Experience

Executive Business Solutions (EBS Recruiting)

• Senior Accounting Consultant

  • Jan 2022 - Present



Sunnen Products Company

• United States
• Machinery Manufacturing
• 200 - 300 Employee

• Accounting Consultant

  • Mar 2021 - Jan 2022

• Accounting Manager

  • Oct 2019 - Nov 2020



Perficient

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Accountant (Subcontractor through EBS)

  • Dec 2018 - Aug 2019

  Temporary role as subcontractor through EBS - Starting as a part of the Accounts Receivable and Revenue team, reconciled hardware and software related accounts, completed detailed reporting for tax purposes, assisting in monthly close activities utilizing MS Excel and Oracle EBS Financials - Shifting within the Corporate Accounting and Reporting area to fill a need, responsible for Fixed Assets, IT hardware and software expenses actuals and forecast, actively participating in the month end close



Centene Corporation

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Finance Analyst IV

  • Aug 2018 - Nov 2018

  - Single point of contact for specific I VP for financial management of project portfolio- Responsible for creation of annual plan, quarterly forecasts, tracking of budget/forecast vs. actuals- Liaison with IT Finance, Procurement, and Project Management Office - Single point of contact for specific I VP for financial management of project portfolio- Responsible for creation of annual plan, quarterly forecasts, tracking of budget/forecast vs. actuals- Liaison with IT Finance, Procurement, and Project Management Office

• Project Lead, Business Systems Analyst

  • Apr 2015 - Feb 2016

  - Department liaison with IT Finance responsible for month end department/project financials reconciliation and review and annual budgeting- Developed standardized departmental project reporting for senior management and facilitated weekly project status review meetings- Implemented timekeeping improvements to correctly capture capital and expense spending - Department liaison with IT Finance responsible for month end department/project financials reconciliation and review and annual budgeting- Developed standardized departmental project reporting for senior management and facilitated weekly project status review meetings- Implemented timekeeping improvements to correctly capture capital and expense spending



COST Financial Group, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Assistant Chief Financial Officer

  • Mar 2011 - Apr 2015

  - Responsible for month end close process and monthly reconciliation for approximately 100 insurance premium finance companies via QuickBooks and Microsoft Excel- Strict monthly deadlines required disciplined organizational skills and significant multi tasking- Direct customer and CPA contact, liaison to CFO - Responsible for month end close process and monthly reconciliation for approximately 100 insurance premium finance companies via QuickBooks and Microsoft Excel- Strict monthly deadlines required disciplined organizational skills and significant multi tasking- Direct customer and CPA contact, liaison to CFO



Wellpoint Anthem

• Insurance
• 700 & Above Employee

• Portfolio Manager Senior - Planning, Process & Methods, Information Management Dept.

  • Feb 2008 - Mar 2010

  - Mentor and consultant to department budget coordinator- Managed and completed special projects as assigned by department VP including but not limited to: monthly financials review and audit, quarterly/annual forecasting assistance, open position management and tracking, operating model redesign, financial reporting and metrics - Mentor and consultant to department budget coordinator- Managed and completed special projects as assigned by department VP including but not limited to: monthly financials review and audit, quarterly/annual forecasting assistance, open position management and tracking, operating model redesign, financial reporting and metrics



TFE Design, LLC

• Accounting and Office Manager

  • May 2006 - Mar 2009

  - Responsible for business accounting functions including GL, AP, AR, Billing, Fixed Assets, and Reporting and Analysis including selection of software package and automation of entire accounting function on QuickBooks - Responsible for business accounting functions including GL, AP, AR, Billing, Fixed Assets, and Reporting and Analysis including selection of software package and automation of entire accounting function on QuickBooks

