Kathleen Boston McCune
2601 S. 30th
Street · Kansas City, KS 66106
kathleenbostonmccune@gmail.com ·
· cell 913.709.4128
Senior Financial Analyst/Tech Writer
Proven results as Auditor/Financial
Analyst with a demonstrated track record of leading analysis and zeroing in on
recommended priorities for Management, while insuring data in place (online) is
accurate. Success in driving efficiency and productivity through evaluation
of financial management systems and implementation of process improvements.
Creative leader directing highly skilled financial management teams to support
achievement of overall corporate goals and objectives. Core competencies include:
· Accounting Management
· Financial Analysis
· Forecasting
· GAAP
·
Cash Management
·
Budgeting
·
Cost Reductions
·
CAFR
· Technology Integration/Upgrades
· Regulatory Compliance
· Efficiency Improvements
Proven results as Auditor/Financial
Analyst with a demonstrated track record of leading analysis and zeroing in on
recommended priorities for Management, while insuring data in place (online) is
accurate. Success in driving efficiency and productivity through evaluation
of financial management systems and implementation of process improvements.
Creative leader directing highly skilled financial management teams to support
achievement of overall corporate goals and objectives. Core competencies include:
· Accounting Management
· Financial Analysis
· Forecasting
· GAAP
|
·
Cash Management
·
Budgeting
·
Cost Reductions
·
CAFR
|
· Technology Integration/Upgrades
· Regulatory Compliance
· Efficiency Improvements
|
Computer Software Familiarity
Microsoft- Works: all,
including AGI, MTS, Excel Power Point and Vista, also: ACCESS, ERP, PDF (ADOBE Acrobat), PeopleSoft(JDE), VISIO, SQL, SAP, SAS, QuickBooks thru
2013, Great Plains, Peachtree, EPerfect, ECommerce,
ADP, Oracle, Paychex, and Cloud.
Microsoft- Works: all,
including AGI, MTS, Excel Power Point and Vista, also: ACCESS, ERP, PDF (ADOBE Acrobat), PeopleSoft(JDE), VISIO, SQL, SAP, SAS, QuickBooks thru
2013, Great Plains, Peachtree, EPerfect, ECommerce,
ADP, Oracle, Paychex, and Cloud.
Education
BBA,
Washburn University – Topeka, Kansas Majors: Accounting/Business Adm.: 3.8GPA
Dean Vaughn Medical
Terminology-100% accuracy
Cost Principals
& Grants Management Certificates-Federal Training
BBA,
Washburn University – Topeka, Kansas Majors: Accounting/Business Adm.: 3.8GPA
Dean Vaughn Medical
Terminology-100% accuracy
Cost Principals
& Grants Management Certificates-Federal Training
Consulting and Realtor for 16 years
Six Months
IBM, Springfield, Illinois Contracted through Robert Half
Financial Analyst
Successfully cleaned up a
three-year-old federal audit situation in only 6 months which included
reorganizing all accounts on the A/R side (IBM clients) reallocating their
payments appropriately and when finished, meeting with the CEOs of mega firms
such as: Illinois Power, Illinois Bell, Illinois Dept. of Labor, Illinois Dept.
of Transportation and other large business entities, explaining cogently how
their accounts were now in balance. I requested a Desk Audit and received an A+
for the work. Asked to become a Manager
at IBM, I declined due to my new husband’s career taking us in another
direction. Boss: Patricia Barrios
Successfully cleaned up a
three-year-old federal audit situation in only 6 months which included
reorganizing all accounts on the A/R side (IBM clients) reallocating their
payments appropriately and when finished, meeting with the CEOs of mega firms
such as: Illinois Power, Illinois Bell, Illinois Dept. of Labor, Illinois Dept.
of Transportation and other large business entities, explaining cogently how
their accounts were now in balance. I requested a Desk Audit and received an A+
for the work. Asked to become a Manager
at IBM, I declined due to my new husband’s career taking us in another
direction. Boss: Patricia Barrios
One Year
EDS, Federal (Ross Perot’s firm)
Manager
As part of the team for
testing and designing potential fraud scenarios for new software it was
incumbent upon me for implementation of that software (used until recently) in
Kansas for the Medicaid and Medicare Crossover Claims. After testing and setting up the shop my
position was as Manager for the front end, assuring only “clean” claims crossed
to the data input area and that all claims had the encoding necessary for
timely processing and accurate tracking
for potential fraud. Our team held the
record for years for being the first on-line for finding fraud on the first day
with an accuracy ratio of 100%.
As part of the team for
testing and designing potential fraud scenarios for new software it was
incumbent upon me for implementation of that software (used until recently) in
Kansas for the Medicaid and Medicare Crossover Claims. After testing and setting up the shop my
position was as Manager for the front end, assuring only “clean” claims crossed
to the data input area and that all claims had the encoding necessary for
timely processing and accurate tracking
for potential fraud. Our team held the
record for years for being the first on-line for finding fraud on the first day
with an accuracy ratio of 100%.
