Kellie Kozonis

Kellie Kozonis Email and Phone Number

Executive Leadership | Controller | Financial Reporting & Analysis (FP&A) | Continuous Performance Improvements @ Respire Home Care Services
Kellie Kozonis's Location
Naples, Florida, United States, United States
Kellie Kozonis's Contact Details
About Kellie Kozonis

I am a strategic and respected controller known for bringing stability and structure to financial operations. My expertise includes team development, system optimization, and process improvement, all geared toward enhancing efficiency and reducing costs. I leverage strong communication skills to influence decision-makers and play a vital role on the executive leadership team.In my role as a controller at Uprise Health, I cultivate strong relationships with audit and tax partners, successfully overseeing five seamless audits and managing three years of income tax returns for two entities. I maintain full compliance with multi-state payroll requirements using sound accounting principles.I thrive in dynamic environments, especially during periods of change, specializing in supporting mergers and acquisitions, managing employee relations, and leading operational improvements. Below are some of my top accomplishments: • Spearheading the migration from QuickBooks to NetSuite at Two Bit Circus and Uprise Health, facilitating greater consistency, standardization, and efficiency while reducing errors.• Leveraging exceptional leadership skills and problem-solving abilities at Unique Vintage Inc. to enhance financial operations with impactful processes and controls, resulting in increased efficiency and accuracy.• Initiating the launch of the first amusement park at Two Bit Circus Inc., constructing a stable foundation that enables long-term growth. Serving as a trusted advisor and business partner to decision-makers, actively contributing to profitability improvements.I am always open to expanding my professional network. If you would like to connect, please contact me at kellie@kozonext.com.AREAS OF EXPERTISE Accounting PrinciplesBudgeting & ForecastingFinance & AdministrationStrategic Planning & Execution Team Leadership & DevelopmentFinancial Reporting & Analysis (FP&A)Process & Performance ImprovementsOperations Oversight & Change Management TECHNICAL PROFICIENCIESMicrosoft PowerPointMicrosoft WordMicrosoft ExcelQuickBooksNetSuiteOracleSAP

