Operations and Accounting Executive
Resume:
James L. Kelley
********@***.***
Overview
My highest priority has always been providing the best level of service possible to my client or customer. I have over twenty years experience in accounting, budgeting, operations, application development, resource management, process analysis and policy and procedure documentation.
Job History
Business Consultant, JL Kelley & Associates, Orlando, Florida 1/10 – Present
Provide accounting, software and operations consulting for associations and small businesses to complete strategic enterprise-wide project management including software migrations and installations, company restructuring, and accounting research and reconciliations.
Director of Accounting, Big “I” Advantage
Independent Insurance Agents & Brokers of America Inc, Alexandria, Virginia 6/04 – 1/10
Responsible for management, processing oversight and financial direction and reporting for the member services subsidiary of a national non-profit insurance association.
• Reorganized the for-profit agency operational processes to optimize performance and production.
• Separated accounting from operations to conform to GAAP.
• Created documentation for business rules and processes with documentation conforming to non-profit audit requirements.
• Developed and managed a more precise processing and reporting tool for existing and new cost centers/programs.
• Developed budgeting spreadsheets that more closely tracked income and expense variations.
• Created a financial reporting tool to seamlessly integrate COTS and proprietary financial and operational systems to summarize and disburse funds to the association members.
• Performed highly complex account reconciliations using MS Excel & MS Access data manipulation tools.
• Lowered receivables from over $300K to less than $1K.
• Managed a major data migration and a subsequent system change-over.
• Assisted other department Directors and VPs with income and expense allocation and budget
forecasting.
• Reviewed and corrected all journal entries and accruals prior to monthly, quarterly & yearly closing.
• Migrated hundreds of monthly disbursements from paper checks to more cost effective and reliable ACH transactions with automated emailed reports.
• Worked closely with non-profit accounting department in increasing accuracy and efficiency of audit documentation, monthly P&L reporting, and disbursements.
Independent Consultant, JL Kelley & Associates, Alexandria, Virginia 5/02 – 6/04
Consulting and project management services to complete an accounting product for healthcare providers to analyze complex Managed Care contracts, retrospective analysis of HIPPA-compliant patient billing data with error and financial variance analysis reporting. Completed project development by managing migration to a web-based platform.
Senior Analyst/Project Manager, CCMC, Inc., Altamonte Springs, Florida 12/99 – 5/02
• Created a radically new flexible and expandable accounting concept and model for healthcare providers which performed retrospective contract billing and coding analysis and produced error and financial variance and analysis reports.
• Developed a product to analyze, update, standardize, consolidate, and maintain metadata from a hospital’s Charge Description Master. Provided reports regarding data integrity errors and items divergent from the hospital’s Compliance Plan for Medicare Regulations. Programmed code to standardize the format of widely divergent data for loading into the database program.
• Produced an application to automate a complex cyclical invoicing system for trailer rentals in the trucking industry, reactive to impromptu changes in the rental contracts.
• Analyzed business processes, translated client requirements into user interfaces. Designed the database table structure and relationships, and programmed, tested, and debugged all code and SQL queries. Provided progress reports, multi-tiered canned and ad hoc reports, technical and end-user documentation and training.
IT Solutions Project Manager, Vistana, Inc., Orlando, Florida 2/98 - 12/99
• Managed projects for Sales and Marketing and Call Center Operations reporting and forecasting.
• Developed a document management system for Construction Operations and a reservation system model for the World Golf Villas Vacation Resort.
• Translated client requirements into user interfaces, and wrote, tested, and debugged all code and SQL queries, and provided canned and ad hoc reports.
Project Manager, Computer Service Express, Winter Park, Florida 11/96-1/98
• Collaborated with client programmers to develop an application encompassing claims processing and accounting for Third-party insurance carrier. This included a complete integration into Peachtree Accounting software.
• Created an operational and reporting system for GDD Associates, a national auditing company.
• Developed the registration & membership for Florida Youth Soccer Association and for Florida Notary Association.
Senior Systems Project Manager, The Travelers Group, Orlando, Florida 9/94 - 11/96
• Instrumental in creating this new position by demonstrating the power of desktop applications in data storage, retrieval and manipulation.
• Developed applications for policy maintenance, personnel self-evaluation, quarterly supervisory reviews and incentive plan tracking.
Support Services Manager, Cyntergy, Inc., Gaithersburg, Maryland 11/92-8/94
• Developed a new call center for rollout of new operating systems for Holiday Inns Worldwide.
• Created procedures and policy for support calls, escalation procedures, and problem resolution.
Education
Graduate work in Industrial Psychology
University of Central Florida, Orlando, Florida, (4.0 GPA)
Bachelor of Arts in Psychology
University of Central Florida, Orlando, Florida, (3.7 GPA)
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