I use my vast experience leading FinOps teams and designing high-tech, automated processes to accelerate the growth of VC-backed startups.
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Vp Of Financial OperationsCrunchfirmNew York, Ny, Us -
Treasurer, Pro BonoDelaware Valley Trail Riders Aug 2023 - PresentAct as Treasurer for nonprofit trail riding group. DVTR hosts dual sports, races, and other charity events.
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Vp Of Financial OperationsCrunchfirm Jan 2022 - PresentAs VP of FinOps, I lead our amazing well-rounded Financial Operations Team to design and implement clear, simple, technically superior processes that optimize efficiency and accuracy. I work closely with our clients to ensure they are prepared for quick scaling and confident in their financial reporting throughout the craziness of fundraising and hyper growth environments. I also work closely with the FinOps team members to lead them in maximizing their professional capabilities and happily growing into prestigious accountants. -
Consulting ControllerCrunchfirm, Inc. Sep 2020 - Jan 2022Lake Oswego, Oregon, United StatesCrunchfirm is a full-stack finance, analytics, and accounting firm exclusively serving VC-backed companies looking to achieve hyper-growth.We are a rapidly growing team of startup CFOs, accountants, and analytics professionals working directly with select startups and founders/CEOs as their financial business partner through multiple rounds of funding and successful M&A/exits. Crunchfirm serves C-corps only, with current clients in the following verticals:- Software / SaaS- Hardware- Mobile Apps- Platforms- eCommerce- CPG -
Dirtbike CoachUsmc Certified Jan 2020 - Jan 2024Portland, Oregon AreaUSMCA certified offroad motorcycle coach: Using my teaching skills, ability to relate to other moto women, and positive attitude, I work with students one on one or in groups to build women's confidence and skills on a dirt bike.
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Financial ControllerEnprecis Group Oct 2018 - Sep 2020Portland, Oregon Metropolitan AreaI worked with Bregal Sagemount on it's portfolio company, Enprecis Group. EG is a PE backed developer of enterprise-class tracking and Customer Experience Management software company. In a remote role as financial controller, I coordinated its financial activities and advised senior management (CEO, CTO, CRO, and CFO) on short- and long-term financial objectives, policies, and actions. My oversight included analyzing financial details of past, present, and anticipated operations to identify development opportunities and determine areas requiring improvement. As well, I managed AR/AP, fixed asset, and accrual schedules, developed all reports for M&A, and reported on multi-entity financial metrics and KPIs, delivering my findings to the CEO and Board of Directors and ultimately seeing the company through exit.Selected Contributions:★ Deliver focused financial oversight with responsibilities for human resources, operations, contract management, and remote teams while telecommuting.★ Worked closely with PE firm to ensure financial reporting supported an accurate, quick, and successful exit.★ Collaborated with CEO and CTO to secure $2M Sustainability Development Fund that improved efficiencies and achieved carbon neutral status for company.★ Enhanced accounts payable and expense reporting using Bill.com and Expensify to digitize systems.★ Reconfigured AR process with Salesforce, aligning productivity metrics and objectives of sales and accounting teams. -
ControllerPosabit Jun 2017 - Oct 2018Seattle, WashingtonThis financial technology company delivers blockchain-enabled payment processing and point of sale systems for cash-only businesses. I managed the development of its financial operating systems, policies, and procedures, responsible for financial statement preparation, statement of cash flows, federal and state tax reports, A/R, A/P, and payroll departments. Additional oversight included conducting analysis of multiple product and subscription models and the preparation monthly, quarterly, and annual forecast using historical results and future assumptions. I was also in charge of daily cash management and the preparation of cash flow projections.Selected Contributions:★ Built accounting department and integrated internal controls for 4 international SaaS entities generating $10M.★ Driving force behind first external audit, managing conversion to IFRS financials for IPO on CSE and scheduled interim reviews.★ Ensured compliance with regulations governing multi-state sales, employer tax compliance, multi-state payroll, and expense reports.★ Coordinated with CEO and CTO to align key business components with accurate financial tracking, collection, and recording systems. -
Accounting Services Engagement LeadPeterson Sullivan Llp Jul 2016 - Jun 2017Seattle, WashingtonPeterson Sullivan LLP is one of the largest local CPA companies and I managed diverse accounting needs for some of its clients. My work included budgeting, payroll and account reconciliation, off-site bookkeeper training, QuickBooks conversions, data collection, analysis, and cleanup of the client’s historical transactions. Monitoring for compliance with internal control policies, and procedures, I often had an opportunity to reconfigure business systems to achieve greater efficiencies and improved productivity. Monthly client bank reconciliations, journal entries, and general ledgers were part of my ongoing work assignments.Selected Contributions:★ Maintained ledgers of 25 clients in wide range of sectors including professional services, SaaS, retail, and ecommerce, performing financial and bookkeeping services.★ Demonstrated competency for compliance with federal, state, and local regulations with timely submission of required documentation and reports including excise tax, payroll tax, and personal property tax for King, Snohomish, and Pierce counties. ★ Performed in-depth analysis of financial reports to uncover inconsistencies and identify opportunities for improvement in client bookkeeping records.★ Served as mentor to 2 accountants.
