Great Plains/Microsoft Dynamics
Carrie Ann Iverson
Accounting And Finance
Colorado Springs,CO
Summary
Results-driven accounting professional experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
17
17
years of professional experience
Work History
Director of Accounting and Finance
Rocky Mountain College of Art & Design
Lakewood, CO
10.2016 - Current
- Oversee the Accounting and Student Accounts departments for an organization with over $39 million in revenue per year
- Responsible for preparing annual commercial, workers compensation and property insurance renewals
- Create, develop and implement an internal electronic requisition system and a new purchasing program
- Preparation of all financial reports, including income statements, balance sheets and various reports to ownership, banks and accreditation agencies
- Assists with the hands-on development of the annual budget and all interim financial forecasts
- Works closely with auditors to successfully complete yearly financial reporting, insurance premium, workers compensation and 401K audits
- Provides financial input and leadership on decision-making issues affecting RMCAD
- Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
- Participate on interdepartmental committees including Strategic Planning, Covid 19 Response, Workplace Strategy, Policy Appeal, IT Steering, Policy and Procedure, Catalog Steering, Executive and Finance
- Responsible for communicating the financial reports and forecasts to the Executive and Finance Committees.
- Complied with established internal controls and policies.
- Conducted financial due diligence on potential investments and acquisitions.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Developed strategic plans for day-to-day financial operations.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Created financial dashboards to provide insights into key performance indicators.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Audit Associate
BiggsKofford, P.C
Colorado Springs, CO
01.2015 - 06.2016
- Prepared financial statements including all required disclosures
- Drafted and reviewed financial statement compilations before being approved by partner
- Managed multiple audits at the same time
- Identified internal control weaknesses and recommended corrective actions
- Conducted audits for non-profits, local government (metropolitan and water districts), HUD properties, Yellow Book, Olympic teams and S-Corporations
- Drafted and reviewed financial statement compilations before being approved by partner
- Prepared 990 informational returns for non-profit organizations
- Prepared corporate, individual and partnership/LLC tax returns
- Analyzed trends in financial data to investigate fluctuations.
Director of Student Finance
Everest College
Colorado Springs, CO
07.2012 - 12.2014
- Responsible for coaching, mentoring and supervising staff
- Met sales/enrollment management metrics of 50% (interview to enrollment) on a consistent basis
- Provided ongoing financial analysis of current operations in order to make strategic/budget recommendations to local and regional leadership
- Implemented pro-active communication training and helped create cohesive interdepartmental relationships
- Implement, monitor and enforce corporate financial policies and procedures
- Oversee the Title IV procession of new and continuing student loan and grant applications
- Cross-trained as an HR designate
- Lead member of the Internal Audit Team that improved the year over year Internal Audit score by over 13
- Planned and implemented staff development and in-service training programs to enhance knowledge and skills.
- Represented educational program at meetings and conferences to serve as subject matter liaison for array of services and activities assigned.
- Worked effectively in fast-paced environments.
Director of Student Accounts
Everest College
Colorado Springs, CO
09.2010 - 07.2012
- Manage AR levels to 100% current on a company goal of 90%
- Increased Veteran education benefit processing by 50%
- Improved collections efficiencies by creating an Access SQL database to monitor student accounts
- Supervision and training of Student Accounts and Financial Aid staff
- Supervised student accounts staff and conducted performance evaluations.
- Oversaw discounts, third party, debt set off and collection agency accounts.
- Reconciled daily cash receipts to clearing account.
- Conducted daily accounts receivables reconciliations.
Accountant
Colorado Technical University
Colorado Springs, CO
01.2009 - 09.2010
- Preparing month end financial reporting, GL adjustments, account reconciliations, monthly forecast & payroll balancing
- Responsible for billing over $1 million to Vocational Rehab in tuition and books fees per quarter
- Maintenance and creation of and Access SQL database that applies tuition and fee charges each term to student accounts which reduced billing time by 95%
- Supervision and training of Business Office staff
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Evaluated and improved financial records to make important business decisions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Business Office Coordinator/Business Support III
Colorado Technical University
Colorado Springs, CO
04.2006 - 01.2009
- Managing weekly/monthly aging reports
- Responsible for collecting $3.3 million in cash receipts per year
- Conduct monthly presentation of university and business office policies at new student orientation
- Providing assistance to current students and alumni with regard to tuition waiver/scholarship requests
Education
M.S - Accounting
Colorado Technical University
B.S - Accounting
Colorado Technical University
Skills
Financial reporting/analysisundefined
Additional Information
- AWARDS, CERTIFICATES & CERTIFICATIONS , Certified Management Accountant (2019)
Software
Excel
Anthology
Timeline
Director of Accounting and Finance
Rocky Mountain College of Art & Design
10.2016 - Current
Audit Associate
BiggsKofford, P.C
01.2015 - 06.2016
Director of Student Finance
Everest College
07.2012 - 12.2014
Director of Student Accounts
Everest College
09.2010 - 07.2012
Accountant
Colorado Technical University
01.2009 - 09.2010
Business Office Coordinator/Business Support III
Colorado Technical University
04.2006 - 01.2009
M.S - Accounting
Colorado Technical University
B.S - Accounting
Colorado Technical University
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