JOHN ROIAS
CRANSTON,RI
Summary
Dynamic Senior Financial Reporting Accountant with a proven track record of providing guidance to junior staff, ensuring the accurate and timely preparation of financial reports and analyses. Extensive experience in financial management, auditing, quality assurance, internal controls, and compliance. Recognized for exceptional attention to detail, strategic prioritization of demands, and adaptability to shifting deadlines. Skilled in fostering collaborative professional relationships, mentoring team members, driving financial initiatives, and implementing robust internal controls to support organizational goals and informed decision-making.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Management Analyst
Rhode Island Air National Guard
Quonset, RI
11.2018 - Current
- Ensure accurate recording of federal expenditures and maintain detailed internal financial records using the Defense Enterprise Accounting & Management System (DEAMS), ensuring compliance with fiscal policies and contributing to audit readiness.
- Analyze and evaluate program funding changes across O&M, MILPERS, and other funds, assessing their impact on financial milestones and resource allocation to support mission-critical objectives and optimize budgetary efficiency.
- Serve as the primary liaison between DFAS, Resource Advisors, and the National Guard Bureau, fostering seamless communication and coordination to enhance financial operations, improve reporting accuracy, and expedite issue resolution.
- Establish and maintain internal financial records, certify fund availability, and process obligating documents such as AF Form 4009, AF Form 9, and DD Form 448, ensuring timely, compliant, and accurate commitments and obligations, while minimizing delays and errors.
- Reconcile and manage funding targets and allocations, validate funding sources, and ensure strict adherence to fiscal law, reducing funding discrepancies by 20%, and enhancing compliance with federal financial regulations.
- Conduct in-depth financial analysis using PowerBI and DEAMS reports, generating actionable insights to improve resource management, and maintain comprehensive documentation for commitments, obligations, and expenditures, supporting audit readiness, and data-informed decision-making.
- Streamlined financial reporting processes and implemented internal control measures, reducing manual errors by 25%, and improving efficiency in fund allocation and utilization.
- Collaborated with leadership and program managers to develop strategies for managing funding fluctuations, ensuring alignment with mission requirements, and enhancing operational readiness.
Senior Financial Reporting Accountant
Alegeus Technologies LLC
Waltham, MA
12.2023 - 06.2024
- Developed comprehensive financial reports and presentation formats, including annual financial statements (Statement of Operations, Cash Flow Statement, Balance Sheet, and Statement of Members' Equity), with detailed accompanying notes, ensuring GAAP compliance.
- Partnered with cross-functional leadership teams to streamline accounting processes, achieving a 33% reduction in month-end close cycle time (from 15 to 10 days), while enhancing internal controls, and ensuring compliance with financial standards and deadlines.
- Oversaw the booking and review of complex month-end accounting journal entries, including accounting accruals, deferrals, payroll, reserves, stock compensation, and revenue adjustments, demonstrating advanced expertise in accounting principles and procedures.
- Guided and mentored a team of junior analysts and interns, ensuring the accurate and timely preparation of financial statements, reports, and analyses in alignment with GAAP and organizational policies.
- Spearheaded the collection and analysis of data to conduct a detailed flux analysis of the Statement of Operations and balance sheet accounts, identifying trends, variances, and anomalies to inform strategic decision-making, and strengthen internal controls.
- Interpreted and applied financial principles, procedures, and directives to ensure compliance with program requirements and organizational objectives.
- Delivered high-impact presentations, training sessions, and briefings to executive management and team members, driving alignment on financial initiatives, and enhancing the team’s technical capabilities.
- Led, directed, and assigned tasks to a team of junior accounting analysts and interns, ensuring alignment with organizational priorities, and meeting month-end and quarter-end deadlines.
- Proven ability to design, adapt, and implement automated accounting systems, leveraging a deep understanding of accounting software characteristics and functionality to streamline processes, improve accuracy, and enhance operational efficiency.
Senior Financial Analyst
CVS Health
Woonsocket, RI
10.2020 - 12.2023
- Managed the workflow of junior analysts, leading, directing, and assigning tasks to ensure the accurate and timely preparation of financial reports, forecasts, and analyses, resulting in streamlined processes and improved team performance.
- Presented formal decks, trainings, and briefings to executive management, effectively communicating membership data and trends for the health plan through comprehensive reports, driving strategic decision-making that improved financial outcomes and operational efficiency.
- Developed and prepared comprehensive monthly reports and presentation formats for the Health Plan CFO, offering detailed forecasts for high-value members that informed strategic resource allocation, optimized financial performance, and increased revenue potential.
- Prepared reports and presentation formats by developing comprehensive and insightful financial reports based on accurate and timely data, delivering actionable information that improved management’s decision-making and operational alignment.
- Conducted in-depth data analysis and developed statistical measures in critical areas of health plan membership, revenue, and medical costs, uncovering key trends and anomalies that enhanced operational efficiency and achieved significant cost savings.
- Planned, coordinated, and executed comprehensive reviews, implementing rigorous EFT controls for the health plan, reducing fraudulent cases by nearly 65% year-over-year, protecting company assets, and ensuring financial integrity.
