Wendy Anderson
Kemah,TX
Summary
Business-minded Finance Manager promoting over 15 years of expertise overseeing transactions and financial analysis. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision-making skills.
Overview
24
24
years of professional experience
Work History
Sabbatical
Personal
01.2025 - Current
- Sabbatical is due to family changes and relocation from MN to TX
Finance Manager
Emergency Physicians, P.A.
05.2018 - 01.2025
- Manage daily operations of the finance department including: financial statement preparation and analysis, month and year-end close process, general ledger, payroll, debt activity, accounts payable, budgeting, cash management and forecasting, revenue and expenditure variance analysis, external audit processes, capital asset reconciliations
- Mentor and provide ongoing staff training and improvement
- Identify, investigate, and analyze potential operational and financial improvement and process gaps
- Consult with representatives of regulatory agencies to complete accurate filings and uphold strict compliance
- Assess expansion plans and costs to forecast trends and recommend changes
Senior Financial Analyst
Emergency Physicians, P.A.
02.2012 - 05.2018
- Comprehensive short and long term operating, cash flow, capital budget and forecast preparation, including executive summary for consolidated physicians group operations
- Presentation and discussion of budgets and cash forecasts with external and internal corporate stakeholders
- Analysis and financial modeling to simulate financial scenarios involving potential new business; either aligning with current operations or new ventures
- Perform research and actively communicate with all related parties throughout the budget process
- Maintain monthly budget and cash flow forecast variances to actual, describing material differences
- Perform a variety of financial analysis to determine current and forecasted financial health
- Review statistical information to determine financial trends for use in planning
- Collect data to identify trends and create revenue, profitability and expense forecasts
Senior Accountant
Emergency Physicians, P.A.
03.2010 - 02.2012
- Financial statement preparation and reporting
- Presentation of financial statements to key corporate executives
- Management of cash, lines of credit, loans, leases and fixed assets
- Coordinate and facilitate annual audits with external auditors, completing all schedules, policy and procedures walk through
- Maintain reserves for bad debt and insurance discounts and disallowances
- Monitor payer contracts and patient financial class mix and net receipts
- Manage stock transactions for three physician held entities
- Improve accounting systems and processes to meet business needs and maximize operational success
- Evaluate and improved accuracy of financial records
- Prepare monthly journal entries and balance sheet reconciliation
Accounting Manager
CBIZ Associated Insurance Agents
04.2009 - 03.2010
Accountant
Journal Broadcast Group
02.2007 - 04.2009
Staff Accountant
R&R Insurance
11.2001 - 02.2007
Education
Bachelor of Arts - Business Administration & Accounting
Lakeland University
Sheboygan, WI12.2003
Skills
- Full cycle accounting
- Month end close process
- Internal controls
- Budget forecasting and analysis
- Financial analysis and reporting
- Financial statements expertise
- Annual external audit processes
- KPI management
- Strategic and financial planning
- Written and interpersonal communication
- Microsoft office
- ADP Workforce Now, Great Plains, KwikTag
Languages
English
Native or Bilingual
Timeline
Sabbatical
Personal
01.2025 - Current
Finance Manager
Emergency Physicians, P.A.
05.2018 - 01.2025
Senior Financial Analyst
Emergency Physicians, P.A.
02.2012 - 05.2018
Senior Accountant
Emergency Physicians, P.A.
03.2010 - 02.2012
Accounting Manager
CBIZ Associated Insurance Agents
04.2009 - 03.2010
Accountant
Journal Broadcast Group
02.2007 - 04.2009
Staff Accountant
R&R Insurance
11.2001 - 02.2007
Bachelor of Arts - Business Administration & Accounting
Lakeland University
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