Kathryn J. Andrews
KJAndrews Management Consulting
Gilbert,AZ
23
years of professional experience
Accounting and finance professional with GAAP knowledge, month-end close support, reconciliation, and financial reporting experience across nonprofit consulting and corporate environments. Improves accounting accuracy and efficiency through streamlined close processes. Produces clear budget and forecast support materials and analysis for leadership and audit requests.
Work History
Accounting Manager/Consultant
7 Years 4 Months- Managed comprehensive accounting and finance functions for small businesses, ensuring compliance and financial health.
- Managed client accounting for consulting engagements at a management consulting firm.
- Completed month-end close and prepared financial statements.
- Managed accounts payable and receivable processes to ensure timely financial transactions.
- Reconciled general ledger accounts and researched variances.
- Prepared executive meetings on revenue forecasts, risks, opportunities, best practices, monthly statements, variance analysis, analytics, and summary reports for senior leaders.
- Supported nonprofit and corporate business planning, development, and accounting to enhance operational effectiveness.
- Helped guide leadership and management decisions by providing information for quick response to environmental changes.
Accounting Manager
3 Years- Managed accounts payable, accounts receivable, general ledger, and expense reporting to support financial operations.
- Ensured timely completion of accounting tasks, maintaining accuracy and adherence to deadlines.
- Assisted with general ledger preparation, financial reporting, year-end audit preparation, and budget and forecast support.
- Coordinated audit requests and prepared documentation for external reviewers to facilitate a smooth auditing process.
- Assisted with financial reporting processes to ensure accuracy and compliance, across accounting functions.
- Prepared general ledger entries and maintained accurate financial records.
- Maintained accurate payroll records, including wages, deductions, and bonuses.
- Supported nonprofit accounting operations for Childhelp's child welfare programs and services.
Financial Planning Analyst
5 Months- Analyzed budget variances, revenue forecasts, and cost control efforts, enabling annual savings of $1.5 million.
- Partnered with cross-functional teams to improve financial workflows, increasing efficiency by 20% and cutting reporting cycle time by 30%.
- Prepared executive presentations and reports with analysis and recommendations on financial performance and investment opportunities.
- Built financial models and forecasting tools to support planning decisions and resource allocation.
- Prepared financial reports for leadership and business partners.
- Reviewed monthly variances across healthcare departments and programs.
- Enhanced Excel models for financial planning and expense tracking. for planning and expense tracking.
- Applied strong GAAP accounting knowledge in daily finance work.
Sr. Financial Analyst
1 Year 2 Months- Partner with school headmasters to deliver guidance in financial reporting, financial modeling, and variance analysis in line with GAAP.
- Analyze school budgets and forecast tuition, grants, and operating funds.
- Supported departments in preparing annual budgets and quarterly forecasts.
- Prepared financial reports for academy leadership and school board to facilitate informed decision-making.
- Reviewed balance sheet reconciliations to ensure accuracy and proper account placement.
- Tracked school costs and spending to identify and capitalize on savings opportunities.
- Review and approve 500+ supplier invoices monthly for payment.
- Build summary reporting for revenue, expenses, billing, and operations.
- Research and resolve advanced business issues.
- Work with grant managers to identify grant expenses and funding.
- Monitor general ledger activity and correct account coding errors.
Tax Support Specialist
7 Months- Counseled and led filing for 500+ clients on federal and state laws, ensuring accurate, compliant tax returns that delivered 40% greater savings and 100% higher refunds. Instructed clients on tax laws and regulations to enhance their understanding and compliance.
- Provided assistance to TurboTax customers with their tax return inquiries. with tax return questions and filing support.
- Conducted research on IRS tax rules to provide accurate information. and state tax rules to resolve customer inquiries.
- Guided users through the features of tax software for effective usage. through tax software features and account access issues.
Tax Preparer
11 Months- Processed over 500 individual and business tax returns, extensions, and tax planning calculations for individual and small business owners, ensuring compliance and accuracy. Negotiated pricing in tax services as a team member, contributing to achievement of monthly revenue forecast goals. Awarded employee of the month for exceptional customer service and communication skills.
- Interviewed clients and gathered tax documents for Jackson Hewitt Tax returns.
- Prepared federal and state tax returns using Jackson Hewitt Tax Office software.
- Reviewed W-2s, 1099s, and supporting records for accurate filing.
Compliance Project Manager
2 Years 3 Months- Executed regulatory compliance and reporting services by utilizing databases to perform data security analysis and data mapping on electronic payment systems, enhancing data integrity. Proactively collaborated with cross-functional teams to construct process flows on risk controls that eliminated the need for external providers, resulting in a $50k cost savings. Evaluated risk controls and conducted reviews, risk assessments, performance testing, and analytics, providing actionable recommendations to Senior Leaders. Achieved 100% improvement in the effectiveness of internal audits and reviews through rigorous evaluation and process enhancements. Maintained confidentiality of customer records. Knowledgeable of Agile methodologies.
- Collaborated with product, engineering, and operations teams on payment projects. across product, engineering, and operations teams.
- Developed and organized project plans for digital payment initiatives. for digital payment initiatives and platform releases.
- Facilitated communication with global finance and risk partners to align projects.
