Ethan Doak, Mba, Cpa, Cia, Cfe Email & Phone Number

Ridgefield, Wa, Us

Eugene, Oregon, Us

• Manages multiple engagements at one time in their entirety; establish engagement objectives and scope of engagement, manage budgets and schedules• Fully responsible for the client deliverable• Develop and maintain client relations• Pursue new business development• Review staff work and provide clear and meaningful feedback• Supervise and mentor engagement staff both in the field and as an assigned coach• Adhere to the highest degree of professional standards and client confidentiality• Proficient at accounting and auditing research including a knowledge of the reference sources available to the firm

Portland, Oregon, Us

• Advised executive committee, board of directors, and leadership on financial activities statewide within a healthcare company with $XXXM+ in annual revenues.• Oversaw operating, capital, and cash flow budgets ($XM annually), analyzed financial statements, and assisted ED/PA in controlling expenditures not to exceed budgetary limits.• Supervised assistant controller and senior accountant.• Reported on KPIs such as total visits, drug margin %, bad debt %, and discount %.• Maintained general ledger, accounts receivables/payables, and payroll.• Established internal control mechanisms and ensured proper receiving, deposition, and disbursement of all funds and cash flow.• Supported and adhered to US Oncology Compliance Program, including Code of Ethics and Business Standards.• Coordinated annual external audits and audit contracts, orders, and vouchers before processing.• Prepared analysis to identify unprofitable product lines, saving ~$120K annually.• Evaluated performance of Saturday clinics, discontinuing services at one of company’s locations and saving ~$200K annually.• Wrote a repair and maintenance policy that required company to request multiple bids for a job, lowering expenses by $400K.

• Managed and trained a five-member team with two staff accounts, two senior accountants, and an accounting supervisor.• Reviewed and approved 235 journal entries per month, department budget vs. actual, and balance sheet reconciliation prepared by staff.• Prepared and updated standard operating procedures to train staff on topics such as general ledger account reconciliations, journal entries, budget vs. actual review, and month-end close.• Researched, monitored, and interpreted new GAAP, learning about FASB’s new lease accounting standard, ASC 842.• Reviewed AICPA’s Audit and Accounting Guide annually to ensure compliance.• Oversaw departmental capital asset requests, approvals, and payments.• Prepared financial reports outlining variances and justifications for leadership review.• Performed technical research and analyzed financial transactions in budget vs. actual variances.• Evaluated lease and contract terms for appropriate accounting treatment under GAAP. • Cooperated with auditors by answering inquiries and providing requested documents. • Assisted director of finance & accounting and chief financial officer with projects, including acquiring a new RFID asset tracking software to be installed in 2022 company-wide. • Participated in implementing CCH ProSystem fx Engagement – new financial reporting software to consolidate data access and centralize financial statements, budget vs. actuals, balance sheet reconciliations, and other financial reports.

• Planned and scheduled risk-based financial audit engagements for commercial and not-for-profit clients within a CPA firm, auditing financial statements; oversaw audit fieldwork and drafted audit report based on GAAP standards.• Performed substantive testing to ensure client’s financial statements were free of material misstatement, including testing ending cash balances, verifying accounts receivable balances, and observing period-end inventory count.• Trained audit staff and assistants, initiated internal audit controls, documented findings, and communicated them via management letter; maintained and updated financial databases using CS Professional Suite.• Coordinated with management to take necessary action on audit findings and integrated best practices into audit programs based on Generally Accepted Accounting Procedures (GAAP) and Generally Accepted Auditing Standards (GAAS).

Portland, Oregon, Us

• Ensured successful completion of six to eight audit engagements per year for internal clients, including management and other departments within a regional bank; reported findings to senior management team to facilitate correction actions.• Managed and directed daily activities of junior auditors assigned to assist during an engagement. • Tested processes against pre-defined SOPs, company-wide policies, and banking regulations to identify potential issues.

Renton, Wa, Us

• Directed Model Audit Rule compliance function for a $1B health plan, managing audit team. • Trained, coached, mentored, and managed new auditors to drive performance and professional development.• Managed evaluation of risks and controls for processes and supported annual regulatory filing with State Insurance Commission.• Performed audit planning and fieldwork, provided reports and discussed findings.

Portland, Or, Us

Portland, Oregon, Us

Master Of Business Administration - Mba, Mba

Bachelor'S Degree, Business Administration