Summary
Overview
Work History
Education
Skills
Timeline
Generic

Barbara Katona

Whippany,USA

Summary

Corporate finance professional with proven track record in managing financial operations and ensuring regulatory compliance. Known for collaborative approach and delivering results in dynamic environments. Expertise in financial analysis and strategic planning, coupled with strong leadership and adaptability.

Overview

37
37
years of professional experience

Work History

Corporate Controller/Director of HR

Meyer & Depew
07.2023 - 06.2025
  • Controller of a $15+ million-dollar customer service company
  • Report directly to the owner.
  • Supervise the accounting department, payroll department, and Customer Service department.
  • Prepare monthly & quarterly financial reports, cash flow reports, budgets, and yearly financial reports.
  • Reconcile monthly, quarterly and yearly payroll and payroll tax returns.
  • Implement new collection procedures.
  • Yearly inventory audit, quarterly spot-checking evaluation.
  • Cost accounting for all installed jobs, service jobs and repairs.
  • Implemented a new credit card company and procedures saving the company over $120,000 in bank fees in the first year alone.
  • Prepare all information necessary for corporation, workers compensation, and insurance audits.
  • Current using a customized software called GE/Davisware, which is a SAP product.
  • Responsible for all aspects of human resources for 55+ employees.

Corporate Controller

Fastbolt/AFC Inc.
03.2022 - 07.2023
  • Controller of a $60+ million-dollar international company (US and Canada).
  • Reported directly to the CFO.
  • Prepared and oversaw accounting department and reporting all separate and combined financial information for five (5) locations of a fastener corporation (including one in Canada).
  • Inventory control and auditing.
  • Cost accounting for products.
  • Responsible for all aspects of human resources for 150+ employees in all locations (US and Canada).
  • Responsible for all firm-wide employee / company events and community service projects.
  • Used SAP.

Controller

Hockman-Lewis International
01.2018 - 03.2022
  • Controller for a $15+ million-dollar international company (US, Mexico, Malaysia and Dubai)
  • Reported directly to the President, second-in command.
  • Prepared and oversaw all aspects of financial information including, but not limited to payroll, insurance, human resources, financials, payables, receivables, collections, and 401(k) administration.
  • Prepared and oversaw monthly, quarterly, and yearly financial statements.
  • Changed company software from Quickbooks to SAP
  • Prepared and oversaw quarterly commissions, budgets, tax returns, and audited consolidated financials.
  • Moved the entire company from West Orange to Florham Park, including working with architect on office design, color scheme, buying all furniture and company move.

Senior Accountant

Maglin & Miskiv, CPA Firm
01.2016 - 12.2018
  • Responsible for primary relationship with 55+ clients in a boutique CPA firm with high-end doctor clientele.
  • Handled all aspects of clients’ business, personal, managed properties, and hospital affiliation items.
  • Prepared monthly, quarterly and year end reconciliation of company books, financial statements, budget reconciliations and budget analysis.
  • Prepared corporate, partnership, and personal tax returns and projections.
  • Prepared and filed quarterly and yearly sales tax, payroll reconciliations, and payroll tax returns.
  • Oversaw and coordinated all audits, tax correspondences, and notices.

Senior Accountant

Goodman, O’Malley, Rosamillia, Voorman & Fass, CPA Firm
01.2013 - 08.2015
  • Responsible for 35+ clients
  • Prepared weekly, monthly, quarterly, and yearly payrolls, sales tax returns, closings, and income statements.
  • Prepared individual, corporate, S Corp, partnership, and 501(c) tax returns.
  • Handled client relations, billing and problem resolution, audits, tax correspondences, and notices.
  • Audits and inventory.

Parish Bookkeeper (part-time)

Notre Dame of Mount Carmel Church – Cedar Knolls, NJ
01.2012 - 12.2014
  • Responsible for all parish’s financial and human resource related matters.
  • Reported to finance committee and pastor.

Controller

The Weather Busters - Paramus, NJ
01.2011 - 12.2013
  • Responsible for all aspects of running the office of a HVAC company in Bergen County.
  • Prepare monthly, quarterly, and yearly financial reports and reconcile all commissions and account activity.
  • Supervise and primary responsibility for all aspects of scheduling, dispatching, client relations, billing, accounts payable, collections, and payroll.

Office Manager

Independent Construction Enterprises – Parsippany
01.2009 - 01.2011
  • Calculated, prepared and distributed all payroll checks and affiliated tax returns.
  • Created the accounting system and financial control procedure for the corporation.

Controller

The Wall Street Group – Jersey City
01.2005 - 01.2009
  • Responsible for monthly closing of books including all account reconciliation, overseeing sales staff on billing and collections.
  • Calculated monthly sales commissions, year-end closings, weekly preparation of payroll, review of employee’s hours, 401K submissions, all human resource responsibilities including yearly analysis of all benefits and negotiating with vendors for new benefit programs and consolidated insurance coverage.
  • Effectively resolved conflicts at appropriate times and assisted new managers and other staff to become familiar with policy and operations.
  • Controlled departmental spending and approved expense checks.
  • Advised customers of suspended account stats and performed collection activity.
  • Coordinated and evaluated monthly inventory counts and valuations. Prepared financial statements.
  • Analyzed accounts and prepared multi state sales tax returns.
  • Resolved audit problems with the firm’s representatives and wrote findings reports.

Accountant/Business Manager

Self Employed Consultant
09.1994 - 12.2004
  • Handled all aspects of the financial business management of a variety of clients including a pre-school, a small CPA firm, a painting company, a construction company, a real estate management company, a township, and a host of other small companies.

Public Accountant

Smolin, Lupin & Co. – West Orange
08.1988 - 06.1994
  • Accounting and tax return prepared for various corporations, partnerships and personal tax returns.
  • Performed audits on larger clients of the firm.
  • Multi-day inventory audits for manufacturing firms.

Education

B.S. - Accounting

Seton Hall University
01.1998

Skills

  • ERP/Distribution 1
  • SAP
  • QuickBooks
  • GE/Davisware
  • Microsoft Excel
  • Microsoft Word
  • General ledger management
  • Account reconciliation
  • Internal controls development
  • Accounting management
  • GAAP
  • Financial management
  • Intercompany transactions
  • Month-end and year-end closings
  • Preparing financial statements
  • Audit preparation
  • Management accounting
  • Public accounting
  • Decision-making
  • Cash handling

Timeline

Corporate Controller/Director of HR

Meyer & Depew
07.2023 - 06.2025

Corporate Controller

Fastbolt/AFC Inc.
03.2022 - 07.2023

Controller

Hockman-Lewis International
01.2018 - 03.2022

Senior Accountant

Maglin & Miskiv, CPA Firm
01.2016 - 12.2018

Senior Accountant

Goodman, O’Malley, Rosamillia, Voorman & Fass, CPA Firm
01.2013 - 08.2015

Parish Bookkeeper (part-time)

Notre Dame of Mount Carmel Church – Cedar Knolls, NJ
01.2012 - 12.2014

Controller

The Weather Busters - Paramus, NJ
01.2011 - 12.2013

Office Manager

Independent Construction Enterprises – Parsippany
01.2009 - 01.2011

Controller

The Wall Street Group – Jersey City
01.2005 - 01.2009

Accountant/Business Manager

Self Employed Consultant
09.1994 - 12.2004

Public Accountant

Smolin, Lupin & Co. – West Orange
08.1988 - 06.1994

B.S. - Accounting

Seton Hall University

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Barbara Katona