Roger Caulk, Cpa, Cma Email & Phone Number

Portland, Or, Us

Portland, Or, Us

Portland, Or, Us

Vancouver, Washington, Us

With a history dating back to 1890, PeaceHealth is a not-for-profit Catholic healthcare system offering care to communities in Washington, Oregon, and Alaska. PeaceHealth has approximately 16,000 caregivers, a medical group practice with more than 900 providers and 10 medical centers serving both urban and rural communities throughout the Pacific Northwest.Regular responsibilities in my role include:-- Support the month end close process for 4 facilities in Oregon and Washington, including revenue recognition, reconciliations, journal entries, accruals, general ledger review, and financial statement analysis.-- Prepare all Medicaid DSH survey examinations for PPS facilities and sole community hospitals located in Oregon and Washington.-- Monitor all Medicaid rate changes in Alaska, Oregon, and Washington and examine potential impact to Medicaid funding for facilities located in those states.-- Examine, prepare, and review various workpapers for external consultants to assist in their preparation of Medicare cost reports for each facility.-- Complete reimbursement analysis on various special projects that facilitates and enhances the decision making of internal and external customers.

Franklin, Tn, Us

A Fortune 500 company, Community Health Systems, Inc. (CHS) is one of the largest publicly traded (NYSE:CYH) hospital companies in the United States and a leading operator of general acute care hospitals in communities across the country. Through its subsidiaries, CHS currently owns, leases, or operates 90 affiliated hospitals in 16 states with an aggregate of approximately 15,000 licensed beds.Achievements include:-- Developed a model to analyze and accrue the indigent tax liability for the company's 24 Florida facilities. This model helped to highlight and correct a $3.5M understatement of this item in the company's consolidated financial statements.-- Worked with external attorneys to initiate appeals common to all the company's facilities that represent over $150M of potential reimbursement.Regular responsibilities in my role included:-- Supported the revenue recognition cycle of 6-10 hospitals located in Alaska, Florida, Georgia, and Texas with total monthly gross revenues exceeding $600M.-- Assisted with the month-end close procedures for my assigned hospitals, including making accruals, examining reimbursement rates, and performing an analytical review of various financial reporting metrics.-- Prepared annual Medicare, Medicaid, and Tricare cost reports to meet regulatory filing requirements.-- Served as the liaison between auditors and hospital financial executives in managing audits, desk reviews, appeals, and reopenings of prior year cost reports.-- Analyzed and prepared manual bad debt logs for approximately 20 facilities for inclusion in their annual cost report filings.-- Monitored Georgia legislative changes that may impact Medicaid funding and related supplemental reimbursement for the company’s hospitals located in that state.-- Prepared monthly and quarterly reconciliations and budgets of Georgia Medicaid funding impacts.-- Accrued and reconciled companywide Florida indigent taxes each month.

Kingston, Tn, Us

Uselton, Clay & Bright, P.C. (UCB) is a small public accounting firm serving primarily small business, nonprofit, and individual clients in Middle and East Tennessee. UCB was established in November 2013 through a merger of two smaller firms -- Daniels, Uselton & Clay, P.C. in Kingston, Tennessee and Collinsworth, Bright & Company, P.C. in Nashville, Tennessee.In addition to performing client service, I was hired at UCB shortly after their merger to help establish new systems and procedures for the Nashville office and to aid their staff and existing clients with the firm transition. My responsibilities included:-- Compiling quarterly and annual financial statements and assisting clients with their bookkeeping needs.-- Advising clients on how to use their existing systems to improve the accuracy and reliability of their financial records.-- Reviewing and preparing income tax returns and supporting workpapers for partnerships, corporations, individuals, nonprofits, estates, and trusts.-- Preparing quarterly and annual payroll, sales and use, personal property, and business tax returns.-- Training staff on new and existing software packages used by the firm.

