LACEY REESER
Summary
Methodical and detail-orientated professional with significant experience in accounting and finance. A self-motivated leader with strong analytical, communication, and problem-solving skills seeking high-level accounting position while actively pursuing CPA licensure.
Overview
17
17
years of professional experience
Work History
Office Coordinator
Trussville City Schools
06.2022 - Current
- Manage all bookkeeping activities for 7A high school with over $1 million in current assets and $3 million in gross annual revenue.
- Monitor and process local payroll transactions for over 140 employees.
- Plan and perform the recording of accounts payable transactions including requisitions, purchase orders, invoices.
- Perform accounts receivable transactions including verifying, classifying, computing, posting, and importing payments.
- Prepare and finalize all local journal entries, adjusting journal entries, monthly bank reconciliations, and account analyses.
- Perform month and fiscal year-end closing processes and prepare financial reports for district financial personnel.
- Work with district financial personnel to ensure compliance with all local, state, and federal financial regulations and policies.
- Maintain accurate electronic and physical filing system for accounting, finance, and HR related data.
- Manage new copier software installation to increase efficiencies in copy procedures and cost tracking.
- Create training material for incoming office coordinators and train faculty and staff on local school accounting policies and procedures.
Insurance Coordinator
The Orthopaedic Clinic, P.C.
09.2011 - 06.2022
- Reconciled insurance remittance advices totaling over $10 million per year.
- Maintained strong knowledge of orthopedic terminology and treatment to correct and reduce payment denials by over $50,000 per year.
- Transmitted claims via EDI to insurance carriers including BCBS, CMS, and Humana.
- Examined monthly aging reports to pursue payment for unpaid claims and obtain maximum reimbursement.
- Researched CMS and BCBS policies and guidelines to ensure compliance.
- Created ad hoc reports to analyze and improve departmental functions.
Accounts Payable Associate
Optum Workers' Compensation And Auto
03.2008 - 01.2010
- Matched purchase orders to invoices and logged invoices into Great Plains accounting system.
- Repriced pharmacy claims totaling over $1 million per year to maximize pharmaceutical cost savings.
- Repriced ancillary claims totaling over $3 million per year to ensure claims paid at fee schedule rates.
- Assisted in startup of Workers' Compensation Department.
Assistant Financial Examiner
Georgia Department Of Banking And Finance
11.2006 - 03.2008
- Examined financial institutions to confirm the integrity of financial statements, verifying assets, determining liabilities, and ensuring compliance with state laws and regulations by interpreting laws, rules, and regulatory guidance.
- Reviewed audit records, transactions, reports, and financial data for regulated institutions.
- Analyzed assigned regulatory components as outlined in the Uniform Financial Institution Rating System.
- Inspected operational functions of financial institutions in the capacity of operations manager.
- Performed operations examination duties including financial statement analysis, analysis of earnings, capital, liquidity, asset/liability management, and securities, classification of other real estate and assets other than loans, review and analysis of Call Reports, internal controls, audit oversight, and policies and procedures to ensure compliance with laws, rules, and regulations.
- Analyzed loan portfolios to perform credit analyses on borrowers using financial statements, cash flow evaluations, and collateral assessments.
- Served as a spokesperson and liaison for the Department by communicating effectively with financial institution personnel, officers, and directors, as well as other agencies.
- Presented examination findings and recommendations to officers and directors.
- Developed Bank Secrecy Act/Anti-Money Laundering compliance training for examination teams.
- Trained new examiners on operations examination procedures and regulatory guidelines.
Education
Master of Science - Accounting
University of Alabama At Birmingham
Birmingham, AL08.2021
Bachelor of Science in Business Administration - Finance
Auburn University
Auburn, ALAssociate of Science - Psychology
Southern Union State Community College
Wadley, ALSkills
Accounts Payable
Accounts Receivable
Bank and General Ledger Reconciliations
Budget Variance Reports
Capital Analysis and Projections
Cost Allocation
Financial Statements Preparation
Payroll
Additional Information
Additional experience includes roles as Workers' Compensation Coordinator for The Orthopaedic Clinic, P.C. (Opelika, AL) and Data Entry Clerk for EAMC-Lanier (Valley, AL).
Timeline
Office Coordinator
Trussville City Schools
06.2022 - Current
Insurance Coordinator
The Orthopaedic Clinic, P.C.
09.2011 - 06.2022
Accounts Payable Associate
Optum Workers' Compensation And Auto
03.2008 - 01.2010
Assistant Financial Examiner
Georgia Department Of Banking And Finance
11.2006 - 03.2008
Master of Science - Accounting
University of Alabama At Birmingham
Bachelor of Science in Business Administration - Finance
Auburn University
Associate of Science - Psychology
Southern Union State Community College
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