Katherine Neith
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Katherine Neith Email & Phone Number

Accounting leader known for exceptional accuracy and efficiency in complexfinancial functions. at Optimization health
Location: Fort Collins, Colorado, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Optimization health
Role
Accounting leader known for exceptional accuracy and efficiency in complexfinancial functions.
Location
Fort Collins, Colorado, United States

Who is Katherine Neith? Overview

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Katherine Neith is listed as Accounting leader known for exceptional accuracy and efficiency in complexfinancial functions. at Optimization health, based in Fort Collins, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Katherine Neith.

Katherine Neith previously worked as Accountant at Optimization Health and Staff Accountant at Syntellis Performance Solutions (Now Part Of Strata Decision Technology). Katherine Neith holds Accounting And Finance from California State University, Northridge.

Profile bio

About Katherine Neith

An experienced accounting professional with a proven ability to integrateinto new environments to deliver optimal accuracy, efficiency, andproductivity, I work with clients and businesses across multiple industriesto support exceptional financial performance.With keen skills in the full scope of GAAP accounting processes, I leadteams in the execution and ongoing management of complex processes,maintaining complete legal and regulatory compliance across all daily,weekly, monthly, and year-end financial and accounting activities.• Improve Efficiency – Continuously improve tasks, streamlining account reconciliations and analyzing for efficiency recording of transactions.• Solution Oriented - Proposing solutions for accounting activities, such as processes of cash application, invoicing, and daily reporting. Improving time and accuracy of day-to-day tasks. • Innovative – Having the ability to solve complex and challenging problems for income, balance sheet and equity accounts. Creative in resolving complex and challenging account reconciliations with adjustments for correcting past errors and a go forward system. Allowing for more accurate information in with less errors. • Collaborative – Distinctive ability to interact successfully with individuals of all levels and departments within an organization and with external clients and others in creating a lasting commitment to the value of relationships. Exceptional ability to assist effectively and efficiently to provide answers to and solutions to their queries.• System Transition Experience – Transitioned approximately 600 clients from old company to newly purchased organization. Involving creating new company as a vendor through client portals, set up all client contacts, resend all open invoices, resolve any discrepancies with transitioned invoices, provide client with new company banking information & other pertinent information. Transition successfully completed within 6 months. Continue to manage clients and collections as part of full-time duties.

Current workplace

Katherine Neith's current company

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Optimization health
Optimization Health
Accounting leader known for exceptional accuracy and efficiency in complexfinancial functions.
6 roles

Katherine Neith work experience

A career timeline built from the work history available for this profile.

Accountant

Current
Optimization Health
Nov 2024 - Present

Staff Accountant

Chicago, Illinois, United States

During my time as Staff Accountant, I ensured streamlined accountingfunctions, overseeing routine financial processes for optimal accuracy andefficiency. Key contributions include:• Expertly navigated complex month end close processes, partnering with CFOto ensure timely, prompt completion of all closing tasks.• Executed monthly Balance and Income Statement analysis and reconciliationacross asset, liability, income, and expense accounts, generating detailed,accurate documentation for leadership.• Defined and authored operating procedures, ensuring consistency acrosscash application, commission spreadsheet update, benefits reconciliation,and more.• Transformed Employee Benefits operations by analyzing and identifyingbalances and variances, empowering HR team to correct system informationerrors.• Quickly integrated into new roles, supporting Senior Accountant with cashposting/collections and Billing Specialist with invoices.• Assumed responsibility for excel spreadsheet tracking for employeecommissions, resolving a backlog and enabling streamlined GAAP accountingprocesses by maintaining utmost accuracy and attention to detail.• Developed standard operating procedure for benefits management processes,building deep insights into the full scope of employee benefits operationsto define practices and enhance productivity across the team.• Partnered with customers to streamline the transition to new company(Syntellis Performance Solutions, LLC), conducting ACH requests, vendorforms, portal setups, and outstanding invoice delivery to seamlesslytransition more than 450 clients within six months.• Integrated Accounts Receivable Portfolio, collections, and cashapplication duties into existing responsibilities, maintaining efficient,uninterrupted financial operations through quick ramp-up and expertmanagement.• Recruited and trained new staff to support collections operations,streamlining workflows for optimal internal workload and productivity.

Mar 2017 - Sep 2023

Consulting Accountant | Independent

Kathy A Neith

Fort Collins, Colorado, United States

As an independent Accountant, I partnered with client businesses acrossmultiple industries to provide expert accounting management and services,ensuring financial accuracy and efficiency for entrepreneurial enterprises.• Prepared and validated a wide range of records, analyzing financial datato uncover risk and cost optimization opportunities.• Executed accounting processes, from initial posting through tax-readyfinancial statements, for clients spanning engineering, manufacturing,flooring, non-profit, healthcare, retail, and government industries.• Provided key services for the City of Fort Collins, converting capitalassets from excel spreadsheets to JE Edwards financial system and serving asfederal financial Grants Coordinator to ensure accuracy of financials.

Sep 2000 - Mar 2017

Finance Manager

Ottawa Financial Group

Denver, Colorado, United States

Responsible for monthly financial statements, inventory management, federal and state grant reporting. First assignment with manufacturing firm.Second assignment with Non-Profit firm.

Sep 1997 - Jun 2000

Financial Controller

Pacoima, California, United States

● Responsible for monthly financial statements reporting, cash management and forecasting, internal and external audits, manage state of seven

Aug 1991 - Jun 1992

Accounting Manager

Los Angeles, California, United States

● Responsible for monthly consolidated financial statement reporting (7 divisions), internal and external annual audit, inventory management, manage staff of eight.

Sep 1985 - Sep 1990
1 education record

Katherine Neith education

FAQ

Frequently asked questions about Katherine Neith

Quick answers generated from the profile data available on this page.

What company does Katherine Neith work for?

Katherine Neith works for Optimization health.

What is Katherine Neith's role at Optimization health?

Katherine Neith is listed as Accounting leader known for exceptional accuracy and efficiency in complexfinancial functions. at Optimization health.

Where is Katherine Neith based?

Katherine Neith is based in Fort Collins, Colorado, United States while working with Optimization health.

What companies has Katherine Neith worked for?

Katherine Neith has worked for Optimization Health, Syntellis Performance Solutions (Now Part Of Strata Decision Technology), Kathy A Neith, Ottawa Financial Group, and Sdi Industries Inc.

How can I contact Katherine Neith?

You can use AeroLeads to view verified contact signals for Katherine Neith at Optimization health, including work email, phone, and LinkedIn data when available.

What schools did Katherine Neith attend?

Katherine Neith holds Accounting And Finance from California State University, Northridge.

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