Customer Service Accounting

Kari G. Braun

619-***-**** ********@*****.***

Leadership & Team Building~

Financial Reporting & Analysis~ Budgeting ~ GAAP~ A-133 audit~

Internal controls ~ Cash management

. Accounting leadership and management with a 17 year record of providing

accounting and financial expertise to identify increases in savings and

revenue.

. Evaluates financial reporting systems, accounting structure, collection

procedures and investment activities to design, establish and implement

innovative policies, procedures and guidelines.

. Identify, customize and implement new and existing software conversions.

. Functional expertise includes budgeting, financial analysis and

consolidation reporting for 138 cost centers.

ADDITIONAL KEY AREAS OF EXPERTISE

Internal Controls Resources Allocation, Forecasting A-133 audits

Inventory Management Great Plains/Dynamics Internal/External

Audits

Account & expense Navision Navigator Staff Training &

analysis Mentoring

Bond compliance GAAP New software

Implementation

EMPLOYMENT BACKGROUND / TRANSFERABLE ACCOMPLISHMENTS

Mental Health Systems, Inc. - San Diego, CA 2012-present

Private not for profit mental health care clinics in California who

providing quality care and improve lives.

Controller

Brought in to evaluate general accounting department processes and staff

with the goal of providing world class customer service and accurate

financial reporting. Identified team challenges and restructured department

for efficiency and building of strong, capable and willing staff.

. Lead staff through process improvement and build a team from the

ground up to produce the fastest and most accurate annual audit in the

last 13 years. Process improvements included identifying and

implementing EFT payment solutions, moving 1099's and W-2's to

electronic filing, designing new company workflow and implementing an

AP electronic processing system and resolved $20,000 in payroll tax

issues resulting in cost savings to the company of over 800 employees.

. The electronic systems and payment solutions reduced payment

turnaround time, process redundancies, paper usage, storage costs and

staff labor costs company wide for 200 users.

. Worked with CFO to confidently book the acquisition of a new company

and merging two existing companies together while identifying and

implementing processes for the new accounting staff.

. Responsible for the daily, monthly, quarterly and annual accounting

functions and reporting including Accounts Payable, Accounts

Receivable, Cash Receipts, Fixed asset management, payroll, staff

accountants, accounting supervisors, financial reporting and internal

and external audits.

. Developed companywide accounting training now required for all company

management.

. Lead internal audit that resulted in identifying loopholes between

programs and corporate office. These loopholes were closed within 30

days with added and altered policies and procedures.

Family Health Centers of San Diego - San Diego, CA 2010- 2011

Private not for profit health care clinics in San Diego county focusing on

providing quality care for the under and uninsured.

General Accounting Manager

The General Accounting Manager is responsible ensure timely and accurate

financial reporting an analysis while developing and implementing process

and workflow improvements.

. Supervision of the general ledger team to ensure timeliness and

accuracy of data while training team on forthcoming ERP conversion to

Microsoft Navision. Oversaw the conversion of manual fixed asset

inventory to Navision fixed asset module.

. Collaborated with grants and development departments in conversion to

Sage software and process implications with accounting.

. Coordinated staff and accounting activities to ensure ensures timely

monthly, quarterly and annual closing activities and prepares monthly

financial reports.

University of Western States - Portland, OR 2005 - 2010

Private Higher Education institution offering degrees of Doctor of

Chiropractic, Masters in Sports Medicine, various Bachelors' and

certificate in Massage Therapy.

Controller

The Controller at the University is responsible for all financial and

accounting operations, compliance, implementation and improvements.

Eighteen new programs and processes were launched over four years and the

staffing doubled.

. Designed new chart of accounts, preformed accounting system conversion

for over 2,000 accounts. Trained staff, administration, budget

managers and support staff on new coding and structure. Provided

auditing firm with conversion chart for account matching. Designed and

implemented new financial reporting

. Manage, process and development of institutional revenues and expenses

of 17 million and budget committee functions for 47 departments.

Evaluate need for, schedule, preform, evaluate and report all internal

auditing. Reviewed and approved monthly financials. Prepared and

presented all schedules for audit firm.

. Direct and manage all audits, A-133, State and other agencies. Serve

as contact for external auditing firm Moss Adams. Produced and

responsible for 2008-2009 financial audit by Moss Adams with 0

financial findings.

. Design, establish and maintain an organizational structure and

staffing to effectively accomplish the department's goals and

objectives.

. System administrator for Great Plains accounting system and FrX report

writer.

. Responsible for all federal and private grant expense and budget

compliance, reporting and indirect cost proposal.

. Analyze the need for, design processes and implement procedures for

new processes and process improvement for all fiscal processes on

campus.

Lile International Companies 1999-2005

A national and international logistic company- Tigard, Oregon

Staff Accountant

Provided and ensured financial reporting and accuracy.

. Propose and implement restructuring of clerical positions for greater

effectiveness.

. Propose and create annual department action plan including first

procedure manual. Brought to resolution over $500,000 worth of

unresolved notes and contractor liabilities, spanning seven years of

activity, within two months.

. Manage and facilitate year end income statement, balance sheet,

statement of cash flows and all schedules for annual audit. Manage the

generation and analysis of monthly consolidated financial statements

which cover five companies, one of which is international.

. Manage and maintain all property leases by and for the company.

Calculate and reconcile contractor and sales staff commissions.

Supervise accounts payable and cash applications.Reconcile general

ledger accounts.Training of clerical staff (AR, AP and Cash).

EDUCATION / TECHNICAL /PROFESSIONAL AFFILIATIONS

BS, Business Administration/Accounting, University of Phoenix

Dynamics Great Plains ( Navision ( ABRA ( MS Excel ( MS Word ( MS

PowerPoint ( FrX applications ( Crystal Reports( Asset Keeper ( AS400 (FX

Scholar(

Junior League of Portland member

2002-2004

Life Skills committee member. Life Skills is a group that teaches classes

at local women's shelters that range from nutrition to self-defense. I

continued to volunteer as a budgeting class instructor after membership

ended.

Institute of Management Accountants-

2002-2010

Controller's council

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