Kate Thomas Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

• Strategic Global Finance lead in support of Facilities Management, Project Management, and Occupancy Planning as it relates to financial reporting and budgeting/forecasting• Manage annual OPEX client spend including capex and manage annual client real estate budget process by site for operations and future capital plan• Executed a plan to resolve accounting deficiencies discovered and worked with accountants to implement new policies and procedures• Developed new tool for client to identify potential savings and reinvest funds for identified and approved work/projects• Orchestrated and implemented a new utility budget/forecasting tool incorporating usage and rates to yield better clarity to utility spend• Identified need for process improvement regarding accrual and billing functions in India and successfully implemented allowing for more streamlined and accurate reporting • Partnered with client’s finance organization, improved on financial reconciliation protocols and increased reporting and visibility to financial data utilizing dashboards resulting in great customer satisfaction and relationship management• Developed roles & responsibilities matrix with supplemental desktop procedures with sample documents to enhance processes & procedures

Dallas, Tx, Us

• Responsible for all aspects of compilation, consolidation, and delivery of the global financial performance for the Facilities Management and Project Management business lines for the Intuit portfolio.• Performed vital role in set up and implementation of full-service management of current account as an original team member• Implemented financial software tool (Adaptive) and trained Facilities Management team on monthly reporting, budgeting, and forecasting that resulted in the ability to deliver consolidated global reporting• Developed processes & procedures for month-end close and financial reporting to ensure accurate and timely deliverables• Established relationships with operations & collaborated monthly on accruals & financial variances• Worked closely with Project Management team around billings and accruals using % complete method• Established & maintain client relationship with Accounting and FP&A• Collaborate with leadership team to resolve COVID challenges and return to site• Lead the annual client budget process & quarterly forecasts

San Diego, Ca, Us

• Manage high-net-worth families, their companies, trusts, and foundations• Manage accounts for businesses including (but not limited to) industries of non-for-profit, medical data analysis, energy resources, marketing, property management, services, and doctors’ offices• Oversee a team of Controllers, Accounting Managers and Client Associates (staff & senior accountants) that provide financial reporting services and/or bill pay• Perform month-end close procedures related to the general ledger, review & approve payroll, prepare consolidated financial statements, and provide analysis to CFO for medical data analysis company• Prepare quarterly financials, annual consolidated financial statements with complex elimination entries, and footnotes to the audited financial statements as well as serve as liaison for auditors for an energy resources company• Provide trust reporting for various high net worth clients• Onboarding of new clients including budgeting, learning, and training of staff• Developed reporting tools to monitor employee utilization

San Diego, Ca, Us

• Oversee a staff of seven which include Accounts Payable, Senior Accountants, and an Accounting Manager• Manage and maintain accounting operations, transaction-processing operations, policies & procedures, general ledger accounting process, bank and other general ledger reconciliations, and chart of accounts• Coordinate and review pre-close process for timely and accurate end of month and quarter-end reporting of financial statements and supporting schedules• Manage and report corporate cash flow as well as manage cash flow for eighteen properties which include quarterly distributions to investors• Prepare monthly board financial statement packages as well as quarterly reports to investors• Maintain schedules and books for deferred taxes and income tax reconciliations and variances• Lead and manage two year-end audits while providing financial statements and schedules as needed• Assist the Chief Financial Officer with department goals, automation and efficiency projects, staff hiring and training, annual reviews and salary and bonus recommendations for staff, and assist with accounting and internal control functions• Assist the Chief Financial Officer with preparation of budgets, variance analysis, cost-saving and revenue-enhancing projects and strategic plans• Successfully migrated 40+ legal entities from Yardi Voyager to Entrata Core

Menlo Park, Ca, Us

• Full P&L management of revenue and costs as it relates to the $29M clinical trial projects• Leading role for compiling, developing, and managing budgets and forecasts

