Kathryn Bostick

Accounts Payable: Manage full-cycle AP operations, including invoice processing, vendor management, and purchasing card transactions.

• Process vendor invoices, purchase card transactions, and travel and expense reports
• Set up and maintain vendor records in Dynamics SL; gather W-9s and work with vendors and internal staff to resolve payment issues
• Match invoices to purchase orders; gain proper approvals and general ledger budget coding
• Enter invoice vouchers into the AP system, produce aging reports, and print vendor checks
• Prepare 1099s for year-end, ensuring the accuracy of IRS reporting
• Manage purchasing card transaction processes, ensuring appropriate business use and compliance with policies
• Reconcile intercompany Due To / Due From balances created by AP activity across restricted and operational ledgers; investigate and resolve variances through journal entries and ledger reviews

Payroll: Administer bi-weekly payroll and coordinate with HR to maintain accurate deductions and compliance.

• Process bi-weekly payroll through ADP Workforce Now and organize health benefit and retirement plan remittances
• Work with the Human Resources Director to ensure updated deductions, documentation, and monitor related payroll changes
• Maintain strict confidentiality of all records and transactions
• Maintain relationship with ADP account manager to ensure compliance with all federal, state, and local payroll tax laws and regulations; ensure annual W-2s are completed timely

Accounts Receivable & Deposits: Prepare invoices and post payments for various earned income streams.

• Prepare accounts receivable invoices and journal entry transactions for corporate sponsorships, rental commissions, royalties, and collections on loan
• Process checks received from the Development Department, various payments, and cash received from the Events Department

Key Accomplishments:

• Independently identified and resolved a long-standing payroll tax error missed by prior leadership and processors, tracing the issue to incorrect ADP work location data. Secured full employee reimbursements, restored compliance, and implemented durable safeguards—preventing future risk and earning leadership trust through clear, proactive communication.
• Track and organize monthly, quarterly, and annual financial statements—including K-1s and tax documents—for institutional endowment investments across multiple asset classes including brokerage and private equity holdings
• Support process improvement efforts by identifying inefficiencies and risks and in pre-purchasing approvals, invoice approvals, vendor setup, and payment processes—particularly challenges in approving, processing, tracking and recording electronic payments within a check-focused system

Provided 1:1 reading support to kindergarten and first grade.

• Provided initial placement and benchmark assessments during the school year.
• Developed a targeted approach of delivering 1:1 conferencing instruction to students using a variety of activities to reinforce phonemic awareness and word attack skills.
• Documented each high dosage tutoring session.
• Assigned new practice skills during each session and challenge students to reach each new goal and celebrate student success.
• Conducted ongoing evaluations of literacy improvement action and communicated on an ongoing basis with classroom instructors, reading interventionists, coaches, and school administrators the current data and outcomes.
• Updated the student independent practice, Student Portal, application as needed and troubleshoot tablet devices.
• Coached teachers in the use of Teacher Portal with students for guided reading groups.
• Integrated into each classroom as an additional intervention for students with individualized longitudinal data.

Key Accomplishments:

• Proactively completed trauma-informed education training (non-mandatory for support staff) to better understand student behavior, build trust, and create emotionally safe learning environments
• Increased kindergarten reading proficiency from 13% to 84% at or above grade level by mid-year (SY 2024–25) through consistent, individualized 1:1 reading support and targeted skill-building
• Advocated for specialized student interventions based on performance data and classroom observation, contributing to 64% school-wide proficiency—double the county average
• Fostered literacy growth and academic confidence among early learners from economically diverse backgrounds, helping drive top-tier school-wide outcomes despite a 40%+ free/reduced lunch population

Operations & Administration: Oversaw daily functions and annual planning for a regional nonprofit orchestra.

• Managed the annual NSO event timeline and communicated key deadlines to the Board
• Responded to phone, email, and mail inquiries
• Prepared and presented monthly Board reports with key operational metrics
• Maintained secure office and digital records; archived institutional documents and materials
• Supervised marketing coordinator, university student interns, and volunteers

Finance & Recordkeeping: Maintained organizational financial systems and donor documentation in CRM.

• Tracked income, deposited funds, and worked with the Treasurer to ensure timely payments
• Maintained financial records and reports; supported accuracy in grant documentation and audits
• Sent acknowledgment letters to donors and subscribers; maintained an up-to-date patron master list

Development & Marketing: Supported fundraising and community engagement.

• Coordinated ad sales, invoicing, and recordkeeping for season program advertisers
• Managed production of season publications; collaborated with designers to ensure accurate printing and mailing
• Maintained website content; published updates on Instagram and Facebook to increase visibility

Box Office & Event Support: Managed all aspects of concert ticketing, fulfillment, and patron services.

