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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com
Self-driven, goal-focused and highly experienced professional with more than 15 years of progressive accounting and financial management experience across the healthcare, retail and government sectors. Proven track record in implementing solutions and developing collaborative relationships to attain high-caliber results. Able to complete timely analysis and reporting across various securities including fuel equities, hedging, money market funds and equity method investments. Noted as a subject matter expert for contractual, regulatory and corporate compliance matters. Skilled in managing multiple projects and activities simultaneously and work within aggressive timelines. Troubleshooter of operational and financial challenges with confidence, perspicuity and determination. Adept in meeting all relevant deadlines and corporate business objectives. Proven skill in working with all levels of staff and management to prioritize work and adhere to deadlines. Seeking a role that will allow for continued career advancement.
Key Areas of Expertise
Account Reconciliation | Accounting | Accounts Receivable/Payable | Ad-hoc Reports | ASC 820 | Auditing | Budgets
Cash Management | Contracts | Cost Analysis | Cross-Functional Teamwork | Customer Service | Documentation | Expense Control
Federal Healthcare Policies | Finance & Economic Trends | Financial Analysis, Modeling & Reporting | Forecasting
General Ledger | Informational Flow | Investment Guidance | Journal Entries | Leadership | Organization | Policy Writing
Analytical Problem Solving | Process Improvements | Procurement | Regulatory Compliance | Relationship Building
Research & Development | Special Project Management | Strategic Planning | Systems Management
Time Management | Upgrades & Testing | Verbal, Written & Technical Communication
Technology
MS Office Suite (Advanced Access & Excel Spreadsheets) | Queries | PeopleSoft | nVision | FACETS | Hyperion Suite | FPM Suite COGNOS Impromptu | CPM Budget Suite | ERP (Enterprise Planning Systems) | SAP (Systems, Applications, Products) | Maximo Fuelworx Statistical Modeling (Cost & Predicative) | FAR | GAAP | SOX | IRS Regulations | Data Reports
Professional Experience
Tennessee Valley Authority | Accounting/Fuel Analyst III (2013-Present)
Lead prompt payment reporting and account reconciliation for both Maximo and Fuelworx unpaid invoices using Maximo and Oracle to compete daily, monthly and quarterly balancing within Maximo, Fuelworx and Oracle General Ledger interfaces
Engage in the monthly design and preparation of precise, timely financial analyses that support senior management s fiscal efforts
Prepare and deliver financial presentations to senior management
Also handle the management of special projects and ad-hoc analyses including investments and derivative accounting
Complete both daily and monthly database reporting using COGNOS and Microsoft Access
Assess and gather Oracle GL concerns from work order issues and review all EDI stats/reports
Spearhead both system testing and validation initiatives
Able to leverage all methods and operating systems within Accounts Payable to bolster the material integrity of all relevant processes; achieve zero notable deficiencies or material weaknesses at the end of each quarter and fiscal year
Krystal Company | Treasury Administrator (2012)
Managed bank accounts to drive cash management compliance for all field personnel across 200 restaurants in the southeastern U.S.
