Profile Objective:

Experienced, financial professional, seeking opportunity to apply problem solving, administrative, team building, interpersonal, and relationship building skills within the right organization.

Skills and Experience:

full MS Office Suite (with advanced Excel and Word usage), Sarbanes Oxley documentation creation and auditing, ERP, travel, and purchase system implementations; NetSuite; Concur; SpendMap; Great Plains; Fuel Smart; SAP; Solomon; Peachtree; QuickBooks; MK.

Professional Experience:

Manager, Shared Services, Finance Operations Jul 2017 – present

Advantasure a UST HealthProof company

Responsible for the updating of performance metrics for the team and daily processes.

Review of processes, procedures, and documents for continued efficiency improvement and client delivery

Oversight and continual training of a team of three Financial Coordinators in the Finance

Operations Department for the following areas:

oReconciliation of monthly financial reporting

oValidation and approval of weekly claim payments and daily manual check payments.

oValidate/reconcile quarterly and yearly 1099 files.

oDecision positive pay exceptions.

oProcessing of all EFT returns/rejections as Notices of change.

oProcessing of returned mail (returned checks, search letters, and void requests).

oProcessing of void and reissues for all paper checks (claim payment and manual).

Ensure new client contracts are accurate for Finance Operations obligations and reporting deliverables (including timing and naming conventions).

Testing of reporting files, claims payments, and manual checks during new client implementations.

Quarterly team member performance reviews encompassing company, personal growth, and professional development goals for going forward.

Financial Coordinator May 2016 – May 2017

Advantasure a division of Blue Cross Blue Shield of MI

Reconciliation of monthly financial reporting

Validation and approval of weekly claim payments and daily manual check payments.

Validate/reconcile quarterly and yearly 1099 files.

Decision positive pay exceptions.

Processing of all EFT returns/rejections as Notices of change.

Processing of returned mail (returned checks, search letters, and void requests).

Processing of void and reissues for all paper checks (claim payment and manual).

Staff Accountant Mar 2015 – May 2016

Advantasure a division of Blue Cross Blue Shield of MI

Overhauled cell phone plan reducing cost by $8,000 per month.

Key member of NetSuite implementation team, which was completed on time and under budget.

Implemented SpendMap purchase request system.

Review of processes and documents for continued improvement of efficiency.

Work closely with business owners, including executive team, for review of contracts and purchasing.

Implemented new policies and procedures for cell phone distribution.

Implemented controls for departmental purchase requests, as well as processes for ordering both normal daily supplies and larger ticket items.

Prepare all monthly, quarterly, and annual sales tax returns.

Prepare all vendor and employee expense accruals at month-end.

Salaried Professional Jun 2014 – Mar 2015

Robert Half International

Supervised a four person Accounts Payable team.

oEnsured all vendor bills were entered and approved timely.

oCreated payables list for CFO approval.

oReviewed accuracy of check run.

Implemented new vendor review and approval policies and procedures.

Any special projects – an example of which would be a spreadsheet to track building lease expenses through the end of the last term. This spreadsheet could be updated and modified with any changes to any of the lease information.

Responsible for the Accounts Payable purchasing entries, as well as the management of the company cell phone program.

Entered detailed advertising sales orders from different media formats.

General Ledger Accountant for 8 Dunkin Donuts Franchise locations Oct 2013 – May 2014

Dekk Group

Responsible for eight franchise locations in the state of New York.

Prepared all vendor accruals at month-end.

Performed all Accounts Payable functions.

Performed all HR Operations and payroll functions.

Reviewed monthly P&L Statements.

Provide superior customer service to both internal and external clients.

Retail Bookkeeper/Staff Accountant Sep 2010 – Sep 2013

One Energy Inc

Implemented and set up Great Plains and Fuel Smart programs.

Trained office and retail store personnel on back office software, daily paperwork processing, new item entries, invoicing, and fuel software usage.

Generate wholesale fuel customer billing for weekly petroleum deliveries.

Called clients to collect open account balances.

Perform all retail and wholesale Accounts Payable functions.

Perform all retail daily sales reconciliations.

Provide superior customer service to both internal and external customers.

Education:

Bachelor of Science in Computer Information Systems Jun 1999

Franklin Pierce College, Rindge, NH

Affiliations and Certifications:

Madison Who’s Who of Finance Professionals April 1997

Bachelor of Divinity through Universal Brotherhood Movement Inc. June 2023

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