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Financial Analyst Accounting

Dayton, OH, 45403
September 29, 2018

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**** ***** **** *** ** Middletown, Ohio 45044



Knowledgeable accounting professional with extensive experience assuring optimal fiscal performance of large Fortune-500 companies and global manufacturing firms. Key contributor with demonstrated skill in preparing and presenting mission-critical financial analysis and reporting. Process improvement specialist with expertise in designing and implementing process automation and productivity enhancement initiatives that boost performance and ensure data integrity.


General Ledger Accounting Monthly Close Processes Internal Audits Plant Operating Performance Cost of Sales Posting GAAP Compliance Sarbanes-Oxley Compliance Account Reconciliation Financial Reporting Process Automation Inventory Transaction Monitoring / Control

Variance Analysis P&L Reporting Trend Analysis Capital Expenditure Reports


SimplicityRx, LLC West Chester, Ohio November 2017-October 2018

Independent Specialty Pharmacy with approximately $36 Million in annual revenue.

Financial-Accounting Analyst

I am the financial accountant and reporting analyst with company

Ensure data integrity by analyzing A/P; A/R; & inventory accounts; identifying variances and closing the month end accounting procedures and analysis and reporting to management

Responsible for all inventory & supply purchases, payroll submission

Created and reported quarterly contract reports to contracted insurance companies as well as reporting for URAC compliance

Created other reports and updated procedure documentation as requested

HUMANA - Specialty Rx Group, Springdale, Ohio 2013-2018

Fortune-500 health care company that offers a wide range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being. with approximately $40 billion in annual revenue.

Financial-Accounting Analyst

Played a key role in corporate decision-making process through delivery of in-depth financial analysis, reporting, and forecasting. Maintain G/L by preparing journal entries, & account analysis. Conduct month-end reporting, closing, and reconciliations. Lead process improvement initiatives. Also report key metrics and report monthly results to management. Research & analyze financial information necessary to support internal & external audit activity

Assure staff competency by developing procedure documentation

Ensure data integrity by analyzing A/P; A/R; & inventory accounts; identifying variances; and correcting ERP systems in cooperation with managers.

Created more transparency within the division by reporting and creating a monthly financial results PowerPoint slides which is sent out monthly to local leadership and quarterly to upper level management

Worked to improve processes with other departments and reporting for disease state management

Worked on several projects with IT as the finance department liason for process improvements

ITW FOOD EQUIPMENT GROUP, Troy, Ohio 2010-2012

Fortune-500 global manufacturer of specialty equipment and value-added consumables, with approximately $17.8 billion in annual revenue.

Financial Analyst II

Played a key role in corporate decision-making process through delivery of in-depth financial analysis, reporting, and forecasting. Oversaw daily posting of cost-of-sales data in excess of $5 million. Conducted month-end reporting, closing, and reconciliations. Led process improvement initiatives.

Oversaw finished goods inventory encompassing over 150 service locations nationwide and assets worth over $10 million.

Secured over $200,000 in savings through automation of daily cost-of-sales posting process, slashing errors and boosting efficiency.

Coordinated with management to write off over $100,000 in redundant assets.

Assured staff competency by developing procedure documentation for COS analysis process.

Ensured data integrity by analyzing inventory accounts; identifying variances; and correcting ERP systems in cooperation with managers and plant accountants.

Cooperated with customer service management to write off over $50,000 in obsolete inventory.

NOTE: 2009-2010: Earned Graduate Certificate of Accounting at Keller Graduate School of Management.

STANDARD REGISTER, Dayton, Ohio 2007-2008

Document management services provider with over $1 billion in annual revenue.

Manufacturing General Accountant II

Delivered expert financial reporting, month-end closing, and reconciliations and forecasting. I Prepared headquarters working papers and monthly general ledger reconciliations for 7 manufacturing facilities. Performed regular audits of 5 manufacturing rotary and 2 label production plants; prepared monthly findings in compliance with Sarbanes Oxley Section 404. Collaborated with management-level leadership to approve manufacturing facility capital plans. Reported key manufacturing metrics in Balance Scorecard. Identified variances and reported / posted backlog reports on daily basis.

Liaison between executive-level leadership and accounting managers at 7 manufacturing facilities to automate POP reporting, dramatically improving closing efficiency and month-end reporting.

Reduced taxable inventory by approximately $100,000, liaising between executive-level leadership and accounting managers throughout Engineering and Headquarters facilities.


Project Accounting Coordinator

Served as key point of contact for cost reduction on $175 million Advantage project for National City Mortgage; audited accuracy of equipment charged to project budgets, tracked project cost performance, and reconciled variances and invoices. Analyzed labor costs on monthly basis. Assured accuracy of expenses and managed weekly travel-related expenditures. I Analyzed and reconciled month-end expenditure reports and timesheets. Also oversaw month-end A/P processes.

Achieved dramatic cost reductions by auditing and assuring accuracy of equipment charges.

Negotiated with hotels and cooperated with Project Controller to mitigate travel expenses.


Project Accountant

Oversaw all aspects of accounting, AR / AP, payroll administration, and month-end closing process for several corporate clients. Managed account reconciliations. Conducted financial analysis and provided regular reporting to senior management. Analyzed and monitored inventory. Assured accuracy of W-9 forms; oversaw billing and 1099 delivery to vendors. Verified 10K data.

Overhauled invoicing process for Deaton Enterprises, dramatically improving cash flow. Performed collection calls, reducing time between billing and payment.

Recovered over $60,000 in past due invoices for Rieck Services through thorough audit of key customer account, as well as recovering over $10,000 in union dues overpayments.

Additional Professional Experience:

Heartland Home Finance, Mortgage Broker, Dayton, Ohio • 2003

Prudential, Financial Advisor, Dayton, Ohio • 1999-2000

QUALITY FORMS, Piqua, Ohio 1995-1999

Business Form/Printing Manufacturer

Staff Accountant

Family-owned, privately held company. Reported directly to the Controller. Responsibilities included AP/AR, Payroll, Collections, Month End, Depreciation, and Inventory & Cost Analysis.


Graduate Certificate in Accounting (2010)

Keller Graduate School of Management, Dayton, Ohio

Master of Business Administration (2007)

University of Phoenix, Dayton, Ohio

Bachelor of Science in Finance & Management (1999)

Wright State University, Dayton, Oho

Associate of Science in Business (1993)

Edison State College Piqua, Oho


Institute of Managerial Accountants (IMA): Dayton Chapter

Toastmaster’s Club: Kettering Chapter

John Maxwell Team: Certified speaker, trainer & coach


Microsoft Office: Access, Excel, Word, Outlook, PowerPoint EPICOR CPR+ Scriptmed

RockPond Business Objects PeopleSoft Oracle SharePoint UNIX WINTEAM

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