Functional Skills
Software Skills
Certifications
Sector Experience
Languages
Experience
-Development of training materials on new and existing accounting standards for public and private companies as well as accounting firms
-Chart of accounts revisions, conversion of accounting from cash to accrual, outsourced CFO responsibilities, and other project-based work in accounting and finance
-Prepared and monitored annual budget with gross revenues and expenditures of ~$100M for D1 school district
-Ensured compliance with GASB accounting standards and external and internal accounting policies
-Managed 2 to 6 audits ongoing simultaneously while working with staff remotely and in person
-Researched, understood, and applied new and forthcoming accounting guidance issued under FASB, GASB, and IASB
-Audited accounts receivable and settlements for hospitals, clinics, and various long-term care organizations in the states of Wisconsin, Minnesota, Michigan, and California
-Project manager for planning, fieldwork, and wrap up phases resulting in the preparation of audited financial statements and reports on agreed-upon procedures
-Assessed internal controls to identify weaknesses and provide suggestions for improvement
-Mentored staff accountants and interns by providing guidance on operations and hosting irregular training sessions on proper audit procedures, CPA exam preparation tips, and use of audit software and Microsoft Excel