Kate (Catherine) Stoessner Email & Phone Number

Pleasanton, California, Us

Grand Rapids, Michigan, Us

Manage a staff of 9 in the U.S. accounting and compliance departments and oversight of U.K. accounting.Responsible for financial reporting and accounting policies for global operations.

Grand Rapids, Mi, Us

Manage a staff of 10 in the accounting department.Responsible for financial reporting, planning and analysis, budget development, and treasury management.Led implementation of new enterprise resource planning (ERP) system, Microsoft Dynamics 365 Business CentralOversight of the Human Resources function from December 2020 to August 2021 until recruitment of a new Human Resources Director to the leadership team; Led implementation of Human Resources Information System (HRIS), ADP WorkforceNow.

Kalamazoo, Mi, Us

Collaborated with divisional leaders in the development of balanced annual operating budgets of approximately $50 million; appointed by the President to a taskforce to develop and implement strategies for revenue enhancement and cost savings resulting in $1.5 million of savings.Supervised and mentored a staff of ten in accounting, retail, and service operations; low turnover and six staff promotions.Developed several financial forecasting tools including a dynamic 5 year budget model that incorporates a complex set of revenue and expense drivers and tracks key financial operating metrics to analyze future operating projections.Developed and presented key metrics and complex financial reports to the Board of Trustees; recognized for deep expertise of the institution's finances.Analyzed capital project cash flow and cost allocations for due diligence required for two bond issues totaling over $80 million; Appointed as the Bond Compliance Officer to ensure compliance with IRS regulations for tax-exempt bond financing.Managed a complex endowment portfolio of $250 million at the direction of the Board of Trustees and investment advisers.

Kalamazoo, Mi, Us

Kalamazoo, Mi, Us

Led the business operations team through the implementation of a new enterprise resource planning (ERP) system, including the development of all new efficient processes that leverage the new technology and maintain adequate internal controls.

Southfield, Michigan, Us

Led Higher Education industry tax practice for the firm.Developed innovative promotional pieces and digital communications to promote the firm's expertise in tax exempt organizations and increase sales of consulting services.Mentored and developed a team of professional staff within the Kalamazoo office to serve not-for-profit clients; received high ratings as a manager in confidential ‘360° reviews’Frequently presented at industry group meetings and contributed articles for publication in firm newsletters.Proposed tax planning ideas and services to clients, effectively tailoring communication of complex tax concepts to audience.Provided tax audit support for clients and effectively negotiated favorable audit outcomes, saving clients thousands of dollars in assessments.

Provided excellent client service to individuals and entrepreneurs, including Quickbooks consulting.Performed audits of local non-profit organizations and middle-market businesses.

Worldwide, Oo

Provided tax solutions consulting specializing in business restructuring, financial modeling of client expansions for state tax incentive negotiations, and tax technology implementations.

Worldwide, Oo

Joined the firm to gain broader industry experience; passed entire CPA exam on first attempt.

Battle Creek, Michigan, Us

Developed complex state tax planning models utilized in operational decisions.Managed property tax compliance working closely with plant personnel on capital asset planning for property tax incentives and compliance.Supervised and trained tax staff, including training on technology.

Battle Creek, Michigan, Us

Prepared federal and state tax returns for international corporation and its subsidiaries with total tax liability of approximately $235 million.Identified internal control deficiencies and presented recommendations to management.

Ba, Accounting, Tax

Mba, Accounting, Tax