Certified Public Accountant offering accounting and tax services for individuals and small businesses. Perform duties related to bookkeeping, taxes, and financial planning. Advise clients on tax ramifications of business decisions. Audit accounts for errors, misinformation, fraud, and overspending. Recommend fiscally advantageous methods to save money. Work with tax returns and analyze financial information to ensure taxes are paid on time. Certified QuickBooks Online Pro Advisor.

My responsibilities include...Oversee overall financial management, planning, systems and controls.Administering payroll and employee benefits and organizational insurance.Disbursement of checks for agency expenses. Monitor cash flow.Organization of fiscal documents.Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Oversee short and long-term financial and managerial reporting.Managing day to day processing of accounts receivable and payable producing reports as requested.Reconciling monthly activity, generating year-end reports, and fulfilling tax related requirements.

My responsibilities include...Compile various sets of data, analyzes and makes relevant interpretations for quality control and to ensure integrity and validity of patient data.Develop and generate reports and projections utilizing structured query language (SQL). Reports utilized by management and staff for planning and decision making.Health information system review for overall process improvement.Provide support to staff to resolve health information system issues.Identify trends and patterns in agency performance.

My responsibilities include...Management and preparation of agency budget of approximately $500,000,000Responsible for oversight of agency budget/financial, contracts and procurement, information technology, personnel.Budget financial oversight includes three (3) state hospitals, four (4) intermediate care facilities for individuals with intellectual and developmental disabilities, and two (2) skilled nursing facilities for individuals with severe mental illness.Directly supervised five staff performing the following functions: Assistant Director (2), Financial Branch Manager, Contracts/Procurement Branch Manager, Information System Manager, Human Resource staff (2), Program Administrators (2) (Special Projects /Investigations/Facility Cost Reports) and Internal Policy Analyst (Facility and Agency Projects).

My responsibilities includeManagement and preparation of agency budget of approximately $17,000,000Management of patient information system.Supervised four managers responsible for patient intake, health information and reporting, third party billing, accounts payable, personnel, training, and agency contracts. Directly supervised four staff performing the following functions: Assistant Director, Budget Officer, Programmer, and Internal Policy Analyst (Statistical Analysis).

SQL Server database administration, system development and design, statistical analysis and reporting, and direct support to system personnel for application problem resolution.Project co-manager for web-based application utilizing Microsoft SQL Server.Other assigned dutiesManagement of Support Services Branch - refer to following job listing

A reorganization within the agency occurred during 2001, which transferred all Information System functions from Support Services Branch to newly created MIS Branch.SQL Server database administration, system development and design, statistical analysis and reporting, and direct support to system personnel for problem resolution.Project co-manager for web-based application utilizing Microsoft SQL Server.Other assigned duties – Management of Support Services Branch - see next listing

Oversight of biennium budget, monitoring of budget, purchasing,and statistical data collection and reporting, Administration and management of the agency’s network and information system. This involves maintaining a Windows NT domain over a local and wide area network; planning for future system upgrades, evaluating software, maintaining all hardware and network components. Project co-manager for web-based application utilizing Microsoft SQL Server.

Responsible for oversight of biennium budget, monitoring of budget, agency provider contracts, and statistical data collection and reporting.

Conduct analyses of program policies and procedures, and federal and state laws and/or regulations. Assist in the development of programs in compliance with federal and state laws and/or regulations.

Examination of cost reports pertaining to long-term health care facilities, primary care centers, and home health agencies.Perform necessary auditing procedures in preparing workpapers, schedules and accumulating evidence in support of audit findings.Examine and analyze accounting records to determine if proper procedures were followed.