Led the month end close process, including reconciliations, journal entries, balance sheet reconciliations, and budgeting, and financial statement preparation for all departments.
Assisted in the preparation of monthly financials, including consolidation of financial statements, variance analysis, budgets, and compliance with GAAP and Sarbanes-Oxley.
Worked closely with senior management, operations, and corporate Finance to develop and implement financial policies and procedures, including consolidation of the company's internal controls and compliance.
Managed the general accounting functions including consolidations, month-end close, and monitoring of internal controls, documenting and analyzing key performance indicators, and preparing monthly and quarterly P&L and balance sheet.
Prepared monthly financial reporting package for senior management and Board of Directors. Worked with external auditors to prepare the annual budget and tax strategy.
Led the internal audit process by providing documentation and support to the external auditors for the annual audits of the company's insurance and financial services.
Bank of the West
Implemented Lawson general ledger system to ensure compliance with Sarbanes-Oxley requirements. Created and maintained a PeopleSoft Finance module for the entire company.
Managed integration of financial reporting and GAAP compliant data integrity. This included the development of a new chart of accounts, and the creation of a new chart of accounts.
Provided training and support to the healthcare team to ensure the accuracy of the data. Prepared and reviewed monthly reports for the senior management.
Analyzed and interpreted financial data and trends to provide accurate and timely financial information. Worked with the team to develop and implement a new chart of accounts.
Developed and implemented new process for tracking and analyzing financial data. Worked with the business to develop a system to track and report on the monthly activity.