Kim Lanic, Mba Email & Phone Number

• Implemented MS Teams Team Site / SharePoint site for a training repository for the Audit Support Department, involving setting up the project plan and facilitate project meetings along with demonstrations. This also.
• Created a new process to track all audit requests and documents per customers for our individual team. This was sought out by the Director to implement across the entire department by having shared this process with.
• Contributed to the creation of a presentation and reference documents for a training video demonstration while being the technical implementer of the Teams video and distributor
• Backup as a developer role to update and maintain scripts regarding a quarterly review process that is verified in the ACL data analytics program
• Accessing various systems to run reports that are used as Source Documents for the ACL Data Analytics program and posting them in SharePoint for multiple teams to use during the quarterly review
• Packaging various documents together via PDF for Audit Sample compilation during various audits

• Creating and running queries in PeopleSoft as needed to research various amounts that are posted for the month-end process
• Reviewed and approved reconcilements utilizing Oracle PeopleSoft prepared by other team members
• Responsible for the SG&A portion of the monthly financial statements including journal entries and analysis utilizing Oracle queries and reports
• Presenting and coordinating month end close meetings regarding the SG&A estimates
• Processing invoice and payments through Concur Expense system

• Identified $360,000 in revenue that was not properly billed and collaborated with Revenue Cycle Management along with the department director to correct the missing codes for future procedures and retroactively submit.
• Performed analysis and present findings of the monthly financials along with the operational statistics and FTEs of each department by utilizing Tableau
• Analytical review as needed to determine growth, staff increase and various opportunities including the review of proposals that were implemented to validate if they were healthy
• Prepare departmental presentations including graphs and power point slide decks that are discussed with the Institute Chairs and the Chief of Staff
• Point person and management of the Capital purchases for both Institutes by working with the specific departments to budget the Capital needs for a 5-year plan and obtaining the proper documentation to have purchases.
• Involved in Budgeting for the upcoming fiscal year by estimating revenue based on specific doctors and utilizing their trending and upcoming plans in each institute

Berea, Ohio

• Create and calculate budgets for programs and grants the organization applies for by forecasting expenses by using trends, while also calculating FTEs, productivity, revenue projections and opportunity costs
• Generate, present and perform monthly financial statement analysis regarding assigned regions assisting the directors along with contributing to the MD&A for the agency statements presented to the Board of Directors
• Processed various analysis and calculations to determine the upcoming Fiscal Year Title IV-e per diem rates for the Medicaid cost report filing
• Process ad hoc analysis in regards to rate increases and financial models for analyzing program expansions
• Responsible for building the Fiscal Year budget for assigned regions by extracting personnel data, revenue data and trending analysis of expenses
• Participation and report generation in the annual budget process for the agency

• Implemented technological improvements to the month end process to reduce processing time by 85%
• Implemented process of recording all maintenance to the chart of accounts
• Maintain and review financial statements, 30 supporting schedules and various ad hoc reports that are used for actual to budget analysis
• Budget spread analysis for various areas while forecasting future expenditures
• Collaborated with Accounts Payable to implement a process involving system utilization for expense invoices processed each month

Westfield Center, Ohio

• Implemented internal controls within multiple processes and saved the company $25,000 due to a software error on processing a claim
• Manage and process the quarterly / annual statements that are produced along with the combined annual statement. This includes coordinating with 6 different departments to ensure this process is complete within the.
• Created a monthly analysis report for upper management involving rent allocation costs that has allowed a more effective trending analysis and saved research time by 30%
• Process monthly statements and perform detailed analysis on the Balance Sheet, Income Statement, Cash Flow and Operating Statement reports
• Performing monthly, quarterly and annual closing general ledger entries that include accruals, appreciation and rent allocation while preparing reports and reconciling over 35 general ledger accounts
• Implemented a process utilizing Excel to reduce processing time by 80% in the analysis of rent headcount calculations that are made each month for rent allocation entries

North Olmsted, OH

• Coordinate the month end closing process, which includes journal entries, reconciling general ledger accounts and helping as needed for Accounts Payable, Accounts Receivable and Invoicing.
• Streamlined payroll processing by transitioning from a manual process to the implementation of an online time card system to reduce processing time from 5 hours to 35 minutes
• Implemented a new Accounting Process with MS Excel and Access to track monthly rebate payments from Vendors and collected rebates that were delinquent by $125,000
• Created a series of analytical tools for the executive team to review the profitability of the rebate process with each supplier which has allowed negotiations for a desired profit margin of 8%
• Project leader on multiple projects spanning multiple departments and third party vendors, including the creation of a spreadsheet to help a vendor maintain the tracking of the rebate programs for their clients which.
• Implemented a process for the processing of Intercompany transactions to reduce processing time by 50%

Brooklyn, OH

• Reconcilement of the weekly activity to determine the new clients that needed to be reviewed while performing preliminary reviews to determine the type and level of risk associated.
• Streamlined the request process for the legal documents that were necessary for the completion of reviews by creating an Excel spreadsheet and coordinated meetings with the various departments to reduce the duration of.
• Created reports to document the weekly statistical reporting to upper management
• Worked with a developer for the design of a custom Access database to better track the statistical data of the department, this includes testing to ensure the data integrity of the database

Brooklyn, OH

• Responsible for reconciling over 50 different multi-million dollar demand deposit and general ledger accounts by utilizing Excel, Access or Vector reconcilement
• Managed, trained and performed audit testing on a monthly and quarterly basis of internal controls to comply with SOX and GAAP guidelines
• Coordinated with the ATM Accounting department to improve the process of posting offsetting items to save an abundance of $10,000 in production time
• Coordinated with various software developers to assist in the design of a new database to enhance productivity while ensuring the reconcilements were not compromised
• Reduced processing time of various reconciliations by 25% after performing a root cause analysis on each reoccurring item

Euclid, OH

• Supervision of 5 tellers and ensuring maximum efficiency and accurate results for customer service, transaction processing and sale referrals
• Responsible for implementing controls to improve the audit scores for the branch by having the first passing score in 5 years while having the highest score in the district

Amba, Accounting

Activities and Societies: Participated in the Tax Clinic for 1 semester.Graduated Magna Cum Laude.

Ba, Accounting

Graduated with honors (Cum Laude). Minored in management.

Aa, Accounting

Graduated with honors (Cum Laude).