Finance

Shelly Lopez

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

Morrisville, VT 05661

Cell: 802-***-****

Email: *************@*****.***

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Career Focus

Deadline and results oriented, dedicated, dependable, and personable individual with 19 years experience within the finance and accounting profession. I delivered process improvement, cross-department workflows and accounting automation for a large public company, a small private company, and for non-profit education. I have a strong ability to work with teams, a strong work ethic, and great leadership skills.

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Skills

• Finance lead

• Budget development

• Forecasting

• Financial reporting and analysis

• Accounts Payable/Receivable

• GL Account & Bank Reconciliation

• Collections

• Contract auditing

• Customer Service, internal and external

• Team leadership

• Training

• Multi – Task Management

• Microsoft Office - Excel Proficient, Word, Outlook (current version 2010)

• PeopleSoft and Essbase

• Hyperion / Smartview

• Open Air - PSA Software

• Onyx - CRM Software

• Business Works - accounting software

• Timeslips - time and billing software

• Access

• TriNet - Human Resource Partner

• Fidelity PSW Website

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Accomplishments

Process Improvement

• Created reports for project review to enable budget, billing, and recognition set up. During thorough analysis I discovered several hundred thousands of unbilled, potential lost, revenue that may have not been recognized in 2011 alone due to process and program issues.

• Used Microsoft Excel to develop and maintain analysis to assess current status, forecast profitability, and to validate that revenue recognition was in line with the budget plan on specific projects with a total contract value of up to $5M.

• Developed and maintained P&L's in Excel workbooks down to the department level to aide managers in understanding the profitability of their departments and to aide in the forecasting and budgeting process.

• Successfully led the team implementing email invoices to clients. This resulted in improved cash flow, reduced expense, consistently maintained minimal aging A/R balances greater than 60days and greatly improved the collection processes. We received positive responses within 8 minutes of our first email invoicing process from our clients.

Global Works Systems, Inc. Acquisition and Integration

• Lead Finance team through acquisition due diligence, financial process for a successful acquisition of Global Works Systems, Inc. by OptumInsight / Ingenix Consulting / United Health Group, a Fortune 25 public parent company, in November of 2008. Worked with teams from all business areas to integrate Global Works financial and record keeping data within OptumInsight record keeping programs post acquisition.

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Professional Experience

OptumInsight /United Health Group

Eden Prairie, MN

February 2002 – September 2012

Associate Director of Finance

(Feb 2002- Nov 2008 - Controller at Global Works Systems, Inc., Colchester, VT.- acquired by OptumInsight / Ingenix Consulting / United Health Group)

• Provided timely actuals, forecast and budget data for leads, managers, and corporate management.

• Worked with leads and managers to develop forecast and budget plan goals.

• Maintained confidential information, such as pay rates, bonus, sales commission targets, 401k, severance, and pay grades. Completed and reviewed background and credit checks on potential hires.

• Prepared monthly and annual revenue and expense forecasts and recommended actions required to manage costs to achieve budget.

• Managed accounting operations, accounting close, account reporting, and reconciliations.

• Collected and reported monthly revenue and expense variances and explanations.

• Created and maintained fixed asset process, calculate and record monthly depreciation expense.

• Reviewed accountants’ book entries to ensure accuracy of the G/L as well as would create and upload journal entries.

• Reviewed collection reports to determine collections status and the amounts of outstanding balances. Worked with internal team and external clients to move aging accounts through to payments.

• Created automated reports to enable managers to review status and billing set-up of client projects, to prevent lost or delayed revenue, and to ensure billing milestones and revenue recognition comply with GAAP.

• Customized fields within billing programs to pull data for project billing and month-end exception reporting, sales commission calculation, and project cost reporting.

• Completed staff semi-annual bonus and sales staff quarterly commissions calculation, as well as executive annual bonus processes.

• Entered "special pay" and time into the Human Resource Partners' payroll program.

• Worked with cloud-based outsourced Human Resource Partner and managers to set-up new hires, complete terminations, and to create and review of all job descriptions to ensure FLSA compliance. On-boarded new hires and completed training of programs and processes.

• I was the Fidelity General Plan Administrator for the Global works retirement plan. I completed annual testing and 5500 reporting. I calculated and loaded annual profit sharing contributions through Fidelity. Distributed SAR's to existing and all former employees with plan balances. Assisted with staff 401k rollovers and distributions, updated and enrolled eligible employees, and loaded bi-weekly deferrals via the psw Fidelity website. Assisted in favorable determination process post acquisition.

• Managed annual compilation process for CPA firm

• Completed annual insurance policy renewals including workers compensation, general liability, and ERISA bond.

• Completed annual line of credit review with company CEO and bank executive. Managed line of credit transactions and sweep account through online-banking.

• Completed sales and use tax filings in states where/when required as well as GST tax filing within the Providence requirements. Worked with Canadian bank to manage deposit and wire transfers.

• Supervised and delegated work to accounting specialist team.

Community College of Vermont

Montpelier, VT

August 1993 – February 2002

Accounts Payable Supervisor

• Assisted 23 budget managers

• Processed payments from entering vouchers through cutting and sending checks

• Prepared manual checks for immediate need situations

• Reconciled 14 individual checking accounts monthly

• Completed 1099 process, W-9 maintenance, and quarterly taxes

• Managed $2M+ in inventory, trained managers to complete inventory process for their location

• Reconciled all AP related GL accounts, created and entered journal entries

• Completed month end and fiscal year end close

• Worked with managers on PO process from request through approval process

• Accounts Payable/Purchasing team lead for Datatel software implementation and trained end users

• Supervised and delegated work to assistant, work studies, and secretary

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Education

Community College of Vermont

Montpelier, VT

Business Management

Associate of Science - 2004

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