Lance Gutierrez Email & Phone Number

Denver

Participate in identifying the project scope, key milestones and establishing project completion schedulesPresent project plan to Audit and Business LeadershipPerform planning activities required in the conduct of audits; perform thorough inquiry, research and data analysis, assess risks, suggest activities to be examined, and the extent of examinationDevelop and apply appropriate audit procedures to the areas reviewed to ensure that key controls are tested and all significant risks are addressedExamine records, documents, methods, policies, costs, and other factors to determine if functional areas are conducting operations in accordance with established rules, policies, procedures, and regulatory requirementsPrepare clear and well-organized audit work papers that appropriately document the work performed, including lines of inquiry, testing procedures, analysis summaries, recommendations, and audit comments

Denver, Colorado, United States

• Worked with internal and external audit teams to ensure new audit processes implemented are compliant within Sarbanes-Oxley control requirements by way of quarterly reviews with corporate audit and external audit teams.• Contributed to creating daily audits designed to detect revenue stream issues and billing inaccuracies. The audit process developed has directly contributed to the identification of revenue leakage from 2014-2023. Contributed to the financial analytics reporting, traffic reports, and QA audits to ensure the accuracy and continuity of the revenue stream. The reporting consists of a daily dashboard that reports daily trending of revenue, traffic volume, rating errors, and incident tickets that were opened to address issues found and under investigation.

Lone Tree, Colorado, United States

• Administration fee and custom reporting support.• Complex custom contractual obligations catering to large scale customer needs.• Created scalable repeatable solutions enabling support necessary to partner with high profile, profitable enterprise and government customers. • Analyzing and preparing Billing Invoices.• Information Technology Applications.• Responsible for Special Customer Arrangement (SCA) Reporting.

Lone Tree, Colorado, United States

• Audit, analysis, and reconciliation of customer accounts.• Direct communication with internal and external customers.• Balancing posted transactions and identifying posting errors.• Account Receivable and Payable procedures.• Evaluation process.