Kathleen Mathews (Carter) Email & Phone Number

Initially began as a consultant and within the first year was promoted to Team Lead position. This ERP implementation converted mainframe financial systems to SAP ERP for General Ledger (R2R), Accounts Payable (S2P), Accounts Receivable (C2C) and Cash applications and payments (C&B) covering releases for Corporate, US, Canada and Mexico reporting areas.

Tulsa, Oklahoma Area

Finance professional with experience in accounting and financial planning on a national and international level. Analytical, with excellent troubleshooting capabilities. Known as one who can apply high level skills in a way that improves functions and teams, including big picture, cross-function collaboration, a near photographic memory, and flexible coordination of multiple projects in a high stress environment. A strong communicator with demonstrated company loyalty and work ethic.

Initially began with two direct reports managing the Capital program for the Health System. Within the first year in Financial Services the Accounts Payable team (9 members) was transitioned over to my responsibility. • Reviewed existing Capital requisition process and made streamline changes which resulted in acquisition of assets more efficient and quicker.• Implemented a new Capital policy and Capital request form for the Health System. Worked with several key players to gather… Show more Initially began with two direct reports managing the Capital program for the Health System. Within the first year in Financial Services the Accounts Payable team (9 members) was transitioned over to my responsibility. • Reviewed existing Capital requisition process and made streamline changes which resulted in acquisition of assets more efficient and quicker.• Implemented a new Capital policy and Capital request form for the Health System. Worked with several key players to gather their input and recommendations. Changed the form from a word document to an excel document which made many of the calculations easier for everyone.• Automated the invoice approval process by creating more users within the ImageNow/Hyland Onbase document image system. This change drastically reduced the number of emails being sent for approval and coding.• Prepare monthly Capital additions and funding reports for the CFO• Identified various vendors that could move to electronic processing and in doing so increased the number of invoices processed electronically from 30% to 50% for the Health system.• Day to day duties included approving accounts payable payment runs, reviewing and approving capital requests, enhancing team efficiencies along with strengthening team and special projects as requested Show less

Tulsa, Oklahoma Area

• Identified need for and influenced management to utilize planning software (Hyperion/Essbase) rather than Excel spreadsheets, also determined internal method for implementation to save $2M in consulting fees. • Initiated and established regular validation meetings with Accounting, Marketing and the Asset teams, resulting in improved communication and data. • Worked closely with Treasury to provide various forecasts for rating agencies, debt covenant and metric… Show more • Identified need for and influenced management to utilize planning software (Hyperion/Essbase) rather than Excel spreadsheets, also determined internal method for implementation to save $2M in consulting fees. • Initiated and established regular validation meetings with Accounting, Marketing and the Asset teams, resulting in improved communication and data. • Worked closely with Treasury to provide various forecasts for rating agencies, debt covenant and metric calculations.• Provided forecasting analysis used for HR bonus calculations based on various drivers, including: Economic Value Added (EVA), Operating Profit, and Production / EBITDA / Operating Costs / Capital Costs.• Prepared plan presentations for CFO and special projects for the Strategic Planning Director. Show less

Tulsa, Oklahoma Area

• Consolidated and presented to Executive Team the operating unit submissions, including prepared financial schedules and communication of relative dollar variance changes from Forecast to Plan.• Coordinated annual plan with operating unit planners and controllers, including the design and implementation of plan templates and calendar scheduling.• Post-acquisition, analyzed consolidated financial statements for seven major asset groups to create individual statements.•… Show more • Consolidated and presented to Executive Team the operating unit submissions, including prepared financial schedules and communication of relative dollar variance changes from Forecast to Plan.• Coordinated annual plan with operating unit planners and controllers, including the design and implementation of plan templates and calendar scheduling.• Post-acquisition, analyzed consolidated financial statements for seven major asset groups to create individual statements.• Prepared plan presentations for Senior VP and prepared special projects for Accounting Director. Show less

Tulsa, Oklahoma Area

• Led an effort to better identify marketing sources of convention attendees by developing a database to enable improved circulation opportunities.• Identified and developed a process to ensure customer data related to one stream of business was analyzed in relation to other profit improvement opportunities. • Assessed new products and conducted special studies.• Performed competitor market analysis and magazine marketability studies, communicating results with sales… Show more • Led an effort to better identify marketing sources of convention attendees by developing a database to enable improved circulation opportunities.• Identified and developed a process to ensure customer data related to one stream of business was analyzed in relation to other profit improvement opportunities. • Assessed new products and conducted special studies.• Performed competitor market analysis and magazine marketability studies, communicating results with sales force on a routine basis.• Reviewed and prepared monthly P&L financial statements• Coordinated/prepared forecast reporting Show less

Bachelor'S Degree, Accounting

Education record