Bio
Credentials
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CPA
Oklahoma Board of AccountancyJan, 1996- Apr, 2026
Experience
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Brightside
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Warr Acres, Oklahoma, United States
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Senior Accountant
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Jan 2023 - Present
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Warr Acres, Oklahoma, United States
• Responsible for recording of all accounts payable invoices, credit card charges, and expense reports.• Responsible for the preparation of biweekly payroll, including all associated tax reporting for 160+ employees.• Assist with the preparation of monthly financial statements.• Responsible for the monthly reconciliation of balance sheet accounts.
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United States
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Business Consulting and Services
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100 - 200 Employee
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Interim Director of Accounting
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Sep 2022 - Dec 2022
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Senior Accountant
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Jan 2021 - Sep 2022
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American Farmers & Ranchers Mutual Insurance Company
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Oklahoma City Metropolitan Area
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Staff Accountant
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Sep 2017 - Nov 2020
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Oklahoma City Metropolitan Area
• Responsible for the preparation of biweekly payroll, including all associated tax reporting for 160+ employees.• Assist with the preparation of monthly financial statements.• Responsible for the monthly reconciliation of balance sheet accounts.• Responsible for preparation of monthly reports for the Board of Directors.• Responsible for the tracking of loans to agents, including the calculation of principle and interest portions of monthly payments.• Assist with reporting for annual audit of payroll and 401K plans.• Interacted with Directors and Administrators in the preparation of the annual budget.• Performed monthly budget analysis by department and distributed to directors.• Filed annual 990N forms with IRS for 300+ individual agencies.• Performed annual audits of a sample of 12 individual agencies.
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AllianceHealth Midwest
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Midwest City, OK
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Accounting Manager
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Apr 2015 - Aug 2017
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Midwest City, OK
• Assist with the preparation of monthly financial statements including variance analysis and statistical reports.• Responsible for monitoring all cash accounts, preparation of cash flow reporting, cash forecasts and reconciliation.• Assist with reporting for annual audit, tax preparation and cost report.Interacted with Directors, Administrators and corporate personnel to perform financial and operational analysis as required.• Supervised the assignments and responsibilities of a staff of five
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Southern Nazarene University
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Oklahoma City, Oklahoma Area
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Adjunct Instructor
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Mar 2013 - Aug 2016
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Oklahoma City, Oklahoma Area
• Teach Business Finance, Economics for Managers, and Managerial Accounting.
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United States
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Higher Education
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400 - 500 Employee
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Assistant Professor/Program Director
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Aug 2012 - May 2015
• Serve as Program Director for Accounting, Business Administration, and Health Care Administration degree programs.• Teach in both a classroom and online setting.• Design course curriculum and perform assessments.
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Interim Chair of the Adult School of Business Science
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Jun 2013 - Oct 2014
• Oversee all degree programs within the business school, including assessment and coordination with other schools within the university. Responsible for student/faculty relations.
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Brown Mackie College
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Oklahoma City, Oklahoma Area
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Adjunct Instructor
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Oct 2012 - Nov 2012
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Oklahoma City, Oklahoma Area
• Instructor for Principles of Accounting I.
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United States
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Higher Education
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400 - 500 Employee
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Adjunct Instructor
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Dec 2010 - Aug 2012
• Teach in both a classroom and online setting.• Design course curriculum for International Economics, Economic Policy and Development, and Intermediate Accounting.• Undergraduate classes taught include Health Care Economics, Introduction to Health Care Management,Health Care Operations Management, Principles of Management, and Accounting for Managers.• Master level classes taught include Health Care Finance, International Economics, Survey of Economics, Managerial Economics in a Globalized Environment, International Business, and Modern Corporate Finance.
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Business Office Manager
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Dec 2009 - Dec 2011
• Supervised the overall financial functions of the university including financial statement presentation, account reconciliations, accounts payable and financial analysis.• Assists in the development and implementation of goals, policies, priorities, and procedures relating to financial management, budget, and accounting. • Compiles and reviews reports for financial statements, endowment and reserve accounts with management personnel.• Facilitated the completion of annual independent audits. • Supervised the assignments and responsibilities of a staff of six. • Managed the reconciliation of all balance sheet accounts. • Interacted with Directors, Administrators and corporate personnel to perform financial and operational analysis as required.
