Provide tax services for private equity partners by collecting financial and other information from the client or internal administration teams.Prepare tax workpapers including allocations and all tax related information for the tax year.Prepare federal and state tax returns using tax prep software and file with the required taxing authorities.Gather and analyze financial information from underlying portfolio companies for purposes of US filings – PFIC, CFCs, 926 forms, etc.Prepare and manage 1099,1042, and FATCA/CRS reporting.Prepare tax basis calculations for partnership interests and PFICs.Identify and perform/review US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients.Respond to tax authority requests & resolve tax notices.Respond to limited partners’ tax inquiries or ad-hoc requests.Research domestic and foreign tax reporting issues.Thoroughly review work completed prior to sending to supervisor for review.Contact clients for information requests and provide information and completed tax returns.Participate in, and lead, department improvement teams.Specific Accomplishments:Research state filing requirements to make sure we file correctly.Lead college recruitment for open positions on our team.Created marketing materials for potential clients.

Teach a high-level overview of business functions, including accounting, communication, marketing, ethics, finance, and production, while simultaneously helping students become employable quality graduates through assignments to prepare them for the workforce.Deliver lectures during class timeAnswer students’ questions and assist them when they need helpAdminister and grade quizzes and examsReview essays and other courseworkPost homework assignments and grades on the institution’s online grading system

Accurately and effectively perform a full range of financial aid duties in a student-centered financial aid program. Responsible for analyzing student accounts to ensure proper verification of financial aid following federal statutes and regulations. High attention to detail to ensure proper judgment in each unique situation. Review ISIR information to ensure accurate resolution of issues affecting student eligibility. Superior communication skills required to communicate sensitive, complicated, and confidential information to prospective students, families, and colleagues. Excellent organizational skills and demonstrated strong customer service skills.

Responsible for directing, managing operations, and carrying out the goals of a non-profit organization for Idaho ambulatory surgery centers. Work closely with board directors to assess and address issues affecting the organization. Increase awareness of the organization by encouraging ASC to become a member, prepare and distribute quarterly newsletters, plan educational opportunities such as “Lunch and Learn” and the annual conference. Work with lobbyist to establish and maintain relationships with government agencies, community members, and policymakers.

Supervise all staff providing revenue cycle, human resources, and accounting services for 170 employees in a behavioral health clinic. Worked with the leadership team to develop and execute new growth directives.Facilitate and communicate employee benefits to employees, manage employee relations, including settling disputes and dealing with complaints. Develop and implement guidelines for employee evaluations, recruitment, and promotion. Responsible for managing costs and administering approved budgets for the practices, as well as maintaining the quality and effectiveness of revenue cycle and accounts receivable management activities. Reviewed patient billings to ensure they reflect work performed. Oversee revenue cycle management, including patient billing, collections, and reimbursement. Prepare accurate and timely financial reports, statements, and disclosures. Performed bi-weekly payroll.Specific accomplishments: Automated posting of 401k to increase speed and efficiency. Improved patient collections by adding payment portal on website for patient payments. Examined Revenue Cycle and 3rd Party performance to improve cash flow. Audit financial records for accuracy. Surveyed 110 employees to measure employee satisfaction. Instrumental in getting providers in network with insurance companies where previously delayed or denied. Encouraged my team to “work smarter, not harder” and to identify processes that could be improved. Motivated employees by holding weekly “leadership” meetings to help them become leaders in their individual responsibilities. Analyzed company performance and presented to the Executive team to use for decision making. Helped create new strategies and action and implementation plans with a goal to improve operations and to standardize them.

Integral role in establishing the business, developing a company brand and improving viability. Helped generate growth of 15% during the first year of operation and continued to maintain profitability through marketing and contract negotiations with payors and vendors. Personal interest in the success of the business and staff. Advocated for patient healthcare coverage by personally meeting with the Idaho Director of Insurance to discuss Idaho Health Insurance plans and how it affects patients. Established employee pay range, personnel policy, personnel files, conducted annual staff reviews and was responsible for staff training. Managed bank accounts and performed financial responsibilities such as accounts payable, payroll, financial document preparation, bank reconciliation. Proactively looked for ways to improve processes to promote positive outcomes. Customer Service and patient satisfaction were the top priority. • “Extremely self-motivated and has a desire to make all that she is involved in better.” –Dr. Jay McMaster, Upper Valley ENT & Allergy Owner/Physician• “Every time I have had the chance to work with you, I have been impressed by your ability to be tenacious and kind at the same time.” –Troy Christensen, Madison Memorial Hospital CFO• "In her executive position, Celeste plans, guides, and organizes while monitoring all services provided in this patient-centered organization." –Michelle Swift, The Doctors Company Risk Manager

Accountable for directing and supervising the operations of the surgery center to provide safe, quality care at an affordable price. Successfully passed two rigorous Joint Commission accreditation surveys.Leadership• Successfully opened a state-of-the-art surgical center in 8 months.• Applied strategic planning and coordinated multiple processes simultaneously.• Managed personnel, including selection, training, performance appraisals, and discipline.• Ensured profitability through budgeting, case costing and vendor negotiations. Prepared cost reduction proposals and implemented them as applicable. • Promoted positive patient experiences that were captured on patient satisfaction surveys. • Implemented changes and retrained staff when necessary.• Performed annual staff training related to HIPPA, Bloodborne Pathogens, and OSHA. • Improved workflows and processes.Compliance• Successfully passed two rigorous Joint Commission accreditation surveys and prepared for third survey with AAAHC.• Developed and updated policies and procedures to remain in compliance with Centers for Medicare & Medicaid Services (CMS) guidelines. Responsible for Human Resource, HIPAA, OSHA, and IT policies.• Knowledge of Life Safety and building codes such as NFPA. • Ensured that regular drills, such as fire drills, Malignant Hypothermia, Code Blue were performed.• Quality improvement and quality assurance. • Responsible for risk management as the Compliance Officer.• Updated patient consent forms to reduce possible litigation.• Credentialed physicians and allied health providers and presented them to the Board for approval.• Responsible for compliance with all Drug Enforcement Administration (DEA) and the State Board of Pharmacy requirements. Created and maintained facility drug formulary, ordered controlled substances with 222 forms and observed staff for proper drug use.• Participated in East Idaho Healthcare Coop. Wrote Emergency Plan according to CMS guidelines.

Responsible for maintaining financial records in Quickbooks Pro; Accounts Receivable duties included billing customers on a monthly basis; Accounts Payable duties included receiving and posting payments; creating purchase orders for acquisition of new equipment; creating and maintaining an asset list and depreciation schedule; prepared financial statements for board meetings and quarterly reports; filed quarterly 941’s with IRS; prepared 1099’s for independent contractors and submitted required documentation to Federal and State governments; coordinated annual audit with outside auditor; created and maintained an annual budget. Managers and officers for this business were located throughout the state of Idaho so it was important to be able to work independently with little supervision.