Kate Joyce Email & Phone Number

South Carolina, United States

Financial consulting and fractional CFO services, working with small to mid-sized companies struggling with financial performance.-- Identified the cause for a years-long decline in sales for an e-commerce company and formed a strategy that led to an immediate 50% month-over-month growth in sales.-- Oversaw the cleanup and reconciliation of all accounts for two fiscal years for a $50M non-profit organization, then managed successful audits for both years.

Spearheaded the reorganization of financial and administrative functions for a $60M multi-company construction group. -- Executed a significant clean-up process and reconciled all accounts which enabled the company’s first-ever month-end close.-- Established operational infrastructure and expertise by hiring and training a Controller, Sr. Staff Accountant, AP Specialist, HR Administrator, General Manager, and various administrative roles. -- Spearheaded the selection and purchase of a commercial office building to expand operations in a second market. -- Partnered with Tax Attorney and Tax Accountants to minimize tax liability and reduce asset exposure while creating three additional companies under the Bottomline Construction Group. -- Presented and advised owners of trends utilizing weekly reporting of cash flow, sales patterns, and a customized forecasting model. -- Implemented a company-wide HR system to ensure regulatory compliance, provide employee-focused training, institute HR best practices, and automate the payroll process.-- Increased accuracy and reliability of financial record-keeping, reporting, and forecasting. -- Led the core strategic financial and planning processes at each functional level, including budgeting, auditing, forecasting, reporting, and performance analysis.

Denver, Colorado, Us

Turnaround Specialist focused on small to mid-sized companies in financial distress, implementing structure and accountability with an emphasis on managing by the numbers. Identified funding solutions to sustain business operations, allowing time for organic revenue and profit growth.-- Served as a trusted advisor to business owners across multiple industries and sizes. -- Increased operational capacity through automation and retrained the sales staff for a manufacturing client, leading to year-over-year revenue growth of more than 400%.-- Implemented a comprehensive compensation and incentive plan for a manufacturing client that increased productivity by 50% and improved attendance by 15%.-- Recovered $400k in missed billing and uncollected receivables for a $9M client in steel fabrication.

Bellevue, Wa, Us

Created strategies to drive revenue in the Customer Care and Telesales channels.— Identified key metrics to drive new customer acquisitions in our Telesales retail channel, and worked with operations to implement a new program that delivered an average of $800k in value to the company each month.— Developed an accurate forecasting model used to decide when and where to use incentives to drive sales. Saved $2M in incentive spend in the first 6 months.

Seattle, Wa, Us

Business intelligence and finance role for a $30M arts organization, responsible for leading the FP&A, budgeting, and forecasting processes.— Identified the root cause for a decade-long decline in revenue and attendance, leading to a clear strategy that brought 47% growth in ticket revenue and 26% growth in total ticket buyers over 3 years.

FP&A Manager and Controller for an e-commerce startup that grew to $10M. Responsible for the accounting processes, financial reporting, forecasting and budgeting, auditing, and analysis.-- Forecasted sales with great accuracy, with average monthly variance below 5% and yearly variance under 1% three years in a row.-- Led a cross-functional team to select and implement a new ERP system for Bethel’s four divisions and new point of sale for eight retail stores. Replaced a patchwork of legacy systems and multiple spreadsheets with a single system, which increased efficiency and greatly improved the reliability of financial and sales data. Further realized cost savings by reducing accounting personnel.

Mba, Business Administration

Bachelor'S Degree, Business Marketing