Experience

Catholic Charities, Diocese of Cleveland

• United States
• Individual and Family Services
• 200 - 300 Employee

• Accounting Manager

  • Sep 2019 - Present

  Manage all aspects of accounting and finance for $60m revenue per year non profit diversified in every aspect of charitable works. General ledger accounting, ar accounting, ap accounting, integrated systems, grant accounting, budgeting, reporting, auditing prep and completion, reconciliations, treasury management, year end and month end close, payroll, systems management, coding, operational efficiency optimization, policy and procedure writing, property management, fixed asset accounting. Manage all aspects of accounting and finance for $60m revenue per year non profit diversified in every aspect of charitable works. General ledger accounting, ar accounting, ap accounting, integrated systems, grant accounting, budgeting, reporting, auditing prep and completion, reconciliations, treasury management, year end and month end close, payroll, systems management, coding, operational efficiency optimization, policy and procedure writing, property management, fixed asset accounting.



McGowan Insurance Group, Inc.

• Senior Accounting Consultant

  • Sep 2018 - Sep 2019

  (Contracted Through Robert Half) - Built Property Insurance Rater Tools - Designed process for importing application information from XML to Excel resulting in 15k reduction in overtime pay from manual data entry - Audited and reconciled all bank accounts resulting in $400k in recovered funds - Designed Spreadsheets, including macros and formula's resulting in increased productivity - Outstanding Check List Process Creation - Employee Physical Location Allocations - Weekly… Show more (Contracted Through Robert Half) - Built Property Insurance Rater Tools - Designed process for importing application information from XML to Excel resulting in 15k reduction in overtime pay from manual data entry - Audited and reconciled all bank accounts resulting in $400k in recovered funds - Designed Spreadsheets, including macros and formula's resulting in increased productivity - Outstanding Check List Process Creation - Employee Physical Location Allocations - Weekly Cash Flow Spreadsheet Creation - Unclaimed Funds Research - Collections Reporting Templates - IRS 1099 Error Corrections - Commission Analysis Reporting - Excel Training - 2018-19 Income Tax Planning - Importing 2018 Annual Health Benefit Amounts into Flex - JPM Cash Management Workbook Creation - Employee Review Form Template - Employment Status Change Form Creation - State Tax Reconciliation Process - AP Credit Card Reconciliation Process Review - Bordeaux Policy Upload Process Review - Payroll Spreadsheet Redesign - Bank Account Reconciliation - AR Daily Deposits Process Review - Premium Payable NOC Reductions - Balance Sheet Monthly Reconciliation - Obsolete Equipment Sale - Zurich Rater Spreadsheet Creation - Compliance Audits - Employee Database Creation - UPS Billing Process Review - Trust Account Audit and Process Improvement - Sales Production Report Build - Write/Update Policies and Procedures Show less (Contracted Through Robert Half) - Built Property Insurance Rater Tools - Designed process for importing application information from XML to Excel resulting in 15k reduction in overtime pay from manual data entry - Audited and reconciled all bank accounts resulting in $400k in recovered funds - Designed Spreadsheets, including macros and formula's resulting in increased productivity - Outstanding Check List Process Creation - Employee Physical Location Allocations - Weekly… Show more (Contracted Through Robert Half) - Built Property Insurance Rater Tools - Designed process for importing application information from XML to Excel resulting in 15k reduction in overtime pay from manual data entry - Audited and reconciled all bank accounts resulting in $400k in recovered funds - Designed Spreadsheets, including macros and formula's resulting in increased productivity - Outstanding Check List Process Creation - Employee Physical Location Allocations - Weekly Cash Flow Spreadsheet Creation - Unclaimed Funds Research - Collections Reporting Templates - IRS 1099 Error Corrections - Commission Analysis Reporting - Excel Training - 2018-19 Income Tax Planning - Importing 2018 Annual Health Benefit Amounts into Flex - JPM Cash Management Workbook Creation - Employee Review Form Template - Employment Status Change Form Creation - State Tax Reconciliation Process - AP Credit Card Reconciliation Process Review - Bordeaux Policy Upload Process Review - Payroll Spreadsheet Redesign - Bank Account Reconciliation - AR Daily Deposits Process Review - Premium Payable NOC Reductions - Balance Sheet Monthly Reconciliation - Obsolete Equipment Sale - Zurich Rater Spreadsheet Creation - Compliance Audits - Employee Database Creation - UPS Billing Process Review - Trust Account Audit and Process Improvement - Sales Production Report Build - Write/Update Policies and Procedures Show less



