Enhanced data accuracy and process optimization by developing and executing testing plans for migrating the insurance agent commission process to a new platform, ensuring seamless transition and operational efficiency.Collaborated with payroll and IT teams to ensure precise and timely commission payments, leveraging SQL, SAP, and Tableau for accurate data analysis and reporting.Rectified data inaccuracies by designing and implementing advanced querying processes, which significantly improved data integrity and reporting accuracy.Led the revamp of the commissions process for insurance agents, including process mapping, stakeholder engagement, and system integration, to align with evolving business needs and industry standards.Utilized advanced data analysis tools to drive insights and support decision-making, ensuring that all data-driven processes adhered to best practices and compliance requirements.

Conducted initial reviews of work from six associates to ensure it met quality standards and was ready for manager review, ensuring accuracy and thoroughness.Hand-picked by the partner to join a specialized team consisting of two partners, three managers, and one other senior associate to develop a new audit program. This selection was based on my expertise in healthcare laws and regulations pertinent to the audit.Acted as a senior associate on a US General Accounting Office (GAO) Yellow Book compliance audit, focusing on state cost reports for six hospitals.Led two additional governmental Yellow Book compliance audits, overseeing nine associates in audits involving five home healthcare agencies and 34 hospitals, ensuring adherence to regulatory standards and successful project execution.Utilized advanced data analysis tools and methodologies, including R/R-Studio, Caseware IDEA Data Analytics Software, and complex Excel techniques, to derive actionable insights and support audit processes.Facilitated weekly status calls with clients and documented test work in clear, concise work papers, ensuring compliance with audit standards.

Specialized in healthcare billing systems, codes, forms, and provider/payor surcharge calculations, developing and updating testing methodologies and audit programs to ensure state regulation compliance.Researched legislation and interpreted regulations, optimizing testing and audit processes for large datasets, including analyzing up to $30 billion in claims from multiple accounting systems.Standardized data sets and conducted initial data integrity analysis, utilizing R/R-Studio and Caseware IDEA Data Analytics Software, and developed advanced Excel skills for data analysis.Led weekly client status calls, presenting audit progress, recording meeting minutes, and providing updates to superiors.Documented test work meticulously in clear work papers to ensure proper audit trails.Selected by the partner for a team to develop a new audit program based on healthcare regulations expertise.Acted as a senior associate on GAO Yellow Book compliance audits for six hospitals and led two other audits involving nine associates for home healthcare agencies and hospitals.Participated in a project with Massachusetts Department of Public Health, auditing COVID-19 federal fund usage and documentation.

Researched and applied FASB and GASB Generally Accepted Accounting Principles (GAAP), as well as PCAOB and GAO Generally Accepted Auditing Standards (GAAS), performing substantive and analytical audit procedures on cash, PPE, accounts payable, and accounts receivable. Focused primarily on hospitals, home healthcare, and some manufacturing companies using CCH ProSystems fx Engagement software.Participated in a temporary work-exchange program within nursing home and home health billing departments to gain firsthand experience with EPIC, eMedNY (Medicaid), and National Government Services (Medicare) CMS billing systems.Conducted compliance audits for Article 28 and Article 31 Hospitals, focusing on Institutional Cost Reports and hospital Disproportionate Share Payments.Enhanced knowledge of financial statement requirements while maintaining professional skepticism, and effectively communicated findings to superiors.Managed multiple projects concurrently, leveraging organizational skills to ensure audits were completed efficiently and within timeline and budget constraints.

Supported the company’s president by managing his calendar, arranging travel, handling incoming calls, and preparing PowerPoint presentations.Assisted in securing a $1.1 million grant from the National Institute of Health, developing and maintaining a project cost tracking system for grant management. Solely responsible for tracking employee time and project costs for billing and payment.Managed accounts receivables, creating an average of 10 sales orders per month for approximately 22 active customers, with invoice values ranging from $35 to $400,000.Oversaw office management, including creating and implementing a documentation process for sales that required hard and electronic copies of sales orders, customer purchase orders, manufacturing pack lists, and invoices.Designed and standardized forms (sales orders, invoices, purchase orders) to enhance clarity and professional appearance.Handled accounts payable, processing bills, issuing bank checks, tracking purchase orders, and documenting payments, gaining extensive experience with QuickBooks.Managed software support agreements, including contract renewals and updates, ensuring continuity of service support and effective execution of new contracts.

Taught Introduction to Business to 23 undergraduate students in the fall semester of 2017, and Principles of Accounting II (Managerial Accounting) to 20 undergraduate students in the spring semester of 2018.Developed and delivered class syllabi, lesson plans, and course schedules, ensuring they aligned with curriculum objectives and industry standards.Created and administered exams and assignments for Principles of Accounting II, using textbook materials and guidance to enhance learning outcomes.Conducted grading and maintained accurate records of student assignments, attendance, and test scores, providing constructive feedback to support student growth.Volunteered as a co-advisor for SUNY Morrisville's Future Business Leaders of America - Phi Beta Lambda chapter, offering guidance and mentorship to student members.Assisted in chaperoning the Annual National Leadership Conference in Baltimore, MD, in June 2018, supporting students' professional development and networking opportunities.

Supported the President by managing his calendar, booking travel arrangements, handling incoming calls, and preparing PowerPoint presentations.Managed the company’s business travel program using American Express Global Business Travel - SAP Concur software, assisting approximately 50 sales personnel and 80 other employees with travel arrangements and technical issues.Planned and executed employee events and morale programs, including organizing MLB season tickets for San Diego Padres home games and arranging for on-site massages.Organized and hosted a large employee appreciation barbecue and fiscal year company review presentation for around 1,200 employees, leading a small team to ensure successful execution.Collaborated with the San Diego Blood Bank to organize and host quarterly on-site blood drives.Managed office supply inventory, handled employee relations and internal communications, oversaw property management, and liaised with external vendors.

Completed a non-paid internship totaling 500 hours over 13 weeks, recognized as Student Intern of the Month within the first two months, chosen from a pool of 20 student workers.Successfully co-managed the Boots to Business education program, which experienced exponential growth during my tenure.Contributed to the program's success in securing a $9 million grant to fund Boots to Business for another three years.Aided in serving over 5,000 American Military Veterans through the Boots to Business Program.Advised and implemented a new distribution chain, transitioning from the US Post Office to the more reliable and efficient FedEx Express service.

Tutored approximately 15 students in Introductory Accounting, Corporate Finance, and Business Statistics, providing personalized academic support.Reviewed homework assignments with students, explaining the requirements and re-explaining concepts as needed to ensure understanding.Played a significant role in improving students' grades, with the majority of those tutored experiencing academic improvement.Tutoring involved providing guidance, clarification, and reinforcement of course material to help students grasp difficult concepts and excel in their coursework.

Provided administrative assistance to the secretary for the Dean of the School of Agriculture, Sustainability, Business, and Entrepreneurship as part of a financial aid work-study job.Managed filing systems for approximately 900 students and 50 faculty members, ensuring the organization and accessibility of important documents.Utilized Microsoft Excel to input student data accurately, facilitating the tracking of students' progression towards graduation.Acknowledged for diligence, initiative, and intelligence, leading to additional responsibilities such as preparing transfer equivalency sheets for incoming transfer students.Redesigned and reformatted non-uniformed, non-branded curriculum sheets for the School of Business, enhancing the school's brand identity and marketing efforts.