DANA MOODY
Fort Worth,TX
Summary
Organized, energetic client focused accounting professional with superior analytical skills and interpreting abilities; capacity to view the “whole picture” utilizing project management skills. A strong ability to produce results independently or within a team environment, communicate effectively with all organizational levels, build relationships and enlist participation of team members and clients. Proactively organize and prioritize tasks and responsibilities to meet stringent deadlines.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Technical Editor - CPE
Checkpoint Learning By CeriFi, LLC
04.2009 - 02.2024
- Responsible for support and content on internal Smartsheet site utilized to publish approximately 400 continuing professional education (CPE) course per year by the entire Online CPE team including team members in India
- Review all online courses ( 400 per year) for CPE accreditation for all the regulators in the United States
- Demonstrated leadership skills in managing projects from concept to completion including transition of CPE course to mobile delivery
- Review and update over 40 continuing professional education (CPE) courses per year for compliance in accordance with guidelines set out by the National Association of State Boards of Accountancy (NASBA)
- Review and update online tax, accounting, and auditing CPE courses for technical accuracy
- Established and implemented workflows to streamline editing processes.
- Assist in the development and review of new courses.
Controller
All Saints' Episcopal School
07.2008 - 04.2009
- Redesigned, implemented improvements and managed cash receipts and accounts receivable processes
- Responsible for purchasing process for the entire school, including vendor relationships and related authorizations
- Responsible for researching and implementing business operations for a new campus store as an alternative revenue source
- Directed and coordinated the preparation of the budget and budget proposals.
Consultant
Sabre Holdings
10.2006 - 06.2008
- Supported the Airline Solutions billing and revenue recognition team while team members were on leave
- Performed Special Projects as necessary
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Created and developed detailed work plans to meet business priorities and deadlines.
- Enhanced communication among team members, fostering a collaborative and supportive work environment.
- Devised and implemented processes and procedures to streamline operations.
- Responsible for training and transitioning daily activity to outsourced group based in India.
General Ledger Accountant
Strategic Equipment and Supply
04.2006 - 10.2006
- Streamlined booking of payroll from four days to four hours by working with the payroll provider to create a payroll download
- Eliminated an overnight monthly close process in the 1st month
- Demonstrated leadership skills in managing projects from concept to completion.
- Prepared and posted journal entries for monthly financial statements
- Prepared supporting schedules for financial statements
- Performed detailed analysis of balance sheet accounts.
Financial Operations Professional
Jefferson Wells
06.2005 - 04.2006
- Assisted in SEC Rule 144 Filing for an Oil & Gas company including support for well information under SFAS 69
- Verified documentation and provided editing in preparation to print SEC Filing
- Prepared consolidated financial statements.
Lead Senior Financial Analyst
Sabre Holdings
12.2000 - 06.2005
- Led a team of four Analysts on daily activities and workload requirements
- Organized and managed processes for recording and reporting revenue recognition and billing for complex software contracts
- Interpreted contract terms and applied appropriate accounting policies including revenue recognition, hardware/software resale, Travel & Incidentals, etc
- Performed monthly reconciliations to provide controls on accounts and document records
- Facilitated periodic meetings with various company departments to identify and resolve issues
- Researched and resolved various international accounting, tax, and billing issues in coordination with existing international accounting and tax departments.
Financial Accountant
JPI Incorporated
07.1996 - 05.1998
- Provided lead accounting role for the Student Housing Division of JPI (one of three main business units for JPI)
- Performed Partnership accounting with responsibility for third party reporting and full responsibility for the General Ledger including job cost detail
- Performed Property Accounting for property management operations, primarily for student housing at colleges and universities around the United States
- Performed due diligence on various asset liquidations
- The main contact for auditors on student housing issues
- Reviewed accounts payable and reconciliations prepared by accounting staff.
Financial Accountant
Bass Enterprises Production Company
08.1994 - 07.1996
- Functioned in Financial Statements group of the holding company for Bass Enterprises
- Caught up over two years worth of financial reports for prior periods
- Prepared monthly, quarterly and annual financial statements
- Reconciled and analyzed general ledger accounts
- Reviewed and approved journal vouchers, cash vouchers and cash receipts for Corporations, Individuals, Non-Profit Organizations, Partnerships, Trusts and other entities prepared by an accounting clerk.
Education
Master of Science in Accounting -
University of Texas at Arlington
Arlington, Texas05.1994
Bachelor of Business Administration in Accounting -
University of Texas at Arlington
Arlington, Texas05.1994
Skills
- Smartsheet
- SharePoint
- Microsoft Excel
- Microsoft Word
- Project Management
- Workflow Optimization
- Processes and procedures
- Quicken
- Organizational Skills
Activities
- American Institute of Certified Public Accountants, February 1996 - Present
- Texas Society of Certified Public Accountants, November 1995- Present
- Fort Worth Chapter/TSCPA, Fall 1993 - Present
- Federation of Schools of Accountancy, Student Achievement Award 1994
- Beta Alpha Psi Active Member, Spring 1994 & Fall 1993
- Beta Alpha Psi Scholarship, Fall 1993
Certification
- CPA - Certified Public Accountant
Timeline
Senior Technical Editor - CPE
Checkpoint Learning By CeriFi, LLC
04.2009 - 02.2024
Controller
All Saints' Episcopal School
07.2008 - 04.2009
Consultant
Sabre Holdings
10.2006 - 06.2008
General Ledger Accountant
Strategic Equipment and Supply
04.2006 - 10.2006
Financial Operations Professional
Jefferson Wells
06.2005 - 04.2006
Lead Senior Financial Analyst
Sabre Holdings
12.2000 - 06.2005
Financial Accountant
JPI Incorporated
07.1996 - 05.1998
Financial Accountant
Bass Enterprises Production Company
08.1994 - 07.1996
Master of Science in Accounting -
University of Texas at Arlington
Bachelor of Business Administration in Accounting -
University of Texas at Arlington
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