Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant
Kate Richardson

Kate Richardson

Wentzville,MO

Summary

Dynamic Full Cycle Accountant with proven expertise at Waxman Associates in managing month-end close processes and ensuring GAAP compliance. Adept at cash flow management and financial reporting, I excel in problem-solving and possess superior attention to detail, driving accuracy and efficiency in accounting operations across multiple portfolios.

Overview

17
17
years of professional experience

Work History

Full Cycle Accountant

Waxman Associates
Chesterfield
01.2023 - Current
  • Performed full cycle accounting duties across multiple portfolios and entities.
  • Managed month-end close process including journal entries, accruals, and bank reconciliations.
  • Maintained general ledger accounts by reconciling entries from sub-ledgers such as AP and AR.
  • Monitored cash flow, budgeting, forecasting and variance analysis.
  • Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.
  • Reconciled bank statements to general ledgers on a monthly basis.
  • Maintained detailed records of account transactions, including invoices, payments, and journal entries.
  • Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.

Construction Accountant

Demien Construction
Wentzville
02.2022 - 12.2022
  • Coordinated closely with other departments such as operations, engineering, procurement to ensure accurate tracking of job costs.
  • Performed audit procedures to verify the accuracy of financial statements and records.
  • Maintained accurate records of all transactions associated with construction projects.
  • Developed and maintained construction project budgets.
  • Prepared monthly reports on accounts receivable, accounts payable, and job costings.

CSR Manager

Homestead Financial Mortgage
Chesterfield
03.2021 - 02.2022
  • Analyzed data from customer surveys to identify trends in customer service needs, issues, complaints.
  • Recruited, interviewed, hired, onboarded, coached, trained and managed Customer Service Representatives.
  • Worked closely with other departments such as sales, marketing and IT teams for better coordination and improved services for customers.
  • Trained new employees on departmental processes, protocols, and procedures.
  • Provided exceptional customer service to ensure customer satisfaction.

Accounting Specialist

King Filtration Technologies
St Louis
06.2008 - 03.2021
  • Prepared monthly bank reconciliations for multiple accounts.
  • Researched, documented, and resolved complex accounting inquiries from internal departments.
  • Managed intercompany transactions and reconciled all intercompany accounts each month.
  • Monitored cash activity, prepared cash flow statements and analyzed trends.
  • Managed accounts payable functions including vendor payments, employee reimbursements.
  • Managed accounts receivable activities including invoicing, collections.
  • Implemented automated payment solutions such as virtual cards or e-invoicing programs in order to streamline payment processes.
  • Performed daily cash management activities such as check deposits, wire transfers and ACH payments.

Education

Some College (No Degree) -

St Louis Community College
St Louis, MO

Skills

  • Full cycle accounting
  • General ledger maintenance
  • Bank reconciliations
  • Cash flow management
  • Budgeting and forecasting
  • Month-end close
  • Financial reporting
  • GAAP compliance
  • Accounts payable management
  • Data analysis
  • Project accounting
  • Problem solving
  • Superior attention to detail
  • Effective communication
  • Software Proficiency - Quickbooks, Sage Intacct, Yardi, Epicor ERP
  • Payroll liability and deductions
  • Revenue recognition

Timeline

Full Cycle Accountant

Waxman Associates
01.2023 - Current

Construction Accountant

Demien Construction
02.2022 - 12.2022

CSR Manager

Homestead Financial Mortgage
03.2021 - 02.2022

Accounting Specialist

King Filtration Technologies
06.2008 - 03.2021

Some College (No Degree) -

St Louis Community College
Kate Richardson