Summary
Overview
Work History
Education
Skills
Certification
Additionalinformation
Timeline
Generic

Roberta Taylor

Jackson,MS

Summary

Possessing detail-oriented and analytical mindset, adept at maintaining accuracy and integrity in financial records. Knowledge of financial reporting standards and proficiency in Excel and QuickBooks. Committed to delivering accurate financial insights to support informed decision-making.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Accountant II

University of Mississippi Medical Center, UMMC
02.2024 - Current
  • Monitors approximately 35 departmental revenue and expense accounts, ensures expenditure control and compliance with funding and reporting requirements, university policy, and standard accounting procedure.
  • Prepares approximately 35 invoices to bill to sponsor for payment reimbursement.
  • Reviews grant agreements for assigned awards to ensure alignment with expenditures.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Self-motivated, with a strong sense of personal responsibility.

Billing

Herrin Gear Chevrolet
10.2023 - 12.2023
  • Verified multiple client insurance information, filing appropriate paperwork to streamline billing processes.
  • Ensured accuracy of billing information through regular audits and reconciliation efforts.
  • Posted payments into billing system to clear open obligations.
  • Managed monthly, quarterly and yearly client billing cycles.

Controller

Hometown Restoration
06.2023 - 08.2023
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Managed approximately 10 outstanding balance amounts by evaluating reports and determining collection statuses.

Contract Officer

MBCI MS Band of Choctaw Indians
11.2022 - 06.2023
  • Managed approximately 200 independent and multiple project agreements with Contractors that provide an array of services for The Mississippi Band of Choctaw Indians
  • Developed and implemented strategies to improve contract performance and reduce contract disputes.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Project Consultant

Warbird Consulting Partners
03.2022 - 06.2022
  • Project assigned included daily assignments such as over 400 clean-up of accounts payable, accounts receivable, audit, and sage monthly entries for cash as needed for the company.
  • Delivered high-quality project results by consistently adhering to established standards and protocols.
  • Developed project plans and schedules to set clear expectations, resulting in improved team productivity.
  • Monitored project progress, identified risks and took corrective action as needed.

Director of Financial Services

Choctaw Health Center
08.2016 - 12.2021
  • Collaborated closely with 16 executive leadership to provide insightful financial analysis for informed decision-making processes.
  • Coordinated across 32 departments within the hospital to develop cohesive strategies that aligned with overall organizational goals.
  • Improved financial performance by implementing strategic initiatives and cost-saving measurements.
  • Responsible for all financial aspects of the hospital activities and direct supervision of 7 departments.
  • Provided timely and meaningful analysis of financial data
  • Managed the preparation of financial statements and financial reports, ensuring accuracy and completeness of documents.
  • Reconciled financial accounts and identified discrepancies, resulting in improved accuracy of financial statements.

Education

Certificate of Health Administration - Healthcare Administration

Belhaven College
Jackson, MS
12.2020

Master of Accountancy - Accounting

Millsaps College
Jackson, MS
05.2010

Bachelor of Business Administration - Business Administration emphasis in accounting

Mississippi State University
Starkville, MS
12.2004

Skills

  • Accounting and bookkeeping
  • Accounts Payable and Receivable
  • Bank Reconciliation
  • Bookkeeping
  • Finance
  • Revenue Recognition
  • Strategic Planning
  • Grant Management

Certification

  • Certified Revenue Cycle Representative, 11/01/21, 11/01/23, Renewal in process
  • Xero Advisor Certification, 09/01/22, 09/01/24
  • QuickBooks 101 Certification, 10/01/22, Present
  • Lean Six Sigma White Belt Certified, 09/01/17, Present

Additionalinformation

  • Beta Alpha Psi-Member since 03/25/20
  • Served on Credit Union Board for 1-2 years.
  • Served as secretary for the neighborhood Hidden Hills board for 1 year.
  • Served on the Tax Commission for MBCI.
  • Served as an alternate for the HR Employee Appeal Committee.
  • Served on the Board nominated by the Tribal Chief for the MBCI hotel project.
  • Served on the HICS Covid Response Team for two ½ years.
  • Served on other committees such as Strategic Planning, Quality Management, HFMA member, NAFOA Tribal Financial Certified.

Timeline

Accountant II

University of Mississippi Medical Center, UMMC
02.2024 - Current

Billing

Herrin Gear Chevrolet
10.2023 - 12.2023

Controller

Hometown Restoration
06.2023 - 08.2023

Contract Officer

MBCI MS Band of Choctaw Indians
11.2022 - 06.2023

Project Consultant

Warbird Consulting Partners
03.2022 - 06.2022

Director of Financial Services

Choctaw Health Center
08.2016 - 12.2021
  • Certified Revenue Cycle Representative, 11/01/21, 11/01/23, Renewal in process
  • Xero Advisor Certification, 09/01/22, 09/01/24
  • QuickBooks 101 Certification, 10/01/22, Present
  • Lean Six Sigma White Belt Certified, 09/01/17, Present

Certificate of Health Administration - Healthcare Administration

Belhaven College

Master of Accountancy - Accounting

Millsaps College

Bachelor of Business Administration - Business Administration emphasis in accounting

Mississippi State University
Roberta Taylor