• Handled advance box office operations, ticket sales, subscriptions, and mailings
• Managed day-of concert box office operations, including ticket counting, income tracking, and post-concert duties
• Coordinated front-of-house operations, including stuffing and distributing day-of personnel inserts
• Oversaw volunteer stewards, door ushers, and reception area logistics for concerts and events

Key Achievements

• Secured $14,920 in general operating support by independently drafting and submitting DDOA grant applications and final reports
• Raised $10,100 during the 2023 Do More 24 campaign by leveraging community outreach and donor engagement, securing 120 unique donors and boosting statewide visibility
• Developed and presented an equity-focused ticket pricing proposal to the Board, increasing general admission while protecting students, seniors, and low-income patrons; prioritized access and sustainability using historical attendance data

Organizational Strategy & Operations:

• Provided operational and strategic support to the Executive Director and leadership team; contributed to structural improvements and staffing evaluations to meet growing program demands
• Maintained organizational compliance by completing required state filings and managing federal registrations, including SAM.gov, UEI acquisition, and federal grant portal updates to ensure funding eligibility and readiness

Finance & Grants Oversight: Managed day-to-day office, fiscal, and grant operations across 13 active grants, ensuring compliance, accurate reporting, and the timely expansion of funding, programs, and mini-grants to sub-awardees

• Developed and submitted grant renewal budgets and fiscal narratives; collaborated with Executive Director and project managers to align financial strategy with programmatic needs
• Oversaw all fiscal transactions, maintained accurate records, conducted monthly reconciliations, and produced unaudited financial reports for the Board
• Handled full-cycle accounts payable and receivable functions, including invoice processing, vendor communication, collections, and sub-contractor coordination
• Generated draft monthly grant invoices and reimbursement requests; monitored fund status and maintained precise grant tracking and documentation

Human Resources & Payroll :

• Processed bi-weekly payroll and timesheets, including salary allocations across multiple funding sources
• Supported HR functions including onboarding, employment verifications, terminations, and compliance recordkeeping

Key Achievements

• Successfully shut down and repurposed a long-unused satellite office by physically sorting and inventorying years of program materials; coordinated removal, donation, sale, or transfer of assets, preserving key materials while streamlining operations and reclaiming valuable resources
• Initiated collaboration with program manager to develop a new AmeriCorps program leveraging existing matching funds, developing the fiscal narrative, and negotiating final agreement with state/americorps, securing $ funds to expand doula training opportunities and improving maternal health outcomes for Black women
• Led strategic onboarding of a $1 million state-funded Ombudsman program, supporting the hiring of 24 new staff and the launch of three regional offices to expand services across all Delaware counties
• Championed internal pay equity by conducting market research and securing approval for grant amendments that raised compensation for program and support staff; approved by Executive Director and Board

Customer Service & Sales:

• Greeted guests, answered inquiries, and addressed complaints with professionalism and product knowledge
• Provided tailored wine recommendations and poured tastings in accordance with quality and service standards

Operations & Inventory:

• Conducted daily opening and closing inventory counts; reconciled end-of-day sales with physical inventory
• Prepared accurate cash deposits and maintained point-of-sale and reservation systems
• Ensured orderly tasting room appearance, including product displays, cleaning, and merchandising upkeep
• Managed incoming calls, voicemail, and guest reservations
• Served as day-of coordinator and contact for food trucks, event hosts, and musicians during partnered winery events

Compliance & Event Support:

• Maintained a clean and food-safe kitchen environment; acted as point of contact during health inspection and escalated equipment compliance issues to management for resolution
• Represented the winery at offsite events, overseeing supply prep, loading vehicle, setup, sales, breakdown, and post-event reporting
• Managed 1–2 tasting room attendants during shifts, supporting team performance and guest experience

Key Achievements:

• Successfully executed high-traffic offsite events, generating strong direct-to-consumer sales and strengthening vendor partnerships
• Consistently met tasting room sales targets, contributing to wine club growth and event revenue

Sales & Community Engagement:

• Conducted direct sales to individuals, food organizations, restaurants, breweries, and other farms via email, phone, and in-person outreach
• Built brand awareness at local and metropolitan markets, increasing market penetration and strengthening relationships with regional breweries, cideries, and broader food system community
• Transported and sold farm produce and wine at off-site markets and events, acting as brand representative and ensuring smooth setup, sales, and breakdown
• Managed all aspects of the CSA program, including member sign-ups, payment collection, weekly coordination, produce selection, and supplementation from partner farms
• Oversaw bulk order distribution across multiple off-site locations and the farm stand, ensuring quality and consistency

Farm Stand & Event Operations: Managed daily operations of the farm stand

• Selected and placed supply orders, restocked inventory, and expanded merchandised products to maximize sales
• Planned and completed site improvement projects with team, including building a wood-fired pizza oven, herb spiral garden, and installing a stone patio (in collaboration with farm owner) to support on-farm dinners and events
• Served as monthly bartender for a metropolitan art gallery’s First Friday event series, representing the farm and building community relationships through direct product engagement
• Maintained operational records, administrative needs, and marketing plans to support growth and revenue

Agricultural Support:

• Performed field work including planting, weeding, vineyard and herb garden maintenance
• Set up and managed irrigation systems to ensure optimal water flow across plant types
• Researched crop-specific pests and diseases; executed mitigation plans using OMRI-approved treatments
• Researched and implemented proper post harvest produce treatment, storage and wash/pack techniques
• Liaised between management and field staff to coordinate daily farm work and improve communication

