Experienced Senior Accountant with a successful track record of cultivating client relationships and effective full-cycle accounting, accounts payable, and month end close. Proven ability to perform work efficiently and remotely while maintaining the integrity of all financial data.
Overview
25
25
years of professional experience
3
3
Certification
Work History
Sr. Accountant
Change Healthcare/Optum Insight
11.2020 - Current
Full cycle accountant for multiple medical practices.
Financial reporting, managing bank accounts, accounts payable, month end close/year end close, statistical analysis and variance tracking.
Work closely with CPAs for taxes and required reporting.
Process payroll and manage personnel and client relations.
Member of best practices and account implementation teams.
Daily processes in QuickBooks Online, Bill.com, Paychex, ADP, Excel, SaasAnt and others.
Financial Specialist
University of Oklahoma Shared Business Service Center
06.2018 - 11.2020
Member of implementation team for first shared service center at the University of Oklahoma.
Developed best practices, created processes and manuals and trained new hires for financial positions.
Responsible for AP/AR, accounts and budget maintenance, monthly reconciliation for multiple colleges (state and grant accounts).
Tasks also include purchasing, reporting, inter-department communication, scholarships and fiscal transfers.
All financial processes in QuickBooks Online.
Experience with PeopleSoft and Concur.
Account & Budget Rep III
University of Oklahoma, Mewbourne College of Petroleum & Geological Engineering
09.2014 - 06.2018
Responsible for AP/AR, accounts and budget posting, month end reporting and reconciliation for 62 State, grant and Foundation accounts.
Process Affordable Care Act timesheets for GRA/GTA students; process payroll for hourly employees.
Work with the MCEE Financial Team to structure budgets and spending for the college.
Purchase multimillion dollar equipment and supplies for Petroleum and Geological Engineering department.
Maintain department compliance with all University, State and Federal guidelines.
Staff Assistant III
University of Oklahoma, College of Continuing Education
08.2011 - 09.2014
Serve as the first contact in the HR/OU Contract office at NCED.
Process travel paperwork and vouchers, submit and manage contractor advances through the OU Foundation.
Process and reconcile timecards and payroll for more than 100 contractors (both on site and remote).
In charge of AP/AR and purchasing for contract office.
Maintain working personnel files, other duties as assigned.
Staff Technician
OU Contract/USPS, National Center for Employee Development
09.2006 - 08.2011
Assist with course development and administration, responsible for field contact, troubleshooting and enrollment assistance.
Responsible for purchase requisitions, USPS and OU contractor travel/training coordination and processing, administrative correspondence and files.
Process and submit contract and postal payroll hours.
Work with teams on project and course analysis, fiscal planning and research.
Establish and maintain schedules, calendars and logs, handle incoming mail and confidential employee-related material (personnel records, payroll records, etc.).
Complete other duties as assigned, including multiple campus-wide and USPS Headquarters special projects and events.
Education
Bachelor's Degree - Business Administration and Ethics-Finance
Mid-America Christian University
Oklahoma City, OK
01.2016
Associates Degree - Medical Office Administration
City College
Moore, OK
01.1995
Skills
General ledger updates
Financial statement analysis
Journal entry management
Financial reporting
Variance analysis
Financial data tracking
Accounts payable management
Month-end closing management
Reconciliation expertise
Client onboarding
Oracle, PeopleSoft and Concur experience
Tracking optimization
Certification
Bill.com Expert Certified, 2025
Intuit QuickBooks Online, 2019
Lean Six/Sigma, 2015
Timeline
Sr. Accountant
Change Healthcare/Optum Insight
11.2020 - Current
Financial Specialist
University of Oklahoma Shared Business Service Center
06.2018 - 11.2020
Account & Budget Rep III
University of Oklahoma, Mewbourne College of Petroleum & Geological Engineering
09.2014 - 06.2018
Staff Assistant III
University of Oklahoma, College of Continuing Education
08.2011 - 09.2014
Staff Technician
OU Contract/USPS, National Center for Employee Development
09.2006 - 08.2011
Associates Degree - Medical Office Administration
City College
Bachelor's Degree - Business Administration and Ethics-Finance