CCL Partners is a real estate investing company started in 2014, investing in single family home rentals in the Indianapolis, IN area. As the owner, I am constantly analyzing deals, and I plan to acquire more properties in the near future now that the market is leveling out.My responsibilities related to this company include, but are not limited to:~ Strategic planning for future property acquisitions over the next 5 years.~ Seeking and coordinating the financing for each property acquisition.~ Accounting for all business activity in QuickBooks.~ Financial forecasting and budgeting.

Served a critical advising and support role for approximately 100 students enrolled in the B.S. Accounting degree program. This support included, but was not limited to, checking in weekly with each student to ensure full understanding of program and/or course operation and requirements, setting short-term and long-term academic goals with each student, working through obstacles and celebrating successes.Built student relationships and provided curricular-informed mentoring. Utilized my real-world accounting experience to help students understand how their coursework would directly relate to their future careers.Maintained detailed documentation of student progress and activity on an ongoing basis.Home-based position required a high level of organization and self-discipline.

Contacted students who had inquired about our university and ensured they had all of the information they needed regarding WGU and their program of interest. Assisted potential students with their enrollment process from start to finish. This required a high level of organizational skills in order to track each student’s progress and make sure deadlines were met.Assisted with training of new employees as needed.Periodically prepared and delivered master topic presentations to the enrollment team. Coordinated all aspects of the enrollment process with various other departments to ensure that my students had all enrollment steps completed timely.Ensured student satisfaction and fit for the programs in which they were enrolling.

Promoted after two years to manage the Financial Reporting Group, supervising a staff of three.Responsible for the coordination, oversight and review of the following functions within our organization: Monthly general ledger closing process. Monthly financial statement preparation and distribution of financial package to shareholders, banks, etc. Annual budget and forecast preparation and analysis. Compilation of confidential information for management’s use in determining attorney compensation adjustments and year-end bonuses. Accounting and tax reporting for Hall Render benefit plans. Cash and debt management, including monthly bank reconciliations. Data collection and preparation of benchmark survey used by management for strategic planning purposes.

Key team member of the Finance department at the largest health law firm in the nation.Performed a broad range of accounting duties, including, but not limited to the following: Initiated and implemented improvements to existing month-end closing procedures to increase efficiency. Produced profitability and other such analyses for multiple office locations, attorney practice groups, individual attorneys, and clients as needed. Accounted for and prepared financial statements for a wholly-owned subsidiary of Hall Render. Played an integral part in the preparation of our firm’s annual budget. Responsible for accounting for our firm’s 401(k) benefit plans and working with our external auditors on the preparation and audit of the associated Form 5500 and annual financial statements. Entrusted to compile and maintain all associate salary increase and bonus information during the annual evaluation period.

Entrusted to provide management and the Board of Directors of this not-for-profit credit union assurance of compliance with company policies and procedures, as well as recommending changes if appropriate.Interacted daily with top management and reported monthly to the Supervisory Committee. Developed the annual internal audit plan and determined risks in areas to be audited. Reviewed procedures and methods of reporting for all functions within the credit union to ensure the accuracy and reliability of financial data. Evaluated the adequacy and effectiveness of internal controls. Identified profit improvement/cost reduction opportunities. Produced written audit reports, which included detailed audit findings and recommendations to improve or correct financial and operational processes and controls. These reports were presented to the Supervisory Committee for the Board of Directors at our monthly meetings.