Senior Financial/Cost Analyst for Shared Services division of $37B healthcare company. Planning, managing, and reporting on $30 million operating budget and $90 million capital budget. Worked with local and national leadership to develop and implement accounting, finance and strategic policies and procedures. Provide support to $250 million hospital capital project.Other responsibilities include consulting, supervising, and working on financial processes in other Kaiser regions, managing Kaiser’s compliance with GAAP, Sarbanes-Oxley, and other statutory requirements. Complete month-end, quarter-end and year-end accounting close, preparing financial statements and business cases, manage physical inventory process, and providing reporting and analysis for local and national management. Also built working relationships in various regions with counterparts in General Accounting and Capital/Financial Planning that resulted in leadership role for implementation of Project Management Control System to improve the data management and execution of their capital projects.

Account Manager for subsidiary of world’s largest insurance brokerage company. Incorporated and managed operations of 10 domestic and international captive insurance companies with aggregated assets of $52M. Worked as Controller/Finance Manager for each, recruited, hired, supervised staff of six accountants. Created accounting policies and guidelines, managed day to day financial operations, prepared and monitored budgets, managed balance sheet, prepared financial statements and tax forms, performed consolidation of entities.Worked with senior management to develop company-specific risk and strategy program, and managed company’s compliance with state and federal regulatory guidelines. Prepared reports to support planning and decision making, assessed and documented internal controls, managed compliance with GAAP and statutory guidelines. Gave seminars on accounting and risk management strategy.

Senior Business Assurance Accountant for Big Four accounting firm. Coordinated financial statement and compliance audit engagements; worked with senior management to develop engagement approach, developed budgets and schedules, staffed engagements, and monitored progress. Supervised eight staff; delivered fully documented financial statements on a timely basis. Documented and tested internal controls and performed accounting research.Other responsibilities include preparation of federal and state returns for estates, individuals, not-for-profits and corporations, tax planning for individuals and corporations, fraud investigation, payroll, bankruptcy closing, conducting in-office training and specializing in mergers and acquisitions.