Kayla Peña

Kayla Peña Email and Phone Number

United States
Kayla Peña's Location
Milwaukee, Wisconsin, United States, United States
Kayla Peña's Contact Details

Kayla Peña work email

Kayla Peña personal email

n/a

Kayla Peña phone numbers

About Kayla Peña

👋 Hi, I'm Kayla.If I know one thing about business it's this: good decisions are backed by data.I learned this lesson early in my career when I watched a promising business nearly self-destruct when an event drained their finances and they scrambled to make payroll. That experience burned into my memory the power of financial reporting & forecasting — and the cost of neglecting it. The truth is, financial headwinds are inevitable for growing businesses. But with clear, accurate financial data, those headwinds become manageable challenges, not insurmountable obstacles.That's why I founded 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐟𝐮𝐥 𝐀𝐝𝐯𝐢𝐬𝐢𝐧𝐠. I'm passionate about giving small and medium-sized business owners the same financial clarity that Fortune 500 CEOs rely on to steer massive enterprises with confidence.𝐖𝐞'𝐫𝐞 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫 𝐜𝐫𝐮𝐧𝐜𝐡𝐞𝐫𝐬. We're your financial co-pilots, providing:𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: Crystal-clear reports that cut through the noise and show you what matters most.𝐑𝐚𝐩𝐢𝐝 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: Real-time insights into your financial future, so you can plan proactively and make informed decisions.𝐀𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: We don't just give you numbers; we give you strategies to improve your bottom line and fuel your growth.Our mission is to empower service business owners to make smarter decisions, scale faster, and achieve their ambitions. 𝐋𝐞𝐭'𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐦𝐨𝐬𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐬𝐬𝐞𝐭.

Kayla Peña's Current Company Details
Accountful Advising

Accountful Advising

View
Founder
United States
Website:
accountful.io
Employees:
2
Kayla Peña Work Experience Details
  • Accountful Advising
    Founder
    Accountful Advising
    United States
  • Accountful Advising
    Founder, Financial Accountant
    Accountful Advising Apr 2022 - Present
    Accounting operations can be confusing and time-consuming for a new business owner, but don’t let an opaque view of your finances stall your business growth. You need an experienced accountant on your side to take the stress out of accounting.
  • Neuroleadership Institute
    Senior Accountant
    Neuroleadership Institute May 2022 - Present
    New York, New York, Us
  • Neuroleadership Institute
    Staff Accountant
    Neuroleadership Institute May 2019 - May 2022
    New York, New York, Us
    Analyze and report on $30M+ annual revenue. Clearly communicate advice on revenue treatment tostreamline financial operations resulting in 3x reduction in reporting turnaround and greater cross-department alignment.• Forecast $30M+ in annual revenue with keen accuracy by persistently staying in clear communication with project management team leads.• Prepare end of month reconciliations of profit and loss and balance sheet accounts including journal preparations; ruthlessly prioritize to lessen EOM closing times by the following business days: - Total EOM closing: from 15 to 7 - Accrual: from 3 to 1.5 - Deferred: from 1.5 to .5• Prepare and analyze weekly cash flow reports to ensure healthy cash flow.• Create new processes and procedures resulting in quicker reconciliations and more efficient communication across teams.• Perform complex analysis of financial data with extreme care and detail orientation to quickly produce accurate revenue forecasts for leadership.• Complete routine calculations to produce analyses and reports as requested.• Plan for new infrastructure investment and build new procedures within it to simplify and optimize processes.
  • Business Relationship Management Institute
    Financial Accountant
    Business Relationship Management Institute Mar 2015 - Dec 2018
    Atlanta, Georgia, Us
    Directly support strategic planning efforts by providing accurate reports, budget projections, cash flow statements, and financial analysis for executive leadership.• Perform cash flow and variance analysis to determine data-driven decisions and implement new processes for solutions to deter further anomalies compared to plan• Compose monthly, quarterly and annual financial statements resulting in timely, accurate reports• Create and manage $1.5M in company budgets regularly keeping sheets up to date• Balance and monitor five company bank and credit card accounts reconciling on a monthly basis• Maintain and audit accounts receivable and payable on a continuous basis• Assist in preparing and filing of appropriate tax forms by being the first point of contact with the outsourced tax team by researching and providing all necessary information for the forms• Research lead for all things related to finance, researching and troubleshooting to find solutions in budget planning, on boarding, maintenance, reporting, taxes and any other accounting issues
  • Lake City Bank
    North-Central Regional Teller
    Lake City Bank May 2015 - Jul 2016
    Warsaw, In, Us
    Served as the first point of contact for bank customers seeking assistance with account transactions, loan payments, cash advances and other bank service questions in order to ensure a pleasant banking experience for the customer.• Consistently delivered quality client experience by completing customer requests quickly, accurately and while always protecting the security of the customer• Maintained very strong business relationships focusing on deepening client relationships and cross-selling of products and services• Responsible for running a teller drawer, processing financial transactions and actively managed the on boarding of new clients• Stayed informed and up to date on all bank products, processes and procedures; especially those that were most complex and maintained all operational and risk management standards

Kayla Peña Skills

Microsoft Office Customer Service Leadership Teamwork Management Public Speaking Research Social Media Time Management Phone Etiquette Microsoft Word Microsoft Excel Powerpoint Financial Analysis

Kayla Peña Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    General

Frequently Asked Questions about Kayla Peña

What company does Kayla Peña work for?

Kayla Peña works for Accountful Advising

What is Kayla Peña's role at the current company?

Kayla Peña's current role is Founder.

What is Kayla Peña's email address?

Kayla Peña's email address is ka****@****hip.com

What is Kayla Peña's direct phone number?

Kayla Peña's direct phone number is +126021*****

What schools did Kayla Peña attend?

Kayla Peña attended Indiana University - Kelley School Of Business.

What are some of Kayla Peña's interests?

Kayla Peña has interest in Economic Empowerment, Environment, Human Rights, Animal Welfare, Health.

What skills is Kayla Peña known for?

Kayla Peña has skills like Microsoft Office, Customer Service, Leadership, Teamwork, Management, Public Speaking, Research, Social Media, Time Management, Phone Etiquette, Microsoft Word, Microsoft Excel.

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