Cathleen Kay
Mapleton,UT
Summary
Hardworking and motivated professional with several years of experience and record of success as a Controller, VP Finance, and Accountant. Demonstrated development and adapting complex financial reporting processes to achieve organizational profitability goals. Solid history balancing team performance, and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Manager Outsourced & Managed Services
Eide Bailly LLP
12.2023 - 08.2024
- Manage client relationships by monitoring client needs and building value into professional service
- Oversee and review the work of outsourced accounting specialists and senior specialists
- Work closely with or act as the outsourced CFO to provide advisory services including budgeting, forecasting and cash flow management
- Prepare reports, returns, and other documents as required, including sale tax reports, year end tax forms, financial statements, etc
- Provide the outsourced CFO with analysis of accounting information
- Serve on onboarding team to onboard new clients, gathering, analyzing and producing a playbook of processes and procedures to be used as standard operating procedures for both client and Eide Bailly
Controller/VP Finance
Scott Group Investments
01.2022 - 01.2023
- Oversee all accounting, managerial and financial operations for three companies
- Manage the Controller, accountant and General Managers to maintain accurate general ledger, fiscal responsibility, various state tax returns, audits, HR compliance, and monthly reporting to higher management and investors
- Develop KPIs for profitability, growth, and misc analysis for the CEO, management team, and investors
- Prepare an annual budget with the General Managers, CEO, and review the monthly budget vs the actual with explanation.
- Assist and advise the CEO on financial and operational decisions.
- Liasson with SEO management, website masters, operations managers in all related matters.
- Responsible for maintaining contracts and agreements, subscriptions, leases, and partnerships.
- Produced forecasts, cash flow analysis, and any reporting for potential investors and venture capitalists.
chief financial officer / hr manager
White Elegance, Inc
01.2005 - 01.2020
- Manage all accounting and financial functions of a $4.5 million sales corporation including:
- Financial and cost analysis
- Maintenance and reconciliation of the general ledger
- Conduct complete year end audit for CPA review
- Manage all HR functions including payroll, state & federal reporting
- Assist and advise CEO on potential business opportunities & strategies
- Oversee the financial operations of 4 retail locations
VENUE BUSINESS MANAGER & Financial / Budget Analyst
Salt Lake Organizing Committee
Salt Lake City, Utah
01.2000 - 01.2002
- Served as venue business manager for the Olympic Stadium for the opening and closing ceremonies of the Salt Lake 2002 Winter Games
- Served as a partner with venue general manager, site operations, event operations and logistics management in operation and financial success of Olympic events
- Managed a $1.3 billion revenue core budget with 1,030 budget line items
- Manage month end closing process including preparation of Sr
- Management Key Financial Reports
Education
Masters - Organizational Management
University of Phoenix
Salt Lake City, Utah01.1997
Bachelor of Science - Business Management – Finance
Brigham Young University
Provo, UtahSkills
- Cash Flow Management
- Budget Development
- Strategic Planning
- Accounting principles understanding
- Preparing financial stateme
- GAAP compliance
- Month-end and year-end closings
- Financial statement review
- Public Accounting
- Account Reconciliation
- Staff Management
- General ledger accounting
- Payroll Processing
- Quickbooks, MS Office
Affiliations
- camping, travel
- interior design
- crafts & scrapbooking
- Golf
Certification
- Interior Design Staging Certificate
Accomplishments
- PTA President
- Youth leader/instructor
References
References available upon request.
Timeline
Manager Outsourced & Managed Services
Eide Bailly LLP
12.2023 - 08.2024
Controller/VP Finance
Scott Group Investments
01.2022 - 01.2023
chief financial officer / hr manager
White Elegance, Inc
01.2005 - 01.2020
VENUE BUSINESS MANAGER & Financial / Budget Analyst
Salt Lake Organizing Committee
01.2000 - 01.2002
Masters - Organizational Management
University of Phoenix
Bachelor of Science - Business Management – Finance
Brigham Young University
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