record of developing

talent, enforcing policies and increasing productivity.

Notable Achievements

> Presented areas of opportunity under $160M annual cost based contract

to CFO and VP of Operations. The outcome was an annual savings of $8M

primarily due to better management of volume at that Hospital and the

mix of Inpatient to Outpatient days.

> Designed business requirements and led testing for new claims

adjudication system that does not have a robust Finance module. The

outcome is a Finance design that will accurately reflect claims

expenses in the General Ledger and be a subledger for AR for 8 Kaiser

Regions.

> Served as Finance Subject Matter Expert during introduction of new

Self-Funding product. The outcome was that all existing systems

produce expected results.

Professional Experience

Kaiser Permanente - Aurora, CO (July 2005 - Current)

Assistant Controller (April 2009 - Current)

Finance Leader on a CFO track for a $3 billion region providing Managed

Care services and insurance products through 20 clinics, 3 outpatient

specialty locations and a partnership with the Colorado Permanente Medical

Group. Oversight of Accounts Payable Manager, Business Finance Processes

Manager, Senior Accounting Manager, Grants Revenue Accounting Manager and

SOX Manager. Key responsibilities:

> Worked in partnership with Controller, Regional Compliance Officer,

Internal Audit Services and Corporate Governance to ensure compliance

with policies, regulatory requirements and SOX controls.

> Rotated into the Financial Planning Department during period of

solving for $145M budget gap.

> Worked with Leadership of Exempla Hospitals to create an improved

process of budgeting for $160M cost basis contract.

> Served on CSLT (composed of top 85 employees) to comment on and

implement Region's 2010-2012 Strategic Plan.

Senior Accounting Manager (June 2008 - March 2009)

> Directed annual audit with KPMG, 5 year audit with Colorado Division

of Insurance and multiple sales & use tax audits with various

jurisdictions (over $500K in savings identified).

> Administrated contractual agreement with Permanente Medical Group to

ensure accurate payments of approximately $30M annually.

> Reviewed accuracy of Permanente Medical Group tax return and financial

statements.

> Created monthly meetings with business departments to better and more

consistently gather monthly reporting information.

JEREMY MARTINEZ, CPA PAGE TWO

Accounting Manager (January 2007 - May 2008)

> Directed monthly accounting close cycle including a report out at

monthly statement review of results, balance fluctuations to budget

and unusual items to Senior Management including CFO, Controller and

VP's of other functional areas.

> Created rotation process in Accounting Department to build

benchstrength and growth opportunities for staff.

> Prepared year-end financials and Orange Blank Insurance Filings.

Accounting Supervisor (July 2005 - December 2006)

> Learned Statutory Accounting principles and Colorado's rules and

regulations for HMO's inless than a year.

> Assisted in preparing and reviewing monthly and quarterly financials.

> Reviewed monthly and quarterly reconciliations and journal entries.

> Implemented workpaper management software (ProSystem fx Engagement).

Levine, Hughes & Mithuen, Inc., Denver, CO

LHM, Inc. is a large local accounting firm (now merged with Clifton

Gunderson) with 30 employees specializing in Non-SEC clients and high-net

worth individuals.

Audit Senior (January 2003 - June 2005)

> Planned and coordinated audits and reviews.

> Presented and prepared financial statement results to management.

> Tax planning and preparation for businesses and individuals.

Garren, Ross & DeNardo, Pueblo, CO

Full service accounting firm with 10 employees.

Staff Accountant (June 2002 - December 2002)

> Assisted in audit engagements and financial statement write-up.

> Prepared monthly compilations for bookkeeping clients along with

payroll.

EDUCATION, LICENSES & ASSOCIATIONS

MBA Accounting, University of Southern Colorado, Pueblo, Colorado

BS Accounting, University of Southern Colorado, Pueblo, Colorado

CPA - Licensed Colorado - since May 2002

Associations - Member of the AICPA and CSCPA since 2002

SKILLS

> GAAP, FASB Codification and STAT.

> FAS 109 and tax research using tools such as CCH.

> Proficient in Microsoft Excel, Word and Powerpoint.

> Exposure to cost accounting using RBRVS (Resource-Based Relative Value

Scale).

> Exposure to Microsoft Access.[pic]



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