Experience

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  Generation Clinical Partners

  • Corporate Accountant

    • 2015 - Present

    • Perform accrual accounting functions on Quickbook Premier.• Generate financial statements according to GAAP.• Handle payroll and all tax filings.• Analyze medical providers’ productivity and earnings trending.• Administer retirement plan accounting, compliance testing and reporting.

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  H&R Block

  • Senior Tax Advisor

    • 2000 - 2016

    Prepare individual, trust, and partnership income tax returns. Provide consultation on estate and tax planning.

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  Jefferson Smurfit Corporation

  • Controller, Pension and Insurance Services Division

    • 1990 - 1996

    ·Managed division budget and expenses.·Coordinated the pension, risk management and group insurance budgets for the entire corporation.·Prepared reserve analysis and forecasting to assist CFO in booking pension and self-insurance reserves.·Developed cost containment measurements for senior executives to track progress of cost reduction.·Collaborated with other departments in preparing financial statements and SEC reports.·Streamlined executive benefits administration and reporting.·Automated spreadsheet interfacing with mainframe payroll system.

  • Financial Accounting System Specialist

    • 1987 - 1990

    ·Designed and implemented menu-driven PC spreadsheet programs for various users.·Developed customized reports from accounts receivable and payable systems for corporate, division and plant personnel.·Served as liaison between Information Systems Department and administrative end users.

• 

  SCI Funeral Supplies Inc.

  • Chesterfield, Missouri

  • Corporate Accountant

    • 1985 - 1987
    • Chesterfield, Missouri

    ·Administered accounting functions for corporate office and four subsidiaries.·Prepared consolidated financial statements and annual reports.·Managed stock options and external audits.

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  Price Waterhouse

  • Greater St. Louis Area

  • Staff Auditor

    • 1983 - 1985
    • Greater St. Louis Area

    ·Evaluated and provided clients recommendations to improve internal accounting controls and electronic data processing controls.·Audited financial statements for compliance of GAAP.·Clients included manufacturers, hospitals, banks, nursing homes and publishers.