Norma Metheny Mba Email & Phone Number

Chicago, Illinois, United States

Oversee HCSC's Tax Information Reporting, Personal Property Tax Compliance, Tax Incentives, Certain aspects of TX Sales & Use and Premium Tax Compliance, and Tax Reporting Technology Initiatives.

Greater Chicago Area

 Actively lead and engage team transformational initiatives in all areas. Business lead for ERP implementation Oracle Cloud and current Virtual Payment Card Project. Oversaw testing, user, regression, patch, & enhancements testing as applicable to the Disbursements Team. Responsible for all documented process, job aids, and other presentation material.o Projects include but not limited to the following:o Current business lead for AP Virtual Payment Process Implementationo TMG Claim Payment Automation Business Co-Leado UiPath Robotics in AP Email, Payment Registers, & Reportingo Concur initiatives including Detect tool, Expense-It, & platform conversion to SAPo 15 uploads & interfaces to 43 uploads & interfaces from various business sources in 14 monthso Implemented Alteryx, Tableau, & Fusion Analyticso 34% reduction in staff due to attrition, 11% increase in volume, productivity increase from 94 to 97% during pandemic Oversee disbursement operations for 5 teams. Coach, develop, motivate, reward, and evaluate 32 (now 21) onshore employees and 9 offshore employees in Mumbai. Lead and coordinate internal and external audit requirements, ensure MARS controls are updated to mitigate risk. Hold various responsibilities within the Diversity Equity & Inclusion Forum Conduct Lunch & Learns & small group leadership development sessions & workshops as a Certified Coach & Trainer with the John C. Maxwell Team Conduct leadership workshop sessions on Mastering the Art of Presentation Skills Led the creation of a team website, including landing page, five subsequent pages for each team, video content, corresponding links, job aids, etc.

Greater Chicago Area

Plan, organize, and manage the accounts payable function, including disbursements, customer / vendor relations, and 1099 / 1042 tax-related matters.Review accounts payable documentation for accuracy, completeness, and compliance with policy.Analyze and resolve complex problems presented by accounts payable staff, university staff, students, faculty, or vendors.Ensure compliance with federal and state regulations governing payment to vendors, including companies or consultants.Direct university-wide training on accounts payable policies and procedures for faculty and staff.Lead efforts in the development, update, and implementation of university accounts payable policies and procedures.Create, redesign, and implement improvements to processes / procedures and work assignments in an effort to meet operational needs, and improve accuracy and efficiency of operations.Train and evaluate employees to enhance their performance, development, and work product.Motivate and reward employees, address performance issues, and make recommendations for personnel actions timely.Foster good relationships with vendors, faculty, and staff.Lead efforts in developing, testing, implementing, and documenting all of accounts payable-related processes in the PeopleSoft ERP systems, Windstar Applications related to foreign taxes, and other vendor applications that are loaded into the general ledger for accounting purposes.Supervise accounts payable tax and voucher supervisors, and voucher, vendor, and student clerks.Prepare and monitor annual detailed departmental budget.Lead software implementation process (Image Now).

Greater Chicago Area

Facilitate transition to recent invoice system conversion (from Image Now to Concur), assist department and internal customers with T&E audits and inquiries within the Concur system, analyze performance metrics to create and implement revised approval process, and manage complete AMEX - BIP implementation for the Director of Finance Operations

Chicago Corporate Office

Managed team's daily operations. Reviewed and approved journal entries and account reconciliations prepared by AP accountant, monitored queue activity, and AP approvals in ImageNow (50% reduction in 6 weeks). Analyzed tuition reimbursement, reviewed invoice holds, performed weekly vendor audits, and updated monthly metrics using Lawson queries, Vlookups, and pivot tables. Reviewed Bank of America and American Express Company corporate card activity.

Director Level Responsibilities including:Successfully Leading 2 departments & 13 Employees earning 4 promotions in 4 years.Managed and led full cycle Accounts Payable including vendor setup and maintenance, coding, obtaining approvals, invoice research, cost center allocations, voucher review, check printing, signing, and mailing for 32,000 monthly invoices; Responsible for Great Plains MICR setup including bank account numbers, check layout features, signature and amount thresholds, and new employee setups.Entire T&E process, review, payment, audit, and policy review Worked closely with company presidents through mergers and distributions, lawsuits, and lobbyist events / fundraisers; Created and implemented monthly debt / note schedules for company presidents; Point of contact for treasury, real estate, and marketing departments, auditors and directors.Maintained and reviewed all W9’s for accuracy and completion, Completed year end 1099’s & 1096 Summaries and handled IRS B Notices.Creating & Implementing Accounts Payable Procedures & Operations under Sarbanes & Oxley Auditing Requirements 2008Created & Implemented MO Operations Procedures Manual for 110+ locationsKnowledgeable in multi-facet / multi-entity intercompany journal entries and reconciliations, accrual and reclassification entries, trial balance review, new account setup and chart of account maintenance. Modified yearly departmental budget, analyzed and explained variances. Maintained vendor relationships and handled customer service inquiries.

Review monthly accruals, process real estate and personal property tax payments. Review and balance G/L accounts. Prepare journal entries, assist with month-end close and prepare monthly reports for upper management. Completed A/R Work-ups for store sales. Worked close with regional controllers, legal departments, government agencies, and systems departments. Handled special projects. Initiated and worked through complete change in procedures saving over $50,000.00 in real estate tax payments.

Mba, Management, 3.9

Activities and Societies: IAPP - International Accounts Payable Professionals, UWC - University Women's Club, HACE - Hispanic Alliance.

Bba, Accounting Concentration

Master Of Business Administration - Mba, Management