Joanna Todd, Mba, Capm Email and Phone Number
Joanna Todd, Mba, Capm work email
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Joanna Todd, Mba, Capm personal email
Seasoned, performance-focused, and goal-oriented professional, offering wide-ranging experience in finance, accounting, and project cost control. Adept at forecasting and calculating incurred expenses and claims reserves; assessing requests for proposal, statements of work for proposals, and over and above work requests; as well as developing budget and forecast estimates for annual operating and capital budget processes. Armed with solid interpersonal and communication aptitudes in establishing productive rapport with individuals of diverse backgrounds.
Duke Energy Corporation
View- Website:
- duke-energy.com
- Employees:
- 25069
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Sr. Business And Technical ConsultantDuke Energy CorporationSanford, Fl, Us -
Sr. Business & Technical ConsultantDuke Energy Corporation Jul 2018 - PresentLake Mary, Fl -
Senior AccountantAvmed Health Plans Oct 2011 - Jul 2018Gainesville, Florida Area— Forecasting and calculation of incurred medical expenses and claims reserves in support to company’s segmentation strategy by generating monthly actuarial claim lag studies— Preparation of monthly journal entries and reconciliations; creation of significant portions of the Office of Insurance Regulation and federal filings; as well as implementation of estimating processes and procedures for Affordable Care Act Medical Loss Ratio filing— Strict adherence to technical generally… Show more — Forecasting and calculation of incurred medical expenses and claims reserves in support to company’s segmentation strategy by generating monthly actuarial claim lag studies— Preparation of monthly journal entries and reconciliations; creation of significant portions of the Office of Insurance Regulation and federal filings; as well as implementation of estimating processes and procedures for Affordable Care Act Medical Loss Ratio filing— Strict adherence to technical generally accepted accounting principles in facilitating transactions, maintaining financial records, and posting data to various ledgers, registers, journals, and logs— Documentation and presentation of financial report and analyses to finance and senior management, as well as business process and accounting policies development to manage internal controls for Model Audit Role and external audits— Presiding over hands-on training to staff accountants and bookkeepers, while rendering technical support to outside auditors and governmental program auditors— Effectual assistance in developing budget and forecast estimates for annual operating and capital budget and forecasting processes for Medical Cost accounts— Partnership with audit staff in recording reports and preparing schedules for the successful completion of periodic audits by outside parties Show less -
Sr. Program Cost Schedule And Control AnalystRaytheon Technical Services Company Feb 2010 - Sep 2011Orlando, Fl— Provision of support on the Southwest Asia Division of Warfighter Focus program projects, ranging from $500K to $100M with an average of $3M by facilitating analysis and control from budget to completion— Generation and submission of financial review briefs for business manager as well as pricing and monitoring of prospective contracts with input from the Operations Management Team— Coordination with Maximo and SAP/APEX in administering costs and schedule to complete the program’s… Show more — Provision of support on the Southwest Asia Division of Warfighter Focus program projects, ranging from $500K to $100M with an average of $3M by facilitating analysis and control from budget to completion— Generation and submission of financial review briefs for business manager as well as pricing and monitoring of prospective contracts with input from the Operations Management Team— Coordination with Maximo and SAP/APEX in administering costs and schedule to complete the program’s financial transactions within time and material, firm fixed price, and cost plus fixed fee type contracts— Implementation of updates on individual project tracking sheets in Raytheon’s estimate management sheets — Management of proposal inputs using Raytheon pricing tools to ensure preparation, presentation, and delivery of proposals to customer— Employment of analytical skills in analyzing requests for proposal, statements of work for proposals, and over and above work requests, which included processing contractual requirements and providing recommendations to the management— Interaction with customers and all levels of management on cost and schedule issues while observing strict compliance with cost collection to RTSC accounting system— Adherence to CONUS and OCONUS proposals development and presentation with Federal Acquisition Regulation 15.408 Table 15-2 requirements, Truth-In-Negotiations Act, Public Law 87-653, and Raytheon policies and procedures— Fulfillment of a wide array of tasks including ad hoc pricing and proposal assessment; contract cost status report and contract funds status report spreadsheets submission; as well as purchase requests analyses and approval in Maximo for all SWA Division subcontractor and Raytheon purchases. Show less
