QuickBooks Online
CHRISTINE ROTH
Controller
Downingtown,PA
Summary
Results-driven Controller with expertise in small-medium sized business and non-profit sectors. Recognized for impeccable financial knowledge and reporting. Demonstrated success in evaluating accounting and operational needs, leading to the development of effective processes and resolutions that align with company objectives and internal controls. Skilled software troubleshooting and implementation, enhancing financial reporting and compliance while improving revenue and cost efficiency. Strong leadership and communication skills foster superior service delivery and team collaboration.
Overview
20
20
years of professional experience
Work History
Controller
Chester Valley Golf Club
Malvern, PA
04.2024 - 03.2026
- Directed and supervised monthly and annual close processes, ensuring compliance with U.S. GAAP and thorough maintenance of general ledger including journal entries, accruals, expense allocations, debt management, and balance sheet reconciliations.
- Oversaw daily accounting functions encompassing financial reporting, forecasting, budgeting, cash analysis, G/L accounting, accounts receivable, accounts payable, and risk management.
- Reduced A/R over 60 days to less that 3% and collected 75% of over 150 days delinquent accounts.
- Delivered comprehensive monthly financial statements ensuring transparency and accuracy.
- Drove the annual budgeting process and maintained ongoing budget-vs-actual tracking across all departments increasing leadership visibility into their financial health.
- Created management reports that supplied leadership with actionable insights.
- Enabled strategic planning for operational enhancements fostering informed business decisions.
- Assisted in capital improvement initiatives through thorough financial analysis.
- Spearheaded guidance and support for accounting and operational teams, optimizing accounting functions to achieve financial goals.
- Managed comprehensive budget process, ensuring historical data consistency with departmental planning to create accurate, trustworthy budgets.
- Led the annual audit with 3rd party firm maintaining a proactive, structured process with clear communication to auditors, meticulous documentation gathering, and updated compliance & fixed asset schedules, and timely addressing of inquiries or concerns during the audit process.
- Orchestrated overhaul of accounting systems and procedures, focusing on automation enhancing overall organizational efficiency advancement.
- Skilled in Jonas Encore Club Software, Cloud Based Financial Automation Platforms, & Microsoft 365 Suite.
Director of Finance/Controller
Great Valley Community Organization (GVCO)
Malvern, PA
03.2018 - 04.2024
- Introduced comprehensive budgeting framework for parent organization and programs, instituting guidelines and actuals tracking that fosters program success accountability, growth, and financial health clarity.
- Transformed general ledger structure by leveraging multi-dimensional design aligned with organizational programs, resulting in the introduction of clear, scalable, and transparent financial reports to senior management and the board of directors.
- Executed accounting functions in compliance with GAAP, encompassing budgeting, analysis, general ledger reconciliation, and daily accounting tasks.
- Partnered with senior management to review company policies and procedures, ensuring compliance and accountability.
- Secured $750k RACP grant for new community center by collaborating with funding director on grant application compliance and reporting.
- Engaged with program directors to formulate and monitor inventory processes, achieving updates in asset report storage while reinforcing location continuity, accountability, operational efficiency, and compliance.
- Managed and executed all human resource functions encompassing employee onboarding, insurance, and payroll.
- Skilled in QuickBooks Online Advanced, Bloomerang CRM, PayPal, Cloud Based Financial Automation Platforms, & Microsoft 365 Suite.
Finance Consultant and Interim Controller Contract
OSG Analytics, Inc.
Remote
01.2022 - 01.2023
- Optimized process efficiency by integrating accounting software with third-party applications, resulting in identification of inconsistencies and missing financial transactions
- Executed financial functions encompassing auditing, planning, budgeting, and cost control, resulting in 45% decrease in overhead costs.
- Cultivated strong professional relationships with sales team and clients, facilitating expedited payment terms for incremental project invoicing
- Conducted thorough daily accounting operations involving accounts receivable, accounts payable, cash flow oversight, project tracking, and review of statements of work.
- Enhanced cash flow management and streamlined accounts receivable for efficiency.
