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Financial Analyst Accounting Manager

Location:
Longmont, CO
Salary:
90000 year
Posted:
December 30, 2024

Contact this candidate

Resume:

* * * * *

ERICA A. DAVIS

**** ********** *****, ********, ** 80504 Phone: 504-***-**** ******.********@*****.*** www.linkedin.com/in/erica-davis-392b2222

I am a strategic leader motivated by challenges. I have been a team manager/director for over 15 years, who thrives on team building. I am an out of the box thinker, innovative, and rely on technologies to pursue and present data to leadership to meet organizational objectives.

EDUCATION

Master of Science Accounting 2013

The University of New Orleans- New Orleans, LA, USA Bachelor Science Accounting, Business Adm. 2011

The University of New Orleans- New Orleans, LA, USA PROFESSIONAL EXPERIENCE

Cash Apps and Collections Accounting Manager

Circle Graphics- Longmont, CO

Managed an AR Collections portfolio averaging more than $4+ Million per month, spread across 6 divisions in the United States, requiring detailed management of over 3000 customer accounts, globally. These accounts consisted of advertising agencies, corporate and small business, and individual sales accounts that are derived from e- commerce accounts. Leveraged Trello to manage collections workflow.

Processed a continuous high-volume quantity (in the millions) of incoming payments from multiple sources (lockbox, wires, credit, ACH, etc.).

Developed and implemented business process improvements, KPIs, and managed weekly trend reports to quickly identify accounts that required attention. Leveraged Tableau for weekly dashboard reports.

Focused on employee retention by analyzing team members trends. This involved studying individual success scores, identifying strengths and weaknesses, shifted and balanced workloads, effectively managing team members to prevent burnout.

Monitored days sales outstanding (DSO) collection efforts to optimize liquidity.

Collected, posted, reconciled, and closed over 700 AR accounts within 3 months that were discovered inactive post pandemic- recognizing $3 million in revenue believed uncollectible, proven collectible.

Reorganized and managed a fast-paced, high volume, decentralized AR Cash Apps and Collections Team.

Lead, Sponsored Projects Financial Analyst CCO’s Office University of Colorado (CU)- Boulder, CO

Funds and Foundations Awards Manager, Sponsored Projects- Financial Analyst, Accounting Services, Financial Reporting, Assurance Provider to Controller, Campus Researchers, and departmental staff. Mar 2022 – Jun 1, 2023

Aug 2017 - Mar. 2022

2 P a g e

Assisted CCO in a new initiative of merging CCO and Sponsored Projects Financial Analysts to enhance efficiencies and effectiveness in financial analysis.

Strategically structured closeout work effectively enhancing a new workstream which demonstrated a new approach to award closeouts. Results: closed over 1000 awards in 2 months, a 500% increase from average.

Managed interns and helped them increase their skills to assist them in their future careers.

Introduced new software technologies to work teams developing Trello and Slack project management systems, increasing speed of closeouts.

Utilized data driven strategies within sponsored projects management to assess accounting programs and services- resulting in significant process improvements.

Consultant, Member Manager Disaster & Recovery

EK Business Solutions, LLC- Marksville, LA

Business strategist, change Management consultant, accountant, analyst, and assurance provider.

Disaster Recovery- Forensic Accountant for proven business losses

Consulted for startup, shutdown, re-organization of small businesses and medical practices – focusing on process improvements and systems integration.

Director, Member Manager

Feb 2014 to Aug 2016

K & M Business Solutions, LLC- Marksville, LA

Partnership- consultant, accountant, physician practice management

Disaster recovery research (forensic accounting)- BP Oil Spill Business Losses and Recovery planning for coastal businesses affected- 100% customer small business recoveries.

Feb 2013 to Aug 2016

Physician Practice Manager/ Accountant

McClure Surgical, LLC- Metairie, LA

Management surgery practice- surgeon’s operating room and emergency department schedule, accountant, and biller. July 2007 to Jan 2013

Rapides Physicians Management, HCA- Alexandria, LA

Management and oversight of 4 rural physicians clinic operations

Consulting: business operations, STARK laws, health regulations, and facility by-laws.

Apr 2006 to July 2007

Woman’s Health Center- Alexandria, LA

Manager- collections and oversight of OB/GYN clinic and facility. Jun 1997 to Apr 2006

SKILLS and SYSTEMS EXPERIENCE

Team building, training, leadership, HR

Processes, change, project, & decision

manager

AR Cash Apps and Collections

DSO and Effective Cash Management

Administration of Contracts and Grants

Public speaking

Financial reports-GAAP, University, State, Federal UG, OMB Circulars – Federal and State Grant’s Management Tableau - KPIs and Trello- Project Management Tracking System Business Development, Re-Organization

Excel, Word, Power Point

Peoplesoft, eRA, SAP Hana

CONCUR, CGOM, FileMaker

3 P a g e

SOCIETIES / CLUBS

American Society of Women Accountants

The Institute of Internal Auditors

Society of Louisiana CPAs

Society for Human Resource Management

PROFESSIONAL CAREER ACCOMPLISHMENTS / VOLUNTEERISM

Presenter @ 2019 CU Boulder’s -Women’s Leadership Symposium- MEG Talk and Work-life Balance

2017 & 2018- Recognized by CCO for ADA Parking needs- led initiative to add 4 more handicap parking spaces for ADA staff on East Campus

Forensic Fraud prosecution and recovery $100K

President of Beta Alpha Psi Gamma Sigma Chapter- Accounting Honor Society @ The University of New Orleans

“Project Run With It" National Beta Alpha Psi competition representing UNO in San Jose, California

"Reaching Out Effort" Career on Campus Recruiting- Centralized -Non-Biased Career Recruiting Interviewing Location for BIG 4, Local, and Regional Accounting Firms for Southern Louisiana

Start-up- Student Recruiting, Development, Retention @ The University of New Orleans

Member of the Assessment Committee- UNO Accounting Department

Member of the Accounting Student Advisory Committee- UNO Accounting Department

Grade Review Committee-UNO Accounting Department

UNO's AACSB Board-Student Committee

VITA-IRS Community Service Outreach Moderator

KPMG Panel Discussion "Career Option in Accounting Tax vs. Audit"

Accounting Tutor

ASWA-student liaison

AFAA Group Fitness Instructor & Personal Trainer

Homerun Parks and Recreation non-profit start-up REFERENCES

Available upon request



Contact this candidate