For the given job description <<The Staff Accountant will report to the CFO and work closely with members of the Finance department. The Staff Accountant will be responsible for monthly and daily reconciliations and assisting in the preparation of all annual tax compliance.
Responsibilities:Monitor day-to-day financial transactions across multiple entities, including cash movement related to investment capital activity, personal expensescharitable giving, amongst other cash activity.Record journal entries such as cash transfers between entities, as well as investment activities, such as stock splitmerger, purchasesale, capital calldistribution, etc.Assist team with dailyweekly imports and reconciliation of transactions to accounting software.Review monthly financial statements such as balance sheet, income statement, cash flow, open positions and private equity summary; book corresponding adjusting entries as necessaryAssist in the gathering of data for all tax reportingPerform reconciliations and recording of Form 1099s, PFICs and K-1s to the internal accounting records.
QualificationsBachelor's Degree in Accounting.3-5 years of accounting experience; public accounting experience strongly preferred.Investmentfund accounting with Family Office exposure a plus.CPA preferred.General understanding of the securities industry including hedge funds, private equity, and offshore investing.Exposure to individual, partnership and trust taxation.Exposure to Form 1099s, K-1s, and Annual PFIC Information Statements.Experience working with investment portfolio software and general ledger packagesAdvanced proficiency in Excel.Strong communication skills, both verbal and writtenIntellectual curiosity with the ability to think criticallyAbility to multi-task and prioritize in a fast-paced environment.Ability to work both independently and as a team.Detail-oriented with strong organizational and analytical skills.>> the resume: <<Professional SummaryHealthcare Informatics Specialist professional with experience managing enterprise implementations of healthcare information System. Master Trainer of multiple VISTA packages. Experience in gathering, analyzing and defining data and functional requirements; and designing/re-engineering processes, workflows and technology solutions for healthcare system. Proven ability to lead seamless implementations and deliver technical support and solutions improving workplace productivity.
SkillsGuest servicesInventory control proceduresMerchandising expertiseLoss preventionCash register operationsProduct promotions
Work History01/2013to2014Program Specialist/Data AnalystVeterans Health Administration|Boise,ID,Acute and Specialty Care Developed a Share point to assist the service with managing and monitoring processes such as  provider DEA, BLS and ACLS renewal requirements Coordinate all Consult/Access NATS Developed an excel report tool for 14 services to provide weekly updates on access Oversight and Coordination of all data by developing and running reports; utilizing multiple resources such as VSSC, Cooperate Data Warehouse, File Man, Reminder Patient List, TIU, Wait List, Ad Hoc and other Vista Tools for 14 services to review, monitor and improves processes and access Provided hands-on and written training to service leadership and staff regarding Consult Management and Tracking, Recall Reminder Management, Inpatient Workload Credit, E-Consults, Non-VA Care, Templates Encounter Forms  and others as requested.Collaborate with several multidisciplinary teams to assist with improving processes and access.Provide advice to Specialty Care Team Nurse Practitioners on identifying annual goals and provide tools to measure progress.Designed Sharepoint masterpage and page layouts, serving as company's main Sharepoint support for all technical complications.Consistently met deadlines and requirements for all production work orders.Aligned office departments and increased inter-department communication and data sharing.10/2007to01/2013Clinical Application CoordinatorBirmingham VAMC|City,STATE,Manage the Computerized Patient Record System (CPRS) infrastructure and content; plan and implement clinical software applications and patches in accordance with VHA, VISN, medical Center and service goals and initiatives.Collaborate with multidisciplinary teams for the management of the Computerized Patient Record System and implementation of various informatics projects within the Medical Center.Teach entire BVAMC staff, students and residents on the use of the Computerized Patient Record System and create training materials using Microsoft Word, Microsoft PowerPoint and Microsoft Publisher.Developed and maintained Share Point Database for employee training.Provide status reports using Microsoft Excel on Computer Applications to various Departments.Create and run reports using File man, Reminder Extracts, and Reminder Due Reports for service line departments within the Medical Center.Currently involved with several process improvement teams to assist service line departments with developing new processes and systems to meet facility goals.Manage Appointment Recall Reminder Software Facility Lead Reminder Builder Manage Women's Health Software Manage Mental Health Assistance Tool Developed a detailed educational power point tool that is currently being used nationally to teach Clinical Application Coordinators how to build a complex order set for the Department of Palliative Care.Coordinated and lead multiple small learning sessions via live meeting regarding the comfort care order set.Developed a survey tool via share point to assess multiple facilities implementation progress.Collaborate with Computer Specialist, programmers, clinicians and other users on the development of functional clinical systems and to ensure that automated clinical procedures are maximized for efficiency and ease of operation.Developed and run File man and Reminder reports analyzing data to identify processes, specific patient populations and opportunities for improvements.Facility Lead Reminder Builder06/2004to10/2007Websites Content ManagerBirmingham VAMC|City,STATE,Building and updating content.Trained and developed training resources for multidiscipline on the use of CPRS, Recall Reminder Software, Vista, Bed Management System Medical Support - Primary Care Coordinated patient notification and follow-up for Pap smear, Mammogram and Fecal Occult Blood Test Results for Facility and CBOCs.Developed Excel Database to tract patient results and follow-up for Mammograms, Pap Smears and Fecal Occult Blood Tests Implemented the Women's Health Software Developed Women's Clinic instructions guidelines for procedures performed in clinic Coordinated Breast Cancer Awareness Month activities LPN - Medical Surgical Unit.2014toCurrentHealth System SpecialistBirmingham VAMC|City,STATE,Designed Sharepoint masterpage and page layouts, serving as company's main Sharepoint support for all technical complications.Consistently met deadlines and requirements for all production work orders.Aligned office departments and increased inter-department communication and data sharing.
EducationExpected in1997totoLPN|NursingBeville State College,Sumiton,ALGPA:2007   received the Birmingham VAMC Woman of the Year AwardInducted in the National Honor Society
SkillsAdobe Photoshop, Ad, Computer Applications, content, Credit, Data Warehouse, Database, Forms, functional, GUI, leadership, Managing, Mental Health, Access, Microsoft Excel, Excel, Microsoft Office, Outlook, Microsoft PowerPoint, Power Point, Microsoft Publisher, Word, Microsoft Word, NATS, process improvement, processes, progress, Project Management, Project Leadership, Six Sigma, employee training, training materials, VISIO, Vista, written>>. The result is, No Fit

Fit assessment: No Fit