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Audit Analyst Actuary Accountant Controller Finance

Council Bluffs, Iowa, 51501, United States
March 19, 2019

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Linda Worley, MBA


Senior Financial Systems Analyst 2005-2018 Quickbooks Pro-Advisor/Online, Pro, Premier, Enterprise.

Property/Casualty/Health/Life Insurance Agent, Certified Six Sigma, White Belt July 2017

Sales Consultant, Appliance, Mattress, and Windows Treatment Designer

JC Penney (Council Bluffs, IA) October 2018 – January 2019

Dynamic customer service. Floor product presentation. Consistently top performer. Met all sales goals.

Highly professional, dependable, reliable, and able to perform duties with minimal supervision.

Insured customers were fully satisfied from initial greeting through order completion and delivery issues.

Senior Auditor (FAR)

DOT- Department of Transportation (Lincoln, NE) July – September 2017

· Audited, DOT Financial Reports/Overhead Rate-Indirect Costs. Built Excel Reports.

· Email & phone communications with Engineer-CPA, CEO, CFO, requesting FAR required documentation.

Managerial Accountant

True Me Brands (Scottsdale, AZ) December 2015 - February 2016

· Hired as interim wholesale inventory forensic consultant to correct/recover electronic data.

· Audit payments and record for accurate expense and profit reporting.

· Build FIS data base (WIN OS10 – QB 2014 Pro) with costing codes/detail.

· Build Chart of Accounts, Item Lists: Income, Expenses, COGS, Liability, Payroll accounts.

· AR-invoicing. AP-checks on demand. Reconcile weekly bank accounts.

· Provided business solutions and financial reports to Founder/Owner.

· Produce financial reports, AP, AR, P&L, Balance Sheet, and Sales.

Staff Accountant for 10M division

Blue Star Resort & Golf, Landscaping (Scottsdale) February - August 2015

· AP-VRM. Three check runs/mo. 1M/mo. JDE, Construction version.

· Managed Pre-liens, with timely payment follow-up to receive scheduled GC/Shea payments.

· Processed Sales Tax. Arizona state/county/cities (10).

·. AR-CRM. Managed monthly billing with Resort Community Managers.

· Audited purchase reports on Excel to/from Field Job Site Managers.

· Produced financial reports. Created daily costing with V lookups. JDE-Construction.

Property-Project Manager/ Finance Manager

Desert Mountain Management (Phoenix) May - October 2014

· On-call Property Manager 24/7/365 nights/weekend assigning contractors to TI urgent repairs.

· Tenant Improvement Projects-maintained a noble record of 1-5 hour turn-around for AC, plumbing, roof leaks.

· Processed new tenant applications, credit checks, custom leases, and evictions via attorney.

· AR-Billed tenants, received payments, and managed requests. Advised solutions to owner.

· Produced custom, multi property/owners financial reports

2013 - 2014 Finance-Accounting Information System Consulting Projects:

NHS Solutions, Inc. (Tempe) February - May 2013

· Managed national Ecommerce, Online hospital staffing agency’s cloud data, recovery project.

· Extracted data from Payroll. Audited/analyzed for accuracy. Excel reports.

Azzkikr Custom Baggers (Phoenix) October 2014

· Install, set-up, configure, web page with POS software, inventory, and online banking.

· Train Office Manager - 2015 Enterprise. Built Chart of Accounts

Blackstone Security Services (Phoenix) October - November 2014

· Customize Chart of Accounts/classes for fast-growth, multi-state, profit reports. Payroll.


· MBA, Project Management, Florida Institute of Technology, Dec. 2012, 3.41 GPA

· BS, Accounting, University of Phoenix, NASBA CPA Candidate, May 2009, 3.78 GPA

Linda Worley, MBA

Graduate Program. MBA, BS, CPA Candidate, Insurance License 2008-2012

FIS (QuickBooks) Pro-Advisor, CONSULTING, May 1996 - April 2008

Corporate Managerial Accountant/Business Manager - 2M Intl. Ecommerce

Brandon Hall, Sunnyvale, CA, December 2007 - April 2008

Year-end tax filing project, forensic audit. QuickBooks.

Commercial Property Accountant/Project Manager - QuickBooks.

Pacific Bay Investments, San Francisco, CA, May - Dec 2007

Capital/tenant improvement projects - property management.

Accounting Manager

Attorney's Briefcase, Oakland, CA, February - August 2007

Managerial Accountant and Software Trainer

Union Square Medical Associates, San Francisco, CA, November 2006

Accountant and Software Improvements

Dr. Henry, Larkspur, CA, July - August 2006

Accounting/Office Manager

KETT Concrete, Rocklin, CA, August 2005 - September 2006

Change Order Specialist, Kleinfelder Engineer firm – Rail Transportation project

Sacramento Regional Transit, Sacramento, Southline Project, May - Oct. 2004

Project /OSHA Safety Editor - Commercial Build project

HMH Intel Folsom Project, Sacramento, CA, May - August 2001

Contract Administrator/OSHA Safety Editor - Commercial Build project

Ballard Construction, Woodland, CA, Idaho Gas Project, May - Dec. 2000

International Event Coordinator-Executive Assistant, UC Editor, Publisher

UCD, Department Chair, Nutrition, Engineering, Community Development UC Davis, Davis, CA, February 1997 - May 2000

Medical Biller ICD9 - CPT HIPPA

Claremont Consultations - Sheila Crocker, PhD, Claremont, CA, 1996-97

Office Manager - Bookkeeper - Medical Biller - 4 years

Fairfield Counseling Center, Fairfield, CA May 1992 - 1996

ICD9 - CPT HIPPA for ten-clinician office.

Editor, Writer, Publisher City and Employee & Monthly Newsletters

City of Fairfield, City Manager’s Office, Fairfield, CA

Sister City Project - Narasaki, Japan

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