Hardworking and motivated Accountant with 23 years of experience and record of success in the healthcare and software industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with clients to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
23
23
years of professional experience
Work History
Manager
Forvis
Raleigh, NC
12.2015 - Current
Exercised good judgment and decision-making in escalating concerns and resolving issues.
Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Analyzed business performance data and forecasted business results for upper management.
Enforced customer service standards and resolved customer problems to uphold quality service.
Staff Internal Auditor
Deloitte & Touche, LLC
Raleigh, NC
07.2001 - 03.2023
Analyzed financial data and produced reports on findings for senior management.
Verified accuracy of financial statements by examining supporting evidence such as invoices, bank statements, contracts and other relevant documentation.
Performed tests of key financial processes to assess the effectiveness of internal control systems.
Senior Staff Accountant
Dude Solutions
Cary, NC
09.2014 - 12.2015
Analyzed files and accounts for discrepancies and resolved variances.
Assisted with the preparation of annual budgeting process for multiple departments.
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Corporate Accountant
Integrated Managed Care, LLC
Winnabow, NC
05.2003 - 08.2014
Ensured compliance with applicable laws related to taxes and corporate filings.
Generated monthly reports that tracked accounts receivable and payable activity.
Prepared balance sheets, profit and loss statements, cash flow statements, and other documents for internal use or external auditors.
Reconciled bank accounts on a regular basis to maintain accurate records of transactions.
Created budgets for departments within the organization to monitor expenses against projected revenues.
Analyzed financial information detailing assets, liabilities, and capital to assess organization's financial position.
Coordinated audit process with external auditors ensuring timely completion of all required deliverables.
Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
Managed and trained team members to enhance audit department performance and increase operational efficiency.