Jacqueline B. Lewis, Cpa, Cia Email & Phone Number

Louisville, Kentucky, United States

• Manage approximately a $900K budget and team of 6 auditors • Develop staff• Develop and implement the strategic plan for the department• Manage the enterprise risk assessment process and develop the annual audit plan for Internal Audit• Manage and review operational, risk-based audits, and compliance audits• Co-source technology audits with IT consultant• Improve and standardize audit processes• Oversee department’s compliance with Red and Yellow-Book Standards • Establish performance metrics for staff and the department • Respond to complaints and inquiries from the public and resolve problems and concerns

Louisville, Kentucky

• Manage and develop a staff of 6 auditors• Perform operational, risk-based audits, and compliance audits• Improve and standardize audit processes• Assist with the development of the strategic plan• Plan expenditures for budget preparation • Compile reports and statistics and ensure compliance with local, state, and federal laws and guidelines• Respond to complaints and inquiries from the public and resolves problems and concerns

Louisville, Kentucky, United States

Part-time Section Leader for the Online MBA Program

Louisville, Kentucky

Adjunct accounting instructor

Jeffersonville, Indiana

• Teach undergraduate accounting classes, including Principles of Accounting, Managerial Accounting, Personal Finance, and Finite Mathematics.

Louisville, Ky

• Teach undergraduate accounting classes, including Intermediate Accounting 201, 202, and 203, Cost Accounting, QuickBooks, and Federal Taxation.

Louisville, Kentucky Campus

• Teach graduate and undergraduate accounting classes, including Managerial Accounting for MBAs, Accounting Information Systems, Managerial Accounting, Accounting Principles, and Accounting Capstone Class.

Louisville, Kentucky

• Develop and manage a team of 3 staff accountants and 1 AP Specialist• Manage the accounting for all transactions associated with the company’s joint venture, including preparation of the equity roll forward• Review/prepare financial statements for all of the Service Companies• Identify opportunities for improvement and standardize processes• Oversee the treasury function for the Service Companies, including cash management, debt analysis, liquidity analysis, etc• Oversee the capital expenditure process and ensure assets are depreciated appropriately

Louisville, Kentucky

• Develop and manage relationships with leaders to identify risks and their impact to the corporate strategy and business operations• Conduct reviews of the efficiency and effectiveness of the company’s risk management activities and make recommendations to improve corporate operations• Perform financial, strategic, compliance and operational audits to review and assess the efficiency and effectiveness of risk management practices throughout the company• Perform Model Audit Rule (MAR) testing• Ensure company’s compliance with the NAIC’s Own Risk and Solvency Assessment (ORSA) Model & prepare the ORSA Summary Report• Plan and execute audit engagements and risk management activities• Develop an Enterprise Risk Management Program for the company• Train associates

Louisville, Kentucky Area

• Analyze financial and operational data and make recommendations based on the data• Manage and develop 5 associates and indirectly oversee a team of 600+ associates• Perform process reviews to promote efficiencies and optimize resources• Consult with other business areas to create cost benefit analyses and prioritize current projects• Support technical analysis by maintaining databases of network cost and competitive intelligence data and developing data extracts for routine and special studies• Prepare and present recommendations to both internal and external audiences• Create performance and inventory management reports• Create various metrics and dashboards to monitor operations and track dollar savings

Louisville, Kentucky Area

• Design and oversight of an enterprise-wide vendor management program, consisting of 350K+ vendors• Review business processes throughout the company surrounding vendor intake and termination• Remediate CMS audit issues and perform risk assessment for vendors• Develop audit plan and risk-ranking for vendors and implement an audit process for vendors (TPAs)• Manage, train, and provide feedback to 3 audit consultants• Review audit reports to ensure quality and oversee the Report Review Committee to ensure that the report review process is appropriate• Review audit work papers for completeness and accuracy• Perform process improvement analysis for the business as well as for the internal audit process• Perform various activities to support Humana’s Enterprise Risk Management (ERM) Framework

Louisville, Kentucky Area

• Perform trend analysis of admin accounts and prepare various journal entries monthly• Review balance sheet lead schedules and approve journal entries• Migrate acquired companies to the Humana GL and train associates on the use of the GL• Perform review of all medical and quality related vendors to comply with the Health Care Reform• Prepare monthly, quarterly, and annual reporting for the U.S. Department of Commerce• Supervise accounting analysts

Louisville, Kentucky Area

• Perform Sarbanes-Oxley, SSAE-16, operational and risk-based audits• Review audit documentation and train associates• Analyze evidence, reach conclusions, and draft proposed project issues and recommendations for process improvement• Facilitate informational meetings with management• Develop audit reports and audit memorandums• Prepare materiality assessment• Perform pre-implementation audits of the general ledger and claims model upgrades

Louisville, Kentucky

Teach graduate and undergraduate accounting classes

Louisville, Kentucky

• Reconcile energy statements and general ledger accounts• Review energy invoices (MISO) and prepare disbursements and credit slips• Prepare financial statements, management reports, and forecast monthly using J.D Edwards, Oracle, & SAP • Perform special projects such as converting the GL from J.D. Edwards to Oracle and performing systems testing

Master Of Accountancy, Accounting

Activities and Societies: Beta Alpha Psi, National Association of Black Accountants

Bachelors Of Science, Accounting

Activities and Societies: Beta Alpha Psi, National Association of Black Accountants