Part-Time/Evening courier
Resume:
Gretchen Wolff Showalter
********.*********@*****.***
CAREER OBJECTIVES
A well-organized professional with extensive accounting and financial reporting experience. Additional experience in high paced financial reporting environments, and achievement as a leader in forecast and budget analysis. On a quest for a position with an organization that promotes success, achievement, and loyalty through their employees.
Core competencies include:
· Financial reporting · US GAAP
· Accounting · Forecasting and financial modeling
· Financial analysis · Excellent written and oral communication skills
· Excellent organizational skills · Ability to manage multiple concurrent deadlines
EDUCATION & TRAINING
Bachelor of Business Administration and Accounting (Accounting), 2005
Siena College, Loudonville, NY
PROFESSIONAL EXPERIENCE
Chief Financial Officer – 10/2023 – 3/2026
Impact Research, Montgomery, Alabama
Impact Research is an international political polling firm that works directly with government candidates to provide real-time polling data and results to assist candidates with their campaign strategies.
Selected Achievements:
Lead all financial operations and develop short and long-term financial strategies, create budgets, and forecast revenue.
Execute high level financial reporting, including the monthly and quarterly production of balance sheets, profit and loss statements, and cash flow statements.
Oversee AP, AR and payroll functions, while ensuring compliance with GAAP and providing accurate data to outside accountants for tax preparation and planning.
Cash flow management, monitoring the company’s financial health and controlling expenditures.
Create and implement new reports with relevant KPI’s to the COO, President and Partners of the firm that are used to provide insights into profitability, pricing and operational performance.
Responsible for accounting research, assessing impact of new accounting rules, and modifying processes as needed, ensuring they are in compliance with relevant federal, state and local regulatory laws.
Director of Finance and Accounting – 12/2021 – 10/2023
Comer Companies, Birmingham, Alabama
Comer Companies is a diversified, private, family office enterprise with investments and operations in commercial and single-family real estate development, restaurants and hospitality, and various entrepreneurial ventures.
Selected Achievements:
Provide integral leadership and support to Comer Companies’ finance department to ensure completeness and accuracy of financial information, accounting analyses and investor presentations.
Execute high level financial reporting for multiple lines of business and personal entities, including the monthly production of balance sheets, profit and loss statements, and cash flow statements.
Responsible for accounting research, assessing impact of new accounting rules, and modifying processes as needed, ensuring they are in compliance with relevant federal, state and local regulatory laws.
Responsible for company-wide financial forecasting which is utilized by other departments and in various accounting analyses.
Coordinate tax planning activities, including extensive interaction with CPA firms, preparing annual and quarterly tax projections and estimated tax payments (K-1, 1095, 1099-INT, 1099-R, BPT, FTB).
Coordinate stock certificate and trust activities, annual gifts and GRAT transactions.
Create and maintain customized executive dashboards for streamlined reporting on a weekly basis reflecting prioritized KPI’s.
Update asset performance tracking and wealth management reports for various interests.
Finance Manager – 6/2016 – 7/2021
CBRE, Birmingham, Alabama
CBRE Group, Inc., a Fortune 500 and S&P 500 company is the world’s largest commercial real estate services firm. CBRE has approximately 99,000 employees and serves real estate owners, investors, and occupiers through more than 400 offices worldwide. CBRE offers strategic advice and execution for property sales and leasing, corporate services, facilities management, project management, mortgage banking, appraisal and valuation, development services, investment management, and research and consulting
Selected Achievements:
Recipient of Kudos Award for exceptional work ethic and service.
Recipient of Harvard Manage Mentor Certificate.
Responsible for the planning and execution of the budgeting, forecasting and monthly reporting processes.
Manage and direct the finance team to consistently ensure that all monthly and periodic financial statements, reports, and filings comply with the company’s regulations, professional standards, and GAAP reporting guidelines.
Prepare and validate weekly, monthly, quarterly, and annual project status analysis reports and provide analysis to executive management.
Provide formal supervision of individual employees within Accounts Payable and standard reporting.
Financial Analyst – 9/2015 – 6/2016
Alabaman Metal Industries Corp (AMIC), Birmingham, AL
Alabama Metal Industries Corp (AMICO) is an industry leader in manufacturing steel fabrication and material transformation. AMICO produces and distributes high quality industrial flooring & grating, expanded & perforated metals, architectural meshes, building and security products worldwide.
Selected Achievements:
Prepares and submits budgetary plan schedules and related analysis.
Coordinate, review, and consolidate financial forecasts, budgets, and plans from all locations.
