Kathy Mckay

Kathy Mckay Email and Phone Number

Accountant, Financial Analyst, Business Analyst, Data Analyst and Information Technology Professional
Kathy Mckay's Location
Flowood, Mississippi, United States, United States
About Kathy Mckay

I am an accountant, financial analyst, business analyst, data analyst and information technology professional working with companies and small businesses. Summary of Qualifications• 20+ years’ experience in developing and implementing information research analysis, statistical analysis and modeling, and database analysis for marketing, finance, and customer relationship management (CRM) to meet corporate business requirements and opportunities.• 13+ years’ experience in preparation and analysis of consolidated Statutory and GAAP financial statements, budgets, tax reports, SEC reports, and statistical data. • 12+ years’ experience managing and flowcharting processes, technologies, and organizational structures for effective, cost efficient procedures and quality assurance (QA) controls by applying Total Quality Management and Six Sigma and Lean Six Sigma principles.• 10+ years’ experience performing accounting, auditing (external and internal), and finance functions, coordinating and confirming accounts receivable, accounts payable, and payroll system transactions, resulting in procedural improvements to ensure systems and data integrity.• 7+ years’ experience as a manager of an accounting department with 3 to 4 direct reports.• Knowledgeable and experienced with project management and software development life cycle methodologies using Agile/Scrum.• 10+ years working with QuickBooks Desktop and Online. Obtained ProAdvisor certifications.• Possess strong analysis and problem-solving skills, excellent oral and written communication skills, and the ability to work independently on multiple tasks in a high-performance environment.• 10+ years experience in working remote. My greatest passions are• to ensure data is of the highest integrity• prepare financial data that provides insights into the financial health of the business in order to make informed decisions• processes are efficient and effective • controls are in place that would reduce risk and fraudI have been fortunate to • Improve processes by applying Six Sigma methodologies that reduced time and costs• Develop analytical tools that identified fraud activity• Worked with many technology platforms and tools to extract, data mine, analyze and present financial resultsWould you like me to put my knowledge and experience to work for your company?Please contact me at (904) 314-9085

