Open To Work
Kate Foellinger
Fishers
Summary
Dedicated professional with proven performance in management, leadership and communication. Detail-oriented in problem-solving and planning. Ready to make an immediate contribution to your organization.
Overview
1
1
Certification
Work History
Financial Controller/CFO
- Lead budget preparation and cash flow forecasting, supporting strategic decision-making through detailed variance analysis and financial projections
- Lead financial reporting by streamlining reporting across multiple systems for consolidation
- Improve financial accuracy and efficiency through the implementation of new accounting systems, including data integration, ERP conversions, and automation of reporting processes
- Spearheaded the insourcing of all accounting operations, transitioning from consultant managed processes to an internal team
- Establish and implement internal controls, operational processes, and documentation across multiple accounting functions
- Ensure regulatory compliance through GAAP adherence and tax management across multiple jurisdictions
- Coordinated tax reporting, regulatory compliance, and audit preparations, delivering insights for financial compliance and operational efficiency
- Deliver financial oversight, including the review and preparation of monthly journal entries and reconciliations
- Directed and trained accounting teams, established best practices, and fostered collaborative environment to enhance productivity
- Prepare financial statements, bank covenant packages, and board packets for multi-entity organizations, ensuring accuracy and timely delivery
- Oversee invoicing, collections, credit policies, and cash flow enhancement through efficient receivables management
- Manage accurate payroll processing across multiple entities, ensuring compliance with tax regulations
- Oversee and process commission calculations and payouts, ensuring accuracy and timeliness
- Set inventory controls, costing, and policies for multi-locations and divisions
- Direct vendor management, invoice processing, and timely payments, optimizing cash flow and securing cost savings through early payment discounts
- Implement a five-day close
- Gained extensive experience in revenue recognition and work in process through hands-on involvement in financial projects.
- Develop integration procedures for acquisitions, improving workflow efficiency and data accuracy
Senior Accountant, US
- Managed cost accounting functions, including intercompany transactions and inventory, ensuring accurate financial reporting and compliance with corporate standards
- Prepared monthly financial statements and reconciliations, providing detailed analyses to support informed decision-making
- Enhanced accuracy of financial processes, aligning them with corporate goals to facilitate strategic planning
Public Accounting - Manager/Associate, US
- Provided strategic tax planning and advisory for clients, improving financial accuracy and ensuring regulatory compliance
- Directed tax audits and regulatory reporting, optimizing tax strategies and identifying opportunities for improved tax compliance
- Led state and local tax management, ensuring compliance with regulatory requirements across multiple jurisdictions, minimizing risk of penalties
Education
Bachelor of Science - Accounting
Indiana University
Skills
- Financial reporting
- General ledger management
- Cash flow management
- Budget development
- Team leadership
- Financial analysis
- Financial forecasting
- Variance resolution
- Team training and development
- Month-end closing
- Audit coordination
- Internal control management
- Month-end close
- GAAP and SOX compliance
- Project management
- ASC 606 revenue reporting
- Accounts payable and receivable
- Accounts payable management
- Process improvement
- Global accounting team management
- Working capital management
- Financial strategy
- Trend analysis
- Policy development
- Audit coordination
- Cash flow management
- Budget development
- Variance resolution
- Private equity entity experience
- Public entity experience
- QuickBooks Online and Desktop expertise
- Sage/Timberline software proficiency
- ERP experience
- Excel proficiency
- Cost accounting
- Intercompany transactions
- Attention to detail
- Cross-functional communication
- Regulatory compliance
- Financial statement review
- Revenue optimization
- Audit coordination
- US GAAP proficiency
- Revenue optimization
- Regulatory compliance
- Financial statement review
- Accounts payable management
Certification
Certified Public Accountant, Expired, pursuing re-instatement
References
References available upon request
Industry Highlights
- MBO Partners/Beeline - Private equity owned global services entities
- Sales Xceleration - Private equity owned consulting & recruiting entities
- Porch - Publicly traded software & insurance entities
- Verista - Private equity owned life sciences technology entities
- Wireless Express - Privately owned large retail cell phone franchise entity
- Jack Laurie Group & Sonus Interiors - Privately owned large construction & contracting entities
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeContract WorkLocation Preference
RemoteSalary Range
$45000/yr - $200000/yrTimeline
Financial Controller/CFO
Senior Accountant, US
Public Accounting - Manager/Associate, US
Bachelor of Science - Accounting
Indiana University