Kathleen Root
The Villages,FL
Summary
Dynamic financial leader with extensive experience as Controller at Pece of Mind Environmental Inc, excelling in financial statement preparation and cost-saving initiatives. Proven expertise in accounts receivable management and internal control, coupled with strong relationship-building skills. Achieved improved cash flow management through strategic oversight and analysis of financial operations.
Overview
25
25
years of professional experience
Work History
Controller
Pece of Mind Environmental Inc
10.2011 - 12.2023
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Implemented cost-saving measures, identifying inefficiencies and reallocating resources to achieve optimal results.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
Controller
Tri Tech Air Conditioning Inc
08.2007 - 07.2010
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Improved cash flow management with rigorous monitoring and analysis of receivables and payables.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Credit Manager
Coastline Distribution Inc
05.1999 - 07.2007
- Monitored accounts for signs of fraud and non-payment issues.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Work cross-functionally with sales, management, and other departments to maintain effective operations.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Negotiated payment plans with delinquent customers to minimize losses while maintaining positive client relationships.
- Developed strong relationships with clients through professional communication and timely resolution of credit issues.
Education
Bachelor of Science - Accounting
University of Central Florida
Orlando, FL08-2010
Skills
- Financial statements expertise
- Budget preparation
- Audit coordination
- Trend analysis
- Internal control management
- Accounts receivable management
- Financial statement review
Timeline
Controller
Pece of Mind Environmental Inc
10.2011 - 12.2023
Controller
Tri Tech Air Conditioning Inc
08.2007 - 07.2010
Credit Manager
Coastline Distribution Inc
05.1999 - 07.2007
Bachelor of Science - Accounting
University of Central Florida