Kathy Mckay's Current Company Details

Accountant, Financial Analyst, Business Analyst, Data Analyst and Information Technology Professional
Kathy Mckay Work Experience Details
  • Trustmark Bank
    Data Integration Specialist
    Trustmark Bank Dec 2019 - Feb 2022
    Jackson, Mississippi, United States
    * Participated in major system conversions, proactively analyzed and tested data.• Collected project requirements to develop and present technical solutions by developing data models, reports and dashboards using SQL, Cognos and Excel.• Interfaced with stakeholders to prioritize and present work and to meet expectations for timelines, accuracy, quality, and overall business impact.• Created and maintained rich interactive visualizations through data interpretation and analysis from multiple data sources
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  • Vertex Aerospace
    Program Analyst
    Vertex Aerospace Jul 2018 - Aug 2019
    Madison, Mississippi
    • Improved the monthly closing process of the Division’s Aerospace and Defense governmental contract programs by 50%. • Ensured the accurate accounting, reporting, and valuation of the Division’s programs and the related assets and liabilities with analytical analysis, identify significant variances, and the documentation of the resulting analysis.• Assisted in the monthly closing process through preparation of updates to the SAP Revenue Accounting module, journal entries and analyses to validate ending program amounts and balances.
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  • Bank Of America
    Sr. Financial Analyst – Mgt Acct
    Bank Of America Aug 2010 - Aug 2017
    Jacksonville, Florida
    • Support the Customer Level Profitability Reporting (CLPR) as a subject matter expert for business partners with research and data analysis, consult with end users regarding data and methodologies, and present to senior management and business partners to ensure appropriate engagement.• Analyzed and interpreted data by applying data mining techniques, monitoring variances, and identifying trends.• Engaged in projects including system conversions and change requests by collecting business requirements, implementing requirements and testing results.
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  • Bank Of America
    Project Manager
    Bank Of America Apr 2009 - Oct 2009
    Jacksonville, Florida Area
    • Responsible for masterminding, outlining and developing projects by effectively applying DMCE Project Management methodology. • Managed project requests by gathering business requirements, creating and executing project specifications, designing the project goals and success markers and determining how success will be measured and tracked.• Ensured projects remain on time, on budget while motivating team members to hit their goals and project documentation were completed, current, and stored appropriately.
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  • Bank Of America
    Marketing Information Manager / Consultant - Vp
    Bank Of America Apr 2006 - Mar 2009
    Jacksonville, Florida Area
    • Provided multiple analytical studies and ad-hoc requests to business partners for understanding customer’s portfolio and cross-selling opportunities, measuring marketing and sales program effectiveness, and analyzing and reporting customer’s household information.• Conducted and presented data-driven and quantitative analytical studies in understanding client and prospect portfolios and cross-selling opportunities.• Developed a center of excellence for client acquisition and event tracking resulting from business partner’s tactics and programs. • Communicated and presented information that optimizes client and prospect opportunities in clear and concise presentations by utilizing opportunities to integrate processes and tools.
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  • Wachovia
    Sr. Technical Analysis/Management Reporting Consultant/Developer
    Wachovia Nov 2002 - Apr 2006
    Jacksonville, Florida Area
    • Conducted data mining and quantitative analytical usage and behavior studies for strategic and cross-sell opportunities.• Developed analytical and reporting strategies for client acquisition, retention, and attrition.• Developed multiple scorecard reports for evaluating and comprehending finance, product, and sales performance.• Participated in the development of multi-dimensional data models to be used in the strategic growth of data marts and performance dashboards utilizing Oracle Siebel Analytic by translating business needs into long-term architecture solutions.
  • Bank Of America
    Sr Information Analyst
    Bank Of America 2000 - 2002
    Jacksonville, Florida Area
    • Managed client project requests by defining business requirements, producing detailed technical specifi¬cations, coding, testing, coordinating customer acceptance, and drawing and reporting conclusions to clients.• Analyzed product development and enhancements, customer retention and acquisition and marketing programs within the Deposits, Channel (including Access Choice) and Investment (Brokerage and Money Manager) Analysis Teams.
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  • Bank Of America
    Ms Access Developer/Database Administrator
    Bank Of America 1999 - 2000
    Jacksonville, Florida Area
    • Designed and developed Access relational databases for the Auto Finance - Sales Tax Department.• Managed data migration, tested and maintained databases for support of data access and retrieval with the creation of reports, queries, and forms.• Performed in depth audits and system testing, process documentation, and audit sampling.
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  • Bank Of America
    Sr Information Analyst
    Bank Of America 1995 - 1999
    Jacksonville, Florida Area
    • Provided multiple analytical studies and ad-hoc requests to business partners for understanding customer’s portfolio and cross-selling opportunities with written analyses and presentation decks.• Participated in the original team that designed, developed and distributed the Relationship Building Opportunity Report (RBOR) reports. • Analyzed product development and enhancements, customer retention and acquisition and marketing programs within the Deposits, Channel (including Access Choice) and Investment (Brokerage and Money Manager) Analysis Teams.
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  • Orange Park Medical Center
    Accounting Manager
    Orange Park Medical Center 1994 - 1995
    Jacksonville, Florida Area
    • Managed daily general ledger operations to ensure accurate and timely financial information for the hospital, affiliated surgery centers, and professional office partnerships by assessing effectiveness of internal controls and implementing improvements to ensure integrity of general ledger and financial reporting.• Performed and supervised all accounting functions, coordinating and confirming account receivable and payable and payroll system trans¬actions for over 700 employees.
  • Healthcare U.S.A., Inc.
    Controller
    Healthcare U.S.A., Inc. 1993 - 1994
    Jacksonville, Florida Area
    • Managed daily general ledger operations to ensure accurate and timely financial information for consolidated GAAP and statutory financial reporting. • Prepared, reconciled, and filed statutory reports utilizing Freedom Statutory Reporting software.• Performed and supervised all accounting functions, coordinated and confirmed account receivable and payables, and payroll system transactions.• Developed and implemented an operational can capital budget, fixed asset system, and inventory system used to manage corporate finances• Developed and implemented internal control policies and procedures.
  • Loyal American Life Insurance
    Senior Analyst/Financial Reporting
    Loyal American Life Insurance 1988 - 1993
    Mobile, Alabama Area
    • Prepared and analyzed monthly consolidated GAAP, Statutory, and Tax financial statements.• Prepared, reconciled, and filed statutory reports.• Prepared and analyzed monthly GAAP and statutory budget reports. • Assisted with all facets of SEC reporting, including consolidated financial statements, supporting schedules and footnotes.• Responsible for performing major system conversions and testing.
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  • Lamar Life Insurance Company
    Manager Accounting / Financial Reporting Senior Analyst / Senior Internal Auditor
    Lamar Life Insurance Company 1984 - 1988
    Jackson, Mississippi Area
    • Managed daily general ledger operations to ensure accurate and timely financial information for GAAP and statutory financial reporting.• Created an operational capital budget and fixed asset system used to manage corporate finances• Improved the investment asset valuation process by moving from a manual process to digital technology.

Kathy Mckay Education Details

Frequently Asked Questions about Kathy Mckay

What is Kathy Mckay's role at the current company?

Kathy Mckay's current role is Accountant, Financial Analyst, Business Analyst, Data Analyst and Information Technology Professional.

What schools did Kathy Mckay attend?

Kathy Mckay attended Capella University, The University Of Southern Mississippi.

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