JULIE GREGA
Costa Mesa,CA
Summary
Accomplished in reducing expenses, streamlining financial operations and improving reporting functions. Highly organized and systematic with in-depth understanding of the health industry..
Offering foundational skills in financial management and strategic planning, eager to learn and develop in dynamic environment. Contributes solid understanding of financial principles and ability to quickly acquire new technical skills. Ready to use and develop proficiency in data analysis and accounting software in Controller role.
Overview
12
12
years of professional experience
Work History
Controller
Agile Occupational Medicine
11.2023 - 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, credit card processing, and tax returns
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages provided to private equity group and board members
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
- Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
Controller
Covenant Care
10.2019 - 11.2023
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
Senior Accountant
Crossover Health
08.2016 - 10.2019
- Implemented new processes and procedures during the start up phase of the organization
- Preparation of bank reconciliations
- Monthly accounting reconciliations
- Prepare specified reports required by investment group
- Reconciled accounts and created documents for monthly closure procedures.
- Prepared monthly journal entries and reconciliations.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
- Established strong relationships with vendors to negotiate favorable payment terms that improved working capital management.
Assistant Controller
Highmark Digital
02.2013 - 07.2016
- Worked closely with management to provide effective assistance for specific aspects of business operations
- Provided timely actuals, forecast, budget data for corporate management
- Compiled financial reports pertaining to cash receipts, expenditures and profit and loss
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
- Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
- Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
- Identified areas for cost-savings by conducting regular reviews of vendor contracts and negotiating favorable terms when possible.
- Prepared balance sheets, cash flow reports and income statements.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
Education
Bachelor of Science - Accounting
University of Southern California
Los Angeles, CA12-2028
Skills
- Sage Intact
- NetSuite
- Quickbooks
- Epicor
- Great Plains
- Tableau
- MAS 90
- Excel
- Microsoft Word
Timeline
Controller
Agile Occupational Medicine
11.2023 - Current
Controller
Covenant Care
10.2019 - 11.2023
Senior Accountant
Crossover Health
08.2016 - 10.2019
Assistant Controller
Highmark Digital
02.2013 - 07.2016
Bachelor of Science - Accounting
University of Southern California
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