KATHRYN LIEPA
Philadelphia,PA
Summary
Diligent financial operations professional known for strong analytical skills and precision in financial management. Proven ability to drive results through collaboration and adaptability to changing needs. Specialized in financial reporting, process enhancement, and compliance management, with a focus on precision and streamlined operations. Demonstrates reliability, accountability, and a strong commitment to advancing organizational objectives.
Overview
14
14
years of professional experience
Work History
Accountant
Creative Repute
07.2024 - Current
- Manage and maintain financial records according to GAAP standards
- Support accounts payable and accounts receivable operations, ensuring timely invoicing and payments
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Lead Escrow Specialist
Compass Real Estate
01.2022 - Current
- Manage and reconcile accounts while maintaining regulatory compliance through continuous monitoring of escrow activities and discrepancy resolution
- Lead process improvement efforts to enhance operational excellence and strategic financial management, streamlining funds management and system enhancement initiatives in collaboration with Product & Engineering Teams
- Execute annual financial audits and special projects aligned with management strategy
- Conduct research and respond to inquiries affecting monthly statement closures
- Partner on account reconciliations and monthly analytics with Accounting Team
- Oversee accrual accounting, financial reporting, and risk analysis
- Reduced time-to-pay by 50% by designing and implementing scalable escrow process, achieving key performance indicators of completing transactions in under two hours
Transaction Coordinator
Compass Real Estate
09.2020 - 01.2022
- Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
- Organized and maintained digital files for easy access, streamlining the document retrieval process during audits or inquiries.
- Lead regional meetings to coach team members on utilization of tools for efficiency
- Earned National Golden Compass Award for outstanding revenue generation
Business Consultant - Merchant Processing
Wells Fargo Bank
09.2018 - 09.2020
- Analyzed merchant processing statements to identify pricing structures
- Developed pricing matrix to establish profitable customer rates
- Increased client satisfaction by implementing tailored solutions for their unique business needs.
- Employed Excel for crafting onboarding templates to enhance customer outreach
- Identified and excluded unqualified businesses and mitigated regulatory risk
- Devised strategies to boost partner introductions and increase revenue
Senior Business Banking Specialist
Wells Fargo Bank
09.2014 - 09.2018
- Managed annual financial audit meetings, ensuring strong financial controls throughout the year as well as efficient and effective audit preparations
- Lead multiple initiatives and streamlined processes in order mitigate risk while reaching strategic sales goals
- Resolved complex problems or transactions for businesses needing to streamline their business processes
- Collaborated with branch team members to maximize sales opportunities and achieve target goals.
CEO
Gateway Management Group
01.2011 - 09.2014
- Achieved company growth by implementing strategic plans and streamlining operations.
- Lead and inspired a high-performing sales operations team, providing guidance, coaching, and mentorship
- Reviewed and reconciled payroll data, including hours worked, overtime, bonuses, and deductions
Education
Bachelor of Science - Business
University of Phoenix
Skills
- Process Optimization
- Operational Excellence
- Risk Management
- Financial Analytics
- Budget Management
- Start-Up Experience
- Financial Audits
- Identifying Trends
- Data Integrity
- Regulatory Compliance
- Bank reconciliation
- Accounts payable and receivable
Accomplishments
- Generated a 50% reduction in time-to-pay through process improvement.
- Achieved 20% reduction in initial contract processing time by incorporating transaction templates into onboarding process
- Designed and led training sessions for bankers, boosting customer engagement surveys by 15%
Systemexperience
- Netsuite
- SalesForce
- Quickbooks
- Microsoft Excel
- PowerPoint
- Outlook
- OneNote
- Word
- Asana
- Zendesk
- Helpscout
Languages
English
Native or Bilingual
Lithuanian
Limited Working
Timeline
Accountant
Creative Repute
07.2024 - Current
Lead Escrow Specialist
Compass Real Estate
01.2022 - Current
Transaction Coordinator
Compass Real Estate
09.2020 - 01.2022
Business Consultant - Merchant Processing
Wells Fargo Bank
09.2018 - 09.2020
Senior Business Banking Specialist
Wells Fargo Bank
09.2014 - 09.2018
CEO
Gateway Management Group
01.2011 - 09.2014
Bachelor of Science - Business
University of Phoenix
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