Katie Reed
Louisville,KY
Summary
Diligent senior manager with a strong background in training and mentoring. Personable communicator when delivering audit findings and providing professional advice. I have a diverse background in auditing, bookkeeping, and tax which has provided me a thorough understanding of client operations. Seasoned non-profit auditor with experience in governmental and single auditing, health care, and EBPs. Moderate experience with private manufacturing and international, public media and marketing companies.
Overview
11
11
years of professional experience
Work History
Senior Manager
LBMC, PC
11.2023 - Current
- Manages audits and maintains communication with clients throughout the auditing process
- Evaluates design and operating effectiveness of audit areas, including efficiency, effectiveness, and mitigating controls
- Identifies internal control weaknesses and provides value added suggestions for remediation
- Drafts complete financial statements including footnote disclosures in compliance with the applicable reporting framework
- Review and supervision of audit teams
- Timely billing of WIP
- Networking through professional organizations such as NAWBO.
Senior Manager
Strothman & Company, AC
01.2020 - 10.2023
- LBMC and Strothman & Company merged as of 11/1//2023; see above for job responsibilities.
Supervisor
Gray, Griffith, & Mays, Ac
04.2016 - 01.2020
- Developed strong relationships with clients to facilitate open communication during audits.
- Supervised and guided employees during audits to safeguard accuracy.
- Reviewed workpapers prepared by junior auditors for accuracy and completeness before incorporating them into the final audit report.
- Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
- Prepared client financial statements in accordance with U.S. GAAP and GASB.
Staff
KPMG
10.2015 - 03.2016
- Performed detailed testing of account balances, validating the accuracy of financial statements in accordance with International Financial Reporting Standards (IFRS).
- Prepared accurate workpapers that documented the purpose, scope, methodology, results, conclusions, recommendations, as well as supporting evidence from each engagement.
Staff
Gibbons & Kawash, AC
05.2013 - 08.2014
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Performed detailed testing of account balances, validating the accuracy of financial statements in accordance with U.S. Generally Accepted Accounting Principles (GAAP).
- Prepared working papers, reports and supporting documentation for audit findings.
Education
Master of Accounting, Accountability, & Fin Mgmt -
King’s College London
London, England09.2015
Bachelor of Science - Accounting And Business Management
University of Charleston
Charleston05.2013
Skills
- CPA licensed in WV and applying for a reciprocal license in KY
- Audit oversight
- Employee supervision
- Staff development
- Team leadership
- Communication skills
- QuickBooks
- Microsoft Excel
- Financial reporting and compliance
Timeline
Senior Manager
LBMC, PC
11.2023 - Current
Senior Manager
Strothman & Company, AC
01.2020 - 10.2023
Supervisor
Gray, Griffith, & Mays, Ac
04.2016 - 01.2020
Staff
KPMG
10.2015 - 03.2016
Staff
Gibbