Becky Rooks Email & Phone Number

A detailed, quality-focused accounting professional who offers a track record of achievement in maintaining highly accurate and complete financial/accounting records for multimillion-dollar operations, subsidiaries, and offices nationwide. Demonstrates skill in completing audits with positive outcomes and resolving any findings quickly and effectively to drive compliant operations in heavily regulated industries. Contributes to tax filings at the state level, assists in completion of post-merger integration activities, and supports software upgrades/transitions.Areas of Expertise: FINANCIAL MANAGEMENT & REPORTING – ACCOUNT/BALANCE SHEET RECONCILIATIONS – GENERAL LEDGER – BUDGETING – JOURNAL ENTRIES – FIXED ASSET ACCOUNTING – MONTH-END CLOSINGS – COMMUNICATIONS – FORECASTING – TAX FILINGS SELECT CAREER HIGHLIGHTS:• Researched and reported on millions of dollars in unclaimed property filings.• Accomplished or surpassed KPIs, meeting daily reconciliation deadlines for cash balancing and delivering all monthly closings within three business days. • Proved instrumental in expediting and improving the month-end closing process while providing data analysis and decision making coding that enhanced quality control.• Contributed to multiple system conversions/upgrades, including the transition from Freedom to Oracle Business Suite as well as adopting the use of PeopleSoft, Blackline, and Excel reconciliation features. • Mentored team members on optimizing the benefit from Oracle and Excel spreadsheets.TECHNICAL SKILLS:Microsoft Office Suite (Expert Excel; Pivot Tables & V-Look Ups) │ Oracle (Accounting Software)Ryan Tracker (Unclaimed Properties System) │ Freedom │ PeopleSoft │ BlackLine

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  Senior Accountant

  Unitedhealthcare

  Jun 2000 - Feb 2020 - Dallas-Fort Worth Metroplex

  A multi-million dollar operation acquired and integrated with United Healthcare Services, Inc. in 2019.Advanced through positions of increasing scope and accountability during tenure, initially working in cash balancing and reconciling functions. Promoted to provide oversight for various financial and accounting functions in all 50 states. Retained with company after United Healthcare Services acquisition and integration. • Reconciled balance sheets and dozens of bank accounts, ranging from simple to complex, completed all reconciliations on a monthly basis, delivering on-time and accurate reports. • Entered monthly and standard journal entries in the general ledger on a regular basis to track all accounting functions for a multi-entity, cost center driven operation.• Managed the tracking of monthly expenses and release of accruals, reconciling more than 90 accrual accounts each month.• Maintained fixed asset accounting records, including preparing monthly journal entries for depreciation, additions, and disposals in the fixed asset system; reconciled system entries against the general ledger. • Proved instrumental in handling unclaimed property reporting, tracking if checks were cashed and contacting clients to ask if they received funds prior to notifying states of unclaimed funds. • Supported both internal and external audits, working to minimize and address any findings. • Completed cost analysis to identify savings opportunities and reviewed general ledger for accuracy.• Led various ad hoc accounting projects in support of executive leadership, including playing a key role in systems implementations and upgrades as well as employee training and development.• Analyzed costs and expenses for historical records and provided data reports as needed.• Filed Texas State Sales Tax on a monthly basis for multiple business entities.