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

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

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.
• Provide trust reporting for various high net worth clients

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

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

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

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.
• 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.

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.
• 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.
• 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