Abby Meredith Email and Phone Number

Manage the Budgeting, Forecasting, Long-term plan, and Month End Close for several Corporate Functions within Humana.

Work directly with the Company and Segment CFOs and Corporate Controller to accomplish company initiatives related to Financial Reporting, Budgeting, and Forecasting. Responsible for reporting the Financial Results of 150+ legal entities generating $800M+ in Annual Revenue to internal and external customers on a monthly basis, including the Board of Director’s Financial Results package, Compliance Reporting with Lenders and Landlords, Segment Reporting, and other Ad Hoc Management Reporting requests. Responsible for administering the Annual Budget and Monthly Forecast for all legal entities. • Converted an Excel based Annual Budget process to a company owned budget software. Made improvements to the system and process based on customer feedback and personal experience for the current budget process significantly decreasing process time for end users.• Revamped the financial reporting system to produce more timely results in an environment of fast paced growth and frequent organizational changes, to reduce constraints related to the month end close process.• Developed a Covenant Summary for ease of review and timely decision making by Senior Management during the month end close process.• Developed and Implemented a weekly EBITDA Projection Process, requiring little maintenance while providing end users with easy access and input.

Responsible for producing and ensuring the integrity of monthly financial statements for 12 long term care facilities, through a thorough review of each entity’s financial transactions, performing variance analysis, and preparing adjusting journal entries as necessary. Review journal entries completed by other team members for accuracy. Coordinate the compilation of state audit and cost reporting requests timely and with great attention to detail by streamlining and documenting the process of gathering required support.• Established and coordinated a monthly balance sheet reconciliation process for 4,000+ accounts and among five departments by verifying that assigned reconciliations were being prepared and reviewed and that corrective action was being taken to clear reconciling items. This was an effort that required assistance to team members with setting up effective reconciliations to validate the balances of their assigned balance sheet accounts after almost 100% turnover.• Made recommendations to management regarding establishment of standard policies and procedures related to accounting processes needing attention.• Go-to person within and outside my department

Assisted with the wind-down of our Institutional business by consuming the reporting and analysis of three Ireland based companies in addition to my existing workload. Prepared Annual Financial Statements and Regulatory Reports, reconciled balance sheet accounts associated with all three Ireland companies and made journal entries for monthly deposits, payroll, and disbursements.

Prepared monthly reports of asset balances, net investment income, realized gains/losses, and unrealized gains/losses on a $35 billion portfolio. Prepared monthly Actual to Plan Variance Reports. Assisted with the semiannual asset projection/modeling process.• Played a key role in the testing, implementation, and documentation of a system specifically designed for the weekly valuation, reporting and analysis of our Ireland companies’ asset portfolio and liability balances, required by a major rating agency.• Maintained the monthly reporting and analysis of our invested assets independently during a transition period of 6 months with limited guidance due to turnover.

Performed monthly product accounting, analysis, and reporting tasks in accordance with established deadlines. Completed the annual audit for our Offshore SPV. Prepared various year end statutory schedules, exhibits, and footnotes accurately and timely.• Assisted with the development of a monthly close analysis package for management’s use in understanding earnings.

Performed month end and year end close activities. Balanced several hundred intercompany accounts and prepared correcting journal entries as needed. Reconciled over 30 bank accounts on a monthly basis. Prepared a year end statutory blue book.• Educated associates on the appropriate booking of intercompany transactions to reduce the number of recurring outages each month.• Streamlined the intercompany balancing process by utilizing the querying functionality in the GL Mainframe, which reduced reconciliation process time by 50 to 75%.• Caught up an account reconciliation that was a year behind, pulling from many different sources, with little training and in record time by streamlining the process.