Summary
Overview
Work History
Education
Skills
Timeline
Generic

Catherine Malone

Milford

Summary

Results-driven Division Controller at Charles Taylor with expertise in financial statement preparation and cash flow management. Proven track record in enhancing reporting accuracy and reducing month-end closing time. Strong leadership skills fostered a collaborative environment, mentoring junior staff while optimizing accounts receivable processes to improve cash flow.

Overview

15
15
years of professional experience

Work History

Divison Conroller

Charles Taylor
01.2016 - Current
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
  • Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
  • Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
  • Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
  • Provided insightful financial analysis to support executive team in making informed business decisions.
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.

Accountant's Assistant

Lee & Kissick CPAs
01.2014 - 01.2016
  • Stayed updated on relevant compliance regulations, ensuring adherence within all accounting activities undertaken by the team.
  • Enhanced internal audit procedures through the meticulous review of financial records, identifying areas for improvement and suggesting corrective actions.
  • Optimized cash flow management strategies through diligent monitoring of incoming funds, outgoing expenses, and working capital requirements.
  • Collaborated with cross-functional teams to develop comprehensive budget forecasts and monitor expenditure throughout the fiscal year.
  • Prepared Tax retuns for Personal and Business Clients

Senior Tax Preparer

Jackson Hewitt
09.2010 - 07.2014
  • Simplified complex financial data for clients, enabling them to better understand their individual tax situations.
  • Advised clients on potential tax-saving strategies, helping them achieve greater financial success.
  • Collaborated with team members to share best practices and improve overall efficiency in tax preparation tasks.
  • Established lasting relationships with clientele through exceptional customer service and communication skills.
  • Conducted comprehensive research on complex tax issues, resulting in well-informed solutions for clients.
  • Ensured confidentiality of client information by adhering to strict security protocols within the workplace environment.
  • Streamlined the tax filing process for clients by implementing effective organization and documentation methods.
  • Teach Tax Preparation Classes for New Hires

Education

Ashford University
Clinton, IA
05-2016

Skills

  • Payroll processing
  • Preparing financial statements
  • Cash flow management
  • Staff management
  • Audit preparation
  • Accounting management
  • Statement reconciliation
  • Fixed asset management
  • Bookkeeping
  • Financial forecasting
  • Budget preparation
  • General ledger management
  • General ledger accounting
  • Accounts receivable management
  • Management accounting
  • Accounts payable management
  • Month-end closing
  • Balance sheet management

Timeline

Divison Conroller

Charles Taylor
01.2016 - Current

Accountant's Assistant

Lee & Kissick CPAs
01.2014 - 01.2016

Senior Tax Preparer

Jackson Hewitt
09.2010 - 07.2014

Ashford University