Kasie Milczewsky
CRI Global
Bonita,CA
22
years of professional experience
Accomplished Accounting Manager at CRI Global with expertise in financial reporting and audits. Led a team to streamline processes, enhancing efficiency and accuracy. Demonstrated proficiency in GAAP and cash flow management, fostering collaboration across departments. Successfully improved transaction accuracy. Skilled in leadership and process optimization.
Accomplished financial management and accounting professional with Number years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control.
Work History
Accounting Manager
11 Years 11 Months- Oversaw month-end close, ensuring timely financial reporting and ledger accuracy.
- Reconciled general ledger accounts, resolving discrepancies and maintaining clean financial records.
- Managed accounts payable and receivable processes, improving transaction accuracy and cash flow visibility.
- Prepared budget analyses and forecast updates to support informed leadership decisions.
- Coordinated audit requests, organizing documentation and supporting compliance reviews.
- Streamlined accounting workflows, strengthening efficiency across reporting and reconciliation tasks.
- Reviewed journal entries, ensuring proper coding and adherence to accounting standards.
- Collaborated with cross-functional teams to resolve billing issues and maintain financial accuracy.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Developed and implemented various procedures to improve accounting process.
- Generated monthly and quarterly financial statements for executive review.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Monitored budget allocation and expenditures to enforce compliance with company policies.
- Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
- Created and maintained financial databases for data entry, tracking and reporting.
- Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Analyzed and reported on financial data to support business decisions.
- Optimized cash flow management through careful analysis of accounts receivable, accounts payable, inventory levels, and working capital requirements.
- Reviewed analyzed, and improved the overall effectiveness of existing internal controls over financial reporting.
- Led migration to new financial system, ensuring seamless transition with minimal downtime.
- Contributed to successful external audits, preparing all necessary documentation and facilitating auditor inquiries.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Supported financial director with special projects and additional job duties.
Accounts Receivable Analyst
5 Years 4 Months- Managed accounts receivable workflows, ensuring timely invoicing, collections, and cash application accuracy.
- Reconciled customer accounts, resolving discrepancies and maintaining precise ledger balances.
- Analyzed aging reports to prioritize follow-up and reduce overdue receivables.
- Coordinated dispute resolution with billing, sales, and clients to clear outstanding balances.
- Improved AR processes by standardizing documentation and streamlining reconciliation steps.
- Prepared management reports on receivables status, payment trends, and collection activity.
- Mentored team members on AR procedures, systems, and customer communication standards.
- Participated in the month-end close process, ensuring accurate reporting of accounts receivable balances and timely submission of data for financial statements.
- Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
- Analyzed aging reports to identify trends and patterns causing missed collections.
- Supported internal and external audits by providing necessary documentation and insights related to accounts receivable transactions and processes.
- Enhanced cash flow by diligently tracking and reconciling customer payments, ensuring prompt resolution of discrepancies.
- Performed thorough account reconciliations to locate discrepancies and ensure accuracy in company records, avoiding costly errors down the line.
- Optimized cash application processes by identifying inefficiencies and implementing process improvements that expedited posting of payments.
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
- Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
- Assisted with the implementation of new systems or upgrades, contributing to efficient operations within the Accounts Receivable department.
- Collaborated with cross-functional teams including finance, sales operations, legal and IT to implement process improvements and streamline accounts receivable workflows.
- Increased efficiency in accounts receivable processes by implementing new software and automation tools.
- Managed and responded to correspondence and inquiries from customers and vendors.
Account Analyst
8 Months- Analyzed delinquent accounts to identify payment trends and prioritize collection actions.
- Reviewed account histories to validate balances, adjust records, and resolve discrepancies.
- Coordinated payment arrangements with customers while maintaining compliance with credit policies.
- Monitored account status changes and escalated high-risk cases for timely intervention.
- Prepared detailed account notes and correspondence supporting accurate client communication.
- Investigated billing disputes and applied appropriate resolutions based on supporting documentation.
- Managed multiple accounts simultaneously while adhering to strict deadlines and maintaining attention to detail.
Loan Funder
4 Years 4 Months- Coordinated loan closing and funding documents for consumer finance transactions, ensuring completeness and compliance.
- Reviewed promissory notes, security agreements, and closing conditions before authorizing funding release.
- Validated borrower data, pricing, and stipulations against loan system records for accurate disbursement.
- Communicated with underwriting, sales, and operations teams to resolve funding exceptions and documentation gaps.
- Monitored closing queues, prioritized urgent files, and maintained workflow continuity across multiple loan packages.
- Interpreted lending policies and regulatory requirements to support compliant closing and funding decisions.
- Trained newer staff on closing procedures, document review standards, and funding controls.
- Completed necessary paperwork efficiently and accurately for each closed loan file.
- Reduced errors in loan documentation by conducting thorough pre-closing reviews, minimizing potential delays or complications.
Education
No Degree - Business Accountancy
Skills
Journal entries
Payroll processing
Bookkeeping
Financial reporting
Bank reconciliation
AP and AR management
Account reconciliation
Audits
GAAP understanding
General ledger accounting
General ledger management
Financial auditing
Invoicing
Bank account reconciliations
Payment collection
Fixed asset management
Accounts receivable management
Closing procedures
Month-end reporting
Cost accounting
GAAP
Staff training and development
Audit coordination
Financial statement presentations
Cash flow management
Intercompany transactions
Accounts payable management
Financial statement preparation
Year-end closing
Month-end closing
Profit and loss monitoring
Reporting
Timeline
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