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ANNE-MARIE HOGAN, CPA
5311 Datura Lane
Louisville, KY 40258
502-681-7629
mikeanenhogan@gmail.com
SKILLS PROFILE
Utilize interpersonal skills to successfully lead a team in completing objectives of a project. Apply my accounting
background to analyze and interpret data in order to communicate information for strategic decision making. The
ability to solve complex issues within time requirements by examining various solutions to a problem. Instructional
skills which allows not only providing information to an audience, but the ability to educate on the complexity of an
issue. Verbal and written communication skills that effectively engage groups and individuals to achieve goals.
EDUCATION
December 2006 Spalding University, Louisville, Kentucky
Master of Arts in Teaching
December 1992 University of Louisville, Louisville, Kentucky
Bachelor of Science in Business Administration, Major in Accounting
FINANCE AND ACCOUNTING LEADERSHIP SKILLS PROFILE
Accounting Process
Month-End Closing
 Prepared financial reports with full balance sheet reconciliation and written commentary regarding the
financial position of the two parishes and three schools which included reporting packages to the
Archdiocese of Louisville, Parish Boards, School Boards and various organizations.
 Developed financial reporting package for the eight locations and five divisions of Premier Home Care.
 Responsible for coordinating a three-day month end close at Ingersoll Rand while continuously
implementing new processes to reduce cycle time in order to provide timely financials to local, divisional
and corporate management.
 Reduced month-end closing cycle from ten days to three days for Dayco’s three distribution centers with
full financial statement reporting to the corporate offices.
Payroll
 Convert the Spalding University payroll system to a new third party vendor to provide technology
efficiencies to include web-based time keeping.
 Established the payroll system with related internal controls for Regenerex, a biotech startup for a
University of Louisville research scientist.
 Provided human resource functions for parishes and schools in the Archdiocese of Louisville to include
processing new hires, administration of benefits, retirement benefit processing, processing payroll and
payroll taxes, working with Principal on teacher contracts and processing terminated employees.
 Prepared monthly, quarterly and yearly payroll tax reports for federal, state and various local tax
jurisdictions.
Capital Expenditure/Fixed Assets
 Supervise fixed asset inventory and constructions in progress at Spalding University to include restricted
funding of projects.
 Supervisor fixed asset audit which involves a complete asset tagging at Spalding University.
 Managed capital funding for Regenerex and related donations to the University of Louisville for the
construction of additional research facilities.

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 Managed the building project of the $6 million sanctuary at St. Peter the Apostle to include securing
funding, construction team management, abatement management, and tracking of all expenditures.
 Coordinated capital spending proposals including funding options for two parishes and three schools in the
Archdiocese of Louisville.
 Developed tracking mechanism and policies to comply with GAAP for capital expenditures and related
depreciation for the Archdiocese of Louisville for three schools and two parishes.
 Implemented FAS software to track fixed assets and related book and tax depreciation at Ingersoll Rand.
Inventory Management
 Developed bill of materials and costing structure for light assembly area.
 Responsible for the integrity of $23 million of inventory with average monthly sales of $16 million for
three distribution centers.
 Conducted quarterly cycle count audits to ensure inventory integrity and acquire corporate exemption from
physical inventory at Dayco Distributing.
 Led physical inventories at various Dayco Distributing facilities throughout the United States after the
merger with Parker Hannifin.
Internal Controls/Policies
 Establishing revised business office policies and procedures for all positions within the Business Office at
Spalding University to include internal controls.
 Review and develop internal controls to ensure compliance with GAAP in recording transactions and
reporting to internal and external interested parties.
 Developed the employee handbook and accounting policies for Regenerex, biotech startup of a UL
Research Scientist to include NIH Grant Management and KSTC Grant Management.
 Established processes with internal controls to align with the Policies and Procedures of the Archdiocese of
Louisville for three schools and two parishes. One parish was a merger of five parishes which required the
creation of new policies and procedures for the merged parish.
 Established the Finance Department at Holy Cross High School, including all internal controls, processes
and procedures.
 Established accounting policies and procedures in accordance with GAAP and corporate guidelines for
Dayco Distributing.
Cash Management/Treasury Functions
 Developed short term forecast model for Spalding University operating cash.
 Manage the cash flow for Regenerex, a biotech startup from the University of Louisville, to include federal
grant funding from the NIH, state funding from the KSTC, and private funding from Novartis.
 Organized the development of indicators and criteria for the monitoring and evaluation of company
revenue and expenses on a daily basis and long term for strategic cash flow planning for Premier Home
Care.
 Managed all capital loans and line of credit loans for Premier Home Care to ensure compliance with the
Board of Trustee guidelines.
