Excellent oral and written communication skills, strong interpersonal skills, ability to communicate and interact effectively with employees from all levels within an organization, strong presentation skills, work well in a team and independently, efficiently organize and prioritize tasks for self and staff, ability to analyze financial and other data to provide meaningful information and provide analytical support to management, ability to recommend, design and implement procedural changes to strengthen internal controls and gain efficiency, outstanding organizational skills, flexible and professional.
Proficient in Microsoft Word, Excel, Access, Power Point, SQL, McKesson Financial Management, McKesson Supply Chain Management, McKesson ERP Report Writer, Strata Jazz, Web Viewer.
Senior Accountanting CoordinatorJul 2012 to Current Munson Healthcare － Traverse City, Michigan
Responsible for completing and publishing Munson Medical Center (MMC) Consolidated financial statements, MMC Flash Report and Early Look FTE's by Administrator, Munson Healthcare Travel Report, including overall review and additional analysis as requested.
Responsible for review of monthly financial statements for various MHC entities, as well as processing the monthly close steps in SQL and FM to publish the financial information and flex budgets in Web Viewer.
Processing payroll in SQL and posting into FM.
Manage all aspects of insurance responsibilities, including premium payments, claims filing, renewals, budget and establishing new coverages and present annual update to Audit Committee.
Work with agents and consultants.
Operating Budget Inventory/Supply Chain Volunteer as McKesson Fiscal Management SIG Chair of Educations, which entails monthly calls and planning and organizing annual Insight Conference.
ManagerMar 2010 to Jul 2012 Northern Michigan Supply Alliance － Traverse City, Michigan
Manage daily activities of the Purchasing staff (7 direct reports) in a multiple company environment, including distributing the workload, planning and implementing process improvements to improve efficiency and strengthen internal controls, monitoring accuracy of purchase orders and ensuring proper approvals were obtained, and collecting, reviewing and evaluating Purchasing statistics.
Coordinate Purchasing processes with the Sourcing processes to achieve the overall goals of the organization, to improve efficiencies of the processes and strengthen the teamwork between the two departments.
Work with Finance and management to ensure proper categorization of supply expense in the General Ledger accounts and collect, organize and interpret data necessary to support analysis of annual departmental supply budgets, including Preparing for the Future supply and purchased service initiatives.
Maintain constant communication with other Materials Departments and requisitioners throughout the organization to ensure a high level of service and that individual department purchasing needs are met and to investigate/problem solve when issues arise.
Participate in setting and achieving department goals and lead and facilitate process improvement teams.
Review and maintain Purchasing policies and ensure organizational (Munson and Mercy) compliance.
Participated in revision of the Approval Policy and implementation of the electronic requisitioning system throughout MHC and Mercy, strengthening internal controls over spend and gaining efficiencies in the Purchasing processes.
Responsible for the Accrued Receipts process, including coordinating the work performed by Purchasing and Accounts Payable to review, identify and correct any issues and planning and implementing process improvements to facilitate accuracy of the accrual file.
Participate in the inventory balancing process, including reviewing the reconciliations completed by Materials and Finance and identifying and recommending process improvements to ensure proper flow of inventory transactions between the Materials and General Ledger systems.
Senior AccountantSep 2001 to Mar 2010 Munson Healthcare － Traverse City, Michigan
Participate in setting and achieving department goals, direct work flow and provide training to Staff Accountants, monitor completeness, accuracy and timeliness of financial statements, variance analysis and general ledger account reconciliations, lead and facilitate in process improvement teams.
Assist in the supervision of the daily work flows of Accounts Payable in a multiple company environment, including providing guidance to A/P staff, planning and implementing A/P process improvements to improve efficiency and strengthen internal controls, interacting with vendors and ensuring timely and accurate payment of invoices, and reviewing and analyzing A/P aging and other defined A/P metrics.
Prepare/ review monthly financial statements for multiple companies, including balance sheet, income statement, statement of cash flows and supporting schedules.
Prepare/ review monthly variance reports, general ledger account reconciliations and supporting schedules.
Prepare/review annual budgets, projected financial statements and monthly spread of revenues and expenses.
Responsible for the Accrued Receipts process, including coordinating the work performed by Finance, Purchasing and Accounts Payable to review, identify and correct any issues, planning and implementing process improvements to facilitate accuracy of the accrual, ensuring the liability is properly presented in the financial statements, and reviewing and analyzing the Accrued Receipts aging.
Responsible for the inventory balancing process, including combining the work performed by Finance and Materials to complete the reconciliation, identifying and recommending process improvements to ensure proper flow of inventory transactions between the Materials and General Ledger systems, and ensuring that inventory is properly presented in the financial statements.
Serve as liaison between Finance and Materials and help identify and implement/recommend process improvements to ensure the proper flow of transactions between the Materials and General Ledger systems and proper categorization of supply expense in the financial statements.
Assist in providing financial information for the external audits.
Sep 1998 to Sep 2001 Arthur Andersen, LLP － Chicago, Illinois
Planned, performed and managed all aspects of year-end financial statement auditsand first time through audits for a diverse client base, including public companies as well as large and mid-sized companies in the financial services, construction, government and not-for-profit industries.
Developed and revised audit procedures, directed and implemented audit tests, assessed materiality levels, prepared and analyzed financial statements and footnotes, ensured work was completed within the established time frame and budget, supervised and trained Staff Auditors, completed performance evaluations of Staff Auditors and coordinated audit timing.
Analyzed client procedures and control environment, identified key business issues and prepared client recommendation letters to assist client with opportunities for efficiencies and improvements.
Developed and maintained relationships with clients, interacting with all levels of responsibility, ranging from support staff to senior management, including CFO and controller.
Coordinated and participated in planning and closing meetings with client's senior management.
Preformed research related to accounting issues and best practices for accounting processes.
Communicated audit issues directly with engagement team, including Managers and Partners.
Bachelor of Business Administration, AccountancyApril 1998Western Michigan UniversityGPA: GPA: 3.55/4.00Accountancy GPA: 3.55/4.00