Hi, I’m
Ashlee Bacon
Accounting & Finance
Broken Arrow,OK
Overview
5
years of post-secondary education
12
years of professional experience
Work History
Awareness TechnologiesWestport, CT
Senior Financial Planning Analyst - Remote
09.2021 - Current
Job overview
- Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
- Collaborated with accounting department to analyze and reconcile variance accounts.
- Assisted in development and analysis of annual budget reporting allowing company to meet federal guidelines.
- Used cost and schedule analysis to measure program performance trends and forecast delivery.
- Completed variance analysis and quarterly forecast reporting to maintain data integrity and accuracy.
- Developed monthly variance reports to highlight significant variances in cash flow and capital expenditures.
- Developed near- and long-term P&L and cash flow forecasts.
- Participated in monthly, quarterly and annual closing and audit processes, preparation of monthly P&L reporting packages and leading budget vs. actual reviews with department heads
- Reconciled transactions by comparing and correcting data.
- Solved financial problems with use of diverse analytical and modeling techniques.
Saint Francis Health System
Tulsa, OK
Decision Support Analyst- Finance
11.2019 - 09.202
Job overview
- Perform day-to-day activities required in areas of planning, preparation, and delivery of financial, clinical, business, and labor productivity analysis for Health System
- Calculate and load annual budgeted statistics and financials into SAP
- Responsible for delivering weekly/monthly financial close, planning, forecasting, budgeting, and consolidations utilizing financial systems and advance excel functions
- Extract and manipulate large datasets to create service line profitability analysis (income statements) using SQL and Power BI
- Partner with key members of Finance and Accounting to research statistical and financial anomalies
- Generate and publish monthly financial statements including detailed revenue and expense information using complex analytics
- Prepare routine and ad hoc financial analysis and reports for multiple departments throughout month using excel (v-lookup, pivot tables, complex formulas)
- Perform daily dashboard key indicator updates and statistical projections
Verizon - Revenue Assurance - Billing Solutions
Tulsa, OK
Supervisor
10.2015 - 03.2019
Job overview
- Manage Revenue Assurance team and functions across five Legacy billing platforms, including outlining key performance indicators, employee oversight, and compensation management
- Review and approve 86 bill cycles and over $14B in revenue annually across five billing platforms
- Ensure individual completion of assigned tasks within agreed upon deadlines and SLAs
- Take part in hiring, developing, and mentoring activities while seeking value, and leveraging diverse perspectives
- Lead completion of all team/department initiatives by effectively pairing expected workload with available resources and providing support to team members when obstacles arise or escalation is needed
- Review and revise audit procedures and desktop procedures within given deadlines to ensure all process documentation is accurate and up-to-date
- Ensure all SOX controls are effectively administered and adhered to, routinely tested for compliance, and attested to on annual basis
Verizon - Revenue Assurance - Billing Solutions
Tulsa, OK
Consultant
11.2014 - 09.2015
Job overview
- Manage over $12B annual revenue across 5 billing platforms
- Perform Baseline and Post Baseline Sarbanes Oxley control testing for multiple billing platforms
- Identify and resolve system production issues and analyzing root cause; working closely with production support IT groups
- Manage strategic projects; submit user stories and completing user acceptance testing
- Review and approve daily/monthly revenue cycle audits
- Evaluated employee performance and coached and trained to improve weak areas
- Achieved results by working with staff to meet established targets
Verizon - Revenue Assurance - Billing Solutions
Tulsa, OK
Senior Analyst
07.2013 - 11.2014
Job overview
- Perform daily traffic audits to ensure usage is delivered accurately and timely to downstream partners (SQL Management Studio)
- Monitor daily suspense trends and investigate fluctuations
- Perform complex research concerning impacts to the revenue stream
- Prepare Sarbanes Oxley control documentation for internal and external testing activities
- Perform and submit monthly performance metrics for upper management
- Effectively communicate cross functionally to resolve customer impacting revenue issues
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions
Dollar Thrifty Automotive Group
Tulsa, OK
Sr. Accountant
03.2012 - 07.2013
Job overview
- Analyze accounting information and prepare monthly financial analysis and projections for all departments
- Reconcile general ledger, balance sheet, sub ledgers, financial accounts; research and resolve problems using excel and Oracle programs
- Prepare and enter journal entries to financial system and perform related account analysis work
- Prepare and present quarterly Balance Sheet review of assigned accounts
- Adhere to Sarbanes Oxley accounting requirements
- Completed year-end closing processes with controllers and external auditors.
The Morrison Group
Edmond, OK
Pricing Coordinator
03.2011 - 10.2011
Job overview
- Provide analysis of pricing deviations and identify margin improvement using excel
- Manage and complete company royalties and rebates, submitting to Controller for approval
- Process and post all manufacturer shipping and receiving documents
- Implement manufacturer price changes
- Manage manufacturer price changes and develop impact analysis in sell price, margin, and inventory
- Process customer proposals and determine most cost-effective option
Education
Northern Oklahoma CollegeEnid, OK
from Biology
08.2005 - 05.2007
University Overview
Associate of Applied Science
Biology
Graduated
Date Acquired: May, 2007
University of Central OklahomaEdmond, OK
from Accounting
08.2007 - 12.2010
University Overview
Bachelor of Science
Accounting
Graduated
Date Acquired: December, 2010
Skills
SQL Management Studio
undefinedTimeline
Senior Financial Planning Analyst - Remote
Awareness Technologies
09.2021 - Current
Decision Support Analyst- Finance
Saint Francis Health System
11.2019 - 09.202
Supervisor
Verizon - Revenue Assurance - Billing Solutions
10.2015 - 03.2019
Consultant
Verizon - Revenue Assurance - Billing Solutions
11.2014 - 09.2015
Senior Analyst
Verizon - Revenue Assurance - Billing Solutions
07.2013 - 11.2014
Sr. Accountant
Dollar Thrifty Automotive Group
03.2012 - 07.2013
Pricing Coordinator
The Morrison Group
03.2011 - 10.2011
University of Central Oklahoma
from Accounting
08.2007 - 12.2010
Northern Oklahoma College
from Biology
08.2005 - 05.2007
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