Katie Wise Email & Phone Number

Memphis, Tennessee, United States

Greater Chicago Area

Lead all finance and accounting functions for INCS and its sister organizations, INCS Action, INCS Action PAC, and INCS Action Independent Expenditure Committee. Create monthly, quarterly, and annual financial statements, including budget to actual variance reports, projections, and other analytics for leadership, Finance Committee, and Board of Directors. Manage accounts payable, accounts receivable, and payroll. Facilitate fund accounting to ensure proper management of INCS’ philanthropic and federal funding sources. Engineered new tools for annual budget process to improve financial tracking by department, project, and expense category. Built and maintain strong internal controls. Conduct the annual audit and prepare 990 tax returns. Reconcile bank and expense accounts, and make necessary adjusting journal entries. Revamped organizational financial policies and trained all staff. Implemented Expensify employee reimbursement tool to reduce processing time for staff and finance. Supervise Finance team. Oversee employee benefit program.

Conducted in-depth analysis of finance department, identifying areas to strengthen in fund accounting, budget vs. actual tracking, tax preparation, and other grant and fiscal reporting. Built new, integrated books for the sister entities. Prepared the organizations’ annual tax form 990’s. Implemented new HRIS system to improve employee experience navigating the organization’s benefits plans. Supervised contracted finance/operations support staff. Served on INCS’ Diversity, Equity, and Inclusion Committee, and updated Employee Handbook and policies to promote equity and improve staff culture.

Chicago, Il

Lead Enrollment and Recruitment support efforts for member schools. Attended community events, school fairs, and other meetings to distribute information regarding quality school options. Conducted bi-monthly payroll and annual issuance of W-2’s. Administered employee benefit plans, including health, dental, vision, FSA and transit, short term disability, and term life. Mentored and managed annual student interns. Maintained high standard of operational efficiency for the office.

Managed preparation and execution of office move. Oversaw office management duties, including maintaining inventory of supplies, coordinating with vendors, serving as the liaison with the building, and designing and implementing efficient office protocols. Conducted new employee onboarding. Served as internal IT manager, troubleshooting staff technology issues in coordination with external provider. Executed all internal events and supported external event planning. Designed marketing materials, event collateral materials, and company documents, strengthening branding. Managed various special projects for INCS’ Development, External Affairs, Government Affairs, and Charter Support teams.

Greater Memphis Area

Drove the permit application process in support of establishing the LLC to transfer ownership. Conducted payroll, managed accounts payable, and monitored the company’s finances. Facilitated hiring, training, and management of 40-person staff. Established standards for personnel performance and customer service. Supervised marketing and designed flyers, advertisements, logos, and other publications. Engineered new restaurant website. Analyzed inventory costs and food pricing to improve profitability. Designed cost-efficient work schedules for staff.

Memphis, Tn

Taught English as a Foreign Language to adult refugees residing in the Binghampton andWhitehaven communities in Memphis. Customized instruction for individual student needs andlevels.

Greater Memphis Area

As head basketball coach for the 6th grade women's team, planned and facilitated practices and game strategies, worked on the team and individual development of each player

Greater Memphis Area

Supervised an open gym for children ages 4-14; Planned, set up, and facilitated games and activities; was responsible for all children attending the program.

Nepal

Served as an English teacher in the Fulbright ETA (English Teaching Assistantship) Program in Lalitpur, Nepal: taught 6+ classes a day ranging from 2nd to 9th grade; planned and implemented lessons; designed and implemented additional curriculum for tutoring classes; conducted 1-3 tutoring classes before and after school daily for older students and faculty.

Claremont, Ca

Assisted the Director of CCF in the weekly needs of the organization, including the organization of fundraisers, board meetings, and local arts shows and the completion of graphic design projects.