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]