Feb 2004 – Ongoing for Time Saver Handyman,
O.P., KS (part-time)
Web Page Designer/Template Designer for several small businesses: Timesaver Construction and
Tom The Taper
· Designed 8 Web Pages
with History of Business, Scope of work possible, Before & After examples,
Method for Reaching the Business and feedback/questions page.
·
When staff is on
vacation: preparation of estimates and correspondence with government offices.
·
For another
business over last 18 years: Kept records of expenditures and income for Tom the
Taper and EOY Tax Preparation. (Both
firms doubled their volume of work and income with advertisements on the web.)
· Designed 8 Web Pages
with History of Business, Scope of work possible, Before & After examples,
Method for Reaching the Business and feedback/questions page.
·
When staff is on
vacation: preparation of estimates and correspondence with government offices.
·
For another
business over last 18 years: Kept records of expenditures and income for Tom the
Taper and EOY Tax Preparation. (Both
firms doubled their volume of work and income with advertisements on the web.)
Apr 2016 – Jul 2016
UMB, Financial District, Downtown KCMO
Technical Writer
After upgrade of security
software, contracted to set up User/Training Manuals within
International Wire Investments Section for 6 associates to include embedded
data and referenced materials for internal use and then put onto Cloud.
Technical Writer
After upgrade of security
software, contracted to set up User/Training Manuals within
International Wire Investments Section for 6 associates to include embedded
data and referenced materials for internal use and then put onto Cloud.
Jun 2014 – November, 2015
Raftelis Financial Consulting, Inc.
Financial Technical Writer
Wrote three sections of
Proposal for San Antonio’s Water System.
For St. Louis Mo. Sewer
District: Set up and produced Proposal for wastewater and storm water change in
financing . Produced graphs revealing
historical storm and waste water usage in relation to funding.
Provided ten variations of
Proposal for each Reviewing team and political entity within the St. Louis MSD.
Financial Technical Writer
Wrote three sections of
Proposal for San Antonio’s Water System.
For St. Louis Mo. Sewer
District: Set up and produced Proposal for wastewater and storm water change in
financing . Produced graphs revealing
historical storm and waste water usage in relation to funding.
Provided ten variations of
Proposal for each Reviewing team and political entity within the St. Louis MSD.
Oct 2012 -- May 2013
MACProcess Inc. now Schenck AccuRate
Senior Financial Analyst
By
Contract for Richard Smith, Director for Accounts Receivable: Assisted
Management within A/R in implementation between Oracle and SAP in the KCMO
operation to capture all incoming monies.
Senior Financial Analyst
By
Contract for Richard Smith, Director for Accounts Receivable: Assisted
Management within A/R in implementation between Oracle and SAP in the KCMO
operation to capture all incoming monies.
Feb 2009 – Feb 2010
ACF of HHS for
Federal Government, Region VII.
Fiscal
Operations Specialist
·
Updated Fiscal Reporting for the Foster Care and Adoption Assistance for
the four States: Iowa, Kansas, Missouri and Nebraska. Created Reports for
Quarterly expenditures from each State within Region VII.
·
Verified Administration costs of third party entities/auditing same
·
Externally Audited & Financial Lead for Federal IV-E (Foster Care and
Adoption Assistance) monies-Bi-annually.
·
Pilot Team Lead-Financial extrapolation of Administrative Cost Review in
Iowa w/100% accuracy verified.
·
External audit of Peer Reviews Program in Iowa’s Transition program for
youth services.
Fiscal
Operations Specialist
·
Updated Fiscal Reporting for the Foster Care and Adoption Assistance for
the four States: Iowa, Kansas, Missouri and Nebraska. Created Reports for
Quarterly expenditures from each State within Region VII.
·
Verified Administration costs of third party entities/auditing same
·
Externally Audited & Financial Lead for Federal IV-E (Foster Care and
Adoption Assistance) monies-Bi-annually.
·
Pilot Team Lead-Financial extrapolation of Administrative Cost Review in
Iowa w/100% accuracy verified.
·
External audit of Peer Reviews Program in Iowa’s Transition program for
youth services.
Feb 2006 – Feb 2009
Azteka Mobile: through Robert Half
Financial Analyst/Bookkeeper
·
Set up books for
new firm on Quickbooks including 12 bank accounts, all vendors, all clients,
and sales stats.
·
Maintained books,
bank accounts and incoming orders, assigning appropriately.
Financial Analyst/Bookkeeper
·
Set up books for
new firm on Quickbooks including 12 bank accounts, all vendors, all clients,
and sales stats.
·
Maintained books,
bank accounts and incoming orders, assigning appropriately.
Feb 2005 – Feb 2006
JMA Chartered
Internal Auditor
·
Audited three
Private firms: architectural and engineering
·
Audited three
programs for local government with federal matching monies including contracts
by 3rd parties.
·
Wrote up audit
results and presented them to my boss and the person in charge of the internal
audit for each assignment.
Internal Auditor
·
Audited three
Private firms: architectural and engineering
·
Audited three
programs for local government with federal matching monies including contracts
by 3rd parties.
