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Work Background
Heart and Soul Journeys LLCBusiness Owner
Aug. 2024Iowa, United States
Tavern 36Co-Owner
Nov. 2021 - Jan. 2025Mitchellville, Iowa, United States
KPMG USSenior Associate, Engagement Management
Jun. 2014 - Jul. 2024Des Moines, Iowa AreaWork in a financial accounting role, within KPMG; providing engagement management support, financial reporting, training and mentoring.
Principal Financial GroupAccountant
Jul. 2006 - Jul. 2013o Set up revenue for new investment, fund family agreements or agreement changes, interpreting agreements to ensure revenue was set up correctly at the share class level. o Prepare, review and send monthly and quarterly fund family billing. o Maintain all client and investment agreements for reference and SOX compliance. o Prepare monthly aging of receivables and comment on follow up and action to provide to upper management. o Train and educate new hires on departmental policies and procedures, as well as job-related tasks and on-going projects. o Research and analyze revenue results and provide feedback to upper management, including investment and contract level account value and revenue detail. o Prepare monthly and quarterly calculations and reports for contracts with special budgets. Work with project team on automation of monthly and quarterly tasks, periodic reports and payment of invoices in order to accommodate increasing demand for this product. o Collect and record cash payments. Research any differences or outstanding fees owed o Build and price custom investments. o Provide monthly accrual information for various revenue types. o Build queries in Access and SQL (Forest and Trees), both for individual work and for others on the team who need a more efficient way of gathering data. o Perform account reconciliation; as well as educate others on proper reconciliation procedures. o Prepare yearly financial statements for Registered investments. o Comply with SOX standards on revenue reporting; provide quarterly reports to department liaisons and semi-annual reports to external auditors.
Vanderbilt University Medical CenterSpecial Projects Manager
Mar. 2002 - May. 2006o Provide administrative support; create database utilized for in house operative pictures and presentations for medical instruction and diagnosis purposes, create system to organize presentations by medical residents for internal use. o Create guidelines for office policy and procedure manual in hard copy and web version. o Provide support to surgeons in organizing and planning conferences and events. o Collect data to initiate and review new applications for national, regional and local professional memberships. o Train and monitor new hires in executing administrative and management duties o Monthly reconciliation of payables. o Review and analyze expense reports. o Collaborate over various departments to develop, test and monitor a new in-house on-call system for physicians and surgeons. o Played a vital role in decreasing denied insurance claims through extensive monitoring of registration errors and missing referrals. o Assist in creating system to monitor and organize inpatient consults and operative visits resulting in additional revenue growth and increased number of previously unbilled charges.
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