Confidential Confidential

  • Controller/Assistant Controller
  • Norman, OK 73072, United States
  • Jul 21, 2017
Full time Financial Services

Personal Summary

Success-driven, growth-focused, and multifaceted professional with extensive experience in accounting and financial operations, encompassing internal audit, financial statements preparation, and internal controls.
Expert at developing innovative and cost-effective solutions, while analyzing financial information and addressing identified discrepancies. Well-versed in delivering first-rate customer service as well as establishing long-term relationships with key clients, vendors, and various professionals of diverse backgrounds.
Technically proficient with Enertia, Microsoft Office, QuickBooks, AS400, Solomon, and ClubSoft.

Work Experience

Sep 2014 - Confidential

Analyze financial statements and tax audits to resolve discrepancies, including the preparation of financial reports, balance sheets, P&L, trial balance, cash flow statements, and detailed tax documents for accurate corporate return submissions
Promptly resolve financial discrepancies by gathering and assessing accounting information, reconciling cash accounts, and utilizing supporting documentation
Fulfill various tasks such as monitoring bank balances; transferring funds; maintaining daily cash reports and balances; researching and evaluating vendor pricing; and renegotiating contracts for better pricing and terms
Utilize Enertia in daily recordkeeping efforts including setup and creation of accounts payable, joint interest billing, revenue, and journal entries for general ledger posting
Identify covered medical insurance losses; analyze medical bills and coding to ensure compliance with policy guidelines; compute exact benefit amount according to company plan; effectively negotiate write-offs with providers; file appeals through supporting documentation; and maintain company and employee medical files
Maintain spreadsheet and record stock statement activities, including capital gains and losses on investments, dividends and interest, purchases and sales, commission fees, and current fair market value (FMV)
Streamline numerous financial reporting processes

Internal Auditor
Feb 2014 - Sep 2014 FabriClean Supply, Inc.

Efficiently handled the preparation and delivery of financial statements to banking institutions, owners, and partners
Directly supervised personnel and audit operations, along with the setup of internal controls
Received fast-track promotion from assistant controller to internal auditor for 18 southeastern states
Made significant contribution in identifying $1.5M embezzlement of the company’s chief financial officer in 18 locations of southeastern states


Bachelor’s Degree in Business, In Progress
University of Phoenix
Coursework in Business Accounting
University of Phoenix