Onboarding PM and analyst

Grants management, project accounting, budgeting, general full cycle accounting duties. Presentation management and top down accountability to board of directors and stakeholders.

This role assisted claimants with unemployment claims due to COVID and was tied to COVID volume. Special case by case basis per customer, delivered tailored results by process improvement on this special project. I often went beyond the role asks to escalate issues to adjudicators and provide workarounds for complex systemic issues providing superior customer service and resolutions to claimant issues. My previous experience in audit proved useful as I needed to dig deep into accounts, ask probing questions, and analyze system information.

AP, AR, Grants, Payroll, Petty Cash, Bank deposits and reconciliations, database management

Internal Auditor I was furloughed and let go due to COVID-19 but my central responsibilities were SOX and onsite audits. Onsite audits were performed domestically and internationally. I was scheduled for an 8-week audit in Australia prior to COVID. We were responsible for oversight of the financials and proper SEC filing documentation, project management and improving company efficiency. A large piece of the role was SOX control testing, this meant a thorough analysis of processes and inputs to the process. My responsibilities directly affected the bottom line and transparency reached the CEO. Deliverables often had senior management involved. The insight I had into other large corporate departmental functions and process was an invaluable experience that provided a wealth of knowledge.

(AR Supervisor/ Process Improvement Consultant)o Having a deep understanding about the procure to pay process, accounting tools (i.e. excel functions), invoicing procedures, ticketing and proper documentation, file maintenance, comprehensive invoice and payment audits, conduct bank reconciliations. Must have a troubleshooting mindset with the ability to understand issues that require a sense of urgency. Follow up and communication are critical.o Audit aging and contact clients daily, produce reports on an ad-hoc as well as daily basis, come up with creative solutions to problems and do not take no for an answer when it comes to collections. Be comfortable with handling millions of dollars daily and making justified decisions (based off of due-diligence) that may have an adverse effect on financials (write-offs). Primary system used is Quickbooks. Must understand AP and AR processes and must be able to research and create journal entries as needed. Accounting mindset and understanding of full scope of the business environment is a must. Decisions effect the bottom line, income statement and balance sheet directly.

(Operations Support Analyst ) - Special Project• Primary Responsibilities included but are not limited to:◦ Assisting suppliers, physicians, administration and employees of Advent Health operations gather information and solve critical issues affecting their day to day. Areas of focus were AP, Procurement, Maintenance, Inventory, Finance, Asset Management and Project Costing.• Other responsibilities included:◦ Having a deep understanding about the procure to pay process, sourcing, ticketing and documentation, a troubleshooting mindset with the ability to understand issues that require a sense of urgency. Follow up and communication were critical. The support specialist was required to have a customer service disposition but a mindset of a diligent student as there was an impressive learning curve. Primary system used was Peoplesoft, but legacy systems were often accessed, and an understanding of the medical industry and coding was necessary.

Consultant (Project Manager) - Special Projects, Bookkeeping, Outside sales, Finance, Accounting• Managed a small group of individuals to help fundraising efforts and overall philanthropy in benefit of WTNH.• Helped construct two separate websites for ERPAS LLC, WTNH and go fund me campaigns and domain emails.• Learned various accounting procedures and specific code regarding defined retirement plans and pension plans.• Reached out to other businesses to receive/analyze proposals for 401k plans which I would analyze and benchmark fees that should be attached to those types of programs.• Analyzed net expense ratios of mutual funds, bonds, and stocks and how they diversify a customer's portfolio.• Designed and put together three separate comprehensive business plans as well as strategy for three separate entities within the organization alongside the owner/president of the company.• Proofread documents and analyzed participant plans. Verified documents were in accordance with IRS standards.• Reconciled income statements, balance sheets and statements of cash flows as well as owner distribution plans.

Work as needed for permitting and issues within the new construction and maintenance world, inventory and warehouse streamlining. Part time.

Special Projects - Consulting - SUNPASS FL TOLL PROGRAM (Accounting Analyst)

Protein Procurement and Operations Mgmt, Special Programs and ProjectsPrimary Responsibilities included but were not limited to:◦ Running daily pricing reports, monitoring inventory levels, monitoring retention dates and extending expiring products in conjunction with the total quality team, issuing purchase orders, and professionally addressing buyer needs, total quality, and supplier needs• Other responsibilities included:◦ Managing the fresh product complaint hotline, following up with and tracking purchase orders, creating new products within the iSupply System, SAP.◦ Understanding/ creating product specification and handling product to meet spec is a large part of the role. Often, we would have cross functional department meetings with culinary and other departments to cover supply chain and other needs.

Special Programs and Projects• Primary Responsibilities include but are not limited to:◦ Prepping documents and invoices to be scanned and indexed into the Knowledge Lake system, this often is a time-consuming process that is very detail oriented, requiring great focus.• Other responsibilities include:◦ Opening and sharing mail, creating purchase orders (Oracle), creating journal entries, creating spreadsheets for consolidated vendors (Excel), and other various ad hoc assignments that are projects that are to be completed as assigned.

This position was an offshoot of my role at Retirement Plan Specialists.

• Managed day to day tasks to assist the Timeshare Sales Accounting team.• Utilized Peoplesoft 8.9, Peoplesoft 9.2, COGNOS, HGVC CHORUS, and VOICE platforms.• Daily tasks included creating and running statistical GL verifications, PSDIST file creation, PSDIST vs PSQUERY verification file creation, and utilizing macros to create the CP-37(38) Master Validation files, diagnosing systemic errors that resulted during the interfacing of journal entries from PS 8.9 to PS 9.2. Errors often include thorough research (AR, Milestones, GL, etc).• VOICE Advance Deposit Leads Accounts are analyzed to find packages with missing entries or other errors that create negative regular balances. Other tasks include assisting the Director and upper management.