Key Achievements:

• Led planning, logistics, coordination, and execution of community-facing events including vineyard tours, tastings, and cooking classes, resulting in increased customer loyalty, sales, and foot traffic
• Led operations for a pop-up wine bar at the Charlotte Christmas Market sponsored by Coravin; managed bar service, sold and upsold wines and Coravin products, and strengthened brand visibility through relationship-building with Coravin staff and market attendees

Project & Financial Management: Served as liaison between management and project teams, ensuring fiscal health for over 300 projects across five practice areas

• Collaborated with project managers to review work plans, budgets, and staffing for fee alignment and project success
• Compiled and presented financial projections and reports to evaluate and maintain project budgets
• Entered project plans and contract information into the accounting system and maintained accurate project and financial records

Client & Consultant Coordination:

• Maintained client relationships to process and code billings, oversee collections, and review time and expense reports
• Managed communications with consultants, processed invoices, and handled contract management and payment workflows

Operations & Process Improvement: Worked closely with the Director of Operations to identify and implement process improvements that enhanced operational efficiency

• Provided project financial training to staff and managers to promote cross-team understanding of financial metrics and systems
• Evaluated and developed internal marketing procedures; recorded and synced marketing data between internal systems and the accounting database
• Developed and maintained weekly reporting and analysis of marketing budgets, campaign outcomes, and pipeline activity to support visibility into lead generation and project forecasting

Key Achievements:

• Supported implementation of project kick-off meetings and post-mortems at the direction of leadership, increasing financial visibility and early collaboration between project and finance teams
• Discovered and immediately reported instances of duplicate employee expense reimbursements and misallocated charges to reimbursable projects; caught prior to client invoicing, preventing potential overbilling and preserving client trust
• Chaired the office welcoming/social committee, supporting team morale and cross-department collaboration

Animal Care & Milking Operations:

• Operated milking machines, maintained milking area cleanliness and followed proper sanitation procedures for pump lines using cycling water and pH-based rinses
• Monitored bulk tank fill status and sanitized pasteurizing equipment; performed milk testing on potentially ill animals to prevent contamination and protect herd and human health
• Cleaned stalls and coops using hand tools to maintain optimal health of goats and chickens

Cheesemaking & Sanitation:

• Pasteurized and processed raw goat milk into fresh and aged cheeses; maintained health and sanitation standards in kitchen and processing areas
• Packaged cheese products for delivery, grocery co-op, and market sales; tracked inventory and used judgment to determine weekly production needs

Sales, Marketing & Outreach:

• Served as farm sales representative at local farmers markets; built customer relationships, managed bulk orders for restaurants, and processed cash and card sales
• Promoted public relations and engaged with community to identify product preferences and share new offerings

Equipment & Business Support:

• Conducted minor equipment troubleshooting and repairs; reported major issues to supervisor
• Assisted owner with official registration of purebred Saanen goats, including naming, lineage tracking, and submission to national breed registries
• Tracked delivery and pickup schedules for consistent and timely distribution

Key Achievements:

• Independently managed the full milking-to-cheesemaking cycle for a herd of 46 goats, maintaining strict sanitation standards and ensuring high-quality dairy product output for market and restaurant sales
• Built strong customer relationships at local farmers markets and secured bulk orders from regional restaurants by aligning product offerings with community needs and preferences
• Supported core business functions beyond production, including inventory tracking, vendor communications, recordkeeping, and supply ordering, helping sustain a growing local food enterprise

General Ledger & Financial Operations: Member of general ledger team responsible for month-end close, journal entries, and reconciliation of key accounts in coordination with a 20+ person accounting team and six profit centers

• Performed G/L functions including reconciliations, audit support, and month-end/year-end close procedures
• Managed account accruals and allocation of prepaid liabilities across all projects and profit centers
• Calculated and processed commissions in collaboration with project managers across 250+ active projects
• Maintained, sorted, and organized files in bunkhouse; identified outdated materials for disposal based on retention guidelines and ensured proper labeling and storage of retained records

Payroll & Employee Reimbursements: Assisted Payroll manager in data entry, tracking, filing, and compliance

• Entered payroll timesheets and employee data into the accounting system; ensured accurate coding and compliance
• Maintained union fringe, union rate, salary and tax tables
• Responded to DOL and union requests, verifications, prepared termination paperwork, and submitted payroll tax processing
• Processed time and expense reimbursements for a workforce of over 1,100 employees

Key Achievement:

• Demonstrated upward growth from intern to staff accountant through consistent performance, initiative, and expanded responsibilities across payroll, project accounting, and audit support
• Partnered with the finance manager to perform budget input, review, and forecasting analyses
• Managed special projects assigned by the Controller, requiring advanced troubleshooting and communication skills
• Member of LEAN committee building interdepartmental relationships to identify lean process improvement opportunities; provided and implemented solutions to increase efficiency