DePaul University

Experienced CPA Finance Leader: Analytical Reporting - Forecasting - Process Implementation

Chicago, Illinois, United States

The Stepping Stones Group, LLC

Controller

Centene Corporation

Finance Manager

Responsible for oversight of AMA’s most profitable lines of business worth $100M+ in annual revenues•	Heavily involved with complete overhaul of workflow process standardization for several lines of business for greater efficiency•	Analyzed trends and payment cycles to help improve accounts receivable collections•	Collaborated with finance and the business operation areas to align on strategic growth plans•	Managed month end close, variance analysis, forecasting, reporting and auditing to support the business areas•	Involved with cost accounting of medical journals and inventory of published books

American Medical Association

Reported to CFO, responsible for all aspects of financial functions and implementation of new processes and procedures•	Implemented new annual plan process and set timelines across operational divisions•	Managed monthly targets by reviewing and comparing analyzed results to ensure departments meet their milestones•	Coordinated company audit by collaborating with key stakeholders and external auditors on site •	Established multi state use tax reporting for compliance•	Oversaw escrow accounts for 300+ custodial accounts for Medicare Set Asides

Rising Medical Solutions

- Developed accounting policy manual for the company to adhere to•	Streamlined month end closing process by improving efficiencies and implementing standard work procedures•	Project lead on conversion of accounting software program from Everest to Great Plains•	Created new general ledger chart of accounts and departmental financial P/L reporting •	Oversaw month end close related to bank reconciliations, AR, AP, accruals, fixed assets and expense reporting

Assistant Controller

As part of United’s controllership group, oversaw 2 divisions with a total budget of $350M in operating expenses.  Supported and lead all financial functions of the 2 divisions, which included month end close, reporting, and coordination and development of the annual plan, 3 year plan and monthly forecasts.  •	Developed metrics for various monthly performance reports and implemented process improvements•	Reviewed capital expenditures and forecasted monthly spend•	Worked with senior officers on a continual basis to align goals of the divisions with corporate wide initiatives and served as the divisions’ representative on corporate wide advisory boards

United Airlines

Assisted in the consolidation of United’s corporate multi departmental operating monthly forecast and annual plan.   Assigned as liaison between corporate accounting and divisional leaders to ensure accrual accounting was recorded on a monthly basis.•	Developed metrics for various monthly performance reports and implemented more efficient process improvements•	Assigned as the ERP financial system representative to train employees on the new application•	Received CFO award for exceeding expectations in providing support for board of directors meeting materials by analyzing financial results and providing in depth explanations

Amy Chan