Public Accountant Certified

Olga Shpaner

Cleveland, Ohio

*******@*********.***

440-***-**** linkedin.com/in/olga-shpaner

CAREER SUMMARY

Certified Public Accountant with 8+ years of experience in public accounting firms. With experience in performing general accounting transactions and functions, GAAP championing, client relationship building, and exceeding deadlines in high-paced environments, with a focus on superior quality, customer satisfaction, and simultaneous deliverables. CERTIFICATION

Certified Public Accountant - Ohio Board of Accountancy, 2023 EDUCATION

Cleveland State University

Master of Accountancy, (2013 –2015) GPA 3.5

Bachelor of Business Administration, Major: Accounting, (2008 - 2010) GPA 3.3 SOFTWARE

CaseWare, CCH Axcess, CCH ProSystem Engagement, CS Accounting System, GFR, Intuit’s QuickBooks Online and Desktop, Microsoft Office Suite

PROFESSIONAL EXPERIENCE

Apple Growth Partners, Beachwood, Ohio 2023 – Present Audit and Assurance Supervisor

• Primary responsibility for the completion of review and audit engagements

• Support the planning, execution, and delivery of assurance engagements.

• Supervise audit planning and fieldwork as well as communicate findings and recommendations to senior management.

• Examine records to ensure proper recording and authorization of transactions and compliance with policies and applicable laws.

• Determine the effectiveness of internal controls and the potential impact of internal control deficiencies.

• Preparing reports and schedules that will be delivered to clients and other parties.

• Assess areas of fraud risk

• Track the status of multiple engagements to ensure timely issuance.

• Develop and maintain productive working relationships with client personnel.

• Emerging relationships with engagement-related client personnel who are responsible for accounting matters.

• Maintaining contact with client personnel responsible for engagement matters throughout the year.

• Coach, supervise, and conduct performance reviews and contribute to performance feedback for staff. Sikich, LLC, Akron, Ohio 2020 – 2023

Senior Accountant - Accounting Service

• Successfully led assigned engagements including planning, executing, and completing financial for reviews and compilation services.

• Devise federal, state, and city corporate (1120, 1120S, 1065) for entities and individual tax returns for owners.

• Coordinate and review tax estimates and projections as well as quarterly withholdings and corporate estimate payments.

• Proactively interact with key management to gather information, resolve problems, and make recommendations.

• Understand the industry of each client to recognize key performance drives, business trends, and industry developments.

• Develop and maintain relationships with clients to enhance satisfaction and suggest ways to improve accounting efficiencies.

• Prepare and review accounts reconciliations, and record entries for quarterly & yearly close including reclasses and accruals.

• Create internal management financial statements and analysis.

• Service multiple client engagements simultaneously.

• Supervise, train, and mentor associates and interns on engagement. BDO USA, LLC, Solon, Ohio 2018 – 2020

Senior Associate - Business Service and Outsourcing

• Responsible for performing review services of financial statements in accordance with GAAP requirements.

• Generate compilation of financial statements engagements with or without footnote disclosure.

• Prepare US income tax returns for individuals, partnerships, corporations, and tax-exempt entities.

• Perform and oversee the full cycle general accounting functions for small to mid-size organizations.

• Support the client with quarterly payroll, Commercial Activity Tax returns, and monthly sales taxes.

• Generate financial statements and facilitated account closing procedures each month.

• Maintained entities' general ledger reconciliation including the entire balance sheet, identified and recorded adjustments, and produced accurate financial statements.

Apple Growth Partners, Beachwood, Ohio 2016 – 2018 Audit and Assurance Associates

• Developed and accomplished audits, reviews, and compilation services to for-profit, private companies.

• Planned and executed engagements by understanding organizational objectives, structure, policies, processes, internal control, and external regulations.

• Assessed risk and internal controls by identifying areas of non-compliance, evaluating manuals and automated financial processes, and identifying weaknesses and inefficiencies of internal control.

• Maintained and balanced subsidiary accounts by verifying, allocating, posting reconciling transactions, resolving discrepancies, and producing a working trial balance.

HW &Co, Beachwood, Ohio 2016 – 2016

Busy-Season Internship

• Handle Medicaid and Medicare cost reports for the healthcare providers.

• Responsible for preparing an in-depth facility-specific management analysis including multiyear trend analysis specific to the facility.

• Accurately preparing benchmarking reports allows to compare a facility’s financial, staffing, and census results to other Ohio facilities

• Enforce compliance with the rules, regulations, and code of conduct of the AICPA. Anna Maria of Aurora, Aurora, Ohio 2013-2015

Account Receivable Coordinator

• Day-to-day supervision of the account receivable department

• Generate and submit monthly billing for Medicare Part A & B, Medicaid, and Commercial Insurance

• Actively communicate with medical insurance to resolve claim problems and build relationships.

• Oversee cash posting, billing of claims, and collection follow-up.

• Review and post adjustments, process reports, co-payments, and any miscellaneous liability amounts.

• Approve accounts to an outside collection agency.

• Enforce compliance with legal and ethical standards associated with billing of rendered services and collection of open balances. Menorah Park Center, Beachwood, Ohio 2011-2013

Accounts Receivable & Third-Party Billing Coordinator

• Manage all types of third-party medical claims.

• Accurately and timely update the accounting system with insurance payments

• Initiate claims adjustments and/or resubmission of claims to insurance carriers

• Update demographic and financial information in the accounting system as needed.

• Adhere to HIPAA privacy and confidentiality regulations and guidelines.

• Interacts on an ongoing basis with staff, residents, and their families. Community Behavioral Health Center, Beachwood, Ohio 2006-2009 Accountant

• Medical billing Medicaid, Medicare, and other insurance companies

• Post cash receipts, remittent advice payments, updating & reconciling accounts receivable.

• Maintain a precise record of all vendor payments.

• Monitor tax liabilities and ensure tax liabilities are paid on time.

• Responsible for paying and keeping a record of all invoices.

• Keep track of all company credit card spending and make payments on credit accounts.

• Process and approve reimbursement expense reports.

Contact this candidate