·
Wrote up audit
results and presented them to my boss and the person in charge of the internal
audit for each assignment.
Sept 2004 -- Jan 2005
County Government
(Johnson County)
Research
Analyst/Financial Analyst/Reconciliation Analyst
·
Audited A/P desk
for possible fraud
·
Reconciliation of
A/P desk for Register of Deeds Office
·
Set up new desk user/training manual to include GAAP for future potential fraud
·
Trained new
personnel and included new software Peoplesoft.
Research
Analyst/Financial Analyst/Reconciliation Analyst
·
Audited A/P desk
for possible fraud
·
Reconciliation of
A/P desk for Register of Deeds Office
·
Set up new desk user/training manual to include GAAP for future potential fraud
·
Trained new
personnel and included new software Peoplesoft.
Nov 2003 -- Sept 2004
GE/ERC (now SwissRe)
Research Analyst
Job: to determine any liability from recent
purchase of four smaller reinsurance firms:
·
Set up
Spreadsheet configuration required to garner all possible information concisely
for contract management of liabilities covered.
·
Oversaw staff of
two for assistance in finding all data available.
·
Solely input the
data into the SAS system for Administration to pull data by category
Research Analyst
Job: to determine any liability from recent
purchase of four smaller reinsurance firms:
·
Set up
Spreadsheet configuration required to garner all possible information concisely
for contract management of liabilities covered.
·
Oversaw staff of
two for assistance in finding all data available.
·
Solely input the
data into the SAS system for Administration to pull data by category
Sep 2001 – Nov
2002
SPRINT
Sr Financial Analyst/Reconciliation Analyst
·
Acted as
Intermediary between Sprint and the Vendors affected by the change in
methodology and software Peoplesoft.
·
Educated all Vendors and Buyers of the new
system and methodology to include no specific Sales person to call their own.
·
Retrieved all
monies Vendors were retaining until they were satisfied of system
Sr Financial Analyst/Reconciliation Analyst
·
Acted as
Intermediary between Sprint and the Vendors affected by the change in
methodology and software Peoplesoft.
·
Educated all Vendors and Buyers of the new
system and methodology to include no specific Sales person to call their own.
·
Retrieved all
monies Vendors were retaining until they were satisfied of system
Sep 1989 – Sep 1996
City Government: Kansas City, Kansas
Senior Financial Analyst (prior to
combining w/WyCo)
·
Updating and
Organizing Bond/Note Department.
·
Audited A/P,
A/R, calculating potential arbitrage
to determine whether or not the City was earning more than it was paying to
hold notes for roads and other infrastructure. Proved none existed, which when
tested by outside audit firm (costing KCK $100,000) my record was 100%
accurate.
·
Balanced bank accounts for the Board of Public
Utilities and set up the files for all notes and bonds held by the City.
·
Audited the files of the Health Care Benefits
Manager in realigning changes and implementing new data into the updated system
to accommodate ERISA.
Senior Financial Analyst (prior to
combining w/WyCo)
·
Updating and
Organizing Bond/Note Department.
·
Audited A/P,
A/R, calculating potential arbitrage
to determine whether or not the City was earning more than it was paying to
hold notes for roads and other infrastructure. Proved none existed, which when
tested by outside audit firm (costing KCK $100,000) my record was 100%
accurate.
·
Balanced bank accounts for the Board of Public
Utilities and set up the files for all notes and bonds held by the City.
·
Audited the files of the Health Care Benefits
Manager in realigning changes and implementing new data into the updated system
to accommodate ERISA.
Jun 1981 – Jun 1989
Louisiana Legislature
Senior Financial Analyst
Successfully
served at the pleasure of the 105 Representatives w/direct responsibility for a
$3 billion budget that included all Health and Hospital Services for the State
of Louisiana.
·
Regular
appearances before the media were part of this positions’ requirement with
explanations for line-item expenditures by
program.
·
Drafted new law
for Legislators.
·
Sat on
Appropriations and Health Committees for all hearings, explaining potential
changes in law or how to effect changes requested by elected officials.
·
Modeled budgets
for the Health Services for the +$3 billion budget.
·
Special Project:
Researched, analyzed and presented before Education Committee the cost and
potential fiscal risks in a Voucher System for funding education throughout the
State of Louisiana.
Senior Financial Analyst
Successfully
served at the pleasure of the 105 Representatives w/direct responsibility for a
$3 billion budget that included all Health and Hospital Services for the State
of Louisiana.
·
Regular
appearances before the media were part of this positions’ requirement with
explanations for line-item expenditures by
program.
·
Drafted new law
for Legislators.
·
Sat on
Appropriations and Health Committees for all hearings, explaining potential
changes in law or how to effect changes requested by elected officials.
·
Modeled budgets
for the Health Services for the +$3 billion budget.
·
Special Project:
Researched, analyzed and presented before Education Committee the cost and
potential fiscal risks in a Voucher System for funding education throughout the
State of Louisiana.