Open to opportunities

William Cleary

@williamcleary

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Financial analyst and audit manager transitioning into bookkeeping and AP/AR.

United States

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What I'm looking for

I’m seeking to transition into bookkeeping, accounts payable, or accounts receivable roles where I can apply my 20+ years of audit and financial experience to improve accuracy, control, and workflow efficiency—while supporting teams with reliable, compliant payment and reporting processes.

I’m a detail-oriented financial professional with 20+ years of experience in auditing, reconciliations, financial reporting, and high-volume transaction review. I focus on identifying discrepancies, validating documentation, resolving variances, and maintaining exceptional accuracy throughout financial operations.

In my most recent role, I performed detailed audits and reconciliations of high-volume financial transactions, analyzing large datasets to validate billing, documentation, and reporting accuracy and compliance. I built advanced Excel models and automated review tools to streamline financial analyses, reduce processing time, and strengthen control testing.

Earlier, as an Audit Supervisor/Manager, I managed a team of 10 analysts, improving workflow efficiency through operational process streamlining and quality control. I’ve supported forecasting, planning, performance tracking, and automation initiatives—helping cross-functional teams meet deadlines while ensuring internal controls, documentation integrity, and regulatory adherence.

Experience

Work history, roles, and key accomplishments

Financial Analyst / Healthcare Consultant

Merit Healthcare Consulting

Aug 2020 - Dec 2025 (5 years 4 months)

Performed detailed audits and reconciliations of high-volume financial transactions to identify discrepancies and ensure accuracy. Built advanced Excel models and automated review tools to streamline financial analyses and support reporting, variance resolution, and compliance needs.

Financial Auditing Reconciliations Excel Modeling Data Analysis Financial Reporting Workflow Automation Compliance Testing

Audit Supervisor / Manager

Revint Solutions / IMA Consulting

Jun 2012 - Jul 2020 (8 years 1 month)

Managed a team of 10 analysts, overseeing workflow, quality control, and adherence to audit and documentation standards. Streamlined operational processes for reconciliations, documentation validation, and variance analysis to improve accuracy and turnaround time, while supporting forecasting and performance tracking.

Team Leadership Audit Supervision Quality Control Reconciliations Internal Controls Workflow Optimization Financial Reporting

Senior Financial Analyst (Consulting)

Revint Solutions / IMA Consulting

Oct 2006 - Jun 2012 (5 years 8 months)

Conducted financial audits, reconciliations, and variance analyses to identify errors and ensure accurate reporting. Prepared detailed audit workpapers and supported external audits, while improving efficiency and accuracy through workflow automation initiatives.

Financial Audit Reconciliations Cost Allocation

Financial Analyst (Consultant)

Revint Solutions / IMA Consulting

Oct 2004 - Oct 2006 (2 years)

Provided litigation support by compiling and analyzing complex financial data for a major pharmaceutical client. Performed audit and denial management reviews to identify contract variances, compliance gaps, and recovery opportunities, supporting consulting deliverables with audit and reporting documentation.

Litigation Support financial data analysis Denial Management Compliance Reconciliations

Staff Auditor

Aetna

Sep 1992 - Oct 2004 (12 years 1 month)

Performed audits and desk reviews of financial statements and cost reports for healthcare providers, including on-site validation of financial documentation, internal controls, and compliance. Prepared quarterly financial calculations and reconciliations for large health systems in a Medicare fiscal intermediary context.

Desk Reviews Internal Controls Financial Reconciliations Data Validation Medicare Compliance