• Financial Planning and Analysis Manager

  • Jan 2001 - Apr 2006

  Wellpoint/AnthemManager – Financial Analysis and Planning – Information Management (2/04 –4/06) - Managed activities of department financial staff including auditing of data - Financial point person for Information Management Vice President and Directors - Coordinated and managed Budget/Forecast activities for department -Approx. $100 Million - Provided strategic financial analysis for all major projects and cost centers - Liaison with the company’s Finance, Corporate Accounting, IT Business Operations departmentsWellpointSenior Programmer analyst – Information Management (1/03 –1/04) - Performed Finance and Accounting related activities for Information Management department including: budgeting, forecasting, accruals, invoice tracking, capital labor tracking, various reclass submissions, and monthly actuals reconciliationBlue Cross Blue Shield of MO (Before Wellpoint Acquisition of company)Lead Systems Analyst/Project Manager – ORD (1/01-12/02) - Performed analysis, led teams, managed project plans, provided management communication for Operational Reporting department and cross IT department projects



Edison Brothers Stores Inc.

• United States
• 1 - 100 Employee

• Manager of Financial Systems/Peoplesoft Project Manager

  • Jul 1998 - Sep 2000

  Manager of Financial Systems/PeopleSoft Project Manager- Managed department responsible for support and maintenance of company financial, payroll, and human resource systems including PeopleSoft Financials - Led functional and technical teams and managed project plan for PeopleSoft HRMS Implementation and PeopleSoft Financials 7.5 Upgrade, Island Pacific I3 Financials, Merchandising, and Sales Audit modules Manager of Financial Systems/PeopleSoft Project Manager- Managed department responsible for support and maintenance of company financial, payroll, and human resource systems including PeopleSoft Financials - Led functional and technical teams and managed project plan for PeopleSoft HRMS Implementation and PeopleSoft Financials 7.5 Upgrade, Island Pacific I3 Financials, Merchandising, and Sales Audit modules



Spectrum Healthcare Services

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Financial Systems Manager

  • Jul 1997 - Jul 1998

  Financial Systems Manager/PeopleSoft Project Lead (5/98 – 7/98), Sr Financial Systems Analyst (7/97 – 5/98)- Managed department responsible for support and maintenance of company financial systems - Led functional and technical teams and manage project plan for PeopleSoft Financials implementation including General Ledger, AP, Purchasing, AR, Billing, Asset Management, Project Costing, and Budgets modules Financial Systems Manager/PeopleSoft Project Lead (5/98 – 7/98), Sr Financial Systems Analyst (7/97 – 5/98)- Managed department responsible for support and maintenance of company financial systems - Led functional and technical teams and manage project plan for PeopleSoft Financials implementation including General Ledger, AP, Purchasing, AR, Billing, Asset Management, Project Costing, and Budgets modules



Boatmen's Trust Company

• Financial Services
• 1 - 100 Employee

• Fund Accounting Manager

  • May 1994 - Jul 1997

  Fund Accounting Manager (5/97 – 7/97)Fund Accounting Supervisor (1/96 – 5/97)Fund accountant III (5/94 – 1/96)- Managed staff of accountants responsible for daily, monthly, and semi-monthly valuations of common trust funds, collective investment funds and short-term investment funds- Responsible for all departmental software and technical issues- Developed/implemented procedures to enhance controls and operating efficiencies Fund Accounting Manager (5/97 – 7/97)Fund Accounting Supervisor (1/96 – 5/97)Fund accountant III (5/94 – 1/96)- Managed staff of accountants responsible for daily, monthly, and semi-monthly valuations of common trust funds, collective investment funds and short-term investment funds- Responsible for all departmental software and technical issues- Developed/implemented procedures to enhance controls and operating efficiencies



Systems Consultants, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Accounting Systems Trainer/Analyst/Project Manager

  • Jan 1991 - May 1994

  - Traveled throughout North America to train customers on Financial Applications Software - Formulated and standardized procedures and documentation for all facets of training including schedules, user manuals and training workbooks- Performed quality control testing, wrote specifications and assisted in programming on base code, custom modifications, software patches and enhancements- Provided on-site assistance for customers during software implementation to assist with applying daily accounting procedures to the new software system- Provided continued customer support after software installation and training by answering user questions and recording potential software fixes, modifications and enhancements