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Work Background
Laudando & Associates, LLCController
May. 2023United States, Denvero Lead the accounting, contracts, collections, reporting, and client project management for non-recurring engineering service projects and R&D development for Agriculture Technology.
o Manage client engagements for budgeting, progress tracking, internal oversight, and execution to the contract.
o Partner with engineering team to build out the bill of materials for engineering service contract deliverables.
o Partner with company president to bid for statement of work with new and existing clients.
Kaiser Foundation Health Plan (Kaiser Permanente)Sr Accountant Specialist & Accounting Manager
Sep. 2019 - May. 2023United Stateso Lead the Membership Accounting (MA) Shared Service functions for Cash, Individual & Family On-Exchange line of business, Healthworks, KP Washington, Expenses and month end close reporting.
o Identified as the main MA shared service point of contact for regional partners outside of the CA regions.
o Oversee operational readiness for ORMB deployment for functional areas. Review of JPT, UAT, Mock Month End, Pre and Post Go-Live validation test cases and processes.
o Requested from internal leadership to lead multiple SOX remediations for self-reported deficiencies in the monthly general ledger reconciliation for Cash Clearing accounts between PO, NCAL & SCAL as well as the daily subledger to bank reconciliations. Led the redesign of the control processes to effectively reconcile the cash accounts with no unidentified variances since the ORMB deployment. Project managed training, DLP, control redesign and senior leadership report outs.
o Lead the Quarterly Review Program, Footnotes, and schedules for membership dues in the MOC that is submitted to POFR.
o Led the design and implementation of SOX control 01.14.03 for review of contracts with unique terms.
o Business Process Manager lead for Audit, Uniform Accounting Policy, and Internal Controls governance in the department.
o Project Manager on multi-year project to consolidate MA functions into the shared service team for the regions.
o Project Manager on developing an enhanced month-end close reporting package for the Common Membership markets.
o Nominated and successfully completed the KP Finance Leadership Institute development program.
Kaiser Foundation Health Plan (Kaiser Permanente)Business Process Consultant, SOX & Internal Controls
Apr. 2016 - Sep. 2019United States, Denvero Provided subject matter expertise on the design, implementation, and operational effectiveness of internal controls.
o Partnered with process owners regarding SOX documentation, testing, evaluation, and necessary remediations.
o Served as Project Manager to remediate SOX and operational identified issues timely and effectively.
o Lead design and implementation of benefit, accounting, and Individual & Family On-Exchange controls for newly acquired region to SOX program.
o Facilitated control testing by coordinating with Internal Audit and the line of business to obtain & review audit evidence, address inquiries, manage the audit timeline effectively and evaluate potential findings.
o Served as SOX Project Manager on new system and major system enhancements impacting the control environment.
o Partnered with leadership to support process changes and improvements while complying with SOX control requirements.
o Developed strong relationships with organizational leadership and business partners supporting the control environment.
o Recipient 2017 SOX Program Management Office Commitment Award, Denver Service Center Team Player Award.
o Regional Team Lead for MSSA-Finance Equity Inclusion & Diversity Community of Practice.
Deloitte & Touche LLPAudit Senior
Sep. 2013 - Mar. 2016United States, Denvero Lead and co-senior of financial statement audits of private and public companies in the investment management, real estate, and insurance industries.
o Performed technical accounting research in the treatment of complex accounting issues.
o Heavily involved in Deloitte campus recruiting efforts to ensure continuing high-quality intern and staff members.
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