Atlanta, Georgia, Us

Headquartered in Atlanta, IDI Logistics is one of the world’s leading investors and developers of logistics warehouses and industrial distribution parks near major markets and transport routes throughout North America and Europe. IDI Logistics currently owns or has holdings in more than 250 million square feet of sustainable warehouse space developed for over 900 customers.Regular responsibilities in this role included:-- Worked closely with a small team of 3-4 tax professionals to implement tax law changes and meet all company-wide tax filing and reporting requirements.-- Reviewed and prepared income tax returns and supporting workpapers for all partnerships and corporations in the corporate portfolio (over 200 entities), including international, federal, state, and local filings.-- Calculated, filed, and paid quarterly estimated tax payments and annual extensions.-- Prepared and analyzed financial data and book/tax differences in calculating a quarterly corporate income tax provision in accordance with the requirements of FAS 109/ASC 740.-- Filed annual, quarterly, and periodic returns for personal property taxes and sales and use taxes.-- Oversaw annual reporting and business license requirements with various Secretaries of State.-- Maintained and reconciled all general ledger accounts related to the income tax provision and returns for proper posting and reporting in the financial statements.-- Calculated and recorded annual Unicap adjustment.-- Led periodic training classes and acted as a point person for advanced features of our fixed asset software.-- Served on a volunteer committee that organized various fundraisers and social functions for employees in the corporate office throughout the year.

New York, New York, Us

Jan 2006-Sep 2007 - Senior Tax AssociateOct 2004-Dec 2005 - Tax AssociateWith over 2,700 employees and annual revenue exceeding $500 million, CohnReznick LLP is one of the largest accounting firms in the United States (ranked #11 by Accounting Today in 2018). CohnReznick LLP provides accounting, assurance, tax, and advisory services for clients in a wide range of industries, including real estate, manufacturing and distribution, construction, financial services, and healthcare.Regular responsibilities in this role included:-- Reviewed and prepared income tax returns and supporting workpapers for partnerships, corporations, individuals, nonprofits, estates, and trusts.-- Assisted clients with tax projections, research, and correspondence.-- Served as a liaison between the partner, tax manager, auditor, and client to ensure that all regulatory and statutory filing deadlines were timely met.-- Prepared certifications of costs for new housing projects to ensure that they were in compliance with the appropriate state tax credit authorities.-- Guided, trained, and mentored new associates and interns.-- Taught classes on departmental procedures and policies.-- Assisted in college recruiting for entry-level associates and interns and performed semi-annual performance evaluations.

Atlanta, Georgia, Us

Apr 2003-Oct 2004 - Staff AccountantJan 2003-Apr 2003 - Tax InternFounded in 1952 and currently employing over 400 partners and associates, Aprio is the largest independent, full-service CPA-led business advisory firm based in Georgia. The firm serves clients throughout the world, primarily serving the real estate, construction, manufacturing, insurance, retail, bioscience, and technology industries. Aprio also has a group focused solely on the needs of small business and nonprofit clients located in Atlanta and north Georgia.Regular responsibilities in this role included:-- Prepared client income tax returns for individuals, partnerships, corporations, nonprofits, estates, and trusts.-- Prepared payroll, sales and use, and personal property tax returns.-- Assisted clients with tax projections, tax research, and communications with federal and state agencies.-- Reviewed and compiled quarterly and annual financial statements.-- Worked as a team member on audits and reviews for various real estate, retail, and construction clients.-- Maintained an intranet site for my department containing various forms and templates used by my team.

Motion Enterprises, Inc. (dba Motions) was a leading retailer in the Atlanta area of motorcycles and all-terrain vehicles manufactured by Honda, Kawasaki, Suzuki, and Yamaha. No longer in operation, Motions was a small, family-owned business employing approximately 30 people.I was employed by Motions as a part-time paraprofessional while I completed by undergraduate studies at Kennesaw State University. I regularly assisted the Controller with various accounting projects and tasks, including bank reconciliations, daily cash receipts, accounts receivable and payable, inventory valuation, payroll, and various special projects as needed.

Master Of Accounting

Bachelor Of Business Administration, Accounting

Bachelor Of Science, International Business (Minor In Spanish)