Jer C., Cfe, Lpq Email & Phone Number

Dallas, Texas, United States

-Review financial statements and general ledger data to ensure accuracy-Prepare monthly accrual entries and reconcile balance sheet accounts-Prepare, review and post journal entries - support and lead peers-Answer accounting and financial questions through researching and interpreting data-Develop and implement process improvements to accounting procedures and processes-Assist CAO and executive team as requested

-Manage the financial analysis of Net Worth and Deficit positions of 7,000+ stores in the franchise system including preparation of the reports, granting exceptions, processing breaches and working with Operations to clear obstacles and resolve discrepancies-Responsible for ongoing monitoring and remediation activities as well as recommending controls for stores in litigation, stores operated corporately on behalf of the franchisee and stores on EBBAs, management, settlement, termination and buy out agreements-Collaborate cross-functionally with Field and Corporate Asset Protection, Legal, Operations and Accounting to protect the company’s assets, resolve issues and provide financial support -Respond to subpoenas with requested data and responses-Analyze operational and functional areas of the company including senior management and legal requests for information and analysis-Support real time and critically important litigation needs as testimony is presented in court-Meet regularly with senior management and field management in an advisory role

- Manage day-to-day accounting operations of a team of both exempt & non-exempt professionals- Monitor and complete the month, quarter and year-end closeout accounting schedules to ensure accurate and timely financial statements- Adhere to tight deadlines and a multitude of franchise accounting activities including general ledger preparation, franchisee financial statements and year-end audit preparation- Collaborate with other accounting managers to support overall department goals and objectives- Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy- Respond to inquiries from the Controller, Director, Field Management and others regarding financial transactions, results and special reporting requests- Supervise the Franchise Accounting group to ensure all financial reporting deadlines are met- Identify, design, implement and document process improvements- Serve as business process owner for cross-functional initiatives ensuring that new processes and initiatives can be implemented efficiently and effectively while maintaining adequate internal controls- Provide accounting manager representation for enterprise-wide projects; support and provide SME knowledge for projects including system conversions and related process improvements- Maintain SOX documentation, policies and controls within areas of functional responsibility

Dallas, Texas

- Managed 5 functional areas with a team of 16 to support accurate accounting- Defined and monitored proper and adequate internal controls including maintaining process flow documentation- Identified, designed and implemented process improvements for functional areas of responsibility- Evaluated, recommended and implemented proper accounting treatment and processes- Maintained SOX documentation, policies, and controls- Responded to monthly, quarterly and annual audit requests from internal and external audit - Supported company initiatives and projects as a subject matter expert to drive successful implementation - Managed, trained and developed staff on cross-functional areas; maximized talent across the team- Analyzed financial data to support Operations and Management inquiries of financial performance

Dallas, Texas

- Prepared and posted monthly journal entries, ensuring entries were accurate and in compliance with generally accepted accounting principles- Prepared and analyzed monthly account reconciliations & balance sheet reviews; ensuring timely resolution of reconciling items- Prepared monthly, quarterly and annual audit requests (internal and external, including SOX)- Provided Operation and Management support on financial results and proactively offered guidance on areas of concern or improvement- Performed contractual review of commission service agreements to ensure all accounting was in accordance with generally accepted accounting principles- Ensured proper allocation of $80M annually in revenue

Dallas, Texas

- Conducted financial audits of the hospital’s financial controls and made recommendations to hospital executives- Performed legal audits of hospital contracts to determine compliance with applicable laws and compliance with 3rd party medical insurance providers- Audited financial records including expenses and collections of relocated doctors to determine if overpayment was provided and ensure the accuracy of reported collections

Dallas, Texas

- Responsible for the training and development of new auditors on the inventory audit process- Performed Quality Reviews to ensure the efficiency and accuracy of non-attended inventory audit- Developed In-Store Training Program for new auditors to utilize and gain a better understanding of Store Operations- Audited stores with inventory results above company standards to identify opportunities for improvement

Albany, New York

- Communicated with all levels of management, associates and external customers on audit activity and results- Participated in the evaluation of Wal-Mart and Sam’s Club processes and procedures to eliminate inefficiencies and recommend improvements- Wrote and communicated audit findings to upper level management- Completed store level yearly financial inventory results to determine amount of loss/overage

Connecticut

Various Operations roles including cashier, Accounting Lead, Claims Manager, Support Manager, Department Manager and Management Intern.