Jeff Williams
New Braunfels,TX
Summary
Accomplished Sr IT Finance Manager with a proven track record at WellMed Medical Management - United Health Group, enhancing financial operations and coaching teams towards excellence. Expert in financial modeling and KPI management, I've significantly streamlined processes, ensuring regulatory compliance and boosting efficiency. My leadership has fostered a culture of continuous improvement and customer satisfaction. Business-minded Finance Manager promoting more than [Number] years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills. Proactive [Job Title] with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
15
15
years of professional experience
Work History
Sr IT Finance Manager
WellMed Medical Management - United Health Group
04.2012 - Current
- Created organizational structures to improve accounting and finance functions.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Reviewed documentation and identified financial discrepancies where applicable.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Created financial dashboards to provide insights into key performance indicators.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Utilized financial software to prepare consolidated financial statements.
Lead Financial Analyst
WellMed Medical Management - United Health Group
03.2017 - 03.2020
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Improved emergency resolution processes to save time.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed financial projections and forecasts to guide investment decisions.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Created and maintained precise and accurate models, charts and reports.
Senior Financial Analyst
WellMed Medical Management - United Health Group
07.2014 - 03.2017
- Reviewed statistical information to determine financial trends for use in investment planning.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Created and maintained precise and accurate models, charts and reports.
Senior Staff Accountant
WellMed Medical Management - United Health Group
04.2012 - 07.2014
- Reviewed documents and accounts for discrepancies and resolved variances.
- Prepared accounts for industry audits and supported audit process.
- Updated general ledger with latest entries.
- Developed and implemented effective accounting systems.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Prepared monthly journal entries and reconciliations.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Trained new employees on accounting principles and company procedures.
- Maintained integrity of general ledger and chart of accounts.
Staff Accountant
OfficeSource
04.2010 - 04.2012
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Collected and arranged financial information and entered details into [software] financial management system.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Supported management by processing invoices and documents with consistent on-time delivery.
Education
MBA - Business Administration
Tarleton State University
Stephenville, TX12-2019
Bachelor of Arts - Accounting
The University of Texas At San Antonio
San Antonio, TX12-2007
Skills
- Continuous Improvement
- Budget Forecasting
- Regulatory Compliance
- Financial Modeling
- Business Forecasting
- KPI Management
- Financial Management
- Proficient in [Software]
- Verbal and written communication
- Variance Analysis
- Coaching and training
- Customer Satisfaction
- P&L tracking
- Capital budgeting
- Financial Analysis
- Financial Budgeting
- Staff Training
- KPI Development
- Improvement Recommendations
Timeline
Lead Financial Analyst
WellMed Medical Management - United Health Group
03.2017 - 03.2020
Senior Financial Analyst
WellMed Medical Management - United Health Group
07.2014 - 03.2017
Sr IT Finance Manager
WellMed Medical Management - United Health Group
04.2012 - Current
Senior Staff Accountant
WellMed Medical Management - United Health Group
04.2012 - 07.2014
Staff Accountant
OfficeSource
04.2010 - 04.2012
MBA - Business Administration
Tarleton State University
Bachelor of Arts - Accounting
The University of Texas At San Antonio