Prepares financial bridges on a routine basis to compare actual results to forecast, plan, and/or historical periods and explain resulting variances.
Financial Analyst – 6/2010 – 9/2015
Cigna-HealthSpring, Birmingham, AL
Cigna is a global health services company dedicated to improving the health and well-being of its members. With more than 180 million customers and patient relationships in more than 30 countries and jurisdictions, they address whole-person health and drive for better health outcomes.
Selected Achievements:
Perform and manage month-end accounting including preparing and recording journal entries, and financial reporting statements for multiple Independent Physician Associations in accordance with GAAP standards.
Accrue and maintain documentation of Managed Care Plans Risk Settlements based on the Center for Medicare and Medicaid Services (CMS) Guidelines; pursuant to Financial Accounting Standards Board (FASB) Statement No. 60 –Accounting and Reporting by Insurance Enterprises.
Manage accounts payable functions including review of AP Clerk invoice keying, posting of vouchers, check disbursements, assist with annual 1099 filing, ensure accuracy of invoice information and timeliness of payments to vendors.
Preparation of an executive level reporting package that provides key metrics and financial information that reports on historical performance against plans and provides guidance for future results for the remainder of the year.
Prepare schedules as part of Statutory Reporting that is provided to the State Department of Insurance on a Quarterly and Annual basis.
Prepare and submit Quarterly and Annual Reports to the Alabama Department of Health.
Senior Accountant – 7/2007 – 6/2009; 12/2009 – 6/2010
Diagnostic Health Corp (DHC), Birmingham, AL
Diagnostic Health Corp. is one of the nation's largest independent diagnostic imaging companies. The company is the former diagnostic division of HealthSouth Corporation. The company has a network of 53 free standing diagnostic imaging centers located in 19 states and the District of Columbia.
Selected Achievements:
Perform and manage month-end accounting including preparing and recording journal entries, and financial statements mapping for an average of 30 Diagnostic facilities throughout the United States in accordance with GAAP standards.
Perform and manage quarter and year-end general financial reporting on Partnership facilities, including preparing distribution analysis, preparing distribution financial packages and presenting information to Partners and senior management.
Perform all financial reporting duties, including, but not limited to, producing monthly income statements, accounts payable detail reports, cash flows statements, asset roll forwards and balance sheets.
Perform monthly analysis of company property tax, real estate tax and franchise tax, making appropriate entries from calculated amounts due based on each state’s requirements.
Accountant – 6/2009 – 12/2009
AIG Baker Real Estate Management, Birmingham, AL
AIG Baker Shopping Center Properties LLC develops, acquires, and leases shopping centers. The Company provides shopping, grocery-anchored neighborhood, community, power, entertainment, and outparcel centers, as well as residential properties.
Selected Achievements:
Create and maintain monthly and yearly Common Area Maintenance Expense reconciliations for 20 shopping center properties, each housing up to 50 individual stores, in accordance with each tenant’s lease agreement specifications.
Calculate yearly property taxes and insurance due from tenants according to state laws, individual tenant policies and specifications in lease agreements.
Improve upon and update reconciliation templates for shopping centers, enabling any user with limited knowledge of properties and tenants to easily input new information and create accurate updated billing information.
Market Accountant – 8/2005 – 7/2007
Encompass Health Corporation, Birmingham, AL
Encompass Health Corporation (formerly HealthSouth Corporation) is one of the United States' largest providers of post-acute healthcare services, offering both facility-based and home-based post-acute services in 36 states and Puerto Rico through its network of inpatient rehabilitation hospitals, home health agencies, and hospice agencies.
Selected Achievements:
Perform and manage month-end accounting including preparing and recording journal entries, and financial statements mapping for an average of 60 Outpatient facilities throughout the United States in accordance with GAAP standards.
Perform monthly, quarterly and annual financial analytics for balance sheet and income statement accounts.
Assisted in restatement of financials for the years 1999 through 2002.
Ability to review and understand internal control procedures and incorporate them into daily responsibilities as required by SOX guidance.
Communicate accounting policies and procedures to physical therapists who do not have an accounting background.
Honors & Activities
Professional Affiliations:
RPO – Rising Professionals Organization
Harvard Manage Mentor Certificate
Computer Skills:
Microsoft Office Suite, mastery in Excel
QuickBooks Online
Gusto Payroll System
PMWeb / Service Insight
Tableau / SharePoint
PeopleSoft (Oracle)
PROD Database
WINGS (Statutory Reporting System)
QNXT (AR Claims System)
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