Financial Management Coach
CurrentProvide financial coaching to Charlottesville and Albemarle County entrepreneurs, helping them enhance their financial management skills and supporting the growth of their start-ups and businesses.
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Katie Lewis, Mba is listed as Financial Management Coach at Community Investment Collaborative (CIC), based in Charlottesville, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Katie Lewis, Mba.
Katie Lewis, Mba previously worked as Founder + CEO at Klew Consulting and Human Resources Operations Manager at Keystone Agency Partners. Katie Lewis, Mba holds Bachelor Of Arts - Ba from Mary Baldwin University.
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I am the Founder & CEO of Klew Consulting focusing on small to medium-sized businesses. Over the last two decades, I have worked with corporate startups, large construction companies, and small family-owned businesses. During that time, I successfully started and oversaw two small businesses. I have managed multi-million dollar projects in various industries, from video production to mental health and construction.Klew Consulting focuses on identifying operational challenges for seasoned businesses and entrepreneurs. I help turn those challenges into scalable solutions and improve their bottom line. If you lack the focus to run the day-to-day operations or are overwhelmed with your business inefficiencies, I can help you achieve operational clarity. I would love to discuss your business needs with a free Engagement call.CONTACT INFO: klew-consulting.comkatie@klew-consulting.com
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Provide financial coaching to Charlottesville and Albemarle County entrepreneurs, helping them enhance their financial management skills and supporting the growth of their start-ups and businesses.
-Coach and collaborate with clients on business development and operational strategies. -Conduct comprehensive financial analyses to assess overall business performance and identify areas for improvement.-Implement streamlined processes and procedures, which will result in a 20% reduction in operational costs for clients within the first six months.-Advise on technology adoption and integration to enhance operational capabilities, improving overall efficiency.
-Developed and implemented effective strategies for a team of over 900, including compensation and benefits to recruit and retain a highly engaged workforce. -Strategic planning with all HR vendors.-Administered benefits program, COBRA and FMLA for 14 agencies.
Rice, Va
Developed financial operations using GAAP principles for agency and 12 LLCs; reduced debt load through real estate liquidation and complex cost analysis; saved $500K within the first year.-Served as Project Manager for 9 group homes, outside commercial properties, and farm; collaborated with executives to define goals and metrics; negotiated leases and contracts for all outside commercial properties.-Managed daily financial operations, including accounts payable, and accounts… Show more Developed financial operations using GAAP principles for agency and 12 LLCs; reduced debt load through real estate liquidation and complex cost analysis; saved $500K within the first year.-Served as Project Manager for 9 group homes, outside commercial properties, and farm; collaborated with executives to define goals and metrics; negotiated leases and contracts for all outside commercial properties.-Managed daily financial operations, including accounts payable, and accounts receivable, using QuickBooks.-Led 401K plan administrator for the agency, budget creation and tracking, forecasting, and reporting with Excel.-Implemented Paylocity HR/Payroll system that streamlined processes.-Administered semi-weekly payroll for 90 employees and sustained accuracy of all records through Employee Navigator. -Collaborated with CPA and Legal Team to manage legal issues. Show less
Created and trademarked an American made apparel brand for adults and children. Marketed and sold products on E-commerce website, advertised on Google AdWords. Specialized in themed t-shirts.
Charlottesville, Virginia, United States
-Project managed multi-million-dollar hardscape projects.-Built a quality service reputation with direct Contractor requests to serve their customized projects.-Developed and launched full lifecycle marketing campaigns including budgets, goals, and materials.-Collaborated with the outside sales team and achieved sales quotas, marketing, and business objectives.
Dillwyn, Va
Voiced mid-day show for two years, sales representative for five months.
Washington, Dc
Project Manager for two networks, Animal Planet and Goodlife TV. Scheduled editing suites and studios for various clients.
Falls Church, Virginia
Producer for 14 educational videos and DVD's. Lead for talent acquisition and locations. Maintained finances for each production.
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Katie Lewis, Mba works for Community Investment Collaborative (CIC).
Katie Lewis, Mba is listed as Financial Management Coach at Community Investment Collaborative (CIC).
Katie Lewis, Mba is based in Charlottesville, Virginia, United States while working with Community Investment Collaborative (CIC).
Katie Lewis, Mba has worked for Community Investment Collaborative (Cic), Klew Consulting, Keystone Agency Partners, Helton House Inc, and Donkey D Cool Wear, Llc.
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Katie Lewis, Mba holds Bachelor Of Arts - Ba from Mary Baldwin University.
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