Kathy Jacobs Email & Phone Number

Fort Collins, Colorado Area

Provide cradle-to-grave financial/accounting management, including financial statement preparation, balance sheet management/review, A/P & A/R supervision, payroll/HR input & coordination, bank/audit/insurance coordination

Provided reception & front office management, including switchboard, greeting customers, office supply management, order entry, executive team & sales support.

Responsible for order workflow, internal logistics & cross-departmental communication within the Fort Collins office & between other worldwide locations (Europe, Australia, Latin America & Asis/Pacific). Improved sales visibility & order flow-through by streamlining all phases of sales support, production scheduling, product delivery, invoicing and post-sale follow-up, including service contract sales & administration. Employed cross-training strategy in direct supervision of 2-4 staff. Lead local sales support effort in conversion from local computer system to worldwide integrated CRM system, ensuring accuracy & completeness of customer files. Partnered with production to implement a build schedule, resulting in increased efficiency & reduced product delivery delays and better reconciliation of sales orders with production capacity & inventory management requirements. Participated in internal ISO audits & updated company databases to properly document compliance with standards. Tracked shareholder & employee option data for board of directors and in conjunction with private financing projects.

Spearheaded development of management reporting package & initiated deadline-driven monthly/quarterly closing cycles. Aligned financial reporting processes with accepted standards in addition to supervising the day-to-day transactional activity in the department. Acted as company point person in determining needs & recommending corporate insurance and served as contact as to changing needs, renewals & claims processing. Successfully coordinated transfer of company 401(k) plan to new administrator, including interviewing & choosing among multiple candidates and worked closely with Human Resources and administrators to facilitate data & funds transfer.

Initiated product billing process necessary to support company's expansion from a research services vendor to a product manufacturer. Acted as company point person in determining needs & recommending corporate insurance and served as contact as to changing needs, renewals & claims processing (i.e. 1997 Fort Collins flood). Selected as a member of pre-IPO team responsible for reviewing accounting information to ensure compliance with due diligence requirements, and subsequently, managed & invested IPO proceeds with financial analysts to align projected revenue stream & monthly spending. Tracked employee option data for public company disclosure purposes and to properly record compensation. Coordinated site-specific logistics & managed integration of accounting functions related to the company's acquisitions of two separate animal health products companies.

Managed & reported the consolidated accounting results for the "telephone book" division of Qwest (formerly US West). Denver, CO.

Managed & coordinated monthly management reporting for the printing division of the "telephone book" division of Qwest (formerly US West). Loveland, CO.

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