Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
Generic

Kharla Lavandier

DE

Summary

Devoted Auditor / Accountant with 16 years of experience in the Fiscal field and 5 years in USA small business accounting compliance, with a comprehensive understanding of accounting, auditing and Human Resources Standards. Skilled in identifying discrepancies, assessing financial risk, and committed to provide accurate and timely results. Proficient Chief Financial Officer familiar knowledgeable in finance and accounting, operations, and human resources, financial leadership and operational needs. Resourceful and tech-savvy decision-maker. Prepared to leverage 16 years of experience to support Financial operations in future roles.

Overview

19
19
years of professional experience

Work History

Chief Financial Officer

Milton and Hattie Kutz Home
06.2024 - Current
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports (Medicare & Medicaid)
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and 15MM revenue targets.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Communicated business performance, forecasts and strategies to Board Committed.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.

Chief Operations Manager

Holistic Elevation LLC
05.2022 - 06.2024
  • Assisting the Chief Executive Officer (CEO) to develop financial plans.
  • Managing accounting procedures, including Payroll, AP, AR.
  • Oversee all financial transactions and financial reporting for Holistic Elevation LLC, including bank reconciliations, checks approval, monthly reporting and cash reserves.
  • Responsible for preparing financial reports, developing and monitoring annual budgets, monthly contracts and grants reporting.
  • Maintained banking and financial investment relationships.
  • Ensure the organization complied with all state and federal laws, (GAAP)
  • Managed maintenance of all accounting records and information systems on all aspects of Holistic Elevation LLC financial operations; advice as to and creates new systems, when necessary.

Budget Management:

  • Monitors revenues and expenditures in accordance with budget.
  • Supervises bookkeeper
  • Provide continual feedback to the CEO to assess and revise policies, procedures and planned activities.
  • Provide Board of Directors with monthly reports on financial activities.
  • Engage with the CEO and lead staff in the development of department budgets.
  • Communicate with diverse stakeholders, team leaders, other executives and investors, both verbally and in writing.

Tax Specialist II

H&R Block
10.2021 - 05.2022

Responsible for preparing complete and accurate tax returns while delivering outstanding client service.

• Conducting tax interviews with clients

• Ensuring client confidentiality and privacy

• IRS audit support & attendance

• Offering additional products and services

• Generating business growth

Accounting Specialist

Port to Port International
01.2020 - 12.2021
  • Account Payable leader, processing vendor payments from 100-500 invoices per week. (including Utilities)
  • Cut checks weekly
  • Petty Cash
  • Bank Reconciliations
  • Batching Cks. and Matching 3 way
  • Purchase Orders
  • E-checks DPX
  • Wire transactions, National and Internationals
  • Journal entries
  • General Ledger
  • Financial Statements

Director Deputy Comptroller

Contraloria General de la Republica Dominicana
06.2006 - 10.2020
  • Fiscal Auditor 2006-2013, processing all government payments related (Checks, Payroll, Federal Contracts and Grants, Purchase Orders, Budgeting.
  • Deputy Comptroller Dept. Ministry of Education 2013-2020, oversee Federal Contracts and Grants for Education Revolution Project (Revolucion Educativa) and Digital Republic, building more than 372 new public schools in Dominican republic and processing over a US$45B. in payments.

Education

MBA + M.S. - Finance

University of Delaware
Delaware

Quickbooks Specialist - Small Business / Online

Intuit

Sage 50 System -

Sage 50

ADP System - Payroll Management

ADP System
05-2024

Certified Payroll & Tax specialist (CTP) - Small Organizations

National Association of Certified Public Bookkeepers
Online
09-2023

Bachelor of Business Administration -

Universidad Del Caribe
Santo Domingo, Republica Dominicana
12-2014

Skills

  • Leadership
  • Detail Orientated
  • Teamwork
  • Problem Solving
  • Interpersonal Skills
  • Decision Making
  • Organizational skills
  • Empathy
  • Critical thinking
  • Business Risk Sense

Languages

Spanish
Advanced (C1)
English
Advanced (C1)

Software

Quickbooks

Accufund

Medicare & Medicaid Cost Reports

Point Click Care (PCC)

CMS, Novitasphere, DMAP, Office Ally, United Health Care

Paycor / ADP

Microsoft 365 / Excel

Sage 50

Timeline

Chief Financial Officer

Milton and Hattie Kutz Home
06.2024 - Current

Chief Operations Manager

Holistic Elevation LLC
05.2022 - 06.2024

Tax Specialist II

H&R Block
10.2021 - 05.2022

Accounting Specialist

Port to Port International
01.2020 - 12.2021

Director Deputy Comptroller

Contraloria General de la Republica Dominicana
06.2006 - 10.2020

MBA + M.S. - Finance

University of Delaware

Quickbooks Specialist - Small Business / Online

Intuit

Sage 50 System -

Sage 50

ADP System - Payroll Management

ADP System

Certified Payroll & Tax specialist (CTP) - Small Organizations

National Association of Certified Public Bookkeepers

Bachelor of Business Administration -

Universidad Del Caribe
Kharla Lavandier