Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 10+ years of experience and take on challenging new role.
Overview
25
25
years of professional experience
Work History
Controller
SDIC - School Districts Insurance Consortium
07.2018 - Current
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Provided treasury and cash management by overseeing reconciliation of banking activity, and sales tax returns.
Managed payroll data entry and processing for 20 employees to comply with predetermined company guidelines.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Senior FRAP Consultant
Aetna, CVS Health Company
10.1998 - 04.2018
Responsible for producing month-end journal entries along with related balance sheet reconciliations
Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs, and enhancements.
Reviewed general ledger accounts to ensure accuracy, integrity, and preparation for audits
Prepared monthly and quarterly financial reports and roll forward schedules
Assisted in the monthly and annual SOX audits.
Customer Service Specialist
Philadelphia Federal Credit Union
10.1991 - 10.1998
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Resolved concerns with products or services to help with retention and drive sales.
Complied with company policies and procedures by encouraging positive and effective work environment among employees.
Provided primary customer support to internal and external customers.
Answered customer telephone calls promptly to avoid on-hold wait times.
Education
Notary Public - SDIC - School Districts Insurance Consortium -
Ella Reese
No Degree - Management
LinkedIn
Online
09.2021 - 09.2021
Bachelor's degree - Business Administration and Management
Gwynedd Mercy University
2013
Associate's degree - Computer Systems Networking
ITT Technical Institute
2007
Skills
Coordinate Planning
Collections Understanding
Financial Statements Expertise
Audit Management
Month-End and Year-End Closings
Audit Preparation
Budget Preparation
Staff Management
Fiscal Reporting
Payroll Processing
AP/AR Invoicing
Accounts Payable and Receivable Auditing
Timeline
No Degree - Management
LinkedIn
09.2021 - 09.2021
Controller
SDIC - School Districts Insurance Consortium
07.2018 - Current
Senior FRAP Consultant
Aetna, CVS Health Company
10.1998 - 04.2018
Customer Service Specialist
Philadelphia Federal Credit Union
10.1991 - 10.1998
Notary Public - SDIC - School Districts Insurance Consortium -
Ella Reese
Bachelor's degree - Business Administration and Management
Gwynedd Mercy University
Associate's degree - Computer Systems Networking
ITT Technical Institute
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