 Negotiate banking relationships for operating accounts for two parishes and three schools for the
Archdiocese of Louisville. These banking relationships also included loan funding for $6M construction of
a new church in Southwest Louisville.
 Prepared monthly bank reconciliation for eight bank accounts for the Archdiocese of Louisville including
restricted fund accounts, endowments and USDA regulated cafeteria funds.
 Supervised the processing of accounts payable, tuition collection, tithing revenue and capital campaigns for
the cash management of three schools and two parishes for the Archdiocese of Louisville.
 Managed the necessary draws on construction lines of credit for Archdiocese of Louisville for the $6M
church construction project.
 Developed cash forecast models for the Archdiocese to manage short term and long term to provide
indicators to school boards and parish boards for needed fundraising and/or tuition adjustments.

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 Worked with internal and external financial aid award boards to provide financial aid to families
determined by financial need.
 Monitored and maintained compliance to endowment funds to include endowed funds for tuition, cemetery
maintenance, and school longevity fund for two parishes and schools in the Archdiocese.
 Managed and audited temporarily restricted and permanently restricted funds to ensure expenditures were
in compliance. Reported on monthly, quarterly and/or yearly basis the restricted funds to internal and
external parties as required for the Archdiocese of Louisville.
 Developed and led a financial aid workshop yearly for parishes and schools in Southwest Louisville to
source Archdiocese financial aid, private financial aid and government assistance to help provide families
with the opportunity to attend Catholic high school and grade schools.
Budget Preparation
 Work with Spalding University Finance Team to develop the budgets along with the Provost. The
budgeting process also included one on one athletic team budget development.
 Coordinated the yearly budget process and prepared monthly forecast for three schools and two parishes in
the Archdiocese of Louisville.
 Prepared annual budget and monthly forecast for three distribution centers at Dayco Distributing.
 Assisted on the team at Ingersoll Rand to develop the division budgets for the Small Compressor Division
and the Down Hole Drill Division.
Audit and Compliance
Audit
 Coordinate the external audit for Spalding University.
 Established the internal accounting department for the startup biotech company to include accounts
receivable, accounts payable, general ledger closing and payroll in accordance with GAAP, federal and
state laws and regulations. This included interaction with external independent auditors, partnering
research hospitals, National Institutes of Health, Kentucky Science and Technology Corporation and
Novartis accounting department.
 Assisted in external and internal financial audits in manufacturing, distribution and non-profit sector.
 Participated in local, state and federal regulatory government audits in both the non-profit and for profit
sectors.
 Established a multiple parish internal audit team to examine the policies and procedures of two parishes
and two schools in Southwest Louisville to ensure compliance with GAAP and Archdiocese of Louisville
policies and procedures.
Tax and Regulatory Reporting
 Coordinate the preparation of 990 return for Spalding University.
 Managed grant funding and reporting for federal and state grants for a biotech company in conjunction with
the University of Louisville.
 Prepared and reviewed corporate federal and state tax packages for Ingersoll Rand.
 Prepared 1099s for vendor payments and interest related payments.
 Prepared and remitted local, state and federal payroll taxes for multi-jurisdiction payroll.
 Prepared annual charitable gaming report and instructed the parishes and schools on charitable gaming
regulations.
 Provided support to the cafeteria for financial reporting and compliance with USDA regulations.
 Coordinated the preparation of the personal and real property tax returns for Ingersoll Rand.
 Recovered $70,000 in sales and use tax incorrectly paid under the Kentucky Enterprise Zone exemption.
 Supervised the preparation of documents for the Foreign Trade Zone at Dayco Distributing.
Financial Analysis
 Provide guidance to the Spalding Leadership Team with regards to variances trending in their departments
and schools.

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 Developed a financial model to assist the Spalding Athletic Department to ensure each sport would operate
within their budgets. This included working with coaches to ensure aligning their needs with the available
funds.
 Designed forecast models for revenue and expenses as well as cash forecast for manufacturing, distribution
and non-profit business sectors to provide guidance and assistance in strategic planning.
 Maintained the company financial position with key indicators to industry standards which allowed
analysis of processes and provided improvements to enhance productivity.
 Organized the development of indicators and criteria for the monitoring and evaluation of Premier Home
Care’s revenue, expenses and cash flow.
 Prepared profitability analysis for three division of AmeriSource that included their pharmaceutical,
durable goods and home health divisions.
 Developed and prepared various computer models for analyzing financial data at Ingersoll Rand for the
Small Compressor Division and the Down Hole Drill Division.
 Established a process at Ingersoll Rand to analyze reserves and accruals on an ongoing basis to ensure that
they were maintained at the appropriate levels.
 Gathered and analyzed Ingersoll Rand corporate benchmarking data for performance measure which
included presenting to local management for areas of improvement.
