Excel - Advanced User
Kate R. Smith
Finance leader and community steward, uniting expertise in accounting, auditing, and fiscal management to serve with integrity and impact
Grand Island,FL
Summary
Throughout my 25+ year career, I have developed a high degree of financial acumen. I consider myself a servant leader who enjoys and "excels" at continuously providing both operational and programmatic support to any financial team or organization that I serve.
Overview
20
20
years of professional experience
Work History
Director of Finance
Lake County Sheriff's Office
Tavares, FL
01.2014 - Current
Leading and managing the daily and strategic operations of the Finance department within the Lake County Sheriff’s Office
Owner | President
Accounting Innovations, Inc.
Leesburg, FL
08.2011 - 01.2014
- The BGC of Lake & Sumter Counties was my client during this time
- Non-profit tax preparation and audit services; Financial statement compilation and review; Payroll preparation; Bookkeeping services
Finance Director
Leesburg Partnership, Inc. [ 501(c)3 ]
Leesburg, FL
08.2009 - 08.2011
Financial statement preparation and analysis; Audit; Budget preparation and administration; Bookkeeping; Payroll preparation; Month end and year end close out
Senior Staff Accountant
Padgett, Wetz & Young, P.A.
Leesburg, FL
04.2004 - 08.2009
Audit team member; Bookkeeping; Financial statement compilation and review; Corporate and personal tax preparation
Education
5th Year Advanced Accounting - Accounting
University of South Florida
Tampa, FL05-2008
Bachelor of Arts - Triple Major | Finance, Accounting & Marketing
University of South Florida
Tampa, FL05-2002
Skills
Professional:
Not-for-profit, governmental, and private sector accounting; Internal and external audit & attestation; Compliance and regulation; Financial reporting, preparation, and analysis; Tax preparation & consultation; Grant writing, reporting, and administration; Budget development, compilation and reporting; Design and implementation of new processes; Goal setting and measurement
General:
Strong interpersonal, oral, and written communication skills; Problem solving and goal setting; Proficient with Microsoft Office; Detail oriented; Personnel management and supervision; Implementation of new procedures, rules, and regulations; Able to work individually or on a team; Proficient with complex financial and accounting software
Leadership & Community Engagement
- Lake County Sheriff’s Charities | Treasurer [ 2017 - Present ]
- Education Foundation of Lake County | Board Member [ 2018 - Present ]
- Leadership of Lake County | Class of 2019 Treasurer
- Boys & Girls Clubs Lake and Sumter Counties | Treasurer [ 2011 - 2016 ]
Accomplishments
- BGCA National Service to Youth Award | 2016
- BGCA FL Area Council High Performance Team Award | 2015
- BGCA FL Board Team of the Year | 2014
- Leadership of Lake County | Class of 2019 Treasurer
- University of South Florida | Honors Program
- University of South Florida | National Society of Collegiate Scholars
- University of South Florida | Dean’s List of Scholars
Certification
- CPA - Certified Public Accountant (Candidate)
- CGFO - Certified Government Finance Officer (Candidate)
- Certified Grant Writer
- Certified Grant Reporter
Quote
Leadership is not about being in charge. It is about taking care of those in your charge.
Simon Sinek
Software
QuickBooks - Pro Advisor
MUNIS / Tyler
WorkDay
Timeline
Director of Finance
Lake County Sheriff's Office
01.2014 - Current
Owner | President
Accounting Innovations, Inc.
08.2011 - 01.2014
Finance Director
Leesburg Partnership, Inc. [ 501(c)3 ]
08.2009 - 08.2011
Senior Staff Accountant
Padgett, Wetz & Young, P.A.
04.2004 - 08.2009
5th Year Advanced Accounting - Accounting
University of South Florida
Bachelor of Arts - Triple Major | Finance, Accounting & Marketing
University of South Florida
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