Accountant

Alicia Turner

**** ****** ***** • Fishers, IN ***37 • 317-***-**** • *********@*****.***

PROFESSIONAL SUMMARY

10+ years of Financial and Business Related Analysis, Financial and Project Management Analysis and Reporting experience.

Thorough understanding of Generally Accepted Accounting Principles (GAAP) and an excellent knowledge of Statutory accounting principles (STAT).

Strong presence with ability to interact with Senior Leadership.

PROFESSIONAL EXPERIENCE

Anthem Inc., Indianapolis, IN 2014 - current

Senior Corporate Tax Accountant

Recommends tax strategies by researching, interpreting, and implementing tax laws.

Files federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.

Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules.

Recommends tax strategies by researching federal, state, and local taxation issues.

Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws.

Maintains compliance with regulations by forwarding required information to federal, state, and local authorities.

Revises procedures by developing and streamlining procedures and worksheets for calculation of tax provisions.

Identifies profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; identifying areas of tax savings.

Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Accomplishes accounting and organization mission by completing related results as needed.

WellPoint, Indianapolis, IN 2013 - 2014

Financial Reporting Analyst

Prepares Financial Reports

Reconcile monthly, quarterly and annual reporting which includes multiple borrowing base reports, commission schedules, bad debt analysis and aging reports.

Analyze comprehensive variance analysis worksheets and determine root-cause for each significant variance

Audit and validate daily cash receipts transactions, bank interfaces, lockbox transfers, commission chargebacks and / or disputes, unidentified ACH, NSF and outstanding checks.

Examine standard costs against actuals to identify process inefficiencies, improvement opportunities and preparation of external audit materials and external financial reporting. Review financial statements.

Review and approve monthly account reconciliations as per GAAP & SOX compliance policies. Processes and reconciles pivot tables, SQL queries and general ledger entries for Tri-State area totaling 600k recurring revenue.

Coordinate and assist with comprehensive billing and collection policies and procedures for departmental, interdepartmental and inter- company use in accordance with GAAP.

Validate all phases of cost/price development including rate analysis, proposal document proposal and preparation review.

Manage monthly balance sheet, income statement and changes in financial positions and budget variance analysis.

Investigate and report to the manager any inconsistencies or improprieties.

Execute special projects to improve process efficiency and performance as assigned by upper management.

Establish insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results.

Fifth Third Securities, Indianapolis, IN 2008 - 2012

Registered Investment Advisor

Performs investment analysis and support

Implemented Financial Planning & Analysis (FP&A) business unit analysts by being first point of contact for issues and questions.

Managed the creation of shared investment and financial reports to enhance a strategic performance metrics tool utilized for forecasting profitability.

Developed, implemented and maintained systems, procedures and policies to reallocate portfolios to ensure adherence to investment guidelines with client’s goals.

Evaluated cost analysis supporting expenses, trend analysis, rate of return, working capital and depreciation reporting.

Continuous analysis of utilized mutual funds via quantitative and qualitative data, especially in regards to the fund’s investment process and the portfolio manager information.

Gained IPO experience by assisting in the SEC registration process. Assisted executive team in formulating presentations for potential investors.

Provided timely, relevant and accurate financial reporting and financial analysis of the results of the division’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan based on results analysis.

Maintained and developed various financial models and standard templates distributed for use by all of Finance during the planning processes, ensuring quality, accuracy and focused analytic review.

Co-Facilitated brainstorm meeting with executive management focused on implementing and sustaining JAD (Joint Advisory discussion Groups) through excellent presentation skills.

TurnCo. DBA Liberty Taxes Indianapolis, IN 2004 - 2009

Owner/Operator

Managed the Monthly Financial Scorecard and Weekly Flash Reports

Managed multiple agency site budget planning, preparation, presentation, implementation and review of the Capital Fund.

Initiated and executed a plan to coach, mentor and train associates to perform introductory to advanced job tasks.

Approved daily, weekly and monthly Cash Reconciliation and Flash reports for internal strategic business units.

Reconciled monthly, quarterly and annual reporting which includes multiple borrowing base reports, Accounts Receivable schedule preparation, revenue recognition schedules, bad debt analysis and aging reports.

Audited compliance policies and procedures for several Major General Market Accounts clients generating recurring monthly revenue in excess of 500K.

EDUCATION

BBA in Finance – Marian University- Graduated with Highest Honors 3.92 GPA

MS in Accounting--Kaplan University- Graduated with Highest Honors 3.88 GPA

Designations & Certifications

Series 7 / 66 License

Life, Health and Disability License

Microsoft Suites Certificate

Software Skills

ESC System (External Sales Compensation system)

Terra Data (Financial Data/Analysis System)

FACETS (Internal Billing System)

Star Broker (Financial Software)

ORACLE (Financial Software)

Medisys (Senior/Medicare Business system)

Compass (Life Business System)

Business Process Management Tool (Document Storage Tool)

SharePoint (Document Storage Tool)

CRM Software (Customer Relationship Management)

All Microsoft Products (including Excel and Access)

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