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Virtual Account ManagerKeeping Your Balance Jan 2015 - Jul 2016Olympia, WashingtonIn this remote work position with a dispersed team, I managed wide-ranging financial services for industries including SaaS, legal, marketing, professional services, and e-commerce companies, collaborating with the client’s senior management teams on financial analysis, preparing monthly sales tax returns and payments for multiple states, and the production of monthly, quarterly, and annual financial reports. Another important component of the work involved coordinating with HR units to determine accurate benefits administration and payroll. Selected Contributions:★ Positioned as Fractional Controller for 9 clients, using QuickBooks Desktop and QuickBooks Online.★ Used Intuit Online Payroll for Accountants, Paychex, and ADP to manage multi-state payroll. -
ControllerHvms, Llc Commercial & Residential Property Management Dec 2012 - Jan 2015Cincinnati, OhioAccomplishments: • Installed, tested, and implemented Paylease, an online payment solution, to significantly reduce workload, increase accuracy, and decrease incoming calls from tenants• Reduced risk of occupational theft by restructuring AR and introducing steps to tighten controls• Coordinated and implemented CashPay, a program that allows tenants to pay their rent with cash at any Walmart or participating location, reducing steps in the AR cycle• Implemented paperless maintenance work order/PO system to increase communication and organization• Proposed and lead the restructure of the accounting department to reduce labor hours and increase both efficiency and communication• Researched current software and trained employees how to utilize more features, reducing necessity for additional spreadsheets and increasing ability to track trends Duties of the position include:• Monthly, quarterly, and annual financial statement preparation• Attending weekly meetings with property owners to explain and detail the financial health of their buildings• Hiring, training, and leadership of 2 accountants• Research and resolution of complex accounting situations for the best possible outcome• Bank account reconciliation/management of over 50 accounts• Providing owner distributions through wire transfers and physical checks• Fulfilling requests of property managers, property owners, and tenants• Complete year end closing journal entries• Produce 12 month financial statements for tax reporting• Maintain bank and vendor relationshipsSkills• Ability to stay organized while managing multiple priorities• Strong team player• Fluent in Microsoft Office software and Rent Manager, Promas Landmaster Software• Comfortable working independently, yet able to take direction from supervisor and property managers• Understanding of residential and commercial property management industry • Excellent written and verbal communication skills
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Motorcycle CoachSportbike Track Time Llc Jan 2008 - Dec 2012East Coast- Assist with in classroom beginner course to teach proper body positioning, race line, throttle and brake control, passing, and track etiquette. - Monitor proper application of lessons with on-track instruction. -
Accountant & Assistant Office ManagerMcenearney Associates Jun 2011 - Oct 2012Washington D.C. Metro AreaHandled both Accounts Payable and Accounts Receivable duties for over 530 clients within the Property Management DepartmentReviewed of all payments produced to ensure accuracyAnalyzed accounts and transactions for all department accountsInvestigated erroneous transactions and corrected for accuracyAssisted with year-end 1099 preparationDeveloped procedures to be used in automatic accountingHandled third party collection agency project from planning through implementationRecommended alternatives to resolving difficult problemsPossessed intimate knowledge of standard Virginia lease and applied to daily communications and investigationsAttempted to collect unresolved debts before they are turned over to a third partyHandled all of late rent communications and chargesHandled all Homeowner's association payments and issuesManaged monthly reports for changes to direct debit program filesInteracted daily with Bank, including deposits of both cash and checks -
Managed Repair RepProgressive Insurance Jun 2007 - Jun 2011PhiladelphiaWorked in strong team environment using learned technical abilities to meet company objectivesConsistently kept updated on current issues facing the industry through magazines, websites,and networkingCorresponded with clients, vendors, and other insurance companies consistentyly throughouteach dayNegotiated to obtain fair, accurate, and efficient repair estimates based on corporate policy,regulation, and customer needsManaged 3 to10 new claims per day while maintaining client communication for 30 to 40 claims ininventory simutaneouslyVolunteered to be a part of the Catastrophe team, which is dispatched to disaster sitesContinually assisted overloaded teammates to alleviate workload and improve moraleManaged arbitration process for Plymouth Meeting Branch -
Control RiderNesba Mar 2008 - Dec 2010East CoastProvide on and off track instruction in advanced motorcycle skills and race craft. Monitor on-track riders for proper application of in-class lessons and safety procedures.
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Web DeveloperDecalgirl Mar 2009 - Apr 2010Lewes, De• Worked directly with CEO on complete redesign of decalgirl.com • Managed large datasets through Access, SQL including creating tables and designing databases• Quickly learned necessary development languages and software to design and code the new site• Oversaw the bidding, negotiations, development, and implementation of new affiliate program• Designed a functional inter company user interface to maximize departmental communication• Managed anywhere from 6-10 major projects simultaneously • Supported implementation of cart software including Paypal, Google, and Amazon
Katie Gerding Education Details
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Business Finance -
Parkland High School
Frequently Asked Questions about Katie Gerding
What company does Katie Gerding work for?
Katie Gerding works for Crunchfirm
What is Katie Gerding's role at the current company?
Katie Gerding's current role is VP of Financial Operations.
What schools did Katie Gerding attend?
Katie Gerding attended University Of Phoenix, Penn State University, Parkland High School.
Who are Katie Gerding's colleagues?
Katie Gerding's colleagues are Morgan Mills, Msf, Allison Berardino Milakofsky, Cpa, Erin Foelker, Mollie Gundersen, Cpa, Courtney Gouge, Cpa, Rakel Midtlyng.
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Katie Gerding
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