Joseph Ricchio Email & Phone Number

Charlestown, RI, US

-Prepare and communicate formal and ad hoc financial reports to regional and departmental leaders.-Build and review multiple iterations of the annual budget with executive, regional, and departmental leadership. -Develop, analyze, and present 13-week cash forecast to private equity ownership group, executives, and external lenders.-Prepare monthly income.

-Managed all ledger/sub-ledger entries and reconciliations for multiple business segments.-Developed tools used by the finance team to improve accuracy and consistency of monthly financial data.-Created new processes to view, analyze, and post revenue cycle data after significant system changes.-Trained new hires on the accounting/information systems used.

-Developed, maintained, and analyzed monthly accrual activity of over $1 billion.-Presented month-end financial results to both internal leaders, and the executive team for the business’ largest customer.-Identified and coordinated correction of process variances between billing and accrual teams.-Expanded upon existing analysis to better understand rate.

Eden Prairie, Minnesota

-Built month-end files to analyze accuracy of accruals, monitor A/R balances, and identify any unusual items or balances across various accounts and businesses.-Standardized process of booking journal entries to the general ledger across a team of 12 people.-Ran monthly meetings with finance and operations leaders to help drive improvements and answer.

Eden Prairie, Minnesota

-Responsible for fee for service, cash and suspense account journal entries and account reconciliations.-Developed and maintained employee onboarding files and other guides for new employees.-Collaborated with others to find best ways to report finances to finance department and accounting leadership.

Greater Minneapolis-St. Paul Area

-Direct supervisor of a team of 21 student employees. -Processed and analyzed fundraiser statistics to monitor goal progress and strategize future fundraising assignments.-Raised over $20k in donations to the University Annual Fund.-Reviewed caller performance and coached fundraisers to better communicate with donors and prospects. -Trained and helped.

Greater Minneapolis-St. Paul Area

-Assisted in writing company memos and developing accounting policy around petty cash.-Conducted petty cash testing-Built analysis of top customers and suppliers for specified business segments.

-Maintained weekly Bank Reconciliations.-Assisted with internal audit preparations.-Assisted with ad hoc accounting projects.