Patricia Richardson
Madison
Summary
Adaptable accounting professional with more than 12 years of experience of strong analytical and problem solving skills. Ability to project and forecast budgets and expenditures following generally accepted accounting and auditing methodologies. Proficient in Microsoft Excel and all UW Computer Applications including Workday. Financial Management and maintenance of accounting records. Prepares appropriate purchasing transactions and provides feedback as needed. Conducts payroll and non salary cost transfer allocations through workday and generates scheduled reports through a driver template. Prepares domestic and international travel for individual students, professors, and travel teams while mentoring travel policy guidelines.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Specialist II
University of Wisconsin Madison
Madison, WI
10.2021 - Current
- Managed financial reporting processes to ensure accuracy and compliance with university policies. Perform exact accounting, recordkeeping and analytical services to over 300 employees with a 25 million dollar budget.
- Financial management of federal and non-federal grants, state funds and revenue producing accounts including instructional, extension, and research operations, animal operations on and off campus and trust foundation activities.
- Fiscal management of accounting records, prepare invoicing for customers, requisitions, and travel arrangements.
- Served as department travel coordinator for students and group travel. Monitored travel budgets and expenditures related to sponsored grants.
- Reconcile department accounting records, created HR salaries and wages templates to forecast budget planning
- Coordinate work orders in workday with invoicing, product and service orders with Shop UW, served as procurement manager prior to workday now review entries for appropriate fund allocations
- Developed budget forecasts on funding research assistants, post docs and scientists and monitored variances to support strategic financial planning.
- Streamlined grant application processes, improving efficiency in fund allocation and usage tracking.
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Reduced operational costs through effective budget management and identification of cost-saving opportunities. Managed operational costs like equipment, transportation, and supply between Vilas Funds, Foundation Funds, flexible funds, and sponsored funding between 20 faculty and staff professors and principal investigators.
Accounts Receivable and Cash Receipts Assistant
STATE BAR OF WISCONSIN
Madison, WI
09.2018 - 05.2021
- Balanced Credit Card and Check entries and resolved variances. Entered and Posted Purchase Orders and updated variances. Collected past due Pinnacle Product payments. Generated A/R invoicing, paid for Pinnacle Subscriptions and forms, and products via phone and mail. Updated A/R manual and helped implement a new payment plan program for members. Responsible for timely collection of accounts receivable; issue past due notices, initiate collection calls to resolve issues, refer to collection agency when applicable.
Accountant
VILLARD & ASSOCIATES, CPA
Madison, WI
10.2014 - 09.2018
- Performed scheduled accounting activities related to general accounting procedures and practices. Managed all general and seasonal office activities on a day-to-day basis. Managed customer relations and individual client accounts. Maintained client financial statements with regular scheduled reporting. Coordinated payroll activities with employers and government agencies. Income tax preparation, personal and business. Exposure to a variety of private business operations and service based industries.
- Highlights: Creation and implementation of accounting procedures and systems for various accounting clients including; chart of accounts, monthly, year-end closing procedures, tax and financial reporting. Daily application of accounting and bookkeeping skills for client accounts, involving the reconciliation and maintenance of sales and account receivable, management of accounts payable, budgeting procedures and review.
Education
Accounting Associate - Accounting and Information Systems
MADISON AREA TECHNICAL COLLEGE
Madison, WI05.2010
Liberal Arts - English and History
MADISON AREA TECHNICAL COLLEGE
Madison, WI06.2000
Skills
- Cash flow management
- Financial auditing
- Financial services
- Cost reduction
- Financial software proficiency
- Financial evaluation
- Problem-solving
- Customer service
- Time management
- Honest and dependable
- Attention to detail
Accomplishments
Developed a payroll template in excel while following a projected budget. Utilized budget and fund analysis for investigators who needed assistance with operational funds. Accomplished a fiscal year in Workday, scheduling reports, and utilizing shadow systems as needed. University of WI - Madison had many systems and each one like Axol, Wiser, and Shop UW were unique. Have recently integrated with workday making changes by scheduling reports, recommending the driver template to update fund summaries. View details in workday for spending analysis and travel and supply budget variances.
Certification
Accounting Assistant
Timeline
Financial Specialist II
University of Wisconsin Madison
10.2021 - Current
Accounts Receivable and Cash Receipts Assistant
STATE BAR OF WISCONSIN
09.2018 - 05.2021
Accountant
VILLARD & ASSOCIATES, CPA
10.2014 - 09.2018
Liberal Arts - English and History
MADISON AREA TECHNICAL COLLEGE
Accounting Associate - Accounting and Information Systems
MADISON AREA TECHNICAL COLLEGE