Education

MBA in Accounting 1987 from Pace University,
Pleasantville, NY (Westchester County, suburb of NYC)
Graduated Magna Cum Laude

Training

CPA licensed in North Carolina
Member of the American Institute of Certified Public Accountants
Member of North Carolina A

Experience

• Tribal Health Enterprise(THE),Cherokee, NC Manager Cherokee Pharmacy and Urgent Care Manager 3/00-12/00
  • Institute financial controls to improve profitability
  • Set up accounting systems for accounts receivable and inventory
  • Develop medical billing procedures
• Harrah’s Cherokee Casino, Cherokee, NC Accounting Supervisor, Benefits and Compensation Analyst, 9/97-2/00
• Oversee accounting department, address payroll issues, financial reporting
• Strengthen benefits administration by using financial reconciliation skills
• Promote benefits within the company
• Karen Kennedy, CPA, Cherokee, NC 10/96-9/97
• Proprietor of CPA practice specializing in audit engagements
• Responsible for the planning and execution of audit engagement of local governments and non profit organizations
• Presentation of financial statements, service letters and internal control letter to management and board of directors
• Preparation of individual and corporate tax returns
• Thomas Mahoney, CPA, Cherokee NC 7/92-10/96
  • Audit Manager of CPA practice
• Responsible for oversight of all engagements
• Supervise and train a professional staff
• Preparation of income tax returns
• Mahoney, Cohen and Company, NY, NY 9/87-6/92
• Progressed from staff accountant to Supervisor in a midsized public accounting firm in NYC

Family

I grew up in upstate NY, which is a lot like Western North Carolina. My parents are from Utica NY, Oneida County. I grew up in Staatsburg NY, Dutchess County(which is the Mid Hudson Valley) The Mid Hudson Valley is about 2 hours north of NYC and 2 hrs south of Albany NY.

I am the oldest of 6 children

I have a boxer (8yrs old), and a son (6) who just graduated from kindergarten.

What I do –

• Oversee the Following Programs:
• Supplemental Health Program
• Pay Medicare Part B Premiums
• Purchase hearing aides
• Assist getting Disability for eligible participants, including biannual clinics
• Alternate Resource Assistance
• Urgent Care Clinic
  • Fee for service Clinic, open to the public
• Cherokee Pharmacy
  • Fee for service Pharmacy, open to the public
• Third Party Billing
  • Bill alternate resources for 7 different Tribal clinics
  • Begin billing for Diabetes Clinic
  • Prepare annual cost reports currently 6 annually
  • Bill for EMS services
  • Oversight of billing services at Cherokee Pharmacy and Cherokee Urgent Care Clinic
• Medical Compliance
  • Development of Compliance Program
  • Compliance is for all Providers in the EBCI system- Hospital, HMD and Tsali Care
• Tribal Contract Health
  • Tribal Prescription Program
  • P1B program
• Medical Accounting
  • fiscal reporting issues to programs
    o inventories
  • federal financial assistance monitoring and closeout
  • GEMS issues
  • Budget planning and amendments
• Tsali Care
  • act as the liaison to the Tribe
  • assist with billing and fiscal issues

Job Duties

• Provides accounting oversight for the Health and Medical Division. Areas of responsibility include but are not limited to; Billing/Coding, Accounts Receivable, Budget Utilization, and Compliance. Compliance includes but is not limited to the Rules/Regulations that govern State, Federal and other grants funding us as well as complying with rules/regulations related to billing and collecting for Health Services.