Finance Professional Seeking Accounting Role
Finance Professional Seeking Accounting Role

Charles Potts

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2362 Cork Circle
Sacramento, CA 95822
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Financial Professional

Seeking hands-on experience, under the direction of a CPA, in an accounting and finance role as pursuant to CPA experience requirements.

Dynamic, dependable, and skillful with 20+ years of experience contributing to organizational success by managing multiple and changing priorities, possessing the ability to work strategically while also paying attention to detail, and creating exceptional and effective teams.

? CPA Applicant - Refreshed Accounting Skills
? Financial Planning, Budgeting & Forecasting
? Process Improvement & Internal Controls
? Social & Interpersonal Abilities
? Strategic & Detail Oriented Problem Solver
? Talent Development & Team Leadership


Career History

Career Change Transition 8/2018 – Present
? Refreshed accounting skills with a focus on CPA certification and continuing education in accounting.
? Passed all CPA Exam sections in late 2018 and 2019. Met all CPA educational requirements. Passed Professional Ethics for CPAs Exam.
? Completed five college accounting courses in Summer and Fall 2019. Courses included Accounting, Financial Accounting, Computerized Accounting, Ethics in Accounting, and Auditing.
? Deepened Excel skills through college course in Electronic Spreadsheets.
? Worked with QuickBooks Online extensively as part of coursework.

Kaiser Permanente, Finance Division 1/2015 – 8/2018
Director of Finance, NCAL Revenue Cycle Finance & Reporting
Oakland, CA
? Reported to the VP of Revenue Cycle and served as department’s financial officer. Provided leadership and direction in financial operations, client reporting, and operational metrics.
? Developed and monitored a $120M budget for 700+ staff members.
? Managed month and year-end accounting duties for all Revenue Cycle departments. Adapted our processes to comply with NCAL Accounting’s requirement for a reduction of one day in company’s close cycle.
? Championed cross-regional initiatives on departmental and cost center alignment.
? Maximized team’s professional effectiveness including restoring staffing level from six to eleven staff members in less than six months.
? Spearheaded process and staff changes to reduce client request backlog from 50 to 20.

Rose International (Contracting Agency with Kaiser Permanente) 5/2013 – 1/2015
Program Manager, NCAL Revenue Cycle Finance & Reporting
Oakland, CA
? Facilitated the smooth running of the full range of financial and operational tasks in a rapidly changing division. Effectively and efficiently managed contentious issues with skill and compassion.
? Successfully orchestrated a 25% cost-cutting initiative by exhibiting strong business acumen and trustworthiness.
? Strengthened and refined the effectiveness of the reporting function including a 20% improvement in accuracy and increased timeliness of report issuance.
? Worked in conjunction with internal and external stakeholders to expedite the resolution of invoice and accounting issues.

Family Leave 5/2011 – 5/2013
? Managed my father’s transition to assisted living and end of life care. Required frequent trips to rural Indiana.
? Served as the Executor of his estate, implementing his directions and involving the six children in determining the equitable distribution of his assets. All family members were satisfied with the process.

Kaiser Permanente, Finance Division 5/2005 – 5/2011
Manager, Management Information & Analysis (12/2007 – 5/2011)
Group Leader, Management Accounting & Analysis (12/2005 – 11/2007)
Senior Consultant, Management Accounting & Analysis (5/2005 – 11/2005)
Oakland, CA
? Provided managerial oversight and strategic guidance to the Medicare financial reporting and analysis team.
? Undertook various initiatives that minimized inefficiencies in operations. Resulted in automated and streamlined processes, freeing 4 FTEs to complete mission critical projects.
? Accelerated current customer base by designing information products for regulated programs worth $160M.

SBC Communications, Business Marketing Division 7/1999 – 5/2005
Associate Director of Individual Case Basis (ICB) Pricing (11/2001 – 5/2005)
Director of New Product Process and Testing (6/2000 – 10/2001)
Associate Director of New Product Process & Testing (7/1999 – 5/2000)
San Ramon, CA
? Responded to unprecedented opportunities and emerging challenges through excellence and innovation.
? Developed and streamlined management and P&L reports.
? Delivered six client-focused projects while meeting all key objectives within budget and quality parameters.
? Drove sustainable growth by creating pre-sales processes for a new product generating $2M in sales.
? Increased organizational capability with the development and delivery of 24 ICB-focused training sessions to a 500+ sales force.

Ameritech (Acquired by SBC Communications in 1999) 7/1997 – 6/1999
Senior Internal Auditor, Corporate Division
Hoffman Estates, IL
? Performed internal audit services for various departments within the company.

Audit Bureau of Circulations, Auditing Division 1/1988 – 6/1997
Manager, Website Auditing (7/1996 – 6/1997)
Senior Auditor (1/1988 – 6/1996)
Schaumburg, IL
? Performed audits at client sites. Managed new division within company.
Education and Skills

Progress toward Certified Public Accountant License
? CPA Exam passed
? CPA Application in progress
? Educational requirement completed
? Professional Ethics for CPAs Exam passed
? Experience requirement still outstanding

Los Rios Community College District
? Five college accounting courses
? Electronic spreadsheets

Indiana University, Kelley School of Business
? Master of Business Administration (MBA), 2005
? Placed 3rd out of 452 MBA Teams in a 2005 nationwide Business Simulation
? Bachelor of Science in Finance, 1987

? Microsoft Excel Associate Certification
? PeopleSoft
? QuickBooks Online


Community Leadership Experience

? Board of Directors Treasurer, Section of Sierra Club Mother Lode, Sacramento, 2009 – Present
? Board of Directors Treasurer, Hilltop Homeowner’s Association, Richmond, 2004 – 2007
? Board of Directors Vice President, Contra Costa Volunteer Center, Walnut Creek, 2000 – 2004