OBJECTIVE

I am seeking a position where my education, experience and abilities in public accounting and private industry would be of value.

EXPERIENCE

2007 - Present

Senior Accountant

Jeffrey M. Klein, CPA, Atlanta, Georgia

Temporary positions for companies in need of short-term financial staff for accounting, auditing, tax, and other professional assignments.

1996 - 2007

Financial Analyst

Kaiser Permanente, Atlanta, Georgia

Financial Planning and Analytical Services Group ... Preparation of monthly hospitalization cost and utilization reports ... Perform OLAP data analysis and presentation in a data warehouse environment ... Consulting and analytical support to various departments in the development and usage of produced reports ... Development and automation of standard reports ... Training and support of end users ... Provide information systems support and mentoring … Monthly preparation of medical accruals (IBNR) for Physician Medical Group ... Defined, created and documented new accounting functions for the preparation and reporting of medical accruals (IBNR) for a new consolidated region … Assisted in the conversion and implementation to new claims system (MHC) … Tested and balanced data warehouse and source system loads … Researched and documented data quality issues … Worked with IT in the development and automation of standard reports … Assisted in the conversion and implementation to new nationwide uniform chart of accounts (UCOA) … Quarterly preparation of exhibits for the Department of Insurance (DOI) ... Annual operating plan and budget preparation ... Annual capital budget preparation ... Monthly forecasting … Various ad hoc reporting as required ... Assisted internal audit department and external auditors in audit of annual financial statements in accordance with GAAS and GAAP.

1992 - 1996

Senior Accountant

Gifford, Hillegass & Ingwersen, P.C., Atlanta, Georgia

Audit department ... work assignments included auditing asset, liability, equity, revenue and expense accounts of annual financial statements in accordance with GAAS and GAAP.

1986 - 1992

Controller

InterMark Financial Corporation, Marietta, Georgia

Responsible for the design and implementation of accounting and financial reporting systems for parent and subsidiary companies ... Performed daily accounting functions ... Prepared financial reports for management and creditors ... Worked in conjunction with outside CPA firm in the preparation of annual financial statements and corporate income tax returns ... Assisted in financing activities of operations ... Responsible for the programming design and implementation of computer database system for use by internal marketing and administrative staff ... Management of internal marketing, accounting, and administrative staff.

1984 - 1986

Staff Accountant

Price Waterhouse & Company, Atlanta, Georgia

Audit department ... Work assignments included auditing asset, liability, equity, revenue and expense accounts of quarterly and annual financial statements in accordance with GAAS and GAAP.

EDUCATION

Georgia State University, Atlanta, Georgia

MTx Master's Degree in Taxation, In Progress

BBA Degree in Accounting, 1984

Broward College, Ft. Lauderdale, Florida

AA Degree in Business Administration, 1979

COMPUTER SKILLS

Windows Environment ... Excel ... Word ... Powerpoint ... Access … Understanding of SQL Queries.

ACTIVITIES AND AWARDS

American Institute of Certified Public Accountants, 1992 to present

Georgia Society of Certified Public Accountants, 1992 to present

Dean's List - Georgia State University, 1981 to 1984

Golden Key National Honor Society - Georgia State University, 1984

Beta Alpha Psi - Georgia State University, 1984

CERTIFICATIONS AND LICENSES

Certified Public Accountant (CPA) - State of Georgia, 1990 to present

Licensed Real Estate Agent - State of Georgia, 1981 to present

Licensed Life & Health Insurance Agent - State of Georgia, 1980 to present