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Professional Summary
Customer first. Make it happen efficiently and reliably and your business will grow, be it retail sales, professional services or business to business.
Accounting and finance professional adept at handling challenging and changing situations, coaching, and enhancing customers' understanding of financial documents.
Skills
  • Customer service
  • Lean thinking
  • Internal controls & SOX
  • Accounting & reporting
  • Accounts receivable and payable
  • Purchasing card administrator,
  • Pharmacy third party billing
  • Supply chain
  • MS Office-advanced
  • MedSeries4
  • McKesson Enterprise RX
  • Peoplesoft conversion subject matter expert
  • Budgeting and finance
  • Process implementation
Work History
Senior Accountant, 02/2017 to 09/2017
 University of Wisconsin - Madison – Madison, WI
  • Served as financial liaison for UW School of Medicine and Public Health, including facilitating reporting of operations, policy interpretation and application and ad hoc reporting between University and School's departments.
  • Processed and reported Dean's financial commitments for research, equipment, staffing and discretionary support.
  • Reviewed and approved fund cost transfer requests with consideration for the sponsor, government and University policy and process.
Pharmacy Accounts Receivable Supervisor, 04/2013 to 02/2017
 Roundy\'s Supermarkets, Inc – Milwaukee, WI
  • Third party pharmacy AR collection, analysis and rebilling for 100+ retail pharmacies owned by a regional supermarket chain with locations in IL and WI.
  • Private AR account billings and service.
  • Performed AR analysis as the basis for operational changes to improve billing and collections.
  • Customer satisfaction and continuous process improvement.
  • Improved DSO to 16.5.and reduced write-offs 12 basis points resulting in annual savings of +$150,000.
Accounts Payable Supervisor/Manager, 01/2003 to 04/2013
 Columbia St Mary's Inc – Milwaukee, WI
  • Direct daily operations for a high volume, multi-company accounts payable staff.
  • Annually paid 120,000 to 150,000 invoices with noted lower than industry average recoveries during third party post audits.
  • Hire, train and supervise and train employees; reinforce standard company policies/procedures.
  • Authorize disbursements; review audit documentation and maintain documented internal controls;.
  • Completed integration of Accounts Payable departments after merger, including documenting internal controls and policy and procedures.
  • Advocated and implemented e-payables/purchasing card program with annual rebates exceeding $125,000.
Accounting Manager, 08/1995 to 01/2003
 St Mary's Hospital Milwaukee – Milwaukee, WI
  • Managed accounting, payroll and accounts payable functions with direct report responsibilities.
  • Developed internal control policies, guidelines, and procedures for activities such as cash and payables management, timekeeping and payroll, and accounting.
  • Prepared and filed annual 1099 tax forms for multiple entities as well as preparing information for annual audit.
Accounting Supervisor/ Financial Reporting Manager, 01/1989 to 08/1995
 United Health, Inc. 105 W Michigan – Milwaukee, WI
  • Analyzed the financial details of past, present, and expected operations in order to identify development opportunities and areas of improvement.
  • Monitored and evaluated the performance of accounting staff; recommended and implemented personnel actions.
  • Supervised property tax payments and fixed asset records of a national nursing and rehabilitation center company.
  • Prepared and directed preparation of financial statements, activity reports, financial forecasts, annual budgets, and regulatory reports.
Financial Reporting Analyst/Senior Financial Analyst, 08/1984 to 01/1989
 Marine Bank / Banc One – Milwaukee, WI
  • Provided direction and assistance to subsidiaries regarding accounting policies and procedures.
  • Provided reporting of financial results to public board of directors.
  • Prepared, examined, and analyzed accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Education
Bachelors of Business Administration: Accounting, 1984
 University of Wisconsin-Oshkosh - Oshkosh, WI
 Accounting
Associates of Arts: Business, 1982
 University of Wisconsin Washington County - Bend, WI
 Business
Certifications

Certified Public Accountant - State of Wisconsin

License 11081-1 (expired)

Certification Date - Jun 1988 – Dec 2013

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