Robert Half Finance & Accounting

• Consultant

  • Oct 2013 - Sep 2019

  Assignments at: - Safeguard Properties - Harley-Davidson Dealer Systems - Trico Group LLC - Catholic Charities - McGowan Insurance Group Assignments at: - Safeguard Properties - Harley-Davidson Dealer Systems - Trico Group LLC - Catholic Charities - McGowan Insurance Group

• Business Administrator

  • Jul 2018 - Sep 2018

  (Contracted through Robert Half) - Budgeting of non-profit funding - Wrote Procedures for Purchasing Department - Designed process for Avatar software to USL software interface - Balancing and Reconciling - Accounting Research (Contracted through Robert Half) - Budgeting of non-profit funding - Wrote Procedures for Purchasing Department - Designed process for Avatar software to USL software interface - Balancing and Reconciling - Accounting Research



Trico Group LLC

• United States
• Real Estate
• 1 - 100 Employee

• Treasury and Cash Management Analyst

  • Jun 2017 - Jul 2018

  (Contracted through Robert Half) - Daily treasury reconciliation - Daily treasury forecasting - Set daily cash position - Process, approve, and release wires, and currency exchanges - Cash management analysis - Manger of AP and AR factoring programs - Designed and implemented Excel programs for better data tracking (Contracted through Robert Half) - Daily treasury reconciliation - Daily treasury forecasting - Set daily cash position - Process, approve, and release wires, and currency exchanges - Cash management analysis - Manger of AP and AR factoring programs - Designed and implemented Excel programs for better data tracking



Harley-Davidson Motor Company

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Project Lead

  • Jun 2014 - Jun 2017

  (Contracted through Robert Half) - Project Manager for 580 Accounting Software Upgrades - Generated Scope Plan - Responsible for generating and maintaining project schedule - Ensured all project milestones were accomplished - Designed and administered stakeholder communication plan - Designed risk register and adjusted project plan as needed - Coordinated resources including data analyst, training, customer support, and software dev. - Held… Show more (Contracted through Robert Half) - Project Manager for 580 Accounting Software Upgrades - Generated Scope Plan - Responsible for generating and maintaining project schedule - Ensured all project milestones were accomplished - Designed and administered stakeholder communication plan - Designed risk register and adjusted project plan as needed - Coordinated resources including data analyst, training, customer support, and software dev. - Held regular meetings with management and key stakeholders to provide updates on project status - Ensured all projects were completed on time, within budget, within scope, and within quality - Data Analyst for 300+ Accounting Software Upgrade - Performed data migrations between systems using SQL - Cleaned and scrubbed data throughout migration process - Trained end user on new software - Audit accounting books - Performed data corrections in SQL - Wrote scripts and queries in SQL - Data Conversion Specialist for 20 POS software conversions - Escalations for Bank Reconciliations and Accounting Issues Show less (Contracted through Robert Half) - Project Manager for 580 Accounting Software Upgrades - Generated Scope Plan - Responsible for generating and maintaining project schedule - Ensured all project milestones were accomplished - Designed and administered stakeholder communication plan - Designed risk register and adjusted project plan as needed - Coordinated resources including data analyst, training, customer support, and software dev. - Held… Show more (Contracted through Robert Half) - Project Manager for 580 Accounting Software Upgrades - Generated Scope Plan - Responsible for generating and maintaining project schedule - Ensured all project milestones were accomplished - Designed and administered stakeholder communication plan - Designed risk register and adjusted project plan as needed - Coordinated resources including data analyst, training, customer support, and software dev. - Held regular meetings with management and key stakeholders to provide updates on project status - Ensured all projects were completed on time, within budget, within scope, and within quality - Data Analyst for 300+ Accounting Software Upgrade - Performed data migrations between systems using SQL - Cleaned and scrubbed data throughout migration process - Trained end user on new software - Audit accounting books - Performed data corrections in SQL - Wrote scripts and queries in SQL - Data Conversion Specialist for 20 POS software conversions - Escalations for Bank Reconciliations and Accounting Issues Show less



Safeguard Properties

• United States
• Real Estate
• 500 - 600 Employee

• Accounts Receivable Specialist

  • Oct 2013 - Jun 2014

  (Contracted through Robert Half) - Reconciled over 0.5 million invoices, resulting in $2.5 million in back revenue. - Created processes for reconciling moving forward. (Contracted through Robert Half) - Reconciled over 0.5 million invoices, resulting in $2.5 million in back revenue. - Created processes for reconciling moving forward.