Detail-oriented financial analyst/accountant with 3+ years in quantitative analysis, budgeting, and accounting and 7+ years in non-profit business, leadership and accounting roles. Leveraging strong analytical skills to support operations through robust modeling to facilitate executive-level decision-making and increase company revenue. Quickly adapt to new technologies and pursuing further data analytics coursework to become an indispensable asset.
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Corporate ControllerYoder Homes Dec 2024 - PresentSarasota, Florida, Us -
Assistant ControllerYoder Homes Sep 2023 - Dec 2024Sarasota, Florida, Us -
AccountantKenmore Alliance Church Jun 2023-Update cash position through analysis, investigation, and reporting on key movements and trends in the P&L lines.-Provide financial guidance and assist in decision-making by developing strategic long-range planning recommendations for management.-Perform a comprehensive analysis and reconciliation of financial records including Accounts Payable/Accounts Receivable.-Generate monthly budget reports for department heads to track spending. -
Financial Administrator & Media SpecialistKenmore Alliance Church Jan 2022 - Jul 2023Financial Admin: Maintain financial books and records, run payroll, prepare monthly analytical reports, cash management, contract management, accounts payable/receivable, fixed asset depreciation, donation tracking, 1099, W9 and tax reporting, serve on budget development team.Accomplishments:- Initiated online donation capability and online registration process to improve efficiency and allow attendees to be able to pay and donate online. Trained volunteers on how to manage new software for in-person donations as well. - Reduced the number of paper checks by 75% with most regular payments being electronic and ACH. - Created a new system for budget planning that involved refocusing the chart of accounts for more efficiency and accuracy.- Created a new template for annual compensation packages that will be used moving forward. - Improved the filing system of all historical documents and accounts payable accounts.- Worked with over a dozen regular vendors to ensure they had tax exemption information to cut down on the amount of sales tax paid as our organization is a non-profit 501c3.- Provided employees with detailed monthly spending to better track their budgets. - Developed more accurate monthly reporting for the leadership board.Media Specialist: Create all promotional images and printed materials, website management, online registration forms, social media and app management, church-wide communications and announcements.Accomplishments:- Rebranded the organization in its entirety including a new logo and theme in all promotional materials.- New business card design for staff members.- Ran all promotions for events including 5Ks, college accredited courses held at the church, and other church-wide campaigns. -
Program & Event Manager/Communications CoordinatorKenmore Alliance Church Sep 2015 - Dec 2021Run all aspects of Youth Program including budget planning, event coordinating, cash management, recruiting and training volunteers, developing curriculum, teaching, running weekly programming. Coomunications/Design Coordinator: Design all promotions and communications, work with AV team in coordinating events, website management, service project coordination and recruiting. -
Volleyball RefereeManor Lanes Jun 2017 - Jul 2023Referee for adult league during the spring and summer each year on a weekly basis. -
Data AnalystEmerge Apr 2022 - May 2022Rochester, New York , UsTransform large amounts of extracted data in organized spreadsheets to be loaded for processing in data repository. Process involved removing duplicates, filtering, cleaning and joining CSV, XLS and PDF files into spreadsheets. -
Financial Services CoordinatorBryant & Stratton College May 2015 - Apr 2016Coordination of NYS insurance pre-licensing courses for the Professional Skills Center at Bryant & Stratton College.Sales responsibilities: - Customer service on the phone and in person with prospective and current students.- Create and maintain positive relationships with local insurance companies/banks in order to expand market share. - Develop marketing materials including flyers, fax blasts and a monthly email blast newsletter sent to top clients. Administrative Duties: - Create and administer course materials.- Database management, invoicing of clients and reporting NYS Continuing Education to the Department of Financial Services. - Maintain sales activity records, monthly budgets/expenses and monthly reporting spreadsheets. - Reconcile all Professional Skills Center virtual transactions on a daily basis and make bank deposits.
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Admin Asst./Training Consultant - Professional Skills CenterBryant & Stratton College Jan 2014 - May 2015Sales duties:- Develop new client relationships and maintain existing relationships- Maintenance of sales activity records, sales records, monthly budgets/expenses- Participate in business and community organizations, trade shows, showcases and community events to actively market and promote business.- Call on, follow-up with and interview student prospectsAdministrative Duties:- Maintain student enrollment, data entry and prepare certificates. - Prepare and send student and confirmation letters for agency funding programs, and assist with payment options.- Assist instructional staff.
