resume troy m. cunningham
TRANSCRIPT
Troy M. Cunningham
Financial Specialist
Bureau of Community and Environmental Health
Division of Public Health
Personal Information:
1824 Cleveland Blvd
Caldwell, ID 83605
208-713-5916
Extensively experienced and goal-oriented accountant with a demonstrated track record of innovative
efficiency improvements, cost reductions and technology integration seeking an accounting career.
________________________________________
Core competencies include: Budget development, Sub-recipient grant monitoring, Internal Control
development and monitoring, Budget performance reporting, GAAP Accounting, Personnel, Financial
Analysis, Personal and Small Business Tax, Cash Management, Budgeting, Cost Reductions, Technology
Integration, Regulatory Compliance, and Efficiency Improvements.
Education and Licensure • MSA, Accountancy (in progress), Boise State University
• CPA - Licensure (in progress), anticipated completion January 2017
• BBA, Accountancy, Boise State University - 2014, Cum Laude
• CPB - Licensed Certified Public Bookkeeper, NACPB, 2007 to present
Experience • Financial Specialist, Bureau of Community & Environmental Health (BCEH), 2014 – present
• Technical Records Specialist II, BCEH, 2013 – 2014
• Administrative Assistant, BCEH, 2012 – 2013
• CFO, Pacific Northwest Healthcare, Inc., 2004 – 2010
• Accountant/Bookkeeper, Engage Management Services, 2002 – 2012
Training • Uniform Guidance, 2 CFR 200, Eide Bailly, Fall 2014 and Summer 2015
• Uniform Guidance, 2 CFR 200, Sub-recipient monitoring, 2 CFR 200, Feb 2016
EXPERIENCE DETAIL Financial Specialist (FS), BCEH, 2014 – present - BCEH currently houses 20+ federal and private
foundation grants and expends in excess of $11,000,000 in state/federal funding. In order to track these
funds efficiently, BCEH uses 35+ extremely complex tracking documents which I developed. In my role
serving as the FS for BCEH (and the only Financial Specialist in the Division of Public Health), my job
duties include
• day-to-day staff oversight and training regarding fiscal, financial, budget development, cost
coding, appropriate cost policies, and tracking document review;
• monitoring, maintaining and analyzing existing accounting controls and systems within the
bureau;
• reviewing and analyzing financial operations and policies to ensure uniformity,
completeness and compliance;
• researching and analyzing financial documents to ensure compliance with federal and state
laws, regulations and accounting principles through random program reviews and
managerial oversight;
• leadership and management as a member of the Leadership and Management Team, the
governing body for BCEH;
• applying federal and state code, regulations and policies to process funding requests and
budget adjustments in accordance to appropriate law;
• researching federal, state and departmental guidance and policies and procedures to
provide guidance and advice to staff in budget development and appropriate financial
control procedures;
• providing periodic financial review findings and recommendations as they apply to federal
grants;
• site visits with sub-recipients to review financial transactions for grant compliance;
• providing financial technical assistance, training and advice concerning fiscal reporting,
PCA’s and sub-objects, grant compliance and financial policies;
• assessing program funding status, contractual needs and budgetary progress;
• providing final examination for funding requests prior to submission ensuring correctness
and consistency;
• employing software tools including Microsoft Excel, Business Objects, Contraxx, and
Navision to compile, analyze, and report on financial information for the purpose of
preparing financial documents, statements, reports, adjustments, and budget requests;
• preparing financial adjustments using supporting financial data;
• utilizing Excel to analyze, research, and monitor program financial data, and;
• developing, maintaining and monitoring the use of financial documents including budgets,
projections and personnel tracking documents that are used across all programs within the
bureau;
Key Achievement
• Recipient 2015 Director’s Award for Outstanding Achievement for development and
implementation of a 3-part training called “Taming your Budget,” a three-part training class
designed to increase budgetary understanding in program staff.
____________________________
Technical Records Specialist II, BCEH, 2013 – 2014 - My duties included monitoring grant expenditures
for federal compliance, fiscal review of allowable transactions, adherence to internal controls,
development of uniform documentation, oversight/training of administrative staff working with budget
documents, and day-to-day management and monitoring of complicated grant budgets.
___________________________
Administrative Assistant, BCEH, 2012 – 2013 - As an AA, I provided daily budget tracking and reporting
for several programs. I was responsible to balance internal documents with fiscal reports and grant
work papers. In this role, I gained a strong understanding of PCA’s and sub-objects as well as a working
knowledge of grant reporting. I was also responsible to provide updated reports to Program Managers
as to the status of outstanding invoices and grant balances, meet with management to discuss and
recommend solutions to budgetary concerns, and participate in quarterly budget review.
Key Achievement
• Recipient 2013 Director’s Award for Excellence in Customer Service primarily due to my
consistent willingness to learn policies and procedures as they applied to costs and billing.
____________________________
CFO, Pacific Northwest Healthcare, Inc., 2004 – 2010 – My responsibilities included
• direct financial management functions including development of financial statements,
financial forecasts, and budgets;
• personnel management for corporate staff;
• oversight of general accounting functions, including AR/AP and payroll, accounts
reconciliation, and cash management;
• administration of all financial management systems;
• integrating new applications and oversight of the management of Information Systems, and;
• interacting with the Board of Directors and President concerning financial forecasts,
compliance with federal/state regulations and codes and periodic financial reports and
analysis.
Key Achievements
• Spearheaded implementation of technology and methodology that improved A/R tracking
reducing loss.
• Strategically restructured Information Systems to achieve significantly advanced client
tracking.
• Increased client productivity levels through streamlined accounting processes and internal
controls.
____________________________
Accountant/Bookkeeper, Engage Management Services, 2002 – 2012 – My responsibilities included
• preparing various client financial reports using basic statistical models;
• developing and monitoring client contracts to ensure appropriate scope of responsibility
and pricing;
• preparing various tax returns and income tax reports;
• researching IRS code and interpreting state, federal and local regulations and policies for
client specific questions;
• consulting and collaborating with local CPA firms to discuss client review and oversight, and;
• performing variance analysis in accordance with business plans and manage end of period
financial transactions to include payroll, financial statements and income/payroll tax
preparation for small businesses and individuals.
I began this business in 2002 to provide bookkeeping and accounting services to include QuickBooks
consultation, small/micro business bookkeeping and tax services, and payroll services. I specialized in
distressed businesses in need of accounting understanding or systems. In this capacity, I assisted the
business in design and development of a solid accounting system and internal controls as well as provide
accounting/bookkeeping services and tax preparation.
REFERENCES
Professional:
• Karina Myles, Financial Specialist Principal, Idaho Department of Labor
o Tel: 208-332-3570 ext. 4322
o Eml: [email protected]
• Jack Miller, Program Manager, Bureau of Community and Environmental Health
o Tel: 208-334-4936
o Cell: 208-559-4630
o Eml: [email protected]
• Matt McGraw, Marketing Manager, Director’s Office - Idaho Health Data Exchange
o Tel: 208-334-4923
o Cell: 208-949-1999
o Eml: [email protected]
Personal:
• Marilyn Watts, Sister-in-Law, Retired Psychologist,
o Tel: 208-880-6541
o Eml: [email protected]