Managed data orchestration between financial products such as Concur, GTreasury, and WorkDay into Microsoft Great Plains.Developed processes to improve product team's delivery metrics by closing efficiency leaks.Worked with IT Business Partners to develop and refine user requirements related to functionality enablement and data translation needs.Prioritized and negotiated delivery timelines based on resourcing and user impact.

Part of Deloitte Pricing and Contracting Services acquisition.

Managed Exalink Government Pricing backlog including prioritizing requirements, defining and managing scope of sprints with a release cycle.Provided operational support to practitioners and firm clients. Engages with various ITS organizations to resolve problems as they arise.Collaborated with System and Solution Architect/Engineering to assist with decision-making and sequencing of the key technological infrastructures that host new functionality.Created documentation including requirements, user stories, acceptance criteria, feature description PowerPoint decks, user guides, process flows, testing documentation, and release notes. Maintained product quality, release timeliness, and end user satisfaction.Assisted with leading, directing, and reviewing all activities associated with delivering technology products.

Coordinated timeline of GP pricing calculations and review to ensure compliance of regulatory pricing submissions. Reviewed class of trade assignments for accuracy. Reviewed public health service validations for accuracy. Managed deadlines to ensure pricing was reported by regulatory due date. Reviewed periodic pricing and manual tie-outs prepared by analyst. Established and maintained rapport with clients throughout the calculation period. Coordinate system integration for new clients. Performed data validations during the on boarding process, including manual and system calculations performed in parallel. Tracked and reported progress to client team and internal team. Managed resource allocation and career development for direct reports. Maintained resource projections for clients serviced. Maintained high level of professionalism with internal and external points of contact.

Coordinated timeline of GP pricing calculations and review to ensure compliance of regulatory pricing submissions. Reviewed class of trade assignments for accuracy. Reviewed public health service validations for accuracy. Managed deadlines to ensure pricing was reported by regulatory due date. Reviewed periodic pricing and manual tie-outs prepared by analyst. Established and maintained rapport with clients throughout the calculation period. Coordinate system integrations for new clients. Performed data validations during the on boarding process, including manual and system calculations performed in parallel. Tracked and reported progress to client team and internal team. Managed resource allocation and career development for direct reports. Maintained resource projections for clients serviced. Maintained high level of professionalism with internal and external points of contact.

Performed monthly/quarterly/annual GP pricing compliance for various clients. Maintained data integrity of customer data including class of trade assignments. Validated customer eligibility to purchase at the public health service price point. Developed and maintained pricing models including agreed upon methodologies that are compliant with OIG pricing guidelines. Prepared and submitted pricing to regulatory bodies. Reviewed contract terms and determined impact for GP pricing compliance. Performed recalculations for GP pricing that required restatement due to data inaccuracies from third party logistics companies or data issues found after pricing was submitted. Utilized internal proprietary software to provide GP pricing services. Troubleshot software and suggested design improvements when applicable. Processed Medicaid claims quarterly. Performed data review of paper invoices entered into internal proprietary software. Functioned as liaison between client and state contacts to dispute claims that were inaccurately invoiced.

Performed audits in compliance with generally accepted auditing standards to verify client’s compliance with generally accepted accounting standards. Tailored audit programs based on risk assessment determined by the auditing team during the engagement team discussion. Audited the following transaction accounts: investments, expense, revenue, cash, accounts receivable, property plant and equipment accounts. Performed walkthrough testing on claims and cash disbursement process to verify use of controls documented in process narratives. Performed implementation procedures related to client’s new general ledger software. Tested completeness by comparing data pulled from old system to data pulled from new system and identified any discrepancies. Instructed training sessions for client’s new hires related to general ledger software. Developed troubleshooting techniques in conjunction with the client to solve system errors timely.Performed quarterly and annual close procedures for fortune 500 clients including: journal entries, balance sheet account reconciliation, GAAP financial statement footnotes, STAT financial statement footnotes, STAT financial filing package.

Performed audit procedures over transaction accounts. Analytically reviewed cash accounts, and agreed bank statements to client reconciliations, and performed cut off testing on checks that cleared subsequent to year end to ensure proper inclusion on outstanding checks listing. Analytically reviewed accounts payable and accruals, and performed search for unrecorded liabilities by selecting transactions that occurred subsequent year end and obtaining invoices for review to determine if client had obligation prior to year end, and proper inclusion or exclusion in the accounts payable listing. Performed review of accounts payable listing to ensure completeness of listing, and identify related party transactions to ensure transactions are in line with regular course of business. Tested accruals for reasonableness by recalculating the accrual, and obtained check copy, or EFT documenting payout of accrued amount. Analytically reviewed fixed asset accounts, and performed testing over fixed asset roll-forward to ensure proper method of depreciation and life of fixed asset based on asset class. Analytically reviewed revenue and expense accounts, and performing ratio analysis. Tested investments for reasonableness by comparing client investment schedules to confirms provided by investment banks. Communicated with client personnel to identify and document accounting policies and compliance with regulatory requirements. Reviewed accounting transactions and considered appropriate application of U.S. generally accepted accounting principles. Researched industry trends to better assess the variances of trial balance accounts.

Trained in entry level audit, and tax engagements. Accompanied auditors on engagements. Audited cash, and deferred revenue accounts on not for profit engagements. Audited cash, accounts payable, expense and revenue accounts on corporate engagements. Edited and reviewed legal representation letters, as well as, verified legal representation upon receipt of letters. Created work papers for current and future audit engagements. Prepared individual and corporate tax returns. Met with clients about everyday operations, and possible changes that can affect their financial standing. Analyzed and compared client market involvement to understand the nature of the clients business.