Michael Bullock

Experience

• 

  Leonard CPA PLLC

  Jan 2014 - May 2014

  CPA Assistant

  • Prepared and verified tax return information to send to individual and corporate clients utilizing Microsoft Office• Filed and organized client tax information per company’s procedures• Categorized and classified client expense receipts utilizing Microsoft Excel

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  Appalachian State University

  Aug 2014 - May 2016

  Financial Aid - Work Study

  • Scanned, processed, and updated confidential student documents utilizing FORTIS and Ellucian Banner software • Collaborated and communicated with management and financial aid counselors to problem solve FAFSA inaccuracies in compliance with Federal Title IV and State regulations • Participated and provided customer service in bi-annual FAFSA outreach events to raise awareness of financial aid to current and prospective students

• 

  Wells Fargo

  Jun 2016 - Oct 2019

  • Led audit engagements for Corporate Treasury, HR, and Legal functions, delivering actionable recommendations to enhance operational efficiency.• Strategically planned, designed, and tested internal controls to ensure regulatory compliance and mitigate risks.• Documented processes and policies to support governance frameworks and drive continuous improvement.• Acted as an onboarding specialist for new hires, delivering comprehensive training and support to accelerate integration, boost engagement, and ensure a smooth transition into the team. Show less • Assessed the operational effectiveness of controls, pinpointing areas for improvement and delivering actionable recommendations to strengthen risk management and compliance.• Compiled and reported audit findings for enterprise-level reviews, enhancing transparency, accountability, and data-driven decision-making in audit processes.• Partnered with cross-functional business leaders and teams to streamline and optimize audit processes, driving efficiency.• Contributed to diversity and community outreach initiatives, fostering an inclusive culture and strengthening the organization’s commitment to social responsibility. Show less

  • Senior Auditor

    May 2017 - Oct 2019

  • Audit Associate

    Jun 2016 - May 2017
• 

  University of Colorado Denver

  Oct 2019 - Mar 2022

  Accounts Receivable Operations Specialist

  • Optimized billing processes by identifying inefficiencies, reducing manual errors, and accelerating cash flow, resulting in improved operational performance.• Led root-cause analyses to identify and address recurring billing discrepancies, implementing long-term process improvements.• Leveraged SQL and enterprise software to automate invoice generation and streamline payment processing, increasing reporting accuracy and efficiency.• Collaborated with cross-functional teams to resolve discrepancies and align financial operations with contractual terms, strengthening partnerships with key stakeholders.• Conducted data audits and account reconciliations to ensure financial accuracy, mitigate risks, and support data-driven decision-making for business operations. Show less

• 

  Guild

  Apr 2022 - now

  • Lead process optimization and automation initiatives, streamlining operations to reduce manual effort and increase data accuracy.• Extract, clean, and analyze complex data sets to develop KPI reports for executive teams, driving strategic insights for decision-making.• Build and optimize SQL queries to improve operations and analyze key data trends in support of business strategy and performance goals.• Provide ongoing and ad-hoc analyses to leadership, translating data into strategic recommendations that shape operational and financial decisions.• Lead and coordinate initiatives across departments, using data-driven recommendations and automation to streamline operations, enhance productivity, and achieve business objectives.• Mentor and manage junior analysts, fostering a culture of continuous learning and high performance. Show less • Spearheaded team-wide operational enhancements, implementing process improvements that streamlined workflows and minimized error rates.• Managed multiple concurrent workstreams in a dynamic, fast-paced environment, demonstrating exceptional organizational and time-management abilities.• Served as a primary point of contact for data-related inquiries, providing prompt, accurate responses to support internal and external stakeholders.• Embraced a growth mindset, rapidly acquiring new skills and adapting to changing business needs to support the company’s expansion initiatives.• Conducted comprehensive data quality assurance checks, proactively identifying and resolving discrepancies to maintain data integrity and accuracy. Show less

  • Associate Manager, Billing Enablement

    Oct 2024 - now

  • Senior Billing Analyst

    Mar 2023 - now

  • Billing Analyst

    Apr 2022 - Mar 2023