Saint Paul, Mn, Us

• Managed a staff of four which include Accounts Payable, Accounts Receivable, and Grants Reporting Manager• Compliances and requirement responsibilities included the proactive and maintaining of the bank covenant certification, PCI compliance, tax exempt status, and the federal indirect cost rate negotiations• Provided quarterly & annual reports to funders• Managed, developed, and directed internal controls, risk management, and overall controllership of all accounting functions.• Oversaw the financial aspect of Grants Management• Reviewed, analyzed, & monitored all contracts with the VP for Finance & Admin• Oversaw & managed the month end close of the museum’s general ledger on a timely basis• Provided external and internal reporting to cost center managers, senior managers, board of directors, and grant reporting requirements• Budgeting responsibilities included being Sr. member of a team for forecasting, preparation, analysis and reporting on all museum-wide cost center and project grant budgets, including the monitoring and managing of the cash flow• Preparation and follow through of all annual, federal, state, A-133, and IT audits. Also included any periodic internal audits as needed• Preparation of tax packages for CPAs for federal, state, various unitrust and partnership tax returns on a timely basis• Part of the Finance and Accounting senior management team to promote and document processes for enhancements and efficiencies through the technology and operation processes and procedures to all divisions of the museum

Hopkins, Minnesota, Us

• Provides analysis of financial business processes for continual improvement, automation, and interdepartmental communication• Provides enhancements to current project accounting system to streamline reporting and maintains the system on a continual basis• Responsible for the accounting of the service subsidiary of Digi for monthly, quarterly, and annual financial closings, reviewing cost center actual to budget variances, and researching variances• Assists in annual budget preparation and reporting, including introducing a new system for fiscal year 2011• Ad hoc financial analysis/requests as required• Super user in Finance for systems-related questions and user support• Liaison between finance function and IT function for financial systems issues, upgrades, and enhancements• Integrated newly acquired international companies to the Digi accounting system, including onsite in India

Milwaukee, Wi, Us

• Reviewed monthly reporting procedures for an international not-for-profit company which yielded substantial process improvement opportunities, therefore implemented new financial consolidation procedures resulting in overall process efficiencies and more timely and accurate data ultimately resulting in enhanced cash flow management • Provided monthly reporting of consolidated financials, including cash flow, for an international not-for-profit company• Provided monthly financial analysis for a public manufacturing company to the board of directors and other senior executive management• Enhanced the internal financial analysis reporting procedures for a public manufacturing company within their finance department which resulted in timelier reporting

New York, Ny, Us

• Oversaw all month end close processes and procedures (including inter-company accounts), verified financial information for consolidation, and reviewed reconciliations for every account within the general ledgers• Presented monthly financials and WIP reports to the Executive Vice President monthly• Provided direction to the accounting functions including billing, collection and receipts, payroll, accounts payable, general ledger and financial reporting• Drafted financials, cash flow statements, and footnotes for the audited financials• Put together annual tax packages for the tax department for two legal entities within the company• Created new general ledger structure within two legal entities in order to provide separate balance sheet and income statement information for each division within two legal entities.• Made changes to fixed assets to reflect current assets owned and reevaluating the fair value of the assets

Us

• Reconciled accounts and managed staff on a monthly basis in preparation for the financial statements• Provided direction to the accounting functions including billing, collection and receipts, payroll, accounts payable, general ledger and financial reporting• Reviewed monthly financial statements with controller and provided monthly variance analysis

Gb

Chicago, Il, Us

• Performed financial statement audits and reviews for public (listed and non-listed) and privately-held entities including Commercial, Manufacturing, Retail, Entertainment, International, E-tech, Not-for-Profit, and Service companies• Performed all facets of audit engagements, including managing staff, planning, budgeting, scheduling, and final report presentation, including the preparation of consolidated financial statements, footnotes and supporting schedules• Gained sufficient SEC experience, including Form 10K and Form 10Q• Performed detailed analytical procedures relating to all aspects of the clients balance sheet and income statement• Assisted in engagements of employee benefit plans in accordance with ERISA• Managed staff on assigned engagements• Assisted in internal control testing in accordance with Sarbanes-Oxley• Team Captain of New York Urban Professionals Volleyball League