SUMMARY
Accounting professional with 15+ years of experience in industry, which includes accounts receivable, operations, human resources, and management roles. I also have an additional 5+ years of experience in litigation support working first in bankruptcy, then in public accounting. Most recently, I moved into the nonprofit sector and am currently earning a certification in NFP accounting from the AICPA.
EDUCATION
Master of Science in Accounting
Bachelor of Science in Accountancy
EXPERIENCE
Controller
Nonprofit Healthcare Organization; Oct 2018 - Present
*Responsible for the supervision of accounts payable, procurement, cash reconciliation, payroll, general ledger, and additional functions.
Manage monthly and yearly close processes, ensuring all necessary entries are completed timely. Create, review, and approve recurring and adjusting journal entries.
*Manage and track performance of invested assets in accordance with Board policies and annual operating and financial plans. This includes reconciliation of all balance sheet accounts, providing appropriate supporting schedules for timely and accurate month end process.
*Prepare preliminary month-end financial statements in accordance with U.S. GAAP.
*Respond to inquiries from outside parties, employees and management. Provide operating reports as needed to management and the Board of Directors, including site specific financial statements and financial reporting for grants.
Manage operating cash to ensure a positive cash flow position. This includes daily reconciliation of all bank accounts, and month-end bank statement reconciliations.
*Ensure petty cash/change funds are adequately monitored, and reconciled on a regular basis.
*Act as liaison for the annual financial audit, single audit, and 401(k) audit, as well as any other compliance and operational audits, providing support to auditors and delegating tasks among the team members. This includes the preparation of work papers, and financial statements.
*Act as liaison for annual tax filings, providing support to the outside accounting firm and delegating tasks among team members.
*Assist with the preparation and analysis of the annual operating budget and Title X budget.
*Assist in implementing and maintaining appropriate internal controls to ensure the security of the organization’s assets. This includes oversight of monthly inventory reconciliations, monthly variance reports, and physical inventory procedures.
*Improve, organize and maintain financial databases, software systems, and on-line filing systems. Serve as the main contact for the accounting software package. Maintain management of day-to-day accounting and fiscal control records.
Maintain, coordinate and at times establish accounting control procedures as necessary.
*Design, develop and implement ad-hoc reporting and analysis tools as needed to improve functionality and efficiency of the Finance Department. Analyze and assist in the implementation of cost reductions.
*Ensure all payroll information is entered accuracy into the payroll system and electronically transmitted by determined deadlines. This includes timely funding of employee 401(k) and HSA deductions.
Senior Accountant
Nonprofit Healthcare Organization; May 2018 - Oct 2018
*Responsible for the supervision of accounts payable, procurement, cash reconciliation, payroll, general ledger, and additional functions.
*Managed monthly close processes, ensuring all necessary entries were completed timely. Created recurring and adjusting journal entries.
*Assisted the VP of Finance with preparation of monthly and quarterly financial reports for Senior Leadership and Management.
*Assisted the VP of Finance with preparation and analysis of the annual organization budget and Title X budget.
*Acted as liaison for the annual financial audit, single audit, and 401(k) audit, as well as any other compliance and operational audits, providing support to auditors and delegating tasks among the team members. This included the preparation of work papers.
Staff Accountant
Nonprofit Healthcare Organization; Apr 2017 - May 2018
*Responsible for the supervision of accounts payable and procurement.
*Reconciled bank accounts daily for an up to date cash standing at all times.
*Completed bi-weekly payroll by determined deadlines. This included timely funding of employee 401(k) and HSA deductions.
*Assisted the VP of Finance with the monthly close schedule and journals.
*Assisted the VP of Finance with preparation of monthly and quarterly financial reports for Senior Leadership and Management.
*Acted as liaison for the 401(k) audit, providing support to the auditors. This included the preparation of work papers.
Valuation Analyst
Public Accounting Firm; Dec 2015 - Apr 2017
*Litigation support services including forensic accounting for various matters.
*Performed valuations of operating and holding companies for estate and gift tax, buy/sell, marital dissolution, bankruptcy, charitable donations, annual reporting, conversion of C Corporation to S Corporation status, and employee stock ownership plans (ESOPS).
*Performed valuations of promissory notes primarily for estate and gift tax purposes.
Case Manager / Lead Investigator
Office of CPA/Bankruptcy Trustee; Nov 2011 – Dec 2015
*Corresponded and interacted with Chapter 7 bankruptcy debtors, attorneys, creditors and court staff.
*Audited debtors’ financial affairs, cross-checked and validated information from various sources.
*Investigated any anomalies or discrepancies resulting from the audit of debtors’ financial affairs.
*Amended income tax returns for bankruptcy debtors, as needed.
*Prepared all 341 Hearing materials for the bankruptcy Trustee.
Full-Time Undergraduate Student
Dec 2009 – Aug 2014
Human Resources Manager
Nonprofit Private School (K-12); Mar 2007 – Dec 2009
*Administered and processed payroll complete using both Paychex and ADP payroll and HRIS systems. Managed recor...
Login or Register to view the full resume.
