Kate Judson, CPA
White Bear Lake,MN
Summary
Accomplished and results-driven accounting leader, experienced in financial statement review, auditing, tax and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Proven leader, engaging team members with motivational metrics that inspire and compel growth and that provide accountability.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director of Accounting & Compliance
ExperienceIT LLC
04.2023 - Current
- In-charge of financial reporting, accounting and compliance for $30m IT consulting organization, acquired by Globant (a public, Argentine Company) in April 2023.
- Brought books up to GAAP standards for a publicly held company
- Oversaw two accountants and taught them accrual accounting
- Established state agency registrations for payroll and secretary of states
- Managed one payroll employee, reviewed bi-weekly payroll reports and compliance issues with SUTA and DOR, and guided 1099 reporting process
- Brought Accounts Receivable days to collect from over 120 days to less than 60 days
Consultant
Various Employers
09.2016 - 04.2023
- Maintained staffing relationships with SALO, Robert Half and Clifton Larson Allen
- Delivered and prioritized outstanding service to clients to maintain and extend relationships for future business opportunities
- Roles included interim controller, accounting manager, accounts receivable manager, lead for sales tax system conversion, business tax return preparer and reviewer, liaison for external audit and tax teams, banking regulation accountant, USA compliance manager
- Industries included banking, IT consulting, payments solutions, real estate, software, public accounting
- Aligned closely with business owners/management and employees to gather information and gain operational insight to further projects, goals or documentation
Financial Advisor/Tax Manager
Ameriprise Financial
08.2014 - 09.2016
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, tax strategies, products, and services based on each clients' individual needs
- Prepared tax returns and oversaw processing and filing, as well as oversaw staff
Tax Manager
Haworth & Co
10.2011 - 08.2014
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings
- Assisted in managing audits of federal and state income tax and state and local filings
- Developed new client relationships and landed new clients
Tax Manager/Senior Accountant
Travel Leaders
08.2008 - 10.2011
- Managed compliance projects related to 25+ states, including payroll amendments for new FEIN after acquisition
- Restated financial reporting for acquisition timing including reconciliations and partnership allocations over a two year period
- Managed 3rd party audit and tax relationships and needs
- Assisted controller with accounting department needs
Senior Accountant
Boulay, Heutmaker, Zibell & Co
11.2005 - 08.2008
- Prepared business tax returns for small to mid size business clients
- Liaised between partners and clients
- Outsourced to clients for special needs or interim coverage
- Business development
Education
Bachelor of Science - Accounting & Finance
Carlson School of Management
Minneapolis06.1993
Skills
- CPA with KPMG & Deloitte right out of college, earned CPA license in 1997 and currently hold an active license
- 30 years of accounting and tax experience involving mid to small sized businesses that loves to solve problems
- Owner and accounting advisor of a restaurant group involving several partnerships, combined revenues of over $20m and 400 employees
- Eager learner and problem solver leading to further education at MBA level and obtaining series 7 and 66 licenses
- Outstanding communication and project management skills as well as proven leader with time-managed results
- Vast software experience including SAP, Sales Force, Great Plains and QuickBooks Additional knowledge of payroll and POS software
Accomplishments
- Previous member of St. Paul chamber as an ambassador providing networking and leadership to new businesses
- Teacher and volunteer with Women's Venture in St. Paul, coaching new business owners on state and federal requirements and entity structures
Certification
Minnesota Certified Public Accountant - active license
Timeline
Director of Accounting & Compliance
ExperienceIT LLC
04.2023 - Current
Consultant
Various Employers
09.2016 - 04.2023
Financial Advisor/Tax Manager
Ameriprise Financial
08.2014 - 09.2016
Tax Manager
Haworth & Co
10.2011 - 08.2014
Tax Manager/Senior Accountant
Travel Leaders
08.2008 - 10.2011
Senior Accountant
Boulay, Heutmaker, Zibell & Co
11.2005 - 08.2008
Bachelor of Science - Accounting & Finance
Carlson School of Management
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