CATHERINE P.

OLEARY
Address: 1464 Greyfield Drivem Saint Augustine, FL 32092
Home: (904) 230-7275
E-mail: KCO1419@hotmail.com
MANAGER, CONSULTANT, ACCOUNTANT OR FINANCIAL ANALYST
* Solid Accounting Experience: Self-motivated, organized professional with a Ma
ster of Science in Accounting degree and a comprehensive background in financial
management. Strong knowledge of SEC Reporting, Sarbanes-Oxley, GAAP, budgeting
and forecasting.
* Business Performance Management: Critical thinker with a focus on process str
eamlining and performance improvement. Proven record of achieving business resu
lts demonstrated by key indicators: increased productivity and efficiency while
reducing costs.
* Versatile & Hard Working: Highly versatile; quickly masters new roles, respon
sibilities, technologies and environments. Reputation for integrity, problem sol
ving abilities, work ethic and analytical skills.
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CORE COMPETENCIES
Accounting & Finance * Business Administration * Reconciliation * Financial Sta
tements * Sarbanes Oxley* Month End Close * Research & Analysis * Variance Expla
nation * Problem Solving * Strategic Planning * Staff Training & Motivation * Lo
an Review
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EDUCATION & PROFESSIONAL DEVELOPMENT
LONG ISLAND UNIVERSITY/C.W. POST CAMPUS, Brookville, NY
* CPA Eligible
* Master of Science in Accounting
* Bachelor of Science in Business Administration, Concentration in Marketing (Cu
m Laude)
BANK ADMINISTRATION INSTITUTE, Chicago, IL
* Certificate in Loan Review
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TECHNICAL SKILLS
Microsoft programs: Excel, Word, Office, Visio, Access, Outlook, Windows. Oracl
e, AMB system, Great Plains, FISERV, Fidelity software, Fannie Mae Surf, Mornet
systems, JD Edwards, PowerPoint, Peachtree Accounting Software, FINESS, IPS Send
ero, Power seller, QuickBooks, LIBRIS, and Lotus 123.
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CAREER BACKGROUND
Proficio Mortgage Ventures - Jacksonville, FL (November 2008-May 2010)
Accounting Manager
Proficiently managed accounts payable, general ledgers and reconciliation of GL
accounts. Compiled and produced detailed month-end reports utilizing SEC Rules a
nd Regulations instrumental to supporting employer in defining future business p
lans and strategies. Applied critical thinking skills toward analyzing financia
l information, identifying variances and preparing financial statements. Led st
aff in the timely completion of journal entries, account reconciliations, corpor
ate accounts receivable and other balance sheet accounts.
* Reduced the close period of preparing the company's financial statements and o
ptimized productivity by automating various files to upload into AMB.
* Increased operational efficiency and improved financial statement processes by
automating journal entry generation of the company's accounting system (AMB) wi
th minimal training.
The CSI Companies - Jacksonville, FL (June 2008 to October 2008)
Consultant
Counseled company management regarding a key project for EverBank, with full res
ponsibility for implementing initiatives reflecting accounting policies in accor
dance with GAAP. Analyzed, evaluated and reported on methods for improving reve
nue recognition and cash flow automation projects.
Sterling Healthcare - Jacksonville, FL (June 2007 to June 2008)
Senior Accountant
Performed extensive contract review and analysis, financial modeling, budget all
ocation, and pricing to ensure continued company profitability. Directed the pr
eparation and submission of monthly, quarterly, and year-end financial statement
s and balance sheets.
* Automated journal entries by using Macros in Microsoft Excel and acquired a st
rong proficiency of the company's accounting system (Great Plains) with minimal
training.
* Liaised between staff members, departments and the office manager to resolve d
iscrepancies regarding financial systems, account receivables, depreciation, cos
t, property, and operating expenses.
Resources Global Professionals, Inc. - Jacksonville, FL (December 2004- March 20
07)
Associate
Oversaw 2005 and 2006 End-User Computing portion of Sarbanes-Oxley project, incl
uding evaluating the effect on financial statements and delivering results to se
nior management, external auditors, and OTS.
* Conducted extensive testing and evaluations of formulas in over 80 Microsoft E
xcel spreadsheets and Microsoft Access databases, which impacted Jacksonville Ba
nk's financial statements.
* Trained and supervised the staff accountant in preparing month-end close and f
inancial statements for 17 subsidiaries of Financial Service Company in Jacksonv
ille, Florida.
Bryant and Stratton College and Averett University - Virginia Beach, VA (Decembe
r 2003-December 2004)
Adjunct Professor
Taught engaging and educational classes and lectures to optimize student perform
ance in various subjects, including Accounting for Managers, Principles of Accou
nting, Tax Accounting, Accounting Systems, and Financial Analysis. Monitored st
udent learning, and provided in-depth and individualized instruction to students
.
Don Richard and Associates - Virginia Beach, VA
(December 2003- December 2004)
Contract Accountant
Performed comprehensive research and analysis in support of Monarch Bank's finan
cial statements, including 10-K and 10-Q reports, footnotes, and month-end close
process.
ABNB Federal Credit Union - Virginia Beach, VA
(December 2002- December 2003)
Accounting Manager
Applied strategic planning, prioritization and management skills in training and
supervising a team of accountants and reconciling various general ledger accoun
ts.
Astoria Federal Savings & Loan Association
Lake Success, NY
(June 1992 to September 2002)
Accounting Manager/ Assistant Treasurer
(September 1998 to September 2002)
Managed the generation of ten monthly reports within the first five business day
s of the month and annual reports for Senior Management, OTS, and external audit
ors. Managed the accounting functions, including mortgage service rights, gain\
loss on sale of loans, FASB 133, reconciling accounts, accounts payable and acco
unts receivable. Reviewed wire transfers, ACH, electronic payments to the invest
ors. Reviewed contracts for any downstream negative impacts; monitoring of contr
act covenants and agreements.
Attended budget meeting to discuss forecasting, and explain variance analysis. M
anaged, trained and developed an Accountant to perform assigned tasks. Monitored
the department's fixed asset system and balanced to general ledger. Provided in
formation for the preparation of 10K, 10q, and TFR reports.
Asset Review Auditor Level I and Level II
(June, 1992 to September 1998)
Conducted compliance reviews for loans between $100,000 to $15 million and prese
nted findings to management. Reviews consisted of performing financial analysi
s on various industries and companies, reviewing tax returns, environmental and
appraisal reports to determine classification
of the loan. Evaluated Real Estate Owned files to determine proper write downs a
nd report on status of each property to Manager and Director of Asset Review in
quarterly report. Provided information for the preparation of 10K, 10q, and TFR
reports.