Kathryn (Kat) Sobotka Email & Phone Number

United States

Project Management•Managed user-acceptance testing of systematic implementations: International Payments, Past Due Payment Plan, E-Bill, 3 critical upgrades to CUNY’s payment gateway provider, etc.•Played key role in launching Nelnet Payment Plans: refined business requirements with University Bursar & Systems Specialists, coordinated testing by all 25 colleges, post-implementation support•Led emergency pandemic research effort for CFO about Online Tuition rates at 30+ colleges that resulted in a Board resolutionBusiness Analyst•Recommended policy changes to senior management based on research & analysis of policies at other universities: non-resident tuition rates, online degrees, due dates, refund policy, outstanding student balances, credit card convenience fees, international payments•Prepared $1.4M Request for Proposal (RFP) for new Armored Vehicles provider which led to a signed contract with a new vendor.•Key player in implementing new processes & updating existing processes related to collecting tuition and fees from students: collection agencies, online payments, payment plans•Developed ad hoc business intelligence reports to aid senior management decision makingInterdepartmental Liaison / Training & Customer Service•Advised on systematic & operational matters related to tuition-and-fees among multiple stakeholders: University Bursar & University Treasurer, other departments (e.g. Legal counsel, Procurement, Enrollment), systems specialists, college staff, and 8 vendors (payment gateway, international payments, 2 credit card processors, 3 collection agencies, armored vehicles)•Created various Training materials: how to enroll in the Payment Plan (created Video tutorials with vendor); guide to download the CUNYfirst E-Bill (one for colleges, and a second for students); process memo about managing payment plans; process memo cash flow related to convenience fees and respective invoices; policy memo/guide about automated communications to students

• Advised colleges on accounting treatment of (ASAP) scholarship.• Reconciled $76M between net cash received and the General Ledger and investigated variances totaling $20M.• Managed oversight of 25 college business offices, meticulously tracking and coordinating diverse tasks including monthly/year-end bank reconciliations, year-end journal entries, and resolution of Other Liabilities.• Reviewed college bank reconciliations for reasonableness.

• Analyzed and reviewed prior years’ adjusting entries to ensure consistency, company policy, and modified GAAP.• Completed year-end adjusting entries for 2012 to comply with company policy and modified GAAP.• Managed Accounts Receivable based on product invoices to maintain company records.

New York, New York, United States

• Completed small S Corp’s 1120-S and respective shareholders’ 1040s.• Created small S Corp tax work papers for a new client based on their transaction history.• Reviewed small pharmaceutical company’s 2011 Notes to the Financial Statements to reflect current account balances and changes in client’s investment portfolio.• Analyzed prior years’ 1099s and cross-referenced with 1040s of high-net-worth taxpayers to ensure clients complied with contractually related forms.

P23Q @ St Mary'S Hospital

• Managed staff of 3 teacher assistants; delegated based on staff expertise to maximize time and resource efficiencies.• Liaised between teachers and school administration as part of Leadership Committee; successfully communicated needs of teachers and policies of administration which resulted in collaboration and well aligned school policies.• Lobbied for and acquired over $18,000 worth of technologies for individual students; technologies customized for individual learning needs and enabled students to communicate more effectively.• Improved state test scores of all tested students (average of 5 students annually, remaining students were Alternate Assessment). Taught Math (accounting, algebra, pre-calculus), Social Studies, Science, and English.• Advised and advocated for students and parents regarding educational laws to ensure they complied and knew their rights.

Greater New York City Area

• Assessed financial feasibility and functionality of projects and programs.• Collaborated with a team to create and implement school wide goals.• Acquired a summer curriculum for specific classrooms for the first time.

Mba, Accounting

Bachelor'S Degree, Philosophy & Organizational Psychology