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

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

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

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

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

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

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