Debra Trickler
Lacey
Summary
To obtain a position as Chief Financial Officer
Experienced with managing office environments and coordinating administrative tasks to support organizational goals. Utilizes strong organizational skills and effective communication to enhance team productivity. Track record of implementing efficient processes and maintaining high standard of operational excellence.
Forward-thinking Operations Specialist bringing [Number] years of expertise in [Area of expertise] for [Industry] sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in [Software] and [Software].
Overview
44
44
years of professional experience
Work History
Accounting and Internal Control Administrator
Department of Social and Health Services
01.2015 - Current
- Manage the accounting and internal control processes and systems for the Economic Services Administration Headquarters (ESA).
- Oversee the accounting and cost allocation related to Advanced Planning Documents.
- Develop and maintain relationships with federal cognizant agencies, including the Centers for Medicare and Medicaid Services, the Administration for Children and Families, the Food and Nutrition Services, and the Health Benefit Exchange.
- Foster collaborative relationships with other administrations within DSHS and divisions within the Economic Services Administration.
- Ensure the integrity of financial records.
- Advise and support administration leadership to strengthen linkages between financial management, program management, and strategic business planning.
- Supervise a 16-member Accounting Section, which includes the Federal Accounting and Reporting Unit, Disbursements Unit, and Cost Allocation Unit.
- Develop and update the administration's written and automated cost allocation plans.
- Oversee grant management for federal funds totaling approximately $600 million annually.
- Build and manage accounting accruals and adjustments to support effective funds management.
- Provide support for budget requests, fiscal note estimates, and other financial analyses.
- Monitor and identify financial risks related to the administration's program objectives.
- Make recommendations to ESA and DSHS management regarding improvements to the administration’s financial control environment and strategies to address key financial risks.
- Manage and oversee the state and federal fiscal year-end closing processes.
- Serve as the administrator of the Enterprise Level Internal Control Framework.
- Manage, coordinate, and oversee all state and federal audits, as well as internal audits.
- Actively participate in the DSHS Administrative Policy Management Board, the DSHS Chart of Accounts workgroup, and monthly financial status report meetings.
- Professional Experience and Core Competencies
- Areas of Expertise
- Variance Analysis
- Performance Reporting
- Database Management
- Development of Financial Procedures in accordance with GAAP
- Funds Management
- Federal Grants Management
- Mid and Executive Level Management
- Extensive Governmental Accounting Experience
- External/Internal Audits
Federal Accounting and Reporting Unit Manager
Health Care Authority
01.2011 - 01.2015
- Managed the federal reporting and accounting functions of the Federal Accounting and Reporting Unit to:
- Ensure consistency of accounting principles and accuracy of fiscal data in management reports and monitoring tools.
- Provide direction and oversight in the development and implementation of the agency’s federal accountability.
- Coordinate services with the Accounts Payable Unit manager, accounting and budget staff.
- Ensure compliance with accounting policies as required by state and federal laws and regulations.
- Ensure compliance with federal and state policies, rules, and regulations.
- Manage, approve and provide oversight to all aspects of the weekly and bi-monthly federal cash draws which averaged over half billion monthly.
- Provide programmatic services central to the Financial Operations Section.
- Coordinate with the internal auditor liaison and the federal analyst reviewer for reporting of A-133 audit findings with questioned costs related to Medicaid and Children’s Health Insurance Program expenditures.
- Develop and amend the Health Care Authority’s Public Assistance Cost Allocation Plan for submittal to the Centers for Medicare and Medicaid Services (CMS)/Division of Cost Allocation (DCA) for review and approval.
- Develop, maintain, and submit the federal financial reports to include analysis, monitoring, and reconciliation activities.
- Provided consultation and coordination in a collaborative relationship with the Department of Social and Health Services and other governmental entities ensuring compliance with Medicaid and Children’s Health Insurance Program cost allocation, accounting and reporting to the federal government.
- Complete the annual Schedule of Expenditures of Federal Awards (SEFA) and submitted to the Office of Financial Management at state fiscal year close.
- Perform financial analysis to ensure compliance with Governmental Accounting Standards Board, Financial Accounting Standards Board, Generally Accepted Accounting Principles, the Office of Financial Management’s State Administrative and Accounting Manual, agency policies and procedures, federal regulations, and state law.
