Kathrine Phillips, Mba Mcao, Certified Scrum Master Email & Phone Number

Pune, Maharashtra, IN

Best job ever!

Pune, Maharashtra, IN

IT IS THE RESPONSIBILITY OF MEMBERS OF THE BOARD OF REVIEW TO HEAR APPEALS FROM PROPERTY OWNERS CHALLENGING THE TAXABLE AND PROPERTY VALUE DETERMINATIONS OF THE ASSESSOR AND DETERMINE IF THEY ARE FAIR AND EQUITABLE.

Pontiac, Michigan, US

• Responsible for all financial functions for the finance and treasury for city government with a budget of $30,000,000.
• Oversight for all cash management operations and, managed all funds transfers and other banking duties.
• Proficient in State of Michigan Act 51 Distribution reports (ADARS), monitoring the Statewide Integrated Governmental Management Applications (SIGMA) app for transactions, Investment Reporting Tool (IRT) and.
• Prepared and implemented an improved investment plan for city assets based on market conditions and investment policy.
• Built a comprehensive budget process that ties staff allocations to the city budget through accounting and grant reporting.
• Audited all G/L activity for accuracy, prepare adjusting entries, financial statements, and management reporting.

US

Grand Rapids, Michigan, US

• Oversaw the case management and production of more than 200 plans per year and a revenue growth of $205K. Analyzed client’s information through document analysis, interviews and workshops. Translated results into plans.
• Championed the development of new benchmarks and templates to facilitate utility of Naviplan financial planning system. Designed standardized documentation to improve plan comprehension which significantly improved.
• Liaised with senior leadership to coordinate objectives and optimize planning work flow.
• Demonstrated exceptional leadership, project management and analytical skills to design comprehensive financial plans for clients.

St. Louis, MO, US

• Generated more than $5MM in assets by utilizing extensive knowledge on brokerage practices, banking, insurance and wealth management. Emphasized the development of long-term client partnerships, implementing.
• Coached, trained and mentored two office administrators. Provided extensive guidance on company-wide compliance procedures and policies of SEC, NYSE, NASD and several other regulatory agencies.
• Built and maintained strong working relationships with clients and the community
• Demonstrated deep understanding of investment and business fundamentals at investor presentations, meetings with business decision makers and community seminars.

• Coordinated state and federal tax returns, payroll and other key financial statements. Oversaw the implementation of Quickbooks and POS platforms to facilitate payroll and tax processing. This automated the tabulation.
• Generated extensive reports and documentation on monthly account reconciliations ad quarterly financial statements for board approval. Emphasized comprehensive compliance with SEC and GAAP regulations when preparing.
• Utilized Microsoft Office tools to develop standardized spreadsheets and other documentation that maximize efficiency. Streamlined multiple procedures through organizing point-of-sale and accounting initiatives.

• Increased new business by 150% in 2 years by providing insightful analysis of prospective clients’ systems, articulating how it can be improved and design project plans to achieve that goal.
• Streamlined multiple procedures through organizing point-of-sale and accounting initiatives, providing extensive guidance to staff members on proper usage of new resources
• Performed data analysis and reporting as needed to support operational decision making in forecasting, process improvement, and client management.
• Coordinated with software and hardware teams to ensure successful implementation of Microsoft ERP Great Plains Dynamics.
• Supported Microsoft ERP Great Plains Dynamics clients with accounting functions in manufacturing, retail and import/export operations.

• Successfully prepared and reviewed complex account reconciliations, journal entries and month end closing schedules per GAAP guidelines. Performed other accounting functions including tax accounting activities and.
• Supervised and trained accounting assistants on processes and procedures.
• Successfully integrated 2 companies and accounting software systems into 1 entity.
• Provided analysis, business modeling and decision support to managers on business decisions.
• Led the process of increasing data volume by 85% over 2 years in 28 retail locations.

• Successfully prepared complex account reconciliations, journal entries and month end closing schedules per GAAP guidelines. Prepared and maintained ledger accounts and other related activities for the production of.
• Processed invoices analyzed discrepancies and prepared payments for signature and assisted in month end reporting procedures.
• Generated extensive reports on multiple projects for accountant to present to the town board.
• Managed part time accounting staff and emphasized comprehensive compliance with GASB regulations with co-workers and in my daily work functions

Master Of Business Administration With Accounting Specialty, Business Administration And Management, Accounting

Bachelor’S Degree, Accounting

Certificate, Information Systems

Associate, Hotel Technology