Allison Roeder Email & Phone Number

Milwaukee, WI, US

Radnor, PA, US

Milwaukee, WI, US

• Manage and direct the completion of complex internal audits, outsourced audits and advisory/consulting engagements in a transformational business environment.
• Schedule, assign and supervise the daily activities and work of the audit team.
• Perform quality reviews of audit workpapers and reports in accordance with professional standards and department policies and procedures.
• Present audit observations and recommendations to business leaders and assist them with developing action plans to improve processes and controls.
• Review and report on the completion of management action plans and escalate issues, as appropriate.
• Oversee the execution of the company's SOX and MAR programs, including risk/scope assessments, control walkthroughs, control testing and deficiency evaluation and reporting.

Milwaukee, WI, US

• Managed and performed complex internal audits. Areas of focus included revenue cycle and pharmacy.
• Performed quality reviews of audit workpapers and reports and provided feedback and coaching to audit team members.
• Presented audit observations and recommendations to business leaders.
• Developed and executed the first internal audit risk assessment process to determine the Audit Plan. Presented the process and plan to the Audit Committee.
• Presented on internal controls and the internal audit department at system-wide leadership meetings.
• Facilitated the first external quality assessment review of the internal audit department (required by IIA Standards).

Glendale, WI, US

• Prepared the system-wide consolidated financial statements, investment allocation schedules, grant reports, community benefits reports, and corporate expense analyses.
• Oversaw the payroll disbursements department and ensured that 12,000 employees were paid timely and that all required payroll tax filings were completed in accordance with regulations.
• Facilitated the annual system-wide insurance renewal process.
• Developed accounting procedures for the new self-funded health insurance program and collaborated with external actuaries to monitor the health insurance liability.
• Served as the Corporate Accounting Manager on an interim basis. Key responsibilities included overseeing four direct reports and ensuring that the monthly corporate financial statements were completed timely and.

Milwaukee, WI, US

• Promoted from Staff Accountant to Audit Manager within five years.
• Managed and performed financial statement audits of manufacturing, healthcare, and not-for-profit organizations.
• Managed and performed an average of 20 employee benefit plan audits per summer.
• Maintained the firm-wide employee benefit plan audit file template and facilitated the Milwaukee office’s annual employee benefit plan training.
• Developed an in-depth understanding of the firm’s audit software and participated on the firm’s “Power User” committee.
• Received a “Way out of the Way” award from the Wipfli audit partners for excellent client service and customizing the risk-based audit programs.