OBJECTIVE: To obtain a diverse position with a company needing both hands on manual labor as well as professional management skills.
PROFILE: Accounting professional with management and operational expertise. Ability to work at all levels in an accounting environment. Ability to provide research and lead new accounting projects including chart of account changes, integration to existing systems, creation of required reports, results testing and informational queries. Proven strengths in financial analysis, data interpretation, problem solving, operational and financial leadership. My ability to create successful operations and company growth are demonstrated in career experiences.
STRENGTHS and SKILLS
Effective in streamlining operations and reducing costs
Innovative in improving productivity and profitability
Maintaining staffing performance analysis
Proficient in training personnel
Designing and implementing business plans and financial models
Designing and implementing budgets and cash flow projections
Preparing and analyzing budgets and budget variances
Developing service-line analysis
Preparation and analysis of monthly, quarterly and annual financial statements
Development and implementation of financial policies and procedures
Preparation, review, reconciliation and analysis of journal entries
Reviewing and processing expense reports, accounts payable, and accruals
Preparing general ledger and bank account reconciliations
Projecting and reviewing daily cash flows
Performing chart of accounts maintenance
Maintaining fixed asset and depreciation schedules
Intercompany and consolidating entries
Consultant – Robert Half Consulting
Senior Accounting Specialist at Ascension (St. Vincent’s Health) (June 2017 – April 2018)
Project: Assume responsibility for the flow of financial information into the financial database and the documentation of the procedures to ensure the integrity of the transfer of responsibilities to Ascension’s centralized accounting location in Indianapolis. Provide training to Ascension’s primary accounting staff assuming responsibilities in Indianapolis.
Responsible for assuming the accounting functions of the senior accounting associate.
Review physician office budget variance reports for various offices.
Perform all monthly entries required to create accurate and timely financial statements.
Perform monthly revenue reconciliations to ensure all received funds are properly recorded.
Analyze and review all monthly sales and use tax forms to ensure accurate reporting.
Perform detailed account reconciliations for all major asset and liability accounts.
Review and verify accuracy of all income and expense rent accounts for all buildings and cost centers.
Create detailed documentation of all accounting activity performed including work process videos.
Train Indianapolis personnel that are assigned to assume responsibility of the work performed locally.
Senior Financial Analyst at Mary Washington Healthcare (May 2011 – September 2015)
Best Achievement: Automated the flow of financial information from the financial database to a financial planning system to create a 5 year planning tool for senior management.
Assist in developing the hospital group's long term plan using Hospital Advisor software.
Assist various departments within the corporate group to create annual budgets.
Attend and present financial reports to managers and directors at departmental meetings.
Review departmental budget variance reports for various cost centers.
Respond to all departmental inquiries regarding financial results and trends.
Input, balance and create ad hoc reporting using Hospital Advisor software.
Create ad hoc reports and monthly financial reports as needed to financially analyze assigned cost centers using Budget Advisor software.
Perform annual balancing of budgeted intercompany transactions for more than 1,000 general ledger intercompany accounts for 26 companies.
Review and incorporate all scheduled rent budgeted for all buildings and cost centers within the Mary Washington Healthcare system.
AVP Controller at Sunshine State Insurance Company (May 2008 – April 2010)
Best Achievement: Designed extensive business models with variable revenues, expenses and cost of reinsurance to facilitate and enhance business plans and expand into other states.
Prepare detailed business plans by product, by state calculating monthly loss projections, expenses, changes in reserves, etc.
Prepare certificate of authority applications for expansion into various states
Analyze and verify the Citizens homeowners’ policy activity assumed from the state-run Joint Underwriting Assoc.
Review and approve payment of reinsurance calculations on quota share and excess of loss contracts
Prepare annual true-ups of reinsurance premiums per contract terms
Prepare variance analysis and explanations regarding profit and loss budgets, general expenses, state business plans, and product lines
Directing the financial activity performed by CSC (TPA)
Reviewing and verifying the integrity of monthly financial reports
Review and approve weekly accounts payable and expense reports
Vice President at Bankers Life Insurance Company (September 2004 – April 2008)
Best Achievement: As Vice President, I managed the company’s annuity business operations, doubling its assets to over 200 million and converting annual losses into profits in excess of 3 million.
Direct the day-to-day activities of a small annuity company
Work with the Marketing staff and independent agents to achieve maximum profitable business production
Review and approve investment purchases with the Treasurer for maximum investment returns within investment guidelines
Working with Underwriting, Operations and Actuarial staff to analyze results of operations and tweak business policies to enhance profitability
Prepare monthly, quarterly and annual financial reports for senior management, regulators and independent auditors
Prepare the annual business plan and make presentation to the Board of Directors
Prepare presentations to the Risk Management Committee regarding business changes
Oversee the Compliance department for the corporate group
Chief Financial Officer at Sterling Investors Life Insurance Company (November 1998 – March 2004)
Best Achievement: Researched and acquired a diverse accounting system, designed the chart of accounts and report mapping, trained personnel and directed the financial reporting of both GAAP and Statutory financial statements. Also performed due diligence, acquisition and integration of another company into current operations.
Direct and report on the financial activity of an international life and health insurer with direct Latin American premium in excess of $6 million
Developed audit procedures for profit/loss analysis of insurance programs
Developed budget variance reports for controlling costs
Reviewing and adjusting reserves
Initiated the implementation of new general ledger software to facilitate the preparation of Statutory and GAAP reports
Directing all financial reporting, cash management, investments, budgets and program analysis
Coordinate the triennial examination
Consolidation of entities within the corporate group
Ensure the integrity, accuracy and timeliness of Statutory and GAAP financial statements
Maintaining timely state and regulatory reporting, financial reporting and analysis to management, regulatory authorities, state examiners, and independent auditors
Chief Financial Officer at Florida Joint Underwriting Associations (January 1994 – August 1996)
Best Achievement: Hired, trained and organized a financial department for the state of Florida’s Department of Insurance. Designed the financial reporting system that handled approximately one million policyholders in the aftermath of Hurricane Andrew.
Created a financial department to handle the startup operations of the state-based residential joint underwriting association
Selected and implemented a policy data system that successfully consolidated policy data files from eight different servicing carrier computer systems to one on-line combined system facilitating policy service and financial reporting
Developed organizational charts, reporting systems, annual budgets, treasury and investment procedures, and financial policies and procedures
Assumed responsibility for the preparation, review, analysis and financial reporting of the Workers Compensation joint underwriting association including all regulatory reports and filings
Prepared Statutory and GAAP financial reports for presentation to each respective Board of Governors
Graduate of Florida State University - College of Business
B.S. in Accounting
Highly Proficient in Excel, Word, and Power Point
Experienced in PeopleSoft, Kaufman-Hall Advisor, Lawson, Great Plains, Peachtree, JD Edwards, and Freedom General Ledger Software
Business Law, Contracts
Corporate Planning and Budgeting
Disaster Recovery and Business Continuity Plans
Management and Supervisory Skills
GAAP and Statutory Financial Reporting
Activities and Societies: Delta Sigma Pi