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Financial Analyst IiFlorida Gas Transmission Co. Llc Aug 2007 - Feb 2010Maitland, Fl— Communication with engineers, stakeholders, and vendors in budgeting and identifying project costs on all Southeast Division’s Engineering and Construction Department projects by participating in annual budget meetings to ensure compliance of all projects with approval authority— Creation of multiple new contracts for processes to achieve specific qualifications and forecasting and variance analysis process and reporting system— Development and encoding of projects and spreadsheets… Show more — Communication with engineers, stakeholders, and vendors in budgeting and identifying project costs on all Southeast Division’s Engineering and Construction Department projects by participating in annual budget meetings to ensure compliance of all projects with approval authority— Creation of multiple new contracts for processes to achieve specific qualifications and forecasting and variance analysis process and reporting system— Development and encoding of projects and spreadsheets into internal database and submission to project manager and engineer for approval— Interaction with environmental engineer as well as Right of Way Department, project, and construction managers to review and organize project status based on costs, risks, and schedules to anticipate costs with total project budget of $85M and individual project budgets of $2M to $3M— Assessment of project actual costs and information gathered from stakeholders to determine project scope changes, vendor’s charges, and company labor— Utilization of forecast model in researching unusual project variances to ensure the valid charges Show less
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Financial Analyst IFlorida Gas Transmission Co. Llc Jul 2006 - Aug 2007— Contract reviewed and processed on average 50 invoices a week from dozens of vendors. Verified that the invoices contained correct charges and contained all information necessary for auditing purposes. Invoices ranged from a few thousand dollars to multimillion-dollar invoices.— Built queries, created and updated project costs using Discoverer (Oracle) on a weekly basis or as requested by project managers to check job costs and progress.— Constructed and processed on average 8 new… Show more — Contract reviewed and processed on average 50 invoices a week from dozens of vendors. Verified that the invoices contained correct charges and contained all information necessary for auditing purposes. Invoices ranged from a few thousand dollars to multimillion-dollar invoices.— Built queries, created and updated project costs using Discoverer (Oracle) on a weekly basis or as requested by project managers to check job costs and progress.— Constructed and processed on average 8 new contracts (work offers) or revisions per week for jobs requiring either qualification: Operator Qualified (OQ) tasks or jobs over $50,000. — Identified accruals quarterly through contacting vendors and verifying expected charges, entering any charges and type of charges into an Excel spreadsheet, while not overlooking invoices of $50,000, and reversed accruals monthly. The accruals were 100% captured during this responsibility.— Tracked reimbursable projects to ensure that they netted zero at the end of the project for report presentation every Monday during the Engineering project status meeting. — Supervised a temporary associate analyst in Right of Way and Engineering for three month duration by answering questions, monitoring attendance and reviewing timecard. Show less
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Retail Planning AssociateSara Lee Foods Dec 2004 - Jun 2006— Received scenarios and built quarterly plans in Compass, while working with sales staff, keeping volume and trade in line with last years' actuals while allowing for growth. — Pulled weekly frozen bakery plan vs. actual reports using internal database to compare sales plan vs. actual amount sold for the Eastern Wholesale Team (EWT).— Reduced deductions (outstanding accounts receivables) 90% from $2 million to $200,000 by weekly phone calls to customers. — Built plans using data… Show more — Received scenarios and built quarterly plans in Compass, while working with sales staff, keeping volume and trade in line with last years' actuals while allowing for growth. — Pulled weekly frozen bakery plan vs. actual reports using internal database to compare sales plan vs. actual amount sold for the Eastern Wholesale Team (EWT).— Reduced deductions (outstanding accounts receivables) 90% from $2 million to $200,000 by weekly phone calls to customers. — Built plans using data entry in Compass and maintained accounts volume changes for Associated Grocers of Baton Rouge and Affiliated foods of the Southwest.— Compiled and maintained a New Item Distribution spreadsheet where items sold and customers were compared for the top 25 EWT accounts. Show less -
Administrative Assistant/Financial Advisor TraineeWorld Financial Services May 2003 - Dec 2004•Earned Life and Health Insurance Certifications.•Was responsible for overseeing approximately 100 Orange and Seminole county educators 403(b)/tax sheltered annuity retirement plan accounts including answering basic questions and filing.•Organized paper database of over 1,000 clients alphabetically and converted into Microsoft Outlook to assist in scheduling.
Joanna Todd, Mba, Capm Skills
Joanna Todd, Mba, Capm Education Details
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University Of Central FloridaGpa 3.93 -
University Of Central FloridaGpa 3.70
Frequently Asked Questions about Joanna Todd, Mba, Capm
What company does Joanna Todd, Mba, Capm work for?
Joanna Todd, Mba, Capm works for Duke Energy Corporation
What is Joanna Todd, Mba, Capm's role at the current company?
Joanna Todd, Mba, Capm's current role is Sr. Business and Technical Consultant.
What is Joanna Todd, Mba, Capm's email address?
Joanna Todd, Mba, Capm's email address is jo****@****med.org
What schools did Joanna Todd, Mba, Capm attend?
Joanna Todd, Mba, Capm attended University Of Central Florida, University Of Central Florida.
What skills is Joanna Todd, Mba, Capm known for?
Joanna Todd, Mba, Capm has skills like Access, Accounting, Accounts Receivable, Analysis, Auditing, Finance, Financial Forecasting, Financial Reporting, Financial Modeling, General Ledger, Forecasting, Government Contracting.
Who are Joanna Todd, Mba, Capm's colleagues?
Joanna Todd, Mba, Capm's colleagues are Fausto Cely Torres, Janice Martini, Jason Lopp, Cathy Rivera, Lori Moss, Justin Phillips, Joseph Merritt.
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