CPA

Lori A. Jenkins, CPA

**** ***** ***, *** *******, TX 78232 ac16ql@r.postjobfree.com (M) 210-***-****

Professional Experience

SWBC 2014-2016

Vice President, Premium Accounting: Responsible for Accounts Receivable, Employee Commission, and Premium Accounting Teams, direct reports consisted of 1 Assistant Vice President and 4 Managers, integral Member of Workday Financial Conversion Team, created and documented accounting processes and controls for new Workday Financial System, reviewed revenue and commission expense in financial statements, reviewed audit schedules and explained processes and financial results to auditors, reviewed accounts receivable and carrier and commission payable balance sheet reconciliations, collaborated with other Accounting Vice Presidents to improve accounting processes, created and reviewed implementation of Premium Accounting process improvements, prepared premium revenue and Cost of Services budgets and forecasts and explained variances, completed and reviewed state premium and miscellaneous state reports

Revenue Accounting Manager: Managed and directed Premium Accounting Team responsible for processing premiums, reviewed and posted downloaded journal entries from subsidiary systems, reconciled carrier payable accounts, set up and reviewed customers, distributions, and carriers, prepared and reviewed journal entries and supporting schedules, assisted with audits by preparing and reviewing audit schedules and providing supporting documentation, completed unclaimed property reports

Whataburger 2013-2014

Planning and Analysis Manager: Prepare and present Real Estate budgets to senior executives, collaborate with Real Estate Business Manager and Vice President on budget inputs, coordinate with other Planning and Analysis Managers to ensure all budgets are aligned, prepare and present Real Estate monthly budget to actual variances, facilitate implementation of new budget methodologies with Accounting and Financial Planning and Analysis Teams

USAA Real Estate Company 2012-2013

Financial Reporting Accountant: Prepare financial statements and reports, review financial information with Senior Executive Management, analyze and research variances, establish and maintain working relationships with Property Accountants in order to share financial data, prepare and post journal entries, document processes to journal entry level, propose and implement process improvements

USAA 2001-2010

General Accounting Director: Managed and directed team to complete financial operation goals and activities, developed and led financial software modification projects and process improvements, coached and counseled staff on professional development and growth opportunities, interacted with senior management, responsible for functions to prepare monthly journal entries and interface general ledger data to Essbase, modified Sarbanes-Oxley documentation and created tests, ensured internal controls worked effectively, identified problems and critical issues and implemented business solutions

External Reporting Director: Managed and directed team to complete financial operation goals and activities, coached and counseled staff on professional development, interacted with senior management, fostered effective team relationships internally and with external auditors and regulators, responsible for functions to prepare statistical, regulatory and GAAP financial statements and internal and external audits, created Sarbanes-Oxley process maps and tests

Sarbanes-Oxley Project Director: Developed and maintained positive working relationships with consultants, staff, and internal customers, documented complex process flows for financial and property and casualty functions, developed, coordinated, facilitated and communicated business requirements to operational and financial areas, evaluated risks and controls, recommended specific stronger controls when problems and issues existed, facilitated creation of project teams guidelines and practises

Accounts Payable Director: Managed and directed team to complete financial operation goals and activities, developed and led financial software modification projects and process improvements, coached and counseled staff on professional development and growth opportunities, developed and tracked team metrics, led operational team to install and implement PeopleSoft eSettlements software module

Financial Analyst I: Analyzed corporate actual, forecast, and budget financial information, facilitated preparation of operational budget, normalized expenses, interacted with senior management, developed process improvements, worked as a team player to enhance communication and complete team goals

Billserv 2000-2001

Budget and Planning Manager: Prepared consolidated budgets and forecasts, analyzed and documented variances, completed cost benefit analysis projects, presented financial information to executive management, identified and communicated key business requirements, facilitated data collection of financial initiatives

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U.S. Long Distance spun off new entity Billing Concepts 1993-2000

Accounting Manager: Responsible for general ledger, budgets, and forecasts of subsidiary, managed and directed team to complete financial operation goals and activities, presented financial information to senior management, consolidated financial information from acquired companies into existing financial processes and statements

Corporate Accounting Manager: Reduced monthly general ledger close process from seven to five days, managed and directed team to complete financial operation goals and activities, prepared and reviewed audit schedules for external auditors, facilitated financial spin off activities for new entity Billing Concepts

Fixed Asset Accountant: Reconciled fixed assets, prepared journal entries and fixed asset transactions, integrated four acquired companies’ assets into centralized fixed asset system, created business requirements and implemented Oracle Assets

Education and Certification

MBA coursework at University of Texas at San Antonio; BBA in Accounting, University of Texas at San Antonio; CPA, Texas

Skills

Proficient in Microsoft Office, Workday Financials and HR, and Oracle/PeopleSoft General Ledger, progressive financial experience, comprehensive knowledge of accounting and finance principles and theories, quickly identifies issues and implements desired response, enthusiastic leader, self-motivated achiever that meets and exceeds deadlines and goals, excellent communication, writing, and team building skills

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