Helping insurance agents implement proven systems to generate and convert more leads into sales!

• Improved timeline of financial close significantly, reducing from a 45 day close to a 10 day close, allowing for more effective management of financials.• Developed financial and operational dashboard using Microsoft Power BI to assist operations in making decisions and to help drive effective work among all departments• Performed process analyses within all major functions in the organization and assisted with developing new processes that allowed for an annual reduction in overhead by $1.2M• Implemented a billing and collections dashboard that allowed for real-time visibility within the department which improved past-due A/R by $2.1 M and unbilled revenue by 54%

Lead a team of 16 accounting staff in 4 different locations to provide first class back office support to the businessEffectively structured the department to enable a reduction of number of days to invoice a customer from an average of 14.7 days in 2015 to an average of 6.4 days in 2016.Created operational efficiency to decrease weekly unbilled revenue from $3.6 Million as of December 2015 to under $1.4 Million throughout 2016. (61% reduction)Developed real time reporting to direct efforts on automated pricing which has led to an increase in auto-pricing from 63% to 93% consistently week to week.

Established a financial reporting function within the organization to provide visibility and clarityManaged the accounting system transition from Quickbooks to NetSuiteLead a team of four direct reports to effectively run accounts payable, accounts receivable, payroll, time and expense, asset management, cost accounting, and financial reporting functions with the organizationRe-developed expense policies within the organization leading to a reduction in risk of over $110,000 per yearServed as the primary contact for the creation of ad-hoc reports for senior management within the organization

Coordinated a team of six from IT, Payroll, HR, and Treasury to transition over 22,000 union employees at over 170 different locations to a paperless form of pay.Serve as primary contact between the business intelligence group and the business to augment an attendance reporting tool for senior leadership and divisional and area management. Originate SQL queries within PeopleSoft and WinSQL to meet internal reporting requirements of senior leadership and mid-management.Construct monthly business reporting package for points of discussion for management. Performed initial mapping of over 200 key controls to COSO 2013 Principles and Points of FocusExecuted test of design of over 50 key controls leading to the consolidation and elimination of two key controls related to the reconciliation of accountsSuccessfully developed internal workpaper guidelines policy which improved documentation standards and effectiveness of the review processKronos: Workforce Analytics, Workforce Absence Management, FMLA, Attendance,

Lead an audit engagement of a publicly traded energy company with E&P and midstream operationsProvided external audit services to both public and privately held companies in multiple fields of the oil and gas industry, including upstream, midstream, downstream, transportation, and field services.Fostered positive working relationships with CFOs, Controllers, and other client representatives with diverse accounting and finance backgroundsEvaluated and adapted the audit approach of internal controls and transaction cycles to improve documentation and support of controls in placeSuccessfully utilized internal valuation and pricing specialists to improve efficiency and effectiveness of the audit

Train, supervise, and review the daily fieldwork of staff on audit engagements in the oil and gas and aviation industryReview 10-K and 10-Q SEC filings in conjunction with annual audits and quarterly reviews of a Fortune 500 natural gas company Evaluate internal controls, transaction cycles, and revenue and expense recognition Demonstrate a thorough understanding of accounting and auditing concepts and applied them to client situationsAdapt the audit approach and create work plans in response to changing client environmentExecute testing and detail review on various significant accounts for two simultaneous audit engagements

Performed all aspects of an audit engagement for three employee benefit plansCommunicated and interacted with multiple levels of client management and staffAnalyzed overall analytical reviews of year end balances to reveal potential risk areasCarried out walkthroughs and tests of controls for clients of multiple industriesAssisted in recruitment of intern and staff candidates at several area universities