Kayla Peña Email & Phone Number

United States

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.

New York, New York, Us

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.

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

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