Kathleen Gerity
Boston,MA
Summary
Dedicated Senior Consultant with Peloton Consulting Group, specializing in Oracle EPM solutions and financial consolidation. Proven track record in delivering end-to-end system implementations and optimizing reporting workflows. Adept at stakeholder collaboration and compliance configuration, driving operational efficiency and enhancing financial processes.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Senior Consultant, EPM Practice
Peloton Consulting Group
06.2021 - Current
- Lead and collaborate on implementations of Oracle EPM solutions including Financial Consolidation and Close (FCC), Account Reconciliation Cloud Service (ARCS), and Narrative Reporting
- Delivered end-to-end system implementations, encompassing requirements gathering, design, configuration, testing, and deployment to ensure successful project completion
- Configured ARCS modules, including Compliance and Transaction Matching, to enhance client reconciliation processes
- Implement Task Manager to streamline close processes and improve operational efficiency
- Collaborated with cross-functional stakeholders to refine financial consolidation and reporting workflows, driving improved alignment and efficiency
Client Audit Specialist
Community Residences Inc.
Newington, USA
12.2020 - Current
- Audited client receipts, transaction forms, and bank statements for 50 sites and 500+ individuals, ensuring compliance and accuracy
- Executed monthly bank reconciliations for cash and escrow accounts, verifying account balances and identifying discrepancies
- Maintain general ledger and post journal entries using MIP accounting system
- Processed payroll, PTO, and depreciation month-end close procedures independently, maintaining accurate financial records
Cost Accounting Intern
Blue Cross Blue Shield of Rhode Island
Providence, USA
05.2018 - 08.2018
- Collaborated with cost accounting team to review invoices and financial reports, enhancing accuracy and transparency
- Prepared bank reconciliations and adjusted accounts, facilitating timely month-end close process
- Assessed and approved requisitions and purchases, ensuring compliance with budgetary constraints
- Presented project analyzing top vendors and major accounts
Education
Bachelor of Science - Accountancy
Providence College
Providence, RI05-2020
Skills
- Oracle EPM solutions
- Financial consolidation
- System implementations
- Compliance configuration
- Budgeting processes
- Financial reporting
- EPM Automate
- Data analysis
- Task manager implementation
- Stakeholder collaboration
- Cross-functional collaboration
Certification
- Oracle Narrative Reporting 2024 Certified Implementation Professional
- Oracle Fusion AI Agent Studio Certified Foundations Associate
Timeline
Senior Consultant, EPM Practice
Peloton Consulting Group
06.2021 - Current
Client Audit Specialist
Community Residences Inc.
12.2020 - Current
Cost Accounting Intern
Blue Cross Blue Shield of Rhode Island
05.2018 - 08.2018
Bachelor of Science - Accountancy
Providence College