Katy W. Email & Phone Number

Texas, United States

Plano, Texas

Frisco, Texas

Responsible for consolidation and review of monthly financial statement reporting. Business partner to Earth911.com line of business. Improved performance of business unit by increasing cash collections, eliminating costs, and supporting growth initiatives and strategies. Reviewed and approved account reconciliations, allocations and asset depreciation. Preparation and review of monthly financial reporting including variance analysis. Provided quarterly and annual audit documentation and explanations to external auditors. Responsible for Payroll verification and accounting on biweekly basis using Paychex.Reviewed outstanding accounts receivable balances with sales and operations personnel on weekly basis to insure timely collections and improve cash flow to support company growth strategies

Singapore

Business partner to VP of Retail Operations. Tracked revenue, margins, and costs versus budget. Provided profitability analysis to support key growth initiatives and corporate strategic goals. Presented monthly variance analysis and reporting support key growth initiatives and marketing programs* Managed and developed 8 direct reports* Developed and managed the annual budget and the rolling forecast in COGNOS including EBITDA variance analysis & reporting of key performance data (KPI) with commentary to senior management teamDeveloped standard operation procedures to ensure proper business and accounting processes. Evaluated new lease contracts for revenue recognition language. Responded to internal and external audit requests and annual valuation exercises. Ensured that all financial transactions were accounted for in accordance with applicable GAAP, Lead process improvement project to reduce manual effort and improved the business process for customer loyalty program. Worked with internal and external groups to design software to integrate data flow to ensure accurate reporting.

Singapore

Interfaced with key operation personnel to create detailed documentation on necessary data elements, reporting requirements, and business processes for ERP system implementation. Volunteered at various funding raising events and provided accounting office support

Singapore

Consolidated and analyzed results for four geographical regions in Southeast Asia for monthly operations review with global leadership team. Actively engaged with each region during the quarter close process to ensure consistent and accurate results against budget and forecasts. Analyzed and researched base costs to reduce expenses. Improved reporting efficiency thru effective use of templates to facilitate standard reporting consistency across regions, improve the quality of data collected, and streamline the reporting process. Worked with teams across the world to ensure accuracy of results between regions

Houston, Texas Area

Provided cash analysis for all budget plans (monthly, quarterly, annually & 3 year outlook) Liaised with sales, operations, and tax to monitor variances between cash flow and business plan Analyzed cash flow monthly using both direct and indirect cash flow methods. Six Sigma Green belt certification

Richardson, Texas

Influenced investment decisions made by product development teams by providing accurate business case and project ratio analysis. Performed due diligence on underlying assumptions for new product financials. Worked with operations, marketing and product teams to budget & forecast revenue and costs. Acted as financial liaison between business unit and other financial groups. Prepared annual budget and forecasts for R&D organization. Provided trended financials results and analysis of costs versus budget.

Dallas/Fort Worth Area

Managed month-end closing activities and verification of revenue and expenses for Oil&Gas unit Provided management reporting and results of operations to line business leaders. Supervised 12 employees in 2 cities responsible for accounting activities for a geographic area System implementation of revenue accounting into new system with integration into SAP Translated complex business transactions into accounting entries

Bachelor Of Business Administration (B.B.A.), Accounting

Activities and Societies: Phi Chi Theta

Mba, Corporate Finance