Kathy Ross

*** ******* ******* *****

Round Rock, TX 78665 512/267-2379 Home

***/***-**** ****

Experience

Independent Accountant

*/**** – Present

Serving multiple accounting clients including maintenance of records including financial statements and fixed assets as well as payroll and sales tax reporting. Epic and Allscript EMR Analyst ATE Tech and remote help desk analyst September 2023 CSI UH Remote, October 2022 CSI Atlanta, August 2022 CSI Jacksonville, FL; June 2022 Verde Group, Kansas City, MO and March 2022 Medasource, Providence Go- Live Roswell, NM

Remote help desk supporting 25,000 end users in over 500 locations for hospitals and ambulatory clinic go live implementation of Epic EMR. Assist end users with tickets, how to questions, critical instances, and support other help desk techs on service team. Document call surveys for each call and identify trends, best practice improvements and other technical improvements.

Train and provide expert at the elbow support to Cardiology, OB/GYN, Primary Care, Dialysis and ED end-users and healthcare providers in ambulatory and hospital settings.

Provided the first level of support in answering questions and facilitating issues to be logged.

Support office manager for multiple locations with problem resolution

Demonstrate customer service skills regarding responsiveness to customer requests for support assistance, whether troubleshooting or problem solving.

Meet KPI and SLA expectations and goals

. Insurance Agent

7/2007 – 03/2016 Wichert Insurance Agency, Inc / David Barclay Ins Agency, Inc Lago Vista, TX

Various tasks for property and casualty, flood, windstorm, landlord and commercial policies. Also perform accounting functions and secretarial duties in this two person agency. This agency was in top 5% of NATION in 2007. Ownership change in 2013 with 30% growth to present. Also licensed for life and health.

AML Analyst

9/2020-11/2020 Acara Solutions, Inc / Netspend, Austin, TX

Process Alerts for Compliance and possible fraud using Actimize and internal systems

Escalate suspected alerts to new cases

Close reviewed alerts that are not suspicious

Add alerts to existing cases when appropriate

Request Source of funds when needed

Run Lexis Nexis reports and perform analysis of information Inventor’s Agent

7/03 – 7/05 Quikflush Lago Vista, TX

Manage obtaining patent for invention. Responsible for negotiating with manufacturers and manufacturer’s agents to achieve licensing agreement and royalty dividends. Patent issued 3-9-06. Manufacturer agreement reached 9-05.

Accounting Manager

1/02 – 7/03 and 2007 Your Bookkeeping Solutions, Inc. Lago Vista, TX

Handle multiple small businesses from A/P to financials. Advise clients for tax purposes and business risks. Prepare business plans and investor packets for upstarts. Quickbooks Pro. Sr. Accountant

10/99-6/01 Trilogy Software - Employee Austin, TX

General Accounting projects as needed including Intercompany, International, Balance Sheet and Audit activities. Ran GL close for last year on job.

Great Plains Dynamics-Integration projects as needed. Manage re-orgs (2). Modify reports as needed.

Manage Intranet Policy site, write policies and document procedures. Identify procedural improvements.

Maintain Fixed Assets and FA reporting for Audits. Manage infrastructure activities for close including allocations. Best Software.

Participate in IPO readiness activities including internal auditing and controls. Identify business risks.

Consultant / Special Projects

8/98-10/99 Exclusive Client-Trilogy Software Austin, TX

Document and implement procedures, maintain & report Fixed Assets. Property tax returns for multiple corporations.

Assist with various audits as needed. Identify and implement process improvements.

Various General Accounting activities. Perform International Accounting & document International processes. Various Audit – domestic & International projects.

Corporate Systems Analysis identified and prepared for IRS Audit. Fixed Asset Manager / Employee converted to Consultant 2/97–8/98 IXC Communications Austin, TX

Technical and User Implementation of Oracle Software Fixed Asset Module. Convert & Maintain Fixed Asset System both prior to and after implementation.

Identify and meet IT needs for flawed implementation of Project Accounting module – Oracle.

Accounting duties including acquisition and merger related duties.

Adhere to KPI and SLA terms and goals

Staff Accountant – Fixed Assets

10/88-9/94 MCC Austin, TX

Performed A/P and Govt per diem exp reimbursement duties for 2 years

Fixed asset Maintenance & reporting

Government Billing for Cost + Contracts w/separate and combined rates All company machines were Mac. Implemented first Asset & Facilities Inventory and allocation of facilities expense based on occupancy. Various GL duties including account reconciliations, writing policies for asset control and reporting, and various other special projects. Used Mac iOS for all projects.

Additional

Experience

8 yrs - General Manager and BOD member for D & W Plumbing & Electric in a multi-corporate small business. Managed day to day operations for office, field, and warehouse, as well as delivery and distribution corporations. 2 yrs - Worked for CPA in 2 person office in Lago Vista. 7 yrs - Previously managed various GC & Subcontractor businesses. 1 yr – GRAM Traffic Counting, Inc. – 2005-2006. Assistant to CEO acquiring various certifications for minority owned businesses in several states. Produced Employee Handbook and policies. Performed various accounting tasks including Payroll in 2006 due to personnel change. Also currently contract to several clients for bookkeeping services. Interests Designed and built last three homes. Former Advisory Board Member – Disability Services of the Southwest. Participant representative – Quality Circles Group - Medicaid Waiver Community Living and Support Systems (CLASS). Advocate for Texas Autism Society. Songwriter and Entertainer. Former Business Manager for The Zak Perry Band Licenses Real Estate Agent – State of Texas ; Insurance Agent – Prop & Casualty – State of Texas; Insurance Agent – Life and Health Agent, State of Texas; CAAT Certification – EMR

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