Stacy Flannery, Cpa Email & Phone Number

Cincinnati, Ohio, United States

Amelia, Ohio

American Modern Insurance Group 12/19 – presentAccounting Operations Lead II Digital Payments process and development lead· Process documentation and improvement· Reconciliation of claims system to outsourced payment company· Contractor hiring, supervision and trainingUnclaimed Property· Claim research and reconciliation· Reissue, stop-pay, and modification of check request Senior Accountant Solvency II data conversion and consolidation for International Accounting· Reduced processing time by 50% · Consolidated data and removed unnecessary data to simplify process· Created detailed SoP for manual processing when necessary· Quarter-end Solvency Analytics and ReconciliationsManage Allowance for Doubtful Accounts - Direct Bill, Agency Bill, Guidewire, Legacy systems· Reduced data processing time by 50% using Alteryx for consolidation and reduction of dataManage Fixed Assets and RoU Leased Assets, including EXL transition, training and SoP creation

Springdale, Ohio

Responsible for Financial Statement preparation, variance analysis, and presentation at monthly Board meetingsEstablished an accurate budget; changed reporting from calendar to fiscal year- Created and presented the first timely budget to BoardDeveloped cost and margin analysis for multiple teacher:student ratios, class sizes, and funding sources- Adjusted service pricing and classroom planning accordinglyImplemented Internal Controls – procedures new to CCACleaned-up 8+ years of questionable A/R- Collected 20%; wrote off 20% of past due accountsStreamlined invoicing and receivables tracking- Reduced processing time by 25%Created tracking system for client insurance receivables – billed by an outside vendor- Established accrual for insurance income, previously not tracked or accounted- Determined reimbursement rate by student and carrier in order to accurately accrueLocated cost savings in Worker’s Compensation Insurance, credit card processing, waste collection, health insurance, and payroll processing expensesCurrently heading-up voluntary HR Audit to ensure/establish compliance with Federal and State lawAdded Dental, Vision, Supplemental Accident and Health to employee benefit offerings Researched and proposed Short Term Disability and 401k plan options and costs to Board

Cincinnati Area, Ky

Senior Accountant – Short-term Contract - Assisted client during Annual Audit and multiple system upgrade transition. Provided the following General Ledger and Month-end services:- Variance Analysis- Tracking & determination of multiple inventory deferral & accrual accounts/entries for Month End- Correction, approval, and posting of manual and automated Journal Entries- Annual Division and Corporate Budget entry - Inventory cost updates documentation for Auditors- Bank reconciliation- Fixed Assets, Accumulated Depreciation, Capital Lease documentation & Rollforward- Footnote calculations and documentation

Blue Ash, Oh (Cincinnati Area)

- Sole financial staff - responsible for all accounting, finance, and tax-related HR duties- Evaluated, researched, and resolved 2 years of financial discrepancies *resulting in the first accurate financial statements since company inception *allowing for formal bank loan application- Instituted first company budget and cash flow statement- Managed A/P, A/R, billing, collections, variance analysis, and year-end closing- Reconciled bank and credit card statements- Formulated and implemented debt pay-down plan- Established and documented proper accounting and reporting procedures- Created Excel spreadsheets to calculate payroll, bonuses, and commissions- Developed cost/benefit analysis and productivity assessments

Cincinnati, Oh

- Compiled and prepared monthly financials for small business clients, including manufacturing, service, nonprofit, and rental properties- Prepared small business, nonprofit, and individual tax returns- Performed small business annual audit as part of a team

Newtown, Oh (Cincinnati Area)

May 1995-Nov 1996 Plant Accountant, then promoted to Assistant Controller position. I became Acting Controller for 6+ months when that job was vacated.- Completed month-end closings- Researched month-end and job order variances; prepared variance analysis for Corporate- Supervised A/P, A/R invoicing, Credit Memos, and Special Billing- Updated Standard costs for over 20K inventory items- Successfully implemented new payroll system- Conducted and reconciled monthly Work-in-Process inventories, including disposition of slow-moving and obsolete items- Supervised plant-wide asset tagging and write-off of obsolete assets - resulting in over $20K in annual tax savings- Improved Steel Mill claim processing procedures - ensuring over $1M in annual mill credits

Cincinnati, Oh

- Performed substantive testing of all major financial statement accounts- Analyzed revenue, purchasing and conversion cycles.; recommended improvements- Compiled and drafted client financial statements and footnotes

Bachelors, Accounting

Activities and Societies: Beta Alpha Psi - Accounting Honors Fraternity Circle K - Service Organization Sigma Kappa - Sorority

Education record