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Nathan Woods

@nathanwoods

Accounting Associate at Capstone Accounting & Tax who automated client bookkeeping and built AP tracking tools.

At Capstone Accounting & Tax, I posted and reconciled client transactions in QuickBooks and processed accounts payable in Bill.com. I also built an Excel/VBA tool that converted 41 days of register activity into balanced lines for a QuickBooks upload.

At Humana, I created Power BI dashboards and Power Apps used by 100+ team members, and automated reporting and feedback workflows with Power Automate. I hold a BS in Accounting from Western Governors University and am working toward the CPA.

Experience

Work history, roles, and key accomplishments

Accounting Coordinator

Capstone Accounting & Tax

Mar 2026 - Jul 2026 (4 months)

Posted and reconciled bank and credit-card transactions in QuickBooks Online and Desktop across multiple client files, and processed AP in Bill.com. Built Excel/VBA tools and Power Apps trackers to automate bookkeeping and AP workflows.

Quickbooks Online QuickBooks Desktop Bill.com Excel VBA PowerApps SharePoint Power Query Bank Reconciliation Accounts Payable Journal Entries

Senior Consumer Experience Professional

Humana

Oct 2024 - Dec 2025 (1 year 2 months)

Designed and launched Power BI dashboards and Power Apps used daily by 100+ team members, and automated cross-department feedback routing with Power Automate and SharePoint. Overhauled monthly compliance reporting, cutting preparation time from ~2 hours to 20 minutes.

Power BI PowerApps Power Automate SharePoint SQL Excel VBA Process Improvement Data Analysis Reporting

Consumer Experience Professional 2

Humana

Jan 2021 - Dec 2024 (3 years 11 months)

Built reporting tools for operations leadership and automated workflows handling 1,000+ forms per day. Led Voice of Customer trend analysis and presented findings to leadership.

Power BI Power Automate SharePoint Excel VBA Data Analysis Reporting Process Improvement

UM Intake Specialist 2

Humana

Jun 2019 - Dec 2021 (2 years 6 months)

Verified eligibility, benefits, and coverage on high-volume inbound requests with 100% accuracy and maintained audit-ready compliance records. Earned Subject Matter Expert status and mentored new hires.

Eligibility Verification Benefits Verification Compliance Mentorship

Pharmacy Technician 3

PacificSource Health Plans

Jan 2016 - Jun 2019 (3 years 5 months)

Processed daily coverage determinations under regulated compliance requirements with accurate, timely documentation for internal departments.

Coverage Determination Compliance Documentation

Education

Degrees, certifications, and relevant coursework

Western Governors University

Bachelor of Science, Accounting

Bachelor of Science in Accounting, completed in June 2025. Coursework included financial and managerial accounting, GAAP, auditing, taxation, revenue recognition, cost accounting, internal controls, and consolidations.