Governing Board Experience
 Attended and produced minutes for the Finance and Audit Committee of Spalding University.
 Prepared the analytic review of the Unrestricted Operations to include commentary for the Spalding’s
Board of Trustee Meeting in May.
 Prepared and presented financial statements to the Board at Premier Home Care which included analytics.
 Presented to the School Boards and Parish Councils of three schools and two parishes in the Archdiocese of
Louisville.
 Served as a member of the Senior Service Committee for Holy Cross High School.
 Served as a co-leader along with the Principal on the St. Andrew Academy SOCS Accreditation team.
 Served as a member of the Finance Committee for St. Paul Catholic Church.
 Served as a member of the Parish Council and Finance Committee for St. Francis Xavier Church.
 Served as a member on the School Viability Committee for St. Francis Xavier Church.
TEAM LEADERSHIP SKILLS PROFILE
Supervisor and Management
 Directs the Finance Office at Spalding University which includes bursar functions, accounts payable,
general accounting, and payroll.
 In conjunction with my direct reports, develop professional development plans to ensure developing skills
and staying current with trending topics in their functional area.
 Supervise one graduate assistant and two work-study students aligned with the student’s developmental
needs within their academic major.
 Developed working relationships with various Leadership Team Members and all levels to accomplish and
achieve goals related to Spalding University mission and goals.
 Supervised a staff of six in the Archdiocese of Louisville at three institutions that included accounting
functions, administrative functions, ministry functions and maintenance functions.
 Coordinated facility management of five properties for the Archdiocese of Louisville including
maintenance funding and supervision of maintenance and janitorial staff.
 Supervised a staff of seven at Dayco Distributing that included the areas of accounts payable, payroll,
general accounting, foreign trade zone, customer service and information technology.
 Member of the management staff at Dayco Distributing, aided in process improvements, strategic planning
and policy setting throughout an expanding facility.
 Responsible for the operation of the accounts payable function, payroll function and general accounting
functions that involved a staff of five at Ingersoll Rand.

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Professional Development
As a CPA licensed in the state of Kentucky, maintain a minimum of 60 hours of professional development every
two years.
08-30-2015 to 09-04-2015 FAFSA: Fundamentals of Financial Aid/Introduction to Federal Student Aid 2015-2016
Online portion of training completed in the May 2015, onsite class schedule for Fall 2015
07-19-2015 to 07-21-2015 NACUBO: The Tempo of Change 2015 NACUBO Annual Meeting
07-18-2015 NACUBO: Future Business Officer
06-19-2015 Department of Education: Federal Update and the Perkins Loan Program
06-18-2015 Paycor Web Summit Event: ACA IRS Filing: What’s Required? What Do You Need to Do?
06-16-2015 Top 5 FP&A Best Practices for Higher Education
06-01-2015 Crowe Horwath: Be Prepared to Respond to the FASB Exposure Draft on Financial States of NFP
02-12-2015 Paycor: Payroll/HR/Time and Attendance Training Session
03-09-2015 NACUBO: Looking Under the Hood (Financial Metrics Webinar)
01-01-2015 Strothman +Co: Finance Dashboard
12-17-2014 Payroll Law 2015 Update
11-18-2014 Kentucky Charitable Gaming Regulation Training
11-14-2014 SEDUG: Southeast Education Users Group Meeting
10-29-2014 EAB: Review of recent research for colleges and universities regarding financial affairs
WORK EXPERIENCE
09/2014 to present Spalding University, Louisville, KY Controller
12/2013 to 09/2014 Regenerex, Louisville, KY Finance/HR Manager
Biotech startup that works in conjunction with
Institute of Cellular Therapeutics at the
University of Louisville
01/2013 to 12/2013 Premier Home Care, Louisville, KY Director of Finance
08/2004 to 12/2012 Archdiocese of Louisville, Louisville, KY Director of Finance
Holy Cross High School, St. Peter the Apostle Parish,
St. Andrew Academy, St Paul Parish and School.
07/1998 to 04/2003 Parker Hannifin/ Dayco Distributing, Louisville, KY Controller
02/1997 to 07/1998 AmeriSource, Louisville, KY Controller
06/1993 to 02/1997 Ingersoll Rand, Campbellsville, KY & Roanoke, VA General Accounting Supervisor
COMPUTER SKILLS
Datatel, Onbase, Quickbooks, Microsoft Office Products, Various Email Packages, Software International Ledger
Package, PO Plus, Smart Link, MFG/PRO, JD Edwards, Kronos, FRS, Solomon, Fundware, Oracle, PDS Church
Office, PDS School Management, PDS Payroll/Ledger, Traverse, Various fixed asset packages
References available upon request