Summary
Overview
Work History
Education
Skills
Certification
Training
Timeline
Generic

Tracy Miliano

Clayton,NC

Summary

Results-driven and detail-oriented CPA with extensive experience in accounting operations, risk management, automation, and financial reporting. Proven track record in leading cross-functional teams, optimizing processes, and ensuring compliance with GAAP and regulatory standards. Adept at implementing automation tools, mentoring staff, and driving strategic improvements in financial systems.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Quality Control & Risk Management Lead

RSM US, LLP
03.2023 - Current
  • Ensure compliance with GAAP, and internal policies through rigorous quality control practices.
  • Conduct internal audits and self-assessments to identify and mitigate financial and operational risks.
  • Led training initiatives and develop documentation standards to enhance team performance.
  • Design and implement internal controls and risk monitoring systems in preparation of SOC Compliance.
  • Create workflows and policies to ensure accountability and segregation of duties.
  • Review contracts for scope alignment and compliance with deliverables.

Accounting Manager - Consulting

RSM US, LLP
03.2019 - 03.2023
  • Managed accounting operations for multiple clients across various industries including Not-for-Profit, Consumer Products, and Business Professional Services.
  • Supervised daily accounting functions, including AP/AR, general ledger, and reconciliations.
  • Contributed to budget-to-actual analysis, achieving expenditure reductions over 25%.
  • Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
  • Led automation initiatives, reducing month-end close time and increasing ROI.
  • Coordinated with executives and financial institutions to prepare and deliver comprehensive financial packages for acquisitions.
  • Led financial reporting and analysis, ensuring compliance with GAAP and regulatory standards.
  • Directed budgeting processes, aligning departmental goals with organizational objectives.
  • Analyzed variances in financial reports, providing actionable insights for strategic decision-making.
  • Managed successful audits by collaborating effectively with internal and external auditors.
  • Implemented budgeting tools and maintained internal budgets to meet margin and realization goals.
  • Collaborated with tax team on property and sales tax returns.
  • Mentored staff, conducted performance reviews, and developed KPIs for accountability.

Accounting Manager

Thomas, Judy & Tucker, P.A.
03.2013 - 03.2019
  • Supervised accounts payable, accounts receivable, and payroll functions, ensuring accuracy, timeliness, and compliance with internal controls.
  • Prepared and analyzed monthly financial statements in accordance with GAAP.
  • Maintained the general ledger, executed month-end close processes, and managed allocations, accruals, and adjusting entries.
  • Managed fixed asset accounting and revenue recognition.
  • Developed and maintained daily cash flow reports and forecasts to support strategic decision-making and liquidity management.
  • Designed and implemented accounting policies, procedures, and internal controls to strengthen financial governance and operational efficiency.
  • Managed bank reconciliations and investment accounts, including oversight of endowment funds.
  • Partnered with the CEO and CFO on annual budget development, financial planning, and strategic initiatives.
  • Presented monthly financial results to the CEO, CFO, and Finance Committee, highlighting key metrics and improvement opportunities.
  • Assist financial audits and respond to external auditor's requests.

Education

Bachelor of Science - Accounting

Strayer University
Raleigh, NC
05-2004

Associate of Science - Business Administration

Wake Technical Community College
Raleigh, NC
05-1996

Skills

  • Cross-functional collaboration
  • Effective time management
  • Analytical problem-solving
  • Strong task management
  • Proficient in Sage Intacct, NetSuite, and Blackline
  • Skilled in utilizing BILL, Divvy, and Vicai for automation
  • Proficient in Microsoft Office Suite

Certification

  • Certified Public Accountant (CPA), North Carolina
  • Member, AICPA

Training

  • Presented CPE courses on journal entry automation, reconciliation accuracy, and policy implementation.
  • Led internal training sessions on compliance and financial best practices.

Timeline

Quality Control & Risk Management Lead

RSM US, LLP
03.2023 - Current

Accounting Manager - Consulting

RSM US, LLP
03.2019 - 03.2023

Accounting Manager

Thomas, Judy & Tucker, P.A.
03.2013 - 03.2019

Bachelor of Science - Accounting

Strayer University

Associate of Science - Business Administration

Wake Technical Community College

Similar Profiles

CREATE PROFILE