Amy Ragatz, Cpa Email & Phone Number

Stoughton, Wi, Us

Madison, Wisconsin, United States

Currently, I am primarily responsible for Financial Reporting and Analysis as well as Internal Controls and Compliance. I am leading the initiative to drive efficiencies in our accounting processes and ensuring compliance within our department. I am focused on providing a foundation for our finance function to scale to support company growth and to drive continuous improvement initiatives to enhance financial efficiency and accuracy. My key responsibilities are to oversee all aspects… Show more Currently, I am primarily responsible for Financial Reporting and Analysis as well as Internal Controls and Compliance. I am leading the initiative to drive efficiencies in our accounting processes and ensuring compliance within our department. I am focused on providing a foundation for our finance function to scale to support company growth and to drive continuous improvement initiatives to enhance financial efficiency and accuracy. My key responsibilities are to oversee all aspects of the accounting operations, manage the month-end and year-end close processes, conduct in-depth financial analysis, monitor financial performance and collaborate with the Executive Leadership team on budgeting, forecasting and financial planning initiatives. My team will be responsible for establishing and maintaining internal controls, overseeing compliance with contracts and reporting. Show less

Madison, Wisconsin, United States

Primarily responsible for the Finance and Administrative operations of the company. Managed cross-functional teams in HR, IT, Accounting, Office Administration and Purchasing. Responsible for all contract reviews and negotiation, lead the annual budgeting and forecasting process, provided data and insight for Executive Leadership Team to help align financial strategy with company goals. Worked closely with HR on implementing new policies and processes, provided oversight to the Internal IT… Show more Primarily responsible for the Finance and Administrative operations of the company. Managed cross-functional teams in HR, IT, Accounting, Office Administration and Purchasing. Responsible for all contract reviews and negotiation, lead the annual budgeting and forecasting process, provided data and insight for Executive Leadership Team to help align financial strategy with company goals. Worked closely with HR on implementing new policies and processes, provided oversight to the Internal IT team to accomplish company technology initiatives as well as maintain Security Framework compliance. Supervised the Office Administrator function to ensure all internal agreements and facilities were running smoothly. Helped to develop a Vendor Management role within the company as well as maintained all Vendor related documents and compliance requirements. Worked closely with Purchasing and Quoting team to minimize risk with contract language and purchasing requirements. Closely aligned with the Accounting team to ensure accurate monthly accounting results. Worked with other departments within the company to provide data and reporting to help support their business.Responsible for several system upgrades and implementations, including Paylocity HRIS, Dynamics Business Central, Dynamics Sales CRM, Continia Expense Management, and Cosmos Financial Reporting. Assisted with the implementation of Dynamics Project Operations. Show less

Madison, Wisconsin, United States

Primarily responsible for monthly Financial Reporting and Financial Statement preparation and oversight of the team. Managed the Purchasing and Accounting Teams. Assisted with review of Master Documents for Clients and Vendors. Assisted HR with policy creation, benefit renewals and general reporting. Worked closely with the Workforce Management team to ensure compliance with Client policies and required reporting. Worked closely with Office Manager to ensure completion of company… Show more Primarily responsible for monthly Financial Reporting and Financial Statement preparation and oversight of the team. Managed the Purchasing and Accounting Teams. Assisted with review of Master Documents for Clients and Vendors. Assisted HR with policy creation, benefit renewals and general reporting. Worked closely with the Workforce Management team to ensure compliance with Client policies and required reporting. Worked closely with Office Manager to ensure completion of company initiatives and projects for all departments.Developed internal dashboard reporting in Tableau and managed the data sources for all company reporting. Completed the implementation and migration to Microsoft Dynamics SL as well as implementing a new Time and Expense System. Assisted with the implementation of Dynamics CRM. Show less

Madison, Wisconsin Area

Primarily responsible for monthly Client invoicing for product orders and consulting services and bi-weekly payroll. Worked closely with HR and Recruiting team to assist with onboarding new consultants. Verified time and expense submissions and provided monthly reporting of consulting services to Clients. Responsible for A/R functions (cash application, payment reconciliation, reporting, and collections). Worked closely with A/P and Purchasing to reconcile and match POs with Vendor… Show more Primarily responsible for monthly Client invoicing for product orders and consulting services and bi-weekly payroll. Worked closely with HR and Recruiting team to assist with onboarding new consultants. Verified time and expense submissions and provided monthly reporting of consulting services to Clients. Responsible for A/R functions (cash application, payment reconciliation, reporting, and collections). Worked closely with A/P and Purchasing to reconcile and match POs with Vendor Invoices. Supported the Accounting Manager with monthly journal entries, account reconciliation, internal departmental reporting and special projects. Completed monthly sales tax reporting, managed exemption certificates and COI's,Implemented and migrated a new Payroll system and assisted with the implementation of a new time tracking system for consultants. Show less

Everywhere!

Stoughton, Wisconsin, United States

Provided Individual and Small Business Accounting and Tax services.

Madison, Wisconsin, United States

Provided financial support for our international locations (London, Vancouver, and Australia). Primarily responsible for monthly accounting, client billing and cash application, account reconciliation, A/P entry and monthly financial reporting. Worked with in-country financial professionals to complete reporting requirements.

Madison, Wisconsin Area

Worked on the billing team to help support the financial side of the business. Primary responsibilities were Accounts Payable, Accounts Receivable, Monthly General Ledger Entries, Time-entry reporting, Bi-weekly payroll for over 500 employees, account reconciliation and special projects within the team.

Bachelors Of Accountancy

Aas, Legal Management