- Applied procedures and directives by analyzing and interpreting program materials, ensuring compliance with organizational policies and state health plan regulations, minimizing risk, and maintaining operational excellence.
- Employed advanced Excel skills in financial analysis techniques for long-range planning, budgeting, and forecasting, achieving precise financial projections that enhanced decision-making, drove financial performance improvements, and contributed to significant cost savings.
Accounting Analyst
CVS Health
Woonsocket, RI
09.2017 - 10.2020
- Planned, coordinated, and performed comprehensive reviews by executing detailed Sarbanes-Oxley (SOX) assessments and quality assurance checks on financial reporting controls, including access controls, segregation of duties, and transaction processing, ensuring effective implementation and regulatory adherence, leading to improved financial reporting integrity.
- Conducted Sarbanes-Oxley (SOX) testing in accordance with financial principles and procedures, specifically testing key financial controls such as revenue recognition, expense reporting, and account reconciliations, validating their accuracy and effectiveness. Documented findings and collaborated with process owners to implement corrective actions, enhancing compliance and control reliability.
- Prepared general ledger journal entries for AR, revenue, COGS, refunds, revenue adjustments, reserves, and other related accounts, ensuring accurate and timely recording of financial transactions.
- Prepared balance sheet account reconciliations on a monthly and quarterly basis, resulting in accurate and reliable financial statements, and promptly identifying and resolving discrepancies or errors.
- Reviewed, reconciled, and recorded financial transactions, ensuring the integrity and accuracy of financial data, and supporting documentation, while maintaining compliance with accounting standards and regulations.
- Utilized financial reports to analyze, interpret, and resolve accounting problems, leading to improved financial accuracy, identifying areas of improvement, and implementing corrective actions.
Fleet Vehicle Manager
Rhode Island Air National Guard
Quonset, RI
01.2012 - 11.2018
- Directed and executed comprehensive OLVIMS management functions, ensuring efficient operations and adherence to Air Force instruction and regulations.
- Supervised a team of personnel, ensuring timely repairs and maintenance of high-value Air Force transportation assets worth millions of dollars.
- Formulated and implemented both long and short-range plans and programs, facilitating the successful completion of scheduled maintenance tasks and special projects.
- Conducted thorough data analysis, identifying deviations from specific performance indicators, and actively collaborated on the development of appropriate corrective actions.
Audit Associate
KLR
Providence, RI
02.2015 - 09.2017
- Utilized automated accounting systems to perform compilations, audits, reviews, and compliance 401(k) audits, ensuring accuracy and regulatory compliance, while developing and maintaining qualitative standards, statistical measures, and monitoring trends.
- Performed audit procedures in the areas of cash, revenue, debt, employee compensation, and fixed assets, identifying discrepancies and ensuring financial accuracy, which improved overall financial integrity and compliance.
- Prepared and analyzed financial statements in accordance with laws, rules, and regulations, such as generally accepted accounting principles.
- Conducted thorough testing of internal controls to assess their effectiveness and identify potential weaknesses, contributing to enhanced internal control systems.
- Prepared, monitored, and reconciled material transactions, and general ledger balances, to appropriate accounting reports and other accounting data.
- Reviewed, reconciled, and recorded financial transactions, ensuring accuracy and completeness, which improved financial record-keeping and reliability.
- Performed substantive testing on account balances and transactions to verify accuracy and compliance with accounting standards.
- Reviewed and tested the accuracy of account reconciliations to ensure all discrepancies were identified and resolved in a timely manner.
- Conducted walkthroughs and tests of transaction cycles, such as revenue, procurement, and payroll, to ensure proper recording and reporting.
- Implemented analytical procedures to identify unusual trends and variances in financial data, facilitating the detection of potential fraud or errors.
- Prepared financial reports such as the P&L, Balance Sheet, and General Ledger.
Education
Bachelor of Science - Accounting
Rhode Island College
Providence, RI05-2015
Skills
- Workday, SAP, and QuickBooks
- Forecasting
- Microsoft Excel (VLOOKUP, SUMIFS, XLOOKUP, PivotTables, and more)
- General Ledger
- Variance Analysis
- US GAAP
- PowerBI
- Defense Enterprise Accounting and Management System (DEAMS)
- Budgeting
- Financial reporting
- Internal Controls
- Compliance
- Financial auditing
- Quality Assurance
Certification
- CPA License in progress
- DoD Financial Management Certification, Level 1
Accomplishments
- 2015 Outstanding Airman of the Year Award
- 2018 RI Civilian Service Member of the Year Award.
Timeline
Senior Financial Reporting Accountant
Alegeus Technologies LLC
12.2023 - 06.2024
Senior Financial Analyst
CVS Health
10.2020 - 12.2023
Financial Management Analyst
Rhode Island Air National Guard
11.2018 - Current
Accounting Analyst
CVS Health
09.2017 - 10.2020
Audit Associate
KLR
02.2015 - 09.2017
Fleet Vehicle Manager
Rhode Island Air National Guard
01.2012 - 11.2018
- CPA License in progress
- DoD Financial Management Certification, Level 1
Bachelor of Science - Accounting
Rhode Island College
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