- Supervise four Federal Accounting and Reporting Unit staff.
- Acting Financial Operations Manager in his absence.
Senior Financial Coordinator, Lead, Title XIX
Department of Social and Health Services
01.2007 - 01.2011
- Assist the Grant Financial management Manager and all levels of management and performed various assigned tasks in the current merger of the Medicaid Program, Department of Social and Health Services and the Health Care Authority.
- Prepared, completed, and submitted the states Federal expenditure report, the CMS 64, which accounts for more than $1.5 billion quarterly expenditures.
- Prepared, completed, and submitted the states Federal budget report, CMS 37 and CMS 21B.
- Assisted and trained on the preparation, completion, and submission of the state's Federal expenditure report, CMS 21, which accounts for more than $45 million annual expenditures.
- Researched and analyzed financial documents, expenditures, transactions involving Title XIX to ensure compliance with federal and state laws, regulations, and accounting principles.
- Provided consultative, customer service and assistance to internal/external auditors, Federal staff, Financial Services Administration staff and program staff regarding fiscal and accounting policy, procedures, and controls that impact the Title XIX Medicaid Grant.
Senior Financial Officer
Office of Financial Management, Small Agency Client Services
01.2003 - 01.2007
- Analyze fiscal data and accounting activities monthly and at year-end to ensure appropriations are not overspent for ten small state agencies.
- Provide written explanation to agency on variances between budgeted and actual expenditures.
- Track and monitored federal revenue and expenditures of federal grants.
- Prepare and processed personnel/payroll actions into Human Resources Management System (HRMS).
- Prepare year-end closing entries for the Comprehensive Agency Financial Report (CAFR).
- Assist, prepare, and submit biennial budgets for assigned agencies.
- Coordinate with Executive Directors on preparation of biennial and supplemental allotments.
- Manage one Financial Analyst 2.
Local Business Advisor
Washington State Department of Corrections, Ahtanum View Correctional Complex
01.2002 - 01.2003
- Fiscal manager for a state correctional institution. Duties included preparing the operating budget greater than $2 million annually, monitoring the accounting of the imprest fund and two local funds, and networking with multiple departments.
- Provide fiscal forecasts to the local Appointing Authority, networking with Regional and the Departmental Headquarters Office of Financial Management.
- Manage Legislative approved allocations used by programs identified by the Department and Headquarters Budget Office.
- Manage, supervise, and mentor three employees ensuring fiscal and supply responsibilities were met. The primary duties included accounts payable/receivables, general ledger, financial statements, assets, budget preparation and analysis, inventory control, bank reconciliations and purchasing.
- Serve as a member of the Executive Management Team.
Multiple Financial and Accounting Positions
United States Air Force
01.1982 - 01.1992
Education
Bachelors of Science - Accounting
Central Washington University
Ellensburg, WA01.2001
Skills
- Two decades of accounting expertise
- Proven track record in team management
- Budget and financial forecasting
- Trend analysis
- Financial variance analysis
- Data-driven reporting
- Data management expertise
- Implementation of GAAP-compliant financial procedures
- Budget oversight experience
- Management of federal grants
- Executive management experience
- Experienced in governmental accounting practices
- Audit management
Accomplishments
Identified need for additional resources in order to prevent audit findings and strengthen whist enhancing existing internal controls. This need was strategically planned out and included (insert strategic steps here). The end result is the creation of a Grant and Internal Control Manager - WMS.
Mitigating the 24M dollar questioned costs
Relia Card II Program
Creation and helping with process in bringing in funds for CSO pantries
Twice hosting and sponsoring interns - resulted in one working for us and the second one will be applying with the state after done with school.
Timeline
Accounting and Internal Control Administrator
Department of Social and Health Services
01.2015 - Current
Federal Accounting and Reporting Unit Manager
Health Care Authority
01.2011 - 01.2015
Senior Financial Coordinator, Lead, Title XIX
Department of Social and Health Services
01.2007 - 01.2011
Senior Financial Officer
Office of Financial Management, Small Agency Client Services
01.2003 - 01.2007
Local Business Advisor
Washington State Department of Corrections, Ahtanum View Correctional Complex
01.2002 - 01.2003
Multiple Financial and Accounting Positions
United States Air Force
01.1982 - 01.1992
Bachelors of Science - Accounting
Central Washington University
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