Senior Accountant at Optimum Life Reinsurance (2025-11 – Present)
Contract position to assist with all accounting duties as well as year-end close.
- Contract position to assist with all accounting duties as well as year-end close.
- Full cycle corporate accounting, journal entries, reconciliations, and preparation of financial statements.
- Fixed asset entry and maintenance in Oracle.
- Month-end and year-end close for three (3) companies, meeting strict deadlines and prioritization of tasks to close all 3 companies simultaneously.
- Special projects as needed; provide backup support for other accounting positions due to workload.
Senior Accountant at MetroCare Services (2022-08 – 2025-08)
Maintained fixed asset registers and managed accounting operations for healthcare services organization.
- Maintained up-to-date fixed asset registers and documentation in NetSuite, ensuring accuracy during audits and supporting timely financial reporting.
- Managed Construction in Progress (CIP) entries and reporting for new properties and remodel/renovation projects.
- Led data collection with other departments, evaluated contract qualification criteria, and prepared journal entries for month-end close under GASB 87 and 96.
- Prepared monthly Requests for Payment (RFPs) for city, county, and private grants according to grant deadlines.
- Posted allocation entries for vehicle leases, cell phone and landline invoices, and software leases.
Senior Accountant/Financial Analyst at Intermountain Healthcare (2021-03 – 2022-05)
Consulting engagement supporting hospital group accounting team during corporate merger.
- Supported hospital group accounting team as they worked with staff shortages during a corporate merger.
- General ledger entries for monthly accruals, reclasses, amortization, and Joint Venture income.
- Prepared balance sheet reconciliations and financial statements.
- Provided monthly variance analysis for Management and Board of Directors.
Senior Accountant/Financial Analyst at United Parcel System (2021-03 – 2022-05)
Consulting engagement contributing to special accounting projects for year-end preparation.
- Contributed to special accounting projects in preparation for 2021 year-end.
- Reconciled escheatment database and general ledger accounts.
Senior Accountant/Financial Analyst at Ulterra Drilling Technologies (2021-03 – 2022-05)
Consulting engagement ensuring accounting continuity during company reorganization.
- Ensured continuity of accounting procedures during company reorganization.
- Prepared reconciliations for multiple bank accounts and balance sheet accounts.
- Recorded incoming and outgoing wire transfers.
- Posted general ledger entries for payroll, monthly accruals, prepaids, and amortization.
Staff Accountant at Phalen Leadership Academies (2019-05 – 2021-02)
Accounting support for nonprofit operator of public charter, innovation, and turnaround schools.
- Provided accounting support for this nonprofit operator of public charter, innovation, and turnaround schools.
- Managed monthly close process.
- Prepared and posted monthly journal entries for payroll, taxes, insurance, and accruals.
- Reconciled multiple bank accounts, AR and AP sub-ledgers, and balance sheet accounts.
- Posted state deposits to school bank accounts, transferred funds when needed, and maintained Intercompany accounts for eight (8) schools.
- Assisted with internal and third-party annual audits of each school.
Senior Accountant at Cardinal Midstream (2017-12 – 2019-02)
Senior accounting role managing monthly close and financial operations.
- Managed monthly close process.
- Calculated prepaid amortization and fixed assets depreciation.
- Prepared and posted monthly journal entries for payroll, insurance, accruals, and other prepaid accounts.
- Reconciled multiple bank accounts, AR and AP sub-ledgers, and balance sheet accounts.
- Maintained Intercompany and Affiliate accounts.
- Coordinated sales tax compliance by reviewing invoices paid and preparing monthly returns.
- Performed monthly variance analysis and provided detailed reports for management.
Senior Accountant at Advantage Midstream (2017-08 – 2017-12)
Senior accounting role implementing QuickBooks for startup parent company and affiliated companies.
- Implemented QuickBooks for start-up parent company and five (5) affiliated companies: chart of accounts, online banking, employee/payroll information, and vendor/customer accounts.
- Processed payroll and payroll tax in QuickBooks.
- Month-end journal entries for accruals and prepaid insurance. Preparation of monthly financial reports.
- Responsible for bank deposits, wire transfers, and bank reconciliations.
Senior Cost Controls Analyst/Accountant at Energy Transfer Partners (2008-09 – 2016-12)
Senior cost control role managing financial operations across Midstream assets spanning multiple states and regions.
- Responsible for cost control functions of all Midstream assets –65 natural gas plants and treaters, 25 joint ventures, 40 legal entities, and 175 reporting centers across 8 regions located in Texas, Louisiana, and New Mexico.
- Worked with plant/pipeline managers to create annual budget presented to the Board of Directors.
- Coordinated with other departments to ensure expected revenue aligned with annual budget of $1.5B.
- Prepared variance analysis reports, calendar year forecast, and rolling 12-month forecast at several reporting levels, consolidating reports by Region, Director, and total Midstream segment.
- Delivered quarterly operations scorecard to management for tactical decision making and strategic planning.
- Generated regulatory reports for various agencies, including Texas Railroad Commission, U.S. Environmental Protection Agency, and Texas Commission on Environmental Quality.
- Supervised associate accountants working in the Midstream segment.
- Trained field analysts in office procedures, invoice processing, purchasing card reconciliation, project expense tracking, budget process, and variance analysis reporting.
