Max Kathol

Experienced Financial Operations Manager with over six years in business operations. Seeking to leverage my capacity to recognize and put into place systems that help plan, direct, and analyze department and facility workflow. Moreover, boosting productivity through reporting, streamlining operations, and infusing best practices.

● Updated and monitored accounts and generated Excel files including service provider payment data, partner invoice data, claim creation data, and margin data.

● Daily P&L updates and inventory tracking.

● Analyzed daily and weekly financial statements and other statistical reports for KPIs and other company-wide goals.

● Developed financial modeling for accounts receivable and payable in Microsoft Excel. This was done on a weekly and quarterly basis and then presented to key stakeholders using PowerPoint.

● Maintained accounting records for all daily activity and prepared backup reports for four large partnerships.

● Oversaw financial operations for revenue of roughly $4 million per month.

● Software includes but is not limited to; Microsoft Suite, Google Workspace, R365, Avero, ADP, Workday, Tableau, Jira, Confluence, Zendesk, and Leankit.

● Managed operations with direct supervision of 5 - 90 team members.

● Reviewed and improved organizational effectiveness by developing processes, overseeing employees, establishing a highly motivational work environment, and implementing innovative changes.

● Facilitated weekly staff meetings to share information, respond to both internal and client-facing issues, and avoid escalations.

● Presented company scorecards and discussed trends.

● Scheduled work and projects for daily activities to maximize available resources.

● Conducted routine partner meetings to discuss billing inquiries and business needs.

● Developed training programs to improve performance through performance reviews.

● Provided guidance and feedback to help others strengthen specific knowledge/skill areas.

● Developed KPIs to meet company goals.

● Adhered to company standards for excellence and quality.