Experience

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  Ernst & young

  Jan 2001 - Apr 2001

  Professional intern

  Audit team member for a variety of publicly- and privately-held companies.

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  Louis t. roth & co., pllc

  Dec 2001 - Dec 2012

  Cpa

  *Preparation and review of income tax returns for business and individuals*Provide tax saving strategies for business and individuals*Advise on choosing a business entity*Assist with general ledger entries and general bookkeeping issues*Assist with choosing between types of retirement plans*Preparation of compensation formulas for corporate medical practices*Assist with business valuations*Correspond with IRS and state and local taxing authorities related to examinations and notices*Manage and review of compilation and review engagements Show less

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  Lindemeyer cpa

  Jan 2013 - Apr 2014

  Cpa

  Tax ManagerAs a trusted business advisor, I enjoy working with small business owners to help them reach their goals. I provide tax planning and preparation and Compilation/Review services for a variety of industries including, but not limited to, real estate, manufacturing, retail, and legal and healthcare practices. My clients often pick up the phone and call me for advice on day-to-day issues involving bookkeeping, personnel, compensation formulas, and much more. I strive to provide timely, exceptional service while building lasting relationships with my clients.Specialties: I specialize in small business & individual tax planning and preparation. Show less

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  Humana

  Apr 2014 - now

  - Monthly accounting close monitoring, posting accruals and clean-up entries, and Reporting thereon- FTE, Admin Expense, and TrAC Allocations Budgeting - Monthly FTE and Admin Expense Forecasting - Variance Analysis and Reporting- Monthly Report preparation and presentation to key business leaders on summary of key finance results- Ad hoc Reporting- Ad hoc assisting leaders with vendors and purchase orders- Member of Process Improvement Team (PET); specifically related to Reporting Optimization- Member of Wathen team Culture Team- Lead Finance Well-Being Champion, leading monthly meeting of Finance WBCs and Council Member to create a forum for idea sharing and delivering on Brian Kane's goals for associate engagement Show less - Project lead for all T-Recs (reconciliation software tool) enhancement work- Review balance sheet recons related to Agency Management, ASO, and FP&A- Facilitate meetings between various departments when exceptions and aged/unusal items are found in recons- Advise and solve problems on T-Recs issues and errors encountered during the monthly recon cycle as a Subject Matter Expert related to T-Recs- Collaborate across departments on testing and implementation of T-Recs enhancements, and previously on report creation in OBIA- Motivate and recruit volunteers; present ideas to Executive Sponsors as Co-leader of Finance Shared Services "Thrive Together" engagement and wellness team- Manage, train, and coach Interns as they rotate onto the team- Developed reporting on exceptions and aged or unusual items using T-Recs software tool, used to communicate risk to our internal customers and to management- Lead virtual training sessions for my team and for various Humana Directors on new processes and report roll-outs- Developed a daily reporting process from various data sources and SQL queries to aid accountability & timely completion of all Humana balance sheet reconciliations- Developed monthly process and reporting on accuracy of recon preparation by offshore team- Created a Write-Off Policy after collaborating with key stakeholders across various departments- Met goals to bolster best practices of recons, such as tracking & reporting, automation, auto-certification- Lead a review/analysis initiative of over 100 balance sheet accounts, resulting in clean-up of accounts across numerous legal entities and recon quality improvement.- Nominated as a Well-Being Champion in 2016 to help others engage in healthy activities to achieve wellness goals Show less

  • Manager of Balance Sheet Reconciliations and Controls

    Nov 2021 - now

  • Senior Finance Professional | Financial Planning & Analysis

    Dec 2017 - Nov 2021

  • Finance Consultant|Corporate Accounting | Balance Sheet Control

    Apr 2014 - Dec 2017