Sandy Bell-Holladay

Candidate Information

Email: [email protected]

Phone: (816) 807-4396

Salary Expectation: TBD

Skills: Financial reporting, budgeting, forecasting, audit support, general ledger reconciliation, accounts payable, fixed asset accounting, inter-fund cost allocation, team supervision, journal entries, ad hoc financial analysis, stakeholder communication, GAAP knowledge, CPA eligible, Microsoft Excel (complex spreadsheets).

Current Location: Kansas City, KS

Willing to Relocate?: NA

Relevant Experience: Sandy is a finance leader with over 19 years of experience in the Taft-Hartley third-party administration space. She’s held progressively senior roles culminating in Director of Finance, managing teams, leading budgeting and reconciliation processes, and preparing financial reports for internal and external stakeholders including trustees, auditors, and government agencies. She's highly experienced in fund accounting, payroll-related journal entries, and multi-fund budgeting.

Work Authorization: US

Highlights: Highlights & Company Experience:

At Wilson-McShane Corporation, she led two finance teams, produced ad hoc reports for management, and prepared audit materials.

While at Boilermakers National Funds, she managed fund accounting for pension, health, and annuity funds, created complex multi-million dollar budgets, and maintained payroll/benefit entries for Fund Office staff.

At Zenith American Solutions, she supervised the Fund Accounting team and led general ledger reconciliation, fixed asset management, and financial reporting.

She has supported multiple independent audits, maintained inter-fund allocation models, and handled capital asset processes end-to-end.

CPA-eligible and has passed the BEC section of the exam.

Resume: View Resume

Cover Letter: View Cover Letter