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Oklahoma Heart Hospital
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Oklahoma City, Oklahoma Area
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Sr. Accountant
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Nov 2006 - May 2009
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Oklahoma City, Oklahoma Area
• Assist with the preparation of monthly financial statements including variance analysis and statistical reports.• Responsible for monitoring all cash accounts, preparation of cash flow reporting, cash forecasts and reconciliation.• Assist with reporting for annual audit, tax preparation and cost report.
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GlobalHealth, Inc.
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Oklahoma City, Oklahoma Area
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Analyst-Operations & Development
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Apr 2005 - Sep 2006
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Oklahoma City, Oklahoma Area
• Prepared monthly Key Performance Indicator reports, containing both quantitative and qualitative analysis.• Instramental in attaining accreditation with NCQA.• Staff representative to the Quality Improvement Committee.• Interacted with Directors, Administrators and corporate personnel to perform financial and operational analysis as required.• Directed various special projects including planning, coordination and financial analysis of health plan operations as required.
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Deaconess Hospital
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Oklahoma City, Oklahoma Area
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Decision Support Analyst
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Jan 2003 - Apr 2005
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Oklahoma City, Oklahoma Area
• Maintained the credibility of the Hospital cost accounting system. • Served as the Database Administrator for Trendstar, a decision support information system, and provided user/technical support for internal users. • Prepared cost and net revenue profiles.• Served as Action Coordinator for peer comparison reporting. • Directed various special projects including planning, coordination and financial analysis of hospital operations, as required.
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Bass Baptist Health Center
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Enid, Oklahoma Area
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Director of Finance
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Dec 2001 - Jul 2002
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Enid, Oklahoma Area
• Directed the overall financial functions of the center including financial statement presentation, account reconciliations, accounts payable and financial analysis.• Prepared the 5-year business plan and annual budget. • Facilitated the completion of annual independent audits. • Directed the assignments and responsibilities of a staff of five. • Managed the reconciliation of all balance sheet accounts. • Interacted with Directors, Administrators and corporate personnel to perform financial and operational analysis as required.
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Crozer-Keystone Health System
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Greater Philadelphia Area
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Cost Accountant / Information Specialist
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Jul 1998 - Dec 2001
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Greater Philadelphia Area
• Maintained the credibility of the Health System cost accounting system. • Served as the Database Administrator for Product Line Manager, a decision support information system, and provided user/technical support for internal users. • Prepared cost and net revenue profiles.• Acted as liaison between the Computer Information Research Laboratory and the Finance Department. • Assisted in Beta testing of new SMS products.Involved with annual budget preparation to provide appropriate level of care and establish financial goals. • Directed various special projects including planning, coordination and financial analysis of hospital operations, as required.
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Metallurgical Products Company
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West Chester, PA
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Sr. Accountant
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Jul 1996 - Jun 1997
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West Chester, PA
• Supervised all accounting, payroll, credit approval, collection, and export sales documentation activities. • Compiled and analyzed financial information to prepare entries to accounts.• Prepared balance sheet, profit and loss statement and other reports to summarize current and projected company financial position. • Maintained inventory records and cost information for all inventory. • Facilitated completion of quarterly independent reviews.• Managed the maintenance and upkeep of the Local Area Network and individual computer hardware.
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Great Plains Correctional Facility
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Hinton, Ok
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Supervisor of Finance / EDP
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Jul 1993 - Jun 1996
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Hinton, Ok
• Directed the financial activities of the organization and its subdivisions.• Supervise all accounting, payroll, purchasing, warehouse and commissary personnel, and activities. • Facilitated completion of annual independent audits. • Developed and monitored annual budgets.• Delivered oral and written presentations for weekly warden’s meeting and monthly meeting of the Board of Directors.• Coordinated the development of the Inmate Information System and served as Administrator of the Local Area Network and individual computer hardware.• Developed and implemented staff training and development classes. • Maintained records of inmate financial transactions for national accreditation review.• Initially employed as Senior Accountant with responsibility for compiling and analyzing financial information to prepare account entries, balance sheets, and P&L statements. Maintained inventory records for all facility assets.
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Schmitz Auto Sales, Inc.
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Weatherford, OK
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Sales Associate
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1991 - 1993
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Weatherford, OK
• Car Sales
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Education
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2011 - 2016Northcentral University
Doctor of Philosophy (Ph.D.), International Business -
1996 - 2001Eastern University
Master of Business Administration (MBA), Development Economics and International Development -
1991 - 1992Southwestern Oklahoma State University
Bachelor's degree, Accounting -
1983 - 1987Southwestern Oklahoma State University
Bachelor of Arts (B.A.), Economics -
1979 - 1983Weatherford High School
High School Diploma
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