Kellie Kozonis's Current Company Details
Respire Home Care Services

Respire Home Care Services

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Executive Leadership | Controller | Financial Reporting & Analysis (FP&A) | Continuous Performance Improvements
Kellie Kozonis Work Experience Details
  • Respire Home Care Services
    Corporate Controller
    Respire Home Care Services 2023 - Present
    Pontiac, Michigan, Us
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  • Uprise Health
    Controller
    Uprise Health 2021 - 2023
    Irvine, Ca, Us
    Excel in controller role at $55M behavioral health organization, overseeing accounts payable, accounts receivable, approvals, and monthly closings. Partner with chief financial officer to approve financial decisions and communicate effectively with teams. ● Reduced closings from 20+ to 3 days by eliminating silos, shifting team operations, and completing integration of previously acquired organizations. Identified redundancies and streamlined operations to create Lean team and organization focused on accountability and cross-functional collaboration.● Resolved challenges by identifying dependencies and source systems to drive efficiencies and improve data flow. SKILLS Accounting PrinciplesFinance & AdministrationFinancial Reporting & Analysis (FP&A)Process & Performance ImprovementsOperations Oversight & Change Management
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  • Unique Vintage
    Controller, Chief Financial Officer
    Unique Vintage 2018 - 2021
    Burbank, Ca, Us
    Joined $40M e-commerce company following migration to NetSuite, identifying challenges, closing financials to establish current snapshot of financial health, and driving problem-solving in 4 months. Aligned processes and strategies, recommended financial improvements, and organized operations with reconciliation processes and metrics. ● Brought financial reports that were 10 months behind up to date; posted $800K in wholesale accounts receivable payments, closed all month-end entries, and reconciled accounts.● Educated team members and decision-makers on benefits and capabilities of NetSuite, streamlining transactions with automated invoices and bills. Identified and resolved integration issues between Shopify and NetSuite to ensure accurate data flow. SKILLS Budgeting & ForecastingFinance & AdministrationTeam Leadership & DevelopmentProcess & Performance ImprovementsOperations Oversight & Change Management
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  • Two Bit Circus
    Controller
    Two Bit Circus 2017 - 2018
    Los Angeles, Ca, Us
    Recruited as first controller to transition $10M startup creating experiential micro-amusement park from cash-based to accrual accounting. Reviewed operations and created chart of accounts, classes, and departments to guide transition.● Implemented NetSuite to track costs and projects more effectively, Expensify to manage expense reimbursements, and Vroozi to control procurement processes. Increased efficiency and internal controls while positioning company for long-term growth. SKILLS Budgeting & ForecastingFinance & AdministrationStrategic Planning & Execution Financial Reporting & Analysis (FP&A)Operations Oversight & Change Management
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  • Esl - Turtle Entertainment
    Senior Director, Finance
    Esl - Turtle Entertainment 2015 - 2017
    Köln, Nordrhein Westfalen, De
    Selected for role at $30M e-sports organization offering gaming productions and competitions to create structure and stability across processes, financial controls, and operations while highlighting spending patterns and areas for concern. Navigated challenges of working in global organization, including regulatory requirements and time zone changes. ● Verified full compliance with GAAP and IFRS regulatory requirements by overseeing monthly close process that met strict reporting timelines. ● Led team in executing payroll transition from Zenefits to Paychex in 3 months with minimal impact to employees; ensured transparent communication throughout process and selected benefits program to support employees across several states. SKILLS Finance & AdministrationStrategic Planning & Execution Team Leadership & DevelopmentFinancial Reporting & Analysis (FP&A)Operations Oversight & Change Management
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  • Cinram 1K Studios, Llc
    Director, Finance And Administrations, 2013–2015 | Finance Manager And Controller, 2011–2013
    Cinram 1K Studios, Llc 2011 - 2015
    Burbank, Ca, Us
    Hired to transition financials of 1K Studios following acquisition by Cinram International Income Fund. Established technologies to automate revenue recognition and streamline accounts receivable. Collaborated with executive leadership to implement financial reporting, forecasting, and metrics. ● Drove operational and financial improvements, creating mechanism to monitor and recognize expenses in alignment with GAAP and IFRS standards and implementation of 2 phases of accounts receivable platform. SKILLS Strategic Planning & Execution Team Leadership & DevelopmentFinancial Reporting & Analysis (FP&A)Process & Performance ImprovementsOperations Oversight & Change Management
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Kellie Kozonis Skills

Leadership Variance Analysis Cash Management Restructuring Strategic Partnerships Accounting Cash Flow Human Resources Executive Management Corporate Finance Training And Development Financial Planning Financial Variance Analysis Corporate Budgeting Start Ups Financial Modeling Managerial Finance Forecasting Business Development Finance Process Improvement Netsuite Strategy Business Planning Strategic Financial Planning Consolidation Budgeting Operations Management Employee Relations Leadership Development Change Management Entertainment Financial Analysis Acquisition Integration Sarbanes Oxley Act Budgets Business Process Improvement Management Financial Reporting Transition Management Accounts Payable Accounting Management Mergers And Acquisitions Accounts Receivable Consolidated Reporting Payroll Integration Employee Benefits Planning Budgeting And Forecasting Internal Audit

Kellie Kozonis Education Details

  • Woodbury University
    Woodbury University
    Business Administration With A Concentration In Accounting

Frequently Asked Questions about Kellie Kozonis

What company does Kellie Kozonis work for?

Kellie Kozonis works for Respire Home Care Services

What is Kellie Kozonis's role at the current company?

Kellie Kozonis's current role is Executive Leadership | Controller | Financial Reporting & Analysis (FP&A) | Continuous Performance Improvements.

What is Kellie Kozonis's email address?

Kellie Kozonis's email address is ke****@****ext.com

What is Kellie Kozonis's direct phone number?

Kellie Kozonis's direct phone number is +181835*****

What schools did Kellie Kozonis attend?

Kellie Kozonis attended Woodbury University.

What skills is Kellie Kozonis known for?

Kellie Kozonis has skills like Leadership, Variance Analysis, Cash Management, Restructuring, Strategic Partnerships, Accounting, Cash Flow, Human Resources, Executive Management, Corporate Finance, Training And Development, Financial Planning.

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