Experience

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  Area Housing Authority Ventura County

  • Thousand Oaks

  • Accounting Manager

    • Sep 2019 - Present
    • Thousand Oaks

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  Girl Scouts of California's Central Coast

  • Ventura, CA

  • Director of Finance

    • Jul 2018 - Jul 2019
    • Ventura, CA

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  Community Memorial Hospital

  • Ventura, CA

  • Senior Accountant

    • Apr 2017 - Jun 2018
    • Ventura, CA

    Perform a variety of accounting work including financial statement preparation for profit and non-profit entities. Ensure accurate and timely monthly, quarterly and year end close for 10 entities, including an active foundation. Gather data, verify, reconcile, adjust, and balance a variety of complex accounts. Coordinate various audits and special projects. Assist with budgetary issues. Participate in cross functional corporate teams. Utilize Meditech, Excel, and Word

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  A-Mark Financial Corp

  • Santa Monica, CA

  • Accounting Manager

    • Aug 2012 - Mar 2017
    • Santa Monica, CA

    Ensure accurate and timely financial reporting, monthly and year end close for 12 entities. Assist the controller with daily banking requirements. Prepare tax, license and related government filings. Monitor and analyze department work to develop more efficient procedures and use of resources. Handle payroll and all work related benefits. Prepare loan summaries and, ad-hoc reports of non-routine transactions. Keep inventory records. Analyze insurance needs, and ensure adequate coverage. Support the Controller and CEO on special projects.

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  Benefit Plan Audit Services

  • Senior Consultant

    • Sep 2007 - 2012

    Perform branch office, department operations, pension, and financial reviews. Tailor audit programs to fit customer needs. Analyze internal controls, administrative, and operational functions. Evaluate the efficiency and effecctiveness of procedures and operations and make recommendations to increase productivity and improve controls.

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  Bank of America

  • Operations Specialist, Contractor

    • Oct 2010 - Jul 2011

    Audited foreclosed loans to determine accuracy of reimbursement claims to maximize profits. Evaluated the accuracy of conveyance timeframes to minimize expense. Verified accuracy of realized losses and evaluated areas of risk and exposure to prevent further loss. Reviewed legal documentation and interpreted regulatory guidelines to assure compliance with FHA and state laws. Utilized AS400, Yardi, iPortal, and LPS Invoice systems in daily processing, as well as Excel, Access and Outlook.

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  Ceramica Arte

  • Business Owner

    • Sep 2004 - Dec 2006

    Owned and operated a successful web based stor selling good imported from Europe. Set-up the business including web design, marketing, purchasing, inventory and accounting.

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  WellPoint Health Networks

  • Finance Manager, Provider Audit Manager

    • Apr 1998 - Mar 2003

    Managed the provider audit department. Responsible for a staff of five. Initiated and maintained strong relationships with provider groups to facilitate the audit process and achieve the overall goal of customer satisfaction. Served as key resource for management and staff in several units regarding provider solvency. Advised management on financial precautions to take with potential and existing clients. Investigated and ensured requirements for compliance with Department of Managed Health Care (DMHC), ERISA, and Department of Health Services (DHS) and LACare regulations. Set-up the provider audit department. Developed audit tools and hired staff.Led a small department to achieve reviews of over 90% of the HMO providers in the network representing over $60 million in monthly capitation. Saved the company more than $9 million in capitation payments to insolvent providers. Key liaison between Network Services and provider groups on sensitive financial issues.Managed the implementation of an audit database. Created effective internal correspondence to communicate financial information to non-financial managers and externally to meet government regulations as well as client needs. Designed a detailed tracking system to monitor provider activities and produce timely and accurate reports that helped management to zero in on areas of concern.Coordinated with 5 units to produce timely and accurate quarterly and annual DMHC filings.

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  Health Plan Services Corporation

  • Corporate Audit Manager

    • Jun 1991 - Mar 1998

    As part of the Management, Audit, and Consulting functions of various TPAs, enjoyed exposure to all elements of benefit processing. Responsible for a wide range of audits, including branch office, department operations, pension, annuity, data processing, cash and financial controls. Developed new and revised existing audit programs to test pertinent controls. Projects included accounting reviews such as payroll analysis, accounts receivables analysis, and contribution accounting review. Analyzed plan documents, completed pension calculation reviews. Performed initial audits of new subsidiaries and departments for a growing company. Researched, and monitored for compliance with state laws, ERISA, PBGC, Department of Labor (DOL) and IRS regulations.Set-up mini-bank in a unique office that handled cash.Improved the audit department's reputation within the company with both line and upper management. Developed the pension Payment Error Tracking System. Instrumental in developing the CAP follow-up system. Uncovered premium-billing errors that amounted to over $1 million dollars in recoveries. Led an investigation that resulted in the return of $100,000 embezzled from clients and the incarceration of the perpetrator.Acted as efficiency advisor for offices throughout the country during system conversions.

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  First Interstate Bank, Ltd

  • Assistant Vice President and Senior Auditor

    • Jul 1984 - May 1991

    Managed and participated in audits of overseas offices, non-bank subsidiaries, and domestic banking departments, as well as retail bank offices and consumer loan centers. Reviewed mortgage lending, letters of credit, securities lending, foreign exchange, futures and options. Supervised the activities of up to five auditors.Developed training materials, and conducted entry-level audit seminars.