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Human Resources Admin AssistantMercy Hospital Nov 2012 - Jan 2014Us- Respond to all HR inquiries in person and on the phone for the hospital.- Track corrective action reports.- New employee process: create employee badges, perform employment verifications, administer and grade typing tests, create employee files, and assist with new hire paperwork.- Committee Facilitator: Chosen to sit on 3 committees: Associate Council, Wellness Team, & ACE (non-union). Highlighted Projects: - Forecasted the registered nurse population of the hospital for the next five years in order to gauge number of RNs likely to retire. - Made recommendations based on workforce surveys and state statistics as to the validity of requiring RNs to hold a BSN degree versus an AAS degree. The hospital moved forward with the plan to have all AAS degree holders pushed to get their BSN and to hire bachelors degree nurses moving forward. - Revised previous Affirmative Action Program.- Created an employee questionnaire, compiled the resulting feedback from the 107 interviews and aided in the plan of action to address highlighted issues that were brought up from employees. -
Data SpecialistHunter-Ross, Llc Oct 2013 - Dec 2013Managed data of candidates for recruiting LLC. Organized and cleaned data using excel spreadsheets.
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Human Resources AssistantMultisorb Technologies May 2012 - Nov 2012Buffalo, New York, Us- Assist in new employee process: recruit prospective employees at job fairs, schedule and conduct interviews, create new employee packets, assist in filling out tax forms and other intake paperwork.- Primary contact for new employees going through orientation. - Supported HR staff in daily projects, some of which include benefits, data-tracking, and employee programs.- Utilized HRIS databases including ADP, Taleo and TalentWise to conduct background checks, to onboard new employees, manage confidential documents, and to verify staffing reports. Highlighted Projects: - Created a nine-week ISO audit preparation program consisting of interactive employee materials. - Organized an employee Wellness Fair, including vendor contacts and creation of marketing materials.- Assisted in organizing a ‘Lose to Win’ employee health incentive program and the company’s annual participation in the local Corporate Challenge fundraiser. -
Horse Program ManagerCircle C Ranch May 2010 - Aug 2012- Train and supervise riding program team members.- Organize and supervise camper riding lessons, safety protocol, and daily riding rotation schedule.- Maintain professional and safe facilities for 35 horses and 200 weekly campers each summer. Highlighted Project: Developed an extensive staff training and operations manual to be used by future program managers.
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Vice President Of Student ChapterShrm (Society For Human Resources Management) Jan 2012 - May 2012-Educate students on the responsibilities and importance of Human Resources.-Provide opportunities for students to build and expand their personal networks through guest speakers and SHRM meetings once a month in Buffalo, NY.-Facilitate workshops on how to create resumes and search for possible careers.
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Student TutorHoughton Student Academic Services Sep 2011 - May 2012-Identify specific problems that are hindering a student’s progress.-Review course content and teach appropriate skills which include note-taking and test-taking strategies, concentration, and methods of content mastery.-Support and encourage the student while providing appropriate and honest feedback and promoting independence in learning.
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StudentHoughton College Sep 2008 - May 2012Houghton, Ny, Us -
Business StudentGlobal Experience - Tanzania, Africa Semester Abroad Jan 2011 - Apr 2011Developed an understanding of and appreciation for the Tanzanian culture, problem-solving in cross-cultural situations, and critical-thinking in terms of international business in third-world nations.
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President Of Student Tutoring GroupJourney'S End Refugee Services, Inc. Sep 2010 - Dec 2010Buffalo, Ny, UsHighlighted Projects: - Created a constitution for the program to become an official club at the college and to receive funding.- Planned weekly in home English-tutoring meetings with 50+ Houghton College students and Refugee families in Buffalo, NY. - Organized recruitment and training techniques for tutors to teach English as a second language and planned activities to engage tutees in homes.- Coordinated transportation (drop off locations and bussing). -
Quality ControlMultisorb Technologies May 2008 - May 2009Buffalo, New York, Us
Kate Martin Education Details
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Houghton UniversityGeneral -
University Of Virginia Darden School Of BusinessAccounting And Finance -
Houghton UniversityIntercultural Studies Minor
Frequently Asked Questions about Kate Martin
What company does Kate Martin work for?
Kate Martin works for Yoder Homes
What is Kate Martin's role at the current company?
Kate Martin's current role is Corporate Controller.
What schools did Kate Martin attend?
Kate Martin attended Houghton University, University Of Virginia Darden School Of Business, Houghton University.
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