Seeking a position offering a long-term opportunity where my professional experience, knowledge and talent will be critical in providing the strategic and tactical support that will be essential in supporting the financial growth of my employer.
Certified Public Accountant (CPA)
Financial reporting specialist
Accounting operations professional
Cash flow analysis
Financial modeling capability
Strong communication skills
Superior attention to detail
Expert in GAAP and statutory reporting
Accounting and finance professional with over 12 years of varied experience with private and governmental entities and a proven record of productivity, quality and integrity
*Exceptional management, analytical, decision making and problem solving skills
*Significant experience in providing consulting services requiring budgeting, cost management, financial forecasting, and profit and loss analysis skills
*Proven ability to communicate effectively with people of all ages and backgrounds, to work collaboratively to identify and resolve problems, and to motivate team members to achieve personal and organizational objectives
December 2015-CurrentCorporate Financial Reporting Manager | WPS Health Solutions | Madison, WI
Manage the preparation, analysis and presentation of GAAP financial statements and reports for parent, subsidiaries and joint ventures Prepare Board Reports and other management reports and present information as requested Oversee and manage procedures and staff for all key responsibilities over financial reporting and annually review these procedures and update them accordingly Complete internal control risk assessments and documentation for financial reporting processes that may impact multiple complimentary controls or are integrated or interdependent on other processes Manage and review the preparation of the insurance industry's primary financial and statistical report, the Annual Statement, and the associated supplemental filings for all WPS companies and joint ventures.
May 2014-December 2015Internal Audit Manager | WPS Health Solutions | Madison, WI
Oversaw the completion of internal audits in accordance with the established audit plan and communicated the results to the Audit Committee on a regular basis Provided training and direction to team members, and provided accurate and meaningful feedback throughout the year to help employees progress in their careers Collaborated with other departments to maintain an understanding of enterprise risks, tolerance levels, and risk mitigation strategies for use in developing an internal audit plan that not only addressed the risks identified but also added tangible value to the individual departments and the organization as a whole Performed annual risk assessment to identify risks subject to audit and evaluated their significance in terms of value to the organization Worked collaboratively with all departments to identify opportunities to be involved in strategic efforts that promoted internal controls, quality processes, and the alignment of resources early in the planning and implementation stages Jamin T.
Friedl, CPA (cont.
January 2004-May 2014Audit Manager | Baker Tilly Virchow Krause, LLP | Madison, WI
Served as engagement administrator in the planning and delivery of quality audit and consulting services including year-end financial audits, performance and compliance audits, financial and regulatory reporting, internal control documentation and implementation assistance, bookkeeping and financial forecast analysis for municipal owned utilities of all sizes across the United States Worked closely with the Public Service Commission of Wisconsin in developing and finalizing revenue requirement and cost of service studies as well as completion and filing my clients' annual reports Lead the engagement teams on complex business transactions and promoted efficiencies through effective planning Reviewed and evaluated the work of engagement staff and provided relevant feedback critical to their professional development Performed complex/non-routine accounting work requiring strong knowledge of GAAP Provided effective training and development of personnel while acting as liaison for personnel and partners in addressing personal, professional and firm related issues Pursued new business development opportunities and maintained primary relationships with key business contacts and referral sources.
2003Bachelor of Science: Accounting and FinanceUNIVERSITY OF WISCONSIN - LA CROSSE, La Crosse, Wisconsin