Terri Bachtel

Gallagher Benefit Services (a division of Arther J. Gallagher, Inc.)                                                                      2015 - 2025

Senior Accountant

• Provided month-end financial reporting, account reconciliations, and monthly expense management using Great Plains and JD Edwards.
• Lead accounts receivable team of internal and offshore accountants.  Maintained turnover ratio of current accounts receivable balance of 8. Days sales outstanding of 45 days. 
• Facilitated expense input training for all administrative assistants and consultants, reducing errors in expense classification for reporting and billing purposes. 
• Oversaw yearly budget for a $30 million division.

Keller & Owens, LLC                                                                                                                                                               2011 - 2015

Senior Accountant

• Directed fieldwork in the annual audits and preparations of financial statements for non-profits, 401(k) and retirement plans, and student financial aid programs for colleges 
• Attracted profitable new business to the firm.

Additional Relevant Experience

CBIZ MHM, LLC                                                                                                                                                                                                 

Senior Associate

• Directed fieldwork in the annual audits and preparation of financial statements of employee benefit plans, including 401(k) plans, 403(b) plans, defined benefit plans, and health and welfare plans.
• Implemented the new FASB Suite of Standards for fraud and risk management and the new GAAP requirements.

Deloitte                                                                                                                                                                                                                

Supervisory Senior Accountant

• Directed fieldwork in the annual audits and preparation of financial statements of mutual funds and employee benefit plans, including 401(k) plans, defined benefit plans, and health and welfare plans.
• Planned, executed, and delivered complete audits of initial deposits of mutual funds with the SEC.

EY                                                                                                                                                                                                                           

Program Manager 

• Complete program and event management responsibility for the Kansas, Missouri, and Southern Illinois Entrepreneur Of The Year Program.
• Recruited sponsors and nominations; implemented the judging process; managed the awards ceremony; developed and analyzed the budget; and coordinated practice development.
• Achieved objective of recruiting and recognizing entrepreneurs of high-profile multi-million-dollar companies resulting in a regional award recipient being recognized as one of an elite group of national finalists.

Successfully directed the combination of the St. Louis and Kansas City programs.

EY

Supervisory Senior Accountant

• Directed fieldwork in the annual audits of unit investment trusts, hospitals, medical groups, pension plans, and manufacturing companies; informed partners of engagement status; and managed staff performance.
• Planned, executed, and delivered complete audits of initial deposits of unit investment trusts filed with the SEC.
• Successfully retained primary client through three ownership changes and geographic moves.
• Developed an audit automation program that eliminated staff involvement, resulting in the most highly profitable audit engagement in the office.
• Debugged the firm's initial audit software program and reported findings to headquarters, resulting in firm-wide distribution.

Self-Employed                                                                                                                                                                                                   

Accounting, Auditing, and Consulting Services, Event Planning

• Served as interim CFO for a medium-sized hospital. 
• Performed audits and financial analyses on several real estate partnerships.
• Worked with EY to provide audit services for health care clients.
• Reorganized an Imaging Center's accounts from cash to accrual in preparation for an audit.
• Performed pension audit for an Illinois medical clinic.
• Assisted in the creation of intimate, high-impact music experiences that helped our clients (artists, non-profits, corporations, and foundations).

BA, Economics with Accounting Emphasis | Claremont McKenna College, Claremont, California