Kathryn Wain
Summary
Experienced Controller with management experience and a proven track record. 15 years with full-cycle month end and expertise with QBO, QBD, Clio, ADP Payroll, Paychex, Quickbooks, ADP payroll, Time Solv, Centerbase, Salesforce, Litify, Clio, Tabs3, Bill.com, and Expensify. Ability to prioritize workload, excellent task completion with a positive and successful management skill set. Adept at leading virtual teams to achieve significant results while fostering a collaborative environment.
Overview
27
27
years of professional experience
Work History
Financial Manager
CLOC
12.2023 - Current
- Company Overview: Corporate Legal Operations Consortium - Remote
- Oversee the finances including international accounting with VAT and GST
- Monthly financial reporting, trust accounting, payroll, and retirement population
- Human Resources including payroll, 401k, and benefits. Revamped entire process to be more financially rewarding for both CLOC and employees
- 20 Bank and credit card accounts to keep up to date with extremely detailed categorization
- Corporate Legal Operations Consortium - Remote
Legal Controller
HOWE LAW FIRM
10.2020 - 01.2024
- Company Overview: Remote
- Oversee the process in TimeSolv, Clio, and Centerbase billing with in house billing as well as LEDES submittal for specific bills.
- Payroll and HR process via ADP
- Full financial management for a 4 state, 10 office firm including IOLTA accounts, payroll, and heavy reporting via QuickBooks Online, bill.com and Salesforce
- Responsible for all financials including AR/AP, budget, taxes, payroll, multiple state accounting, 1099, GAAP accordance, and tax filings.
- Populate settlements with an average pay to clients of $50,000. These include medical disbursements to insurance carriers, clients, and payouts to the legal teams
- Average thirty settlements each week for four states in six offices.
- Oversee a financial team of eight with successful budgets, reporting, and compliancy year after year
- Remote
Manufacturing Controller
HILUMZ ACQUISITIONS
09.2019 - 11.2023
- Company Overview: Remote
- Cost accounting with high inventory
- Massive AR/AP submittals and collections
- Multiple bank and credit card reconciliations
- Remote
Controller
FISHERBROYLES LLP
01.2018 - 08.2020
- Company Overview: Remote
- Payroll and tax processing for 1099 and W-2 employees, sales tax, and insurance
- Bookkeeping using QuickBooks Online
- Administered DISC assessments and chart populations.
- Remote
Executive Recruiter
VMG RECRUITING
01.2015 - 12.2018
- Company Overview: Remote
- Heavy volume recruiting with a workload of seventeen on average fills with an aggressive 30-day close rate (Companies include Konica, All Covered, Toshiba, and Republic Waste)
- Placements ranged from account executives, engineers, IT AVP, etc. 90% close rate in the 30-day contracted window
- Top recruiter since the start date. Worked with active and passive candidates through LinkedIn recruiter primarily
- Wrote executive job descriptions and lists of qualifications, monitored the hiring market and potential candidates for future positions, functioned as the point of contact between executive members and new hires, and did intake calls and close monitoring with hiring managers
- Remote
Controller
DUNCAN & ADAIR
Atlanta
01.2010 - 12.2015
- Company Overview: Atlanta, GA
- Insurance defense law firm where I worked remote and in office as the Controller responsible for daily HR duties including insurance, payroll, bonuses, onboarding, travel, TABS3 accounting, AP/AR, and P&L statements
- Worked with delinquent and aging account to obtain funds to reduce aging balances
- Atlanta, GA
Accounting Manager
CORLISS CAPITAL
Alpharetta
01.1999 - 12.2010
- Company Overview: Alpharetta, GA
- Closing document preparation for in-house mortgages, payroll, commission population, AR/AP, P&L
- International travel plans for two offices for C-level executives and sales team
- Insurance updates and renewals, on boarding, and office management
- Completed all in-house financing, collections, closing documents preparation, AP/AR, P&L, job costing, payroll, tax preparation for company and all W-2 and 1099s.
- Completion and updates for the company handbook - Insurance updates/ renewals, inventory, on boarding, and office management.
- Alpharetta, GA
Education
M.S -
LIBERTY UNIVERSITY
07.2022
B.S. -
THE UNIVERSITY OF GEORGIA
Athens, GA05.1999
Skills
- Clio
- TimeSolv
- Novi
- Cvent
- CenterBase
- LEDES billing
- QuickBooks
- Payroll and HR management using ADP, TriNet, and Paychex
- Budget oversight
- Tax compliance
- Accounts receivable management
- Human resources administration
- Process improvement
Timeline
Financial Manager
CLOC
12.2023 - Current
Legal Controller
HOWE LAW FIRM
10.2020 - 01.2024
Manufacturing Controller
HILUMZ ACQUISITIONS
09.2019 - 11.2023
Controller
FISHERBROYLES LLP
01.2018 - 08.2020
Executive Recruiter
VMG RECRUITING
01.2015 - 12.2018
Controller
DUNCAN & ADAIR
01.2010 - 12.2015
Accounting Manager
CORLISS CAPITAL
01.1999 - 12.2010
M.S -
LIBERTY UNIVERSITY
B.S. -
THE UNIVERSITY OF GEORGIA
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