Kate S. Email & Phone Number

Des Moines, Ia, Us

West Des Moines, Iowa, United States

Waukee, Iowa, United States

- Executed monthly close accounting and variance review for all business unit expense- Ran monthly expense allocation process in planning software and prepared journal entry- Oversaw intercompany cash flow schedule and prepared journal entries on a recurring basis to provide adequate cash between entities- Assembled quarterly account verification files for various balance sheet accounts to comply with model audit control- Prepared and gathered all financial data for rating agency surveys on an annual basis- Led first-time company participation in industry survey; gathered valuable insights and presented to all business unit presidents- Planning software (Prophix) administrator – duties included managing access, providing user training, preparing innovative reports, and troubleshooting and resolving system issues- Redesigned surplus note interest accounting process to ensure accurate quarterly interest accruals- Established formalized process documentation for annual planning timeline and related procedures- Prepared and managed budget for several corporate cost centers- Served as a business unit partner to help leaders develop and maintain reasonable expense budgets- Created and presented dashboard presentations that included an extensive analysis between historical policy count, production, and expense data to assist leaders in their decision-making- Implemented planning software Excel add-in to allow users to update data in real-time- Managed communication and gathered expense-related support for internal and external auditors

Des Moines, Iowa, United States

- Assisted with 10 (both integrated and financial statement-only) audits and one compliance audit for multi-million-dollar clients within insurance, banking, venture capital, and manufacturing industries- In-charged a first-year financial statement-only audit and a public integrated component audit- Performed a five-quarter review in preparation for an audit client’s IPO- Performed analysis over companies’ current and prior year financial statements to assess for any trends and/or irregularities as part of risk assessment procedures - Designed and performed substantive procedures to test companies’ major accounts including direct and ceded premiums, reserves, losses, deferred acquisition costs, investments, and cash- Designed and performed test work to assess the design, implementation, and operating effectiveness of controls- Developed multiple project management tools to effectively track the status of all audit work - Managed all client communication on multiple engagements to obtain necessary support in a timely manner- Led seven on-site inventory counts at various companies to test the existence and accuracy of inventory accounts - Created a positive team environment by assisting, coaching, and managing two first-year associates and one intern- Assisted with the implementation of proprietary audit software and related audit guidance on multiple audits

Ames, Iowa

- Planned tutoring sessions for a managerial accounting course - Led tutoring sessions for groups of three to five students - Designed study guides and practice problems for accounting students to leverage in their studies

Des Moines, Iowa

- Submitted a report of all capital expenditures for the 2018 fiscal year to the U.S. Department of Commerce - Assisted with the annual benefit plan audit by gathering necessary support for external auditors- Maintained the company-wide controls tool and assisted SOX coordinators with their quarterly sign-offs

Des Moines, Iowa

- Assisted with both GAAP and statutory financial statement audits over insurance companies - Led the tie-out of a public life insurance company 10-K report, including managing all client communication - Analyzed the effectiveness of internal controls in place to contribute to the final audit opinion

Des Moines, Iowa Area

- Obtained documentation for several processes within business unit to comply with SOX guidance - Updated Systems Flowcharts displaying respective risks and controls pertaining to various processes - Improved the efficiency and added simplicity to the quarter-end statutory reporting process within Excel

Ames, Ia

- Inputted pending expenses to various accounts within Iowa State Athletics- Audited expenses in each account at end of the month to ensure accuracy- Managed reception desk of Administrative office

Waukee, Iowa

- Navigated claims processing system with administration team in order to integrate successful software conversion- Implemented program that encourages cross-selling between all departments impacting over 700 employees- Developed an effective claim review summary process for client service consultants to use going forward

Bachelor Of Science - Bs, Accounting

Activities and Societies: Alpha Delta Pi, Beta Alpha Psi, Beta Gamma SigmaSumma Cum Laude

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Alpha Delta Pi, Beta Alpha Psi, Beta Gamma SigmaSumma Cum Laude

High School Diploma

Activities and Societies: Tennis, FCCLA, NHS, RAK