Summary
Overview
Work History
Education
Skills
Accomplishments
Professionalaccomplishments
Page
References
Timeline
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Roxanne French

Philadelphia,PA

Summary

Accountant seeking a career advancement into a part/full time position. Utilizing a solid foundation in accounting principles. Expert Knowledge in AP/AR, Payroll, Budgeting and all other aspects of successful financial operations. Strong computer skills including Microsoft Office applications. Excellent communication skills, both written and verbal. Strong attention to detail and excellent organizational skills. Experienced professional with a strong background in technology-related roles. Committed to continuous learning and staying current with industry trends to contribute to organizational success.

Overview

31
31
years of professional experience

Work History

Church Accountant

Trinity UMC
Philadelphia, PA
09.2013 - 05.2024
  • Created the Church Excel Accounting Process
  • Ensured timely deposits of all contributions received by the Church.
  • Knowledgeable in verifying information within the bank statement against vendor information to maintain payment accuracy
  • Expert in processing accounts payable payments promptly to minimize outstanding debt and avoid excess charges
  • Demonstrated proficiency in processing accounts receivable for church donations
  • Completed the bi-weekly Payroll through the Paychex system
  • Perform Monthly, Quarterly and Year End reports for the corporate office
  • Completed the year end Member Statement of Giving
  • Achieved timely completion of the yearly Church Budget
  • Managed cash flow and budgeting processes to ensure that funds are available when needed.
  • Completed the yearly Audit by gathering supporting documentation and reconciling weekly deposits that contributed to a smooth audit process.Developed internal controls over cash receipts and disbursements processes at the Church.

Quality Analyst

AmeriHealth Caritas
Philadelphia
02.2016 - 03.2022
  • Strong computer skills and knowledge of QA databases and applications
  • Compile and analyze statistical data
  • Strong analytical and problem-solving skills, identify and remedy defects within the production process
  • Recommend, implement and monitor preventative and corrective actions to ensure that quality assurance standards are achieved
  • Assisted in the development of Quality Assurance procedures and protocols.
  • Maintained quality assurance procedure documentation.
  • Tested functionality, performance and compliance of each product against design specifications to maintain strong development standards and high customer satisfaction.
  • Evaluated performance metrics from existing processes to recommend improvements in product quality.
  • Conducted root cause analysis to investigate the source of problems in production process.
  • Provided thorough documentation on all quality control activities and results.

Senior Operations Implementation Analyst

Independence Blue Cross
Philadelphia
09.2008 - 10.2013
  • Acted as a liaison, ensuring seamless coordination between business area and IS Technical Team during review of Business Requirements and Functional Specs
  • Analyze and validate requirements and functional specifications using superior communication skills
  • Promoting process improvement documents and training of peers and clients
  • Define and manage scope and client expectations, identifying and mitigating risks.
  • Created user guides, help documents and other materials used for training purposes.
  • Managed multiple projects simultaneously while meeting deadlines.
  • Conducted post-implementation reviews to evaluate performance against expectations and make recommendations for improvement.
  • Provided end-user training for newly implemented systems and applications.
  • Participated in design sessions with developers to ensure accuracy of system configuration according to project requirements.
  • Monitored progress of implementations projects throughout the development life cycle.
  • Assisted in developing detailed project plans that included tasks lists, milestones, resources needed and estimated completion dates.

Tax Accountant

St. Barnabas\Trinity UMC
Philadelphia
01.1994 - Current
  • Preparing Tax Returns for 30 + years
  • Processed tax returns for both individuals and small businesses
  • Certified by IRS to provide E-File services
  • Possess extensive expertise in processing 1040 forms, specifically focusing on Rental Income and Expenses (Schedule E) as well as Child Daycare Centers (Schedule C).
  • Created reports on client's income, expenses, capital gains. for filing purposes.
  • Researched complex tax issues and provided solutions to clients.
  • Worked closely with clients throughout the year to ensure accurate filings at year end.
  • Provided advice on strategies to reduce overall tax liability for clients.

Education

Bachelor of Science - Theology

Andersonville Theological Seminary
Albany, GA
03-2024

Associate of Science - Accounting

Community College of Philadelphia
Philadelphia, PA

Skills

  • Bank Reconciliation
  • Bookkeeping
  • Microsoft Office applications
  • Excellent communication skills
  • Strong attention to detail
  • Excellent organizational skills
  • Strong computer skills
  • Analytical and problem-solving skills
  • Quality assurance policies and procedures
  • Process improvement
  • Budget Preparation
  • Accounts Payable
  • Payroll Processing
  • Accounts Receivable

Accomplishments

  • Owner of the TTA INCOME TAX Service. Processing Individual and Small Business tax returns.
  • Developed the Medicare Customer Service Microsoft SharePoint Site
  • Won the IBC Winner's' Choice Award for the development of the Site
  • Site Administrator for the Customer Service Knowledge Database “Right Now Web Technologies”. Daily maintenance for adding and updating documents. Creating search patterns for a quick inquiry.
  • Site Admin for the "Knowledge Wire Compliance Database". Completing course assignments to all staff of the Government Programs Department.

Professionalaccomplishments

  • Tax Accountant, Preparing Tax Returns for 30 years. Processing Individual and Small Business tax returns. IRS Authorized E-File Provider. Very knowledgeable when processing 1040 including Rental Income and Expenses (Schedule E) and Child Daycare Centers (Schedule C).
  • Church Accountant, Created the Church Excel Accounting Process that included the following: Weekly Sheets - Accounts Receivable, Bank Check Summary Verification, Funds Request and Disbursement Form. Knowledgeable in verifying information within the bank statement against vendor information to maintain payment accuracy. Expert in processing accounts payable payments promptly to minimize outstanding debt and avoid excess charges. Perform Monthly, Quarterly and Year End reports for the corporate office. Completed the bi-weekly Payroll through the Paychex system. Completed the year end Member Statement of Giving. Completed the yearly Church Budget. Completed the yearly Audit by gathering supporting documentation and reconciling weekly deposits that contributed to a smooth audit process.
  • Quality Analyst, Strong computer skills and knowledge of QA databases and applications. Compile and analyze statistical data. Strong analytical and problem-solving skills, identify and remedy defects within the production process. Recommend, implement and monitor preventative and corrective actions to ensure that quality assurance standards are achieved. Created quality assurance policies and procedures and job aids.
  • Senior Operations Implementation Analyst, The liaison for reviewing the Business Requirements and Functional Specs with the Business area and IS Technical Team. Analyze and validate requirements and functional specifications using superior communication skills. Promoting process improvement documents and training of peers and clients. Define and manage scope and client expectations, identifying and mitigating risks.

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References

Furnished Upon Request

Timeline

Quality Analyst

AmeriHealth Caritas
02.2016 - 03.2022

Church Accountant

Trinity UMC
09.2013 - 05.2024

Senior Operations Implementation Analyst

Independence Blue Cross
09.2008 - 10.2013

Tax Accountant

St. Barnabas\Trinity UMC
01.1994 - Current

Bachelor of Science - Theology

Andersonville Theological Seminary

Associate of Science - Accounting

Community College of Philadelphia
Roxanne French