Experience

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  Benefits Compliance Link

  • Minneapolis, MN

  • Accounting/Finance Consultant

    • Aug 2012 - Jan 2014
    • Minneapolis, MN

    Provide finance and accounting consulting to CFO of this start-up online EE benefits testing entity. Services include business plan financial consulting and budgeting, accounting systems, financial statement preparation.

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  OPTUM / UnitedHealth Group

  • Coon Rapids, MN

  • Finance Manager / Analyst

    • Nov 2007 - Jul 2012
    • Coon Rapids, MN

    FINANCE MANAGER/ANALYST:Manage monthly accounting cycle - generate, submit and post accounting entries to PeopleSoft GL. Create and submit inter-segment revenue/expense entries. Compile and report monthly financial metrics to Director of Operations. Perform monthly financial flux analysis. Reconciliations of Balance Sheet and Revenue GL accounts utilizing Blackline platform. Monitor annual capital budget allocations and related charge-backs. Manage and support: production of 2,200+ monthly external service invoices, reconciliation of (4) disbursement accounts (150,000+ monthly tranactions). Developed, implemented and maintained AR/Credit policies and procedures. Lead conversions of financial accounting and reporting to PeopleSoft accounting platform. Managed escheatment policy and procedures relative to fund reimbursement accounts.

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  Administration Resources Corp.

  • Coon Rapids, MN

  • Vice President - Finance

    • Mar 2000 - Nov 2007
    • Coon Rapids, MN

    Reported to CEO on all finance and accounting matters of this employee benefits third party administrator (TPA). Managed bi-annual certified audit and annual SAS70 audit. Prepare year-end accrual to cash basis Balance Sheet and P&L conversion for tax preparation. Reported to and attended annual board of directors meetings. Negotiated, procured and managed capital credit arrangements with commercial lending partners. Two direct reports. Acquired by Optum/UnitedHealth Care, Inc. November, 2007.

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  Contract Consulting

  • Greater Minneapolis-St. Paul Area

  • Consultant

    • Feb 1998 - Feb 2000
    • Greater Minneapolis-St. Paul Area

    While completing my BA degree at Metropolitan State University, I provided contract accounting services to several business entities. Work provided included accounting management, financial statement preparation and analysis, cash management, P/R tax filings, P/R processing, EE benefits administration, YE closing activities, fixed asset project management, HR and general office administration.

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  Veit & Company, Inc.

  • Rogers, MN

  • Controller

    • Apr 1992 - Aug 1997
    • Rogers, MN

    Reported to CEO of this heavy/highway and demolition contractor on all finance, acccounting, IT, risk management and HR matters. Compiled monthly financial reporting including percentage of completion and contract revenues and cost schedules. Prepared annual operating, cash and capital budgets. Three direct reports.

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  Natural Life Pet Products, Inc.

  • Greater Minneapolis-St. Paul Area

  • Finance Manager

    • Aug 1990 - Sep 1991
    • Greater Minneapolis-St. Paul Area

    Reported to President of this pet food manufacturer on all finance, accounting and IT matters. Managed accounting, IT, credit and purchasing departments. Reported monthly financial performance and prepare annual operating and capital budgets. Company relocated to Kansas in 9/91

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  Robinsdale Farm-Garden-Pet Supply, Inc.

  • Plymouth, MN

  • Vice President - Finance and Business Development

    • Jul 1985 - Jun 1990
    • Plymouth, MN

    Reported to the President on all finance, accounting and administrative matters. Managed accounting, credit, IT, purchasing and HR departments. Administered all corporate EE benefits plans. Project manager of 60,000 SF operations build out and relocation.

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  Norhland Glass Industries, Inc.

  • Albertville, MN

  • Controller

    • Mar 1982 - Jun 1985
    • Albertville, MN

    Reported to President on all accounting, finance and administrative matters of this architectural and residential insulating glass unit manufacturer.

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  Jery M. Beckman, CPA

  • Minneapolis, MN

  • Staff Accountant

    • May 1976 - Feb 1982
    • Minneapolis, MN

    Responsible for monthly accounting services to diverse clientele base. Produced monthly financial statements, Federal and State P/R tax returns, multi state Sales and Use Tax returns, Federal and State: Corporate, Partnership, Sole Proprietor and individual tax returns. Participated in annual audits of several bank corporations.

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  Air Defnse Artillery, SP4, Vietnam era

  • Achorage, AK

  • United States Army

    • Nov 1971 - Nov 1974
    • Achorage, AK

    Honorably served and discharged.