Oversaw ACH management and Great Plains General Ledger efforts
Supervised all general accounting activities from the point of transaction to period close
Designed and introduced a CRM tool used for cash flow management purposes
Prepared and delivered detailed summary reporting for the purpose of cash flow, forecasting and budgeting
Self Employed | Independent Mangement Consultant (2011-2012)
Delivered consultative services to a variety of government contractors, e.g., nonprofit healthcare and healthcare companies
Focused advisement of the areas of accounting, budgeting, financial modeling, cash forecasting, policy documentation and the execution of procedures used to secure internal controls
Worked as an active contributor to CRM, as well as a scorecard used to meet 100% of all internal project metrics
Blue Cross Blue Shield of Tennessee | Sr. Project and Financial Analyst (2009-2011)
Educated individuals and groups on Medicare Advantage Management and supported all related efforts via monthly Financial Scorecards and ERP Dashboards
Worked as a Project Lead to drive the implementation and fiscal audit under mandate of the Treasury Department; reviewed financial policies, internal controls and accounting systems and kept a knowledge repository for Federal Healthcare Exchange data
Developed and reported a weekly Cash Flow Statement and related accounting for fixed assets and software
Yyyyyy x. yyyyyy
Continued
Sr. Project and Financial Analyst (Continued)
Oversaw Accounts Receivable and completion of time sheets related to sensitive vendors for the Medicare Advantage line of business
Fielded complex situations and arbitrated any discrepancies, thus eliminating the need for further escalation
Worked as the liaison for the Corporate Finance department to make certain that accounting for General Ledger entries related to the Medicare division were accurate and timely
Played a pivotal role in designing product benefits based on trends in expense and revenue reporting; updated management on large-spend items
Acted as a Division Liaison during the sound implementation of ISO 9001:2008, for which the contract was dissolved in August 2011
Sr. Financial Analyst & Government Coordinator (2007-2009)
Drove accuracy in completing monthly financial statements prior to dispensation
Worked on ad-hoc journal reviews using spreadsheet acumen to prepare financial schedules, along with monthly and annual exhibits
Elected to work as a member of the Continuous Financial Improvement Team; was one of 30 BCBST nominated out of 3.9K total available employees
Designed a program that achieved $1.5M in annual savings; tenaciously negotiated pricing that ensured ROI across procurements
Gathered contracts and led the proposal processes from start to finish in partnership with commercial and government vendors
Financial Analyst and Coordinator, Government Analyst (2005-2007)
Served as the Lead Member of the Business Solutions Team; won two subsidiary companies within BCBST valued at over $150M each
Prepared holistic financial analyses, reviews and recommendations for commercial and government subsidiaries using a process that boosted contribution margins, internal revenue and spend threshold levels
Standardized finance and accounting specific to timekeeping and workload management; introduced a workflow for the business proposal team that confirmed bid compliance with standards in Federal Acquisition Regulations and Cost Accounting Standards
Financial Coordinator, Government Analyst (2004-2005)
Oversaw operations for an annual operating budget of approximately $17M; managed subcontractors and external vendors
Worked as the assistant for the Chief Financial Officer of Riverbend, a wholly owned subsidiary of BCBST
Designed a five-year plan baseline used to manage ongoing RFP work; done in conjunction with colleagues, subcontractors and relevant governmental agencies
Developed standardized processes for financial reporting; yielded $300K in annual savings in operating spending for printing and paper
Sr. Supervisor, Group/Individual Billing and Customer Service (2000-2004)
Supervised 19 employees within a department that accounted for $9.5M; included reviewing and aligning with all underwriting standards
Managed an annual premium and operating budget of $700K for the 65+ Medicare population
Named as the Division Supervisor for 2003 due to managing the departmental budget at 5% below forecast
Sr. Accountant & Budget Analyst Corporate Accounting (1992-1998)
Observed and directed the corporate operating budget, including daily review of expense vouchers to ensure the utmost in accuracy
Generated and crafted finalized reports that detailed the actual and budgeted amounts; touched on corporate salary numbers, operating expenses, corporate finance and cash flow statements
Cooperated with management to develop financial budgets and forecasts used for future planning and enterprise expansion
Tennessee Farm Bureau | Sr. Supervisor, Group/Individual Billing, and Customer Service (1998-2000)
Completed awarding processes for all employer special needs or politically sensitive groups
Conducted group visits and statewide meetings as needed
Served in an integral capacity during special projects specific to the BCBST/TRH financial book of business
Education & Involvement
Candidature, CPA and CPM, 2015
Master of Business Administration, University of Phoenix, 2015
Bachelor of Science, Business Administration-Accounting/Marketing, University of Tennessee
Volunteer, Burks United Methodist Church
Member, AICPA
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