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Accounting Customer

Location:
Tempe, AZ
Posted:
February 29, 2016

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Resume:

herbert Greasham

Arizona

480-***-**** 602-***-****

actqzi@r.postjobfree.com

Professional Summary

Analyst with comprehensive experience in accounting, cost methodologies, finance analytics, enterprise resource process, quality assurance and process auditing. SQL data extraction, SAS reporting analytics. Familiar with Code of Federal Regulations Titles 18, 20, 45.

General Skills

Finance

Acquisition, Operations CAPEX, OPEX Analysis,

Key performance metrics and analytics

Annual income, balance sheet, cash flow statements

EIA 412, 826, SEC 10Q, 10K schedules

Contract, RFP analysis, negotiation and compliance

Accounting

Cost Accounting

Payables & receivables analysis, reconciliation, GL monthly & annual closing

Budget, forecast modeling, project cost analysis, billing audit, cost allocation and price design

Applications

MS Access queries, table unions, reports, SQL, VBA

MS Excel SQL, INDEX/ MATCH, SUMIFS, VLOOKUP, Pivot Tables, Power Pivot, Formula tools, Macro VBA, SQL

SharePoint document collaboration

MS Dynamics CMS

Experience

Robert Half

Case Analyst III

Phoenix, AZ

Dec 2015-Present

Verify consumer 1095-A Advance Payment Tax Credit and Premium Tax Credit for policy coverage and Federal Facilitated Marketplace enrollment periods.

Perform Federal Facilitated and State-based Marketplace Health Insurance Federal Poverty Level tax responsibility for Advance Premium Tax Credit and Premium Tax Credit analysis for consumer 2014-2015 Form 1095-A reprint forms.

MIDAS and Enrollment Database Online data extract comparisons for batch processing for 1095-A reprints.

Utilize Dynamics CMR for consumer healthcare Premium Tax Credit reconciliation for over 700,000 Marketplace consumers requesting Form 1095-A correction and Advance Premium Tax Credit updates.

Develop auxiliary database relationship tables to query coverage date cross-check of MIDAS, Health Insurance Consumer System, Enrollment Database Online and Pre-Audit data.

Analytic reporting metrics for approved 1095-A reprints and denials based on consumer and insurer provided data reconciliation.

Kelly Services

CIGNA Benefit Quality Audit Consultant

Lombard, IL

Aug 2015-Dec 2015

Facilitate pharmacy benefits setup and claims processing accommodating client benefit requirements and compliance with administrative procedures and guidelines.

Perform pre and post claim processing change implementation with manual and automated testing.

Iterative defect testing process and outcomes compliant with prescribed policies and client SLAs.

Assist with policy creation, documentation, tools and aids to ensure proper process application.

Develop MS Access auxiliary table unions, user forms, drop-lists with timeline queries supporting CMS audit process of benefit approval and claim recovery billing audit.

Provide analysis and reporting of quality metrics, capacity and forecast for key metrics relative to assignments at quality function level.

Assess customer representative process for documenting benefit approvals, rejection and appeals

Business Accounting IT, LLC

Consulting Analyst

Scottsdale, AZ

Jan 2006-Jul 2015

Preparation of monthly cash flow statement analysis.

Monthly general ledger closing for quarterly and annual financial statement presentation.

Preparation of schedules and reports including state/local sales tax, SEC 10-K, 10-Q, Form-1 income and cash flow schedules, EIA Forms 412, 826.

Vertical and comparative statement analysis.

Excel CAPEX, OPEX, NPV, CAPM and WACC modeling.

Maintain MS Access database tracking resource input, delivery and settlement payments.

Develop audit procedures to verify product delivery and quantity.

Prepare cost of service analysis and revenue requirement for development of various pricing methods.

Responsible for developing monthly retail, wholesale fuel cost adjustments and price riders. Analysis of energy cost and input price changes.

Audit billing statements for corrections and revenue accounting.

Maintain vendor contract database tracking pricing, compliance, amendments, payment penalties and expiration dates.

SALT RIVER PROJECT

Sr. Pricing Analyst

Tempe, AZ

Mar 1997-May 2009

Prepared annual cost allocation and rate of return studies.

Develop customer class rate design and special contract rate design.

Developed fixed production, transmission, distribution, system on-peak and off-peak allocation factors, variable O&M and fuel allocation factors.

Functional allocation of fixed and variable operational retail revenue by demand and energy coincident contribution.

Rate of return analysis of capital requirements and revenue increases and decreases.

Perform billing system audits for accuracy and closing adjustments. Customer bill itemization test, rebill segregated components.

SAS extract and reporting of day-ahead and real-time FERC accounting of daily bilateral physical and financial energy settlement transactions.

XCEL ENERGY

Sr. Pricing Analyst

Denver, CO

Jun 1979-May 1996

Prepared annual cost allocation and rate of return studies.

Purchase gas and purchase energy contract negotiation and administration.

Develop customer class rate design and special contract rate design.

Developed fixed production, transmission, distribution, system on-peak and off-peak allocation factors, variable O&M and fuel allocation factors.

Functional allocation of fixed and variable operational retail revenue by demand and energy coincident contribution.

Rate of return analysis of capital requirements and revenue increases and decreases.

Perform billing system audits for accuracy and closing adjustments. Customer bill itemization test, rebill segregated components.

Audit day-ahead and real-time accounting of daily bilateral physical and financial energy settlement transactions.

Education

Rio Salado College

MS Office Access, Excel, Word, SharePoint 2013

Tempe, AZ

Denver University

Cost Accounting, Finance Analytics

Denver, CO

Colorado State University

BS, Natural Sciences

Pueblo, CO



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