Catherine (Lance) Bones Email & Phone Number

CFO & Controllership*Budgeting, cash-flow management and monthly financial reporting, planning and analysis*Business financial strategy and reportingInternal Accounting and Bookkeeping*Full service accounting support, including monthly reconciliations to ensure our client's are audit readyHuman Resources and Recruitment*Full remote HR support, coaching and guidance*Implementation of internal HR policies and procedures*Compliant onboarding, termination and corrective actionBones Financial Management LLC, a woman owned firm, specializes in assisting businesses to flourish in finance, accounting, and human resources. Our focus is on providing proactive and personalized service, with a foundation of trust, honesty, and open communication. We are enthusiastic about working with our clients to enhance their value, excellence, and financial empowerment, allowing them to succeed in every possible way. Catherine, the founder, has many years of experience working for both large and small companies. She started Bones Financial Management as a virtual consulting company to aid other businesses. Catherine has incorporated the best practices she has learned into a customizable model that fulfills our clients' needs while fostering a collaborative partnership. She has closely worked with clients from different industries such as advertising, media, digital, real estate, non-profit, and dental. We love working with a diverse group of clients, particularly women entrepreneurs and small business owners, to help them achieve their business goals, employee growth plans, and financial freedom. At Bones Financial Management, our mission is to provide a nurturing workplace that empowers mothers. We believe in creating a real work-life balance for our employees. To achieve this, we ensure that each team member works for less than 20 hours a week, allowing them to prioritize their personal life, particularly their family.

Managed all accounting operations including Billing, A/R, A/P, GL and Payroll. Full cycle accounting. Established and monitored internal controls and polices, creating and tracking budgets and reporting. Restructured the production policies to comply with current industry standard guidelines. Implemented new project management system process across all departments. Supervised Finance Manager, Human Resources Manager, Bookkeeper and Office Assistant.Created and implemented first ever review process, talent retention program, anti- harassment training, culture club, dog friendly policy and FSA. Recruitment of finance and senior level roles. Responsible for talent management, training and development, conflict resolution, team leadership, policy and program development, process improvements, employee discrimination, budgeting, employee relations, performance management, contract negotiations, relationship building and benefits administration.

Los Angeles

Responsible for the accounting operations of the company, including the production of all financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company's reported financial results.*P&L*Balance Sheet*Timesheet Analysis*AOR Fee Analysis*Client Billing*Accounts Payable*Accounts Receivable*SOW Creation/Review*MSA Review*Policies, Procedures and Operations*Insurance Renewals*Bank Line of Credit Renewals*401k Implementation*Payroll*Co project manage the build-out of additional 5,800 sqft of office space*Oversee Office Manager*Facilties Lead*Security Implementation

Greater Los Angeles Area

Responsible for the PepsiCo ad production budget - managing, tracking and optimizing spendOversee budget supervisor, billing supervisor and three billers Oversee team to ensure agency is billing the clients according to contract terms and in a timely manner for the financial health of the agency. Yearly production billings of 40MM+Closely watch AR and AP payments to ensure cash flow is never negativeTrack and report diversity spend to the client's Global Procurment groupMember of Diversity Task ForceSpearhead analysis reporting for client's Global Procurment group. Analysis reports include time analysis per job and campaign, production analysis and revenue analysisResponsible for all inter-company billings domestic and internationalCurrent Clients: Pepsi North America, Pepsi Global, Gatorade North America, Gatorade Global, Adidas World Cup, Pinkberry, GooglePast Clients: Tostitos, Stacy's Pita Chips

Oversee the finances and operations on the PepsiCo brands (Gatorade, Pepsi, Diet Pepsi, Pepsi Max and Pepsi Throwback). Prior to PepsiCo brands: Energizer, Sara Lee, Jimmy Dean, Ball Park, Hillshire Farm, P&G, Method, Shutterfly, Leap Frog, HealthNet, McDonalds, UNICEF, Boost Mobile and SonyManage three person staffing team to make sure that the clients are being billed in a timely manner forthe financial health of the agency.Work directly with clients and account managment to efficiently track production spending. Forecast future production spending to help optimize budgets.Provide timesheet analysis reports to the finance director to ensure agency profitability.Internal Operations Manager: making sure all departments are following processes.Internally audit client billings, processes and reporting.