Katie Carpenter, Cpa Email & Phone Number

Portland, OR, US

Portland, Oregon

Schooley Mitchell delivers objective business optimization advice for your various services without selling you anything, allowing you to focus on your core business knowing your systems are fully optimized and any wasted money is recovered.

Portland, Oregon Metropolitan Area

Portland, Oregon Metropolitan Area

Portland, Oregon Area

Portland, Oregon Area

Responsible for planning and implementing initiatives and processes that increase business efficiency and effectiveness across Services as well as developing and monitoring department-level KPIs and reporting for each level of the Service organization.

Portland, Oregon Area

Portland, OR

Ensure the business operates in alignment within the Company's strategic goals. Integrate strategic initiatives into the business with a focus on process alignment, resource load balance, and operational prioritization. Continually investigate and introduce process improvement initiatives for consideration. Work with department heads to implement improved.

Responsible for directing Smarsh’s accounting functions. These functions include establishing and maintaining the company’s accounting principles, practices, procedures, and initiatives. Prepares financial reports and presents findings and recommendations to top management.

- Directed the financial affairs of the organization and preparation of financial analyses of operations, including interim and final financial statements with supporting schedules, for the guidance of management.- Responsible for the company's financial plans and policies, its accounting practices, the conduct of its relationships with lending.

Boston, Massachusetts, United States

- Planned and executed key risk audits and reviews by understanding the internal control environment and assessing business unit risk.- Coordinated, supervised, motivated, and evaluated up to six professional staff in Boston and Toronto while managing budgets and service time standards.- Identified and reported unmitigated risks and operational.

Portland, Oregon, United States

- Assisted in the preparation of the monthly financial statements including analyzing operatingexpenses for local and foreign offices and gross profit for the Paper Materials Division, bankreconciliations, and intercompany account analysis. Annual sales of $350M.- Solely responsible for the preparation of the monthly financial statements and annual audit.

Vancouver, Washington, United States

- Prepared and monitored revenue and expense projections on a weekly, monthly, and annualbasis.- Prepared weekly financial information for the Board of Directors, including budget to actualresults, and served as the Secretary of the Board.- Managed cash flow and the general ledger on a daily basis, including payroll, accounts payable,accounts receivable.

Portland, Oregon, United States

- Planned and executed audit engagements by understanding the internal control environment and assessing control risk in compliance with GAAP and SEC requirements. Clients included: Precision Castparts Corp., Schnitzer Steel, and Merix.- Scheduled, supervised, motivated, and evaluated up to three professional staff.- Prepared detailed budgets and time.

Bachelor'S Degree, Accounting

Maximum Cum Laude, highest GPA in the School of Business

Business Administration And Management, General

Education record