TERRA O’BRIEN
Rochester,MN
Summary
Detail-oriented Accounting and Finance Professional with over 10 years of experience in general ledger accounting, financial analysis, and reporting. Expertise in ERP implementation and multi-entity accounting, with a strong grasp of GAAP and financial statement interactions. Demonstrated ability to partner with operational leaders to assess accounting impacts and streamline processes for timely financial results.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Accountant
Great Planes Aviation
Rochester, MN
07.2023 - Current
- Lead financial forecasting, budgeting, and reporting for a $1.5M+ operation.
- Prepare and analyze financial information supporting accurate financial statements, management reporting, budgeting, and forecasting.
- Manage full-cycle accounting across multiple company divisions, including general ledger review, account reconciliations, journal entries, and month-end close.
- Analyze account activity and financial results to identify discrepancies, resolve accounting issues, and improve financial reporting accuracy.
- Develop process improvements and internal controls that increase accounting efficiency, accuracy, and consistency.
- Manage multi-subsidiary accounting requirements, including reconciliations, sales tax filings, and related intercompany activity.
- Partner with operational leaders to interpret financial information and understand the accounting impact of business decisions.
- Led implementation and ongoing administration of Oracle NetSuite ERP, including accounting processes, approval workflows, vendor records, and system-related process improvements.
- Supported transition to a new ERP environment by evaluating accounting processes, developing workflows, and improving data and transaction consistency across multiple entities.
Business Administrator
Bethel Lutheran Church
Rochester, MN
07.2017 - 06.2023
- Directed daily accounting operations, ensuring accuracy in general ledger activity, journal entries, account reconciliations, invoice approvals, and financial reporting.
- Directed daily accounting operations, including general ledger activity, journal entries, account reconciliations, invoice approvals, and financial reporting.
- Managed $1.4M annual operating budget, conducting financial analysis, forecasting, and variance review to inform strategic decisions.
- Partnered with organizational leaders to evaluate financial information, resolve accounting issues, and support operational decisions.
- Collaborated with organizational leaders to evaluate financial information and resolve accounting issues, enhancing support for operational decisions.
- Managed payroll, HR administration, and multiple competing priorities while maintaining accuracy, confidentiality, and established processes.
Management Accounting
Mayo Clinic
Rochester, MN
07.2015 - 06.2017
- Executed journal entries, account reconciliations, financial schedules, and supporting documentation to ensure accurate financial reporting.
- Supported month-end accounting and financial reporting processes while maintaining accuracy and compliance with established accounting practices.
- Facilitated month-end accounting and financial reporting processes, ensuring compliance with established accounting practices and maintaining accuracy.
- Partnered with internal business leaders and departments to provide accounting and financial reporting support.
- Collaborated with internal business leaders and departments to deliver accounting and financial reporting support aligned with organizational objectives.
Financial Representative – Revenue Cycle
Mayo Clinic
Rochester, MN
10.2010 - 06.2015
- Reviewed and validated insurance, billing, and financial records, ensuring accuracy of account activity and financial information to support effective revenue cycle management.
- Analyzed financial information, communicating payment obligations and account details to patients and families, facilitating informed financial decision-making.
- Trained and supported staff in financial processes and customer communication, enhancing team knowledge and improving service delivery.
Education
Bachelor of Science - Accounting
Minnesota School of Business
01-2010
Bachelor of Science - General Studies
University of Montana
01-2005
Skills
- Ledger accounting
- Journal Entries
- Financial analysis
- Audit support
- ERP implementation
- Budgeting & Forecasting
- Business partnership
- Internal Controls
- Accounting Process Improvement
- Account reconciliations
- ERP Implementation & System Integration
- GAAP compliance
- Process improvement
- Audit Support & Documentation
- Cross-Functional Business Partnership
- Special Projects
- QuickBooks
Certification
Certificate in Current Affairs Fundraising: Crisis Management – Indiana University Lilly Family School of Philanthropy
Certificate in Principles and Techniques in Fundraising – Indiana University Lilly Family School of Philanthropy
Coursework Completed for Certification in Business Administration – The Church Network
Timeline
Accountant
Great Planes Aviation
07.2023 - Current
Business Administrator
Bethel Lutheran Church
07.2017 - 06.2023
Management Accounting
Mayo Clinic
07.2015 - 06.2017
Financial Representative – Revenue Cycle
Mayo Clinic
10.2010 - 06.2015
Bachelor of Science - Accounting
Minnesota School of Business
Bachelor of Science - General Studies
University of Montana
Personal Information
Title: Accounting & Finance