- Skilled at QuickBooks Online, Cloud Based Financial Automated Platforms, Microsoft Suite.
Director of Finance & Operations
S&S Properties
Philadelphia, PA
12.2020 - 03.2022
- Executed complete revamp of financial and administrative operations for twenty-five residential rental properties, implementing automation and cloud storage solutions to significantly improve operational efficiency by 90%.
- Lowered tenant rent delinquency by 90% resulting in over $30k recovery by facilitating amicable resolutions to bring accounts up to date without any evictions.
- Transformed payment processes by leveraging online portals to pinpoint delinquent accounts and compliance issues.
Ensured zero shutoffs while maintaining 100% compliance through swift account corrections.
Prevented late fees and fines via meticulous account management.
Cut paper document retention by 90%, improving administrative efficiency. - Redesigned the chart of accounts (COA) to enhance transparency and scalability of fiscal activity tracking, contributing to identification of inconsistent payment trends and missing monthly and yearly fixed costs.
- Strengthened tenant/landlord relations by promptly addressing all emergency requests.
Utilized property management software to assess issues and deploy vendors efficiently.
Achieved a 65% reduction in tenant dissatisfaction through effective response strategies. - Analyzed, reviewed, and reconciled 2020 data for twenty-five properties using AppFolio property management software, meeting fiscal submission deadlines.
- Skilled in AppFolio Property Management Software, Microsoft Suite, & Cloud Based Financial Automated Platforms.
Director of Finance and Operations
Historic Yellow Springs (HYS)
Chester Springs, PA
02.2017 - 10.2020
- Maintained financial performance and accountability across budgets, cash flow statements, expenditures, revenues, payroll, receivables, projections, grant reports, and sales taxes, facilitating annual audit completion with third-party firm.
- Formulated structured monthly cash management reporting practices enhancing cash flow visibility for executive leadership, facilitating timely capital asset purchases and repairs.
- Performed comprehensive analysis of restricted fund balances, revealing obsolete donor directives.Worked with donors to adjust contributions for alignment with organizational needs.Achieved 50% decrease in restricted funds, resulting in improved cash flow.
- Conducted walkthrough and assessment of seven buildings, property electrical systems, and sewer system, identifying inefficiencies and outlining upgrade and repair requirements.
- Performed comprehensive analysis of restricted fund balances, revealing obsolete donor directives.
Worked with donors to adjust contributions for alignment with organizational needs.
Achieved 50% decrease in restricted funds, resulting in improved cash flow. - Broadened scope of work for community service volunteers, yielding visible and measurable improvements in building and property aesthetics.
- Skilled at QuickBooks Desktop and Online for financial management tasks.
Software
Microsoft 365 Suite
AppFolio Property Management
Bloomerang ERP
Education
Associate of Arts - Accounting
West Chester University
West Chester, PABusiness Management
PENN FOSTER
Scranton, PASkills
- Financial analysis and reporting
- Budget management
- Cash flow analysis
- Software applications implementation & integration
- Leadership
- GAAP compliance
- Audit coordination and risk assessment
- Process optimization
- Efficiency optimization
- Operational efficiency
- Strategic planning
- Client relationship management
- Project oversight
- Analytical thinking
- Attention to detail
- Communication skills
- Month-end and year-end closings
- Balance sheet management
- Non-profit accounting
- Internal control management
- Preparing financial statements
- Office workflow improvements
- Statement reconciliation
- Budget preparation
- Staff management
- Audit preparation
- Financial controls implementation
- Procedure development
- Internal controls
Timeline
Controller
Chester Valley Golf Club
04.2024 - 03.2026
Finance Consultant and Interim Controller Contract
OSG Analytics, Inc.
01.2022 - 01.2023
Director of Finance & Operations
S&S Properties
12.2020 - 03.2022
Director of Finance/Controller
Great Valley Community Organization (GVCO)
03.2018 - 04.2024
Director of Finance and Operations
Historic Yellow Springs (HYS)
02.2017 - 10.2020
Associate of Arts - Accounting
West Chester University
Business Management
PENN FOSTER