Experience

Badger CPA
• United States
• Accounting
• 1 - 100 Employee
• Client Controller

  • Oct 2022 - Present

Cognitive Medical Systems, Inc.
• United States
• Software Development
• 1 - 100 Employee
• Accounting Manager

  • Mar 2022 - Oct 2022


OPSPro, LLC

• United States
• Professional Services
• 1 - 100 Employee

• • Jan 2020 - May 2022

• • Mar 2017 - Dec 2019


Accounting Principals
• United States
• Staffing and Recruiting
• 700 & Above Employee
• Cost Accountant Consultant

  • Nov 2016 - Feb 2017


RGP

• United Kingdom
• Civil Engineering
• 1 - 100 Employee

• Accounting Consultant

  • Sep 2015 - Dec 2016

  • Evaluate accounting system to identify and categorize the backlog of invoicing issues by category; developed a training program for current staff to accurately troubleshoot issues; program decreased payables by 33% and reduced collection accounts by 42%. • Review Accounts Payable to identify areas where SQL's can be implemented in Oracle to complete mass corrections to ensure invoices are submitted on time; created process improvements to automate and streamline payment process and reduced man hours by 25%. • Consult and communicate with management the results of financial research to guide and influence them in making strategic long-term financial decisions. • Direct vendors to submit invoices electronically to create a more accurate Accounts Payable process and reduced late fees by 35%. • Perform regular analysis on accounting issues and complexity of accounting needs to recommend specific solutions and resolve issues that will help meet the company’s financial objective. • Identify sources of financial data and establish data gathering procedure to develop and execute internal control programs. • Investigate operational and financial results to recommend and drive process improvement and policy development initiatives that will impact the company’s financial management systems. • Initiated the transition of the company’s PO system that resulted in reduced costs, less waste, and fewer man hours. • Evaluate forecasting tools in order to find more efficient and effective methods for cash forecasting; modified current queries to pull relevant data from Microsoft Dynamics • Prepared daily cash balance reporting and borrowing base for senior management; where I identified ways to maximize the borrowing base. • Initiated all funds transfers through ACH or Wire transaction and maintained the positive pay files that resulted in reducing bank fees. Show less



Latham & Phillips Ophthalmic

• United States
• Medical Practices

• Accounting Manager

  • Dec 2014 - Sep 2015

  • Evaluate accounting system to identify and organize the backlog of vendor invoices by aging; worked closely with vendors to adjust due dates and decrease late fees; decreased payables from $1.5M to less than $800K in three months. • Managed a team of three accounting clerks and processed the payroll for three divisions of the company; streamlined payroll to be entered as an upload rather than manual data entry into ADP and reduced man hours by 35%. • Prepared and processed financial statements and entries in Business Works, account reconciliations, internet orders, customer refunds, and wire transfers to assist in the formulation of policies. • Reduced account aging from 90+ days to 30-45 days by preparing weekly aging reports and monitoring collection efforts on all delinquent accounts; decreased A/R by 33% and reduced collection accounts by 45% by working directly with customers to get their bills paid. • Assisted in calculating and preparing tax dues to ensure timely filing and compliance with laws and regulations; prepared financial reports for internal and external auditing. Show less



Battelle

• United States
• Research Services
• 700 & Above Employee

• Accountant

  • Mar 2012 - Nov 2014

  • Managed billing of all contracts and ensure that all financial transactions are handled in accordance with federal and state laws and regulations; reconcile, compare, analyze, and interpret current and historical financial data to develop, implement, and maintain financial control procedures. • Prepared and reviewed financial statements in QuickBooks for four subsidiary companies; also prepared account reconciliations such as Accounts Receivable, bank accounts, and intercompany accounts. • Researched cost corrections and developed queries in identifying source system for corrections that reduced the turnaround time by seven days; automated journal entries that reduced month end by two days for 80+ journal entries. • Devised and processed cost corrections in PeopleSoft; reviewed and processed journal entries and assisted with other duties related to accounting and financial management functions. • Served as PeopleSoft Analyst to ensure that billing was processed accurately and in a timely manner; made adjustments as needed in the Project Costing module. Show less



American Electric Power

• United States
• Utilities
• 700 & Above Employee

• Project Accountant

  • Apr 2010 - Feb 2012

  • Prepared accruals for 8-10 major plant projects; created an excel report to make monthly cost variance reporting of active projects more efficient and accurate that eliminated two days from a process that normally took three days. • Reconciled Business Objects to other programs and prepared various financial reports from it; identified reconciling issues and discrepancies on monthly forecasts for each project which was communicated to the Cost Analyst and Project Manager. • Scrutinized capital and actual spending for various projects to ensure that budgets are met and projects are on track; reviewed contracts and purchase orders to be closed out in order to begin the depreciation process. Show less