Randi Kaplan Email & Phone Number

Silver Spring, Md

•Developed special projects for Dynaxys, a HUD government contractor specializing in multi-family housing mortgage servicing. Projects included installing, configuring, and training staff in new document management system.•Assumed multiple accounting responsibilities due to staff shortage; including treasury functions, bank reconciliations and account analysis.•Automated over 30 manual processes for multiple departments: created multiple, complex spreadsheets and dynamic PDF Forms, improving accuracy and controls.•Assisted in design and testing of multiple HUD multi-family housing projects such as pay.gov.•Coordinated Service Organization Control (SOC) 1 and Service Organization Control (SOC) 2 audit document flow between Dynaxys staff and audit firm.•Established accounting structures for new application software companies.•Earned Committee of Sponsoring Organizations (COSO) Internal Control Certificate, which

Silver Spring, Md

•Oversaw all financial and accounting functions, information systems, and human resources for a property management company that owns and operates 12 commercial and office properties, a residential apartment building, and a construction firm that builds and develops residential and commercial properties with revenues of $25 million.•Instituted process improvements: streamlined management of 50 bank accounts to 15, automated manual check writing functions, and converted manual reports to automated computer reports and spreadsheets. Improvements provided the company the opportunity to downsize the accounting staff by three Full Time Equivalents (FTE) with no disruption of service.•Improved corporate accounting systems: reconfigured Sage Timberline accounting system to utilize proper control procedures, required subsystem balancing, and enforced balanced general ledgers. Added the Project Management module and created numerous new reports utilizing an Open Database Connectivity (ODBC) connection and Access Query language, thus correcting numerous configuration errors and increasing accuracy of records by 50%.•Provided mentorship and supervision to six employees: reviewed and accepted or rejected work accomplished; established performance standards and evaluated employee performance; identified and fulfilled training needs of the staff.•Reported monthly financial statements to company owners; oversaw external tax accountants; maintained bank and mortgage broker relations. Successfully met all financial deadlines while employed by the company.

Rockville, Md

•Oversaw all financial and accounting functions, information systems, and human resources for the fifth largest non-profit community center with a $12 million budget. •Managed accounting for multiple divisions: pre-school, day camp, fitness center, arts and culture programs, and senior citizen grant programs, each with different accounting rules and requirements. Successes included fully developing divisional financial statements and training program staff on evaluating results; managing a comprehensive external audit and ensuring an unqualified opinion through extensive historical financial restoration and analysis; completing one year of work which had been languishing in eight weeks to effectively meet the year-end closing schedule.•Created zero-based budget system for over 60 departments allowing detailed reporting and variance analysis; introduced program managers to the process by developing step-by-step instruction manuals and ensuring all personnel were properly trained.•Solely responsible for converted general ledger, accounts payable, budget, and reporting systems. Within 15 weeks of being hired installed new accounting system, enabling the organization to meet the year-end deadline.•Converted payroll system for 300 employees and coordinated conversion of primary software system, including membership, billing, and program registration. Streamlined timesheet and payroll processing, limiting errors; developed department allocation methods to reduce staff by one FTE.•Provided mentorship and supervision to six employees: reviewed and accepted or rejected work accomplished; established performance standards and evaluated employee performance; identified and fulfilled training needs of the staff. Oversaw an outsourced information technology services contract.

Roanoke, Virginia Area

•Member of Executive Management Team; reported directly to the Chief Executive Officer.•Coordinated annual KPMG and triennial Bureau of Insurance audits, as well as all regulatory reporting requirements, for a managed care company with revenues of $30 million.•Achieved clean triannual Bureau of Insurance audits, as well as two clean GAAP audits annually.•Increased claims adjudication accuracy by four percent and decreased accounting staff by one due to recommendation, approval, installation, and maintenance of accounting system (Multiview), including general ledger, accounts payable, accounts receivable, fixed assets, and reporting. Resolved configuration errors related to managed care system (Amisys) regarding pricing, claims, and billing modules.

Bethesda, Md

*Served in corporate consulting role relating to Medicare Advantage financial rules and regulations proposed and promulgated by CMS, including the recent Medicare Part D legislation.*Responsible for Corporate financial consolidation of four Medicare managed care plans.*Analyzed Medicare rate changes and new payment methodology; recommended strategies to maximize revenue.

Mba, Finance

B.S.B.A., Finance, Accounting

Activities and Societies: Alpha Epsilon Phi Sorority