Katie Schofield Email and Phone Number

Workday Financials Implementation Intacct Financials Implementation Core member of Internal Financial Systems Implementation Teams. Responsible for providing strategic advice to Project Management Team to create an effective financial system design and efficient implementation. Managed internal project consultants and worked closely with external project consultants. Workday modules included: General Ledger (including Consolidations and Allocations); Banking and Settlement; Business Assets, Expense (T&E) and Supplier Invoice (A/P). Intacct modules include: General Ledger; Purchasing; Accounts Payable; Cash Management; and Consolidations. Accounting and Financial ReportingResponsible for preparing SEC reports. Accounting Process RedesignResponsible for creating a more effective accounting process. Document, design and implement new procedures that result in a more efficient accounting closing process with more effective Internal Controls.CFO for small businessesResponsible for accounting and reporting of client’s financials in Quickbooks

Lead Business Consultant on PeopleSoft GL "Clone and Go" Project for Sallie Mae Business Spin Off. Designed/Managed Business Process and Data Model for Hyperion Financial Reporting Carve Out Model used for SEC filings and GL Conversion process including Journal Entry creation, proper Intercompany Eliminations and GL Load validation.

Managed: internal GL project team in implementation of Workday Financials and PeopleSoft GL; integration of Accounting and GL Functions of newly acquired subsidiaries into PeopleSoft; and re-engineering and streamlining of SLM's monthly GL closing processing. Produced key monthly Executive Management, CEO and BOD reports.

Managed internal and all external reporting.

Internal Mangament Reporting (including Monthly Financial Statements and Weekly Revenue Pipeline Report) and External Reporting (including SEC reporting).

Auditor