Laura Boehringer Email & Phone Number

Fort Worth, Texas, United States

Westlake, Texas

Preparation of financial and operational analysis on month end, quarterly and year-end basis. Analyze and interpret actual financial performance vs. operating plan and forecast.Ensure revenue is recognized in accordance with US GAAP and ASC 606 guidelines.Perform duties involved in month end close, including posting of journal entries and balance sheet reconciliations.Assist with budgeting and forecasting activities on a yearly basis. Ensure the Accounts Receivable objectives and metrics are met.Assist with the calculation of management and incentive fees and creating invoice for the client. Manage the funding log and bank account and reconcile bank statements on a timely basis.Work with the client to ensure funding requests are accurate and timely, and bank account is funded

Irving, Tx

Oversee annual budget process for SG&A by preparing budget template files for each department. Analyze and interpret actual financial performance vs. operating plan and forecast.Generate financial forecasts and review with identify key risks/opportunitiePrepare spending trend analysis for forecasting overhead and SG&A expenses.Respond to requests for cost and answers related questions; explains the components representing the differences between actual and forecasted for SG&A.Reviews and merges budget data from SAP and Excel files; develops and disperses reports and metrics for review by CFO and departments heads.Prepare SG&A labor costs by department.

Bedford, Tx

Grapevine, Tx

Collaborated with various departments for the reporting of daily, weekly and monthly financial results using Excel and SQL. Prepared and built detailed financial and operating models for budgeting and forecasting purposes including P&L, Balance Sheet and Cash Flows.Conducted analysis of key drivers of financial performance including but not limited to revenues, costs, and profitability. Ad hoc analysis to identify key performance indicators, ROI, revenue and gross profit. Created detailed exception reporting to identify scripts that did not meet certain criteria. Completed and maintained the monthly sales commissions file & commission budgets.

Dallas/Fort Worth Area

On a monthly basis update each line of business with revenues; premiums (first year and renewal), and net investment income. Expenses; Benefits and Claims, coinsurance, cost containment, commissions, G&A, and taxes, licenses and fees.Execute the plan once updated and reconcile any variances.Create schedules for all lines of business.

Dallas/Fort Worth Area

Extract member information from the monthly CMS file. Using MS Access created several different tables. Run monthly commissions for internal sales team using Callidus Cloud.

Fort Worth, Texas

Responsibilities include running payroll on a bi-weekly basis, enrolling new hires into the healthcare, 401k, and life insurance plans, expense reimbursement.

Assist in the Revenue Budget and Expense Budget, by gathering data, maintaining spreadsheets, presentations, and working with other departments to gather all information needed.Maintain data analysis on our monthly MMR files from parent company Care N' Care. Manage contracts for Sandlot L.L.C, this includes but not limited to the following; invoicing customers for monthly, quarterly and annual fees. Working with CEO and legal services when changes need to be made to a contract, termination of contract.Review new contract proposals with new business coordinator. Manage all check requests for Sandlot L.L.C.; this includes working with employees throughout the company to understand the charges before payment can be processed. Establishing working relationships with our outside vendors. Work with Project Manager and EHR Implementation Specialist in regards to billing and invoices concerns. Initiate conference calls for discrepancies in invoices. Work with NTSP Charitable Fund when there is a Request for Information (RFI) or a Request for Proposal (RFP) from different state. This includes analyzing demographic information in regards to healthcare for a certain state or metropolitan area.

Worked in the planning department for the conversion of files to PeopleSoft.Updated current excel worksheets and access queries with new PeopleSoft account numbers from the direction of a manager. Assisted different regions by preparing journal entries, sending out various reports in regards to productivity and incentives each month.

Reported productivity, volume, premiums, and cancellations to Director of Marketing and CEO.Maintained and analyzed expenses for five departmental heads on a monthly basis.Performed ad hoc analysis based on market conditions, with a variety of jobs each week using data pulled via queries.Created and maintained Power Point presentations on a weekly, monthly and ad hoc basis for all levels of management.Assisted in the Revenue Budget, by gathering data, creating a range of graphs, maintaining spreadsheets, presentations, and working with other departments to gather all information needed.Effectively managed Expense Budget by working with departmental heads to ensure it was completed in a timely manner, while meeting departmental and company goals.Maintained data analysis and standard reporting support on optional products offered in the CitiFinancial Branches, which included extracting data from various source systems (Excel, SQL, Access, and Cube).Uploaded Income Statement and Balance Sheet information to Central Office via Hyperion Essbase.Constructed P&L models in Excel for monthly consolidations.

 Financial analysis for the marketing department in Texas, including but not limited to the following: managing the Texas market area in relation to marketing; processing invoices, month end accruals, monthly variance reports, budget transfers, and EFT’s.  Successfully manage a $26M dollar budget for the Texas market area. Budget is broken down into six DMA which includes working directly with each marketing manager.  Developed working relationships with distributors in the Texas market area, and a point of contact for all vendors.  Effectively managed EFT process for corporate and local contracts.  Responsible to ensure media, print, radio and OOH (out of home) budgets are funded appropriately, this includes working directly with Starcom.  Worked directly with the sales and marketing department during month end close to ensure accruals were accurate, which includes reconciling their budgets per SAP.  Assist finance department with preparation of audits.

Successfully executed buy, and sell orders for stocks, bonds, mutual funds, and certificate of deposits, etc.; as directed by Investment Representative. Managed banking activities for regional branch. Effectively managed and successfully maintained industry compliance standards.Routinely input asset holdings into a variety of matrices in order to support the marketing efforts of the Investment Representative. Developed marketing strategies for future and existing clients; by way of phone, mail, and face-to-face communication.Conducted monthly branch audits to insure accuracy of transactions as well as balances, fees, and transfers.Managed branch accounts payable including but not limited to the following: in office, out of office, charitable contributions, marketing materials, office supplies, and mileage expenses.Successfully managed and directed the daily marketing activities of the Investment Representative.

Managed branch office operations, including but not limited to the following: Return NSF checks, open a range of customer accounts, order checking account checks and debit cards, encode checks, inquired on customer credit reports, reconciled bank statements, and managed cash supply.Routinely managed credit card payments, loan payments, and uncollectible accounts. Effectively managed and successfully maintained customer files for audit standards. Maintained and executed reports including but not limited to the following; ACH, Debit, Certificate of Deposits, and month end closings. Assist loan department by figuring the debit to income ratio.

Master Of Business Administration (Mba), Masters Of Business, 3.5

Studied Accounting, and Management classes

Finance, Business Administration

While attending worked full time and went to school at night.

Associates, Business Admin

Associates in Arts

Associate Arts, Business Administrationmay 2003

Certificate of Completion: Texas Credit Union League Front Line Staff Training