VP Project Manager, PMO
1 Year- Managed multiple projects within investment advisors groups through full life cycles in software development, call center operations, and fraud prevention, ensuring successful delivery and adherence to timelines. Collaborated with 3rd party vendors to define business and technical requirements, overseeing release management, UAT testing, and execution to align project outcomes with business goals. Saved Banking Operations Centers over $5MM in operating cost savings. Led M&A and integration projects, demonstrating exceptional project management skills that facilitated seamless transitions and integration of operations.
Contractor
3 Years 3 Months- Administered accounting, project management, and risk management for Banking IT and Risk Management groups, facilitating development of new product initiatives and financial systems. Constructed IT scorecards and risk management project plans, defined business requirements, conducted systems analysis, evaluated risk controls, and designed audit risk assessments for external vendor payment system providers.
- Assisted in managing contract operations for Wells Fargo and facilitated project coordination for American Express.
- Examined client records for compliance with Wells Fargo and American Express standards.
- Created comprehensive documentation for loan and card service teams at Wells Fargo.
Area Manager
1 Year- Oversaw Small Business Tax branches in Phoenix region, ensuring effective management of operations. Executed Small Business Resource (SBR) Organization Management issues, leading to an expanded client base and increased revenues. Coached professional development of 20 SBR Area associates, enhancing operational effectiveness across SBR activities. Conducted annual performance reviews and weekly coaching sessions to improve workflow and quality of client deliverables. Negotiated vendor management functions for successful branch openings.
- Oversaw daily operations of H&R Block tax office in designated area
- Directed activities of tax associates and small business service staff
- Instructed employees in using tax software and adhering to client service standards
Education
MBA - Business Management
BSBA - Business and Accounting
Skills
Financial strategy planning
Financial budgeting
Advanced financial analysis
Financial modeling
Financial reporting tools
Risk and regulatory compliance
SOX compliance expertise
GAAP accounting support
audit assistance
M&A business cases
Nonprofit financial management
Project management
Business operations management
Microsoft Office proficiency
Essbase knowledge
Blackbaud proficiency
Adaptive Insights expertise
Sage Intacct experience
Oracle Hyperion expertise
Workday knowledge
Complex problem resolution
VOLUNTEER & COMMUNITY SERVICE
- Larry Thomas Youth Development Corporation, board member, 2020-03, Present
- YMCA, Chandler/Gilbert AZ, board member, 2008-06, 2009-06
- National Black MBA Association Phoenix Chapter, board member, 2004-03, 2007-06
CAREER HIGHLIGHTS
- Analyze the outcomes of variations in accounting strategies to contemplate gains or losses for a specific period producing increased revenues of 45%.
- Orchestrates multimillion-dollar annual budgets and forecasts that align 95% with actuals.
- Constructs detailed financial models using financial planning tools to simplify financial analysis and reporting, resulting in profitable, value-added recommendations.
- Developed accounting policies and procedures at newly formed businesses that received soaring accolades from external auditors and business owners. It resulted in a 100% rating review of operating efficiencies.
- Saved companies over 40% in operating costs by streamlining expenses and restructuring companies revenue streams.
- Oversees all accounting aspects, including accounts payable and billing, bank, credit card, expense reconciliations, payroll, wage allocation, month-end close processes, reclassification, and accrual journal entries, and daily cash management functions.
- Lead low-performing teams into marketable, high-performing teams in less than a year.
- Prepares/presents on financial reporting and analysis for senior executives, board leaders, and annual shareholders reports.
- Consult with clients and offer viable solutions to achieve equitable results.
- Direct clients by integrating new tax laws in accounting practices that result in 100% better returns.
- Strategizes planning to aid clients by reducing liabilities and maximizing deductions in future tax periods.
- Propose and communicate/present measurable performance metrics with key economic/industry drivers that are incorporated in monthly financial information and operating dashboard scorecards.
Earlier Career Served 10 years as a Senior Financial Analyst in the healthcare and banking industries. It specializes in claim filing for Medicare and Medicaid insurance.
Earlier Career Served 10 years as a Senior Financial Analyst in the healthcare and banking industries. It specializes in claim filing for Medicare and Medicaid insurance.
Timeline
Accounting Manager
Childhelp, Inc.
10.2023 - 10.2026Read More
Financial Planning Analyst
Sevita Healthcare
12.2022 - 05.2023Read More
Sr. Financial Analyst
Great Hearts Academy
10.2021 - 12.2022Read More
Accounting Manager/Consultant
KJAndrews Management Consulting
06.2019 - CurrentRead More
Tax Support Specialist
Intuit
10.2017 - 05.2018Read More
Tax Preparer
Jackson Hewitt Tax
06.2016 - 05.2017Read More
Compliance Project Manager
PayPal
03.2013 - 06.2015Read More
VP Project Manager, PMO
Countrywide Financial Services
06.2008 - 06.2009Read More
Contractor
Wells Fargo and American Express
06.2004 - 09.2007Read More
Area Manager
HR Block Tax and Small Business Services
06.2003 - 06.2004Read More
University of Phoenix
MBA from Business Management
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University of Phoenix
BSBA from Business and Accounting
Read More