Terri Bachtel

Financial professional with broad experience in accounting, auditing, and financial management for consulting companies, healthcare organizations, non-profits, and other diverse industries. Proven expertise in revenue cycle management, GAAP compliance, financial reporting, and audit preparation. Adept at analyzing complex data, driving process improvements, and partnering with leadership to deliver financial clarity and strategic insight.

Gallagher Benefit Services (a division of Arther J. Gallagher, Inc.) 2015 - 2025

Senior Accountant

• Provided month-end financial reporting, account reconciliations, and monthly expense management using Great Plains and JD Edwards.
• Lead accounts receivable team of internal and offshore accountants. Maintained turnover ratio of current accounts receivable balance of 8. Days sales outstanding of 45 days. 
• Facilitated expense input training for all administrative assistants and consultants, reducing errors in expense classification for reporting and billing purposes. 
• Oversaw yearly budget for a $30 million division.

Senior Accountant

• Directed fieldwork in the annual audits and preparations of financial statements for non-profits, 401(k) and retirement plans, and student financial aid programs for colleges 
• Attracted profitable new business to the firm.

CBIZ MHM, LLC

Senior Associate

• Directed fieldwork in the annual audits and preparation of financial statements of employee benefit plans, including 401(k) plans, 403(b) plans, defined benefit plans, and health and welfare plans.
• Implemented the new FASB Suite of Standards for fraud and risk management and the new GAAP requirements.

Supervisory Senior Accountant

• Directed fieldwork in the annual audits and preparation of financial statements of mutual funds and employee benefit plans, including 401(k) plans, defined benefit plans, and health and welfare plans.
• Planned, executed, and delivered complete audits of initial deposits of mutual funds with the SEC.

Program Manager 

• Complete program and event management responsibility for the Kansas, Missouri, and Southern Illinois Entrepreneur Of The Year Program.
• Recruited sponsors and nominations; implemented the judging process; managed the awards ceremony; developed and analyzed the budget; and coordinated practice development.
• Achieved objective of recruiting and recognizing entrepreneurs of high-profile multi-million-dollar companies resulting in a regional award recipient being recognized as one of an elite group of national finalists.

EY

Supervisory Senior Accountant

• Directed fieldwork in the annual audits of unit investment trusts, hospitals, medical groups, pension plans, and manufacturing companies; informed partners of engagement status; and managed staff performance.
• Planned, executed, and delivered complete audits of initial deposits of unit investment trusts filed with the SEC.
• Successfully retained primary client through three ownership changes and geographic moves.
• Developed an audit automation program that eliminated staff involvement, resulting in the most highly profitable audit engagement in the office.
• Debugged the firm's initial audit software program and reported findings to headquarters, resulting in firm-wide distribution.

Accounting, Auditing, and Consulting Services, Event Planning

• Served as interim CFO for a medium-sized hospital. 
• Performed audits and financial analyses on several real estate partnerships.
• Worked with EY to provide audit services for health care clients.
• Reorganized an Imaging Center's accounts from cash to accrual in preparation for an audit.
• Performed pension audit for an Illinois medical clinic.
• Assisted in the creation of intimate, high-impact music experiences that helped our clients (artists, non-profits, corporations, and foundations).

BA, Economics with Accounting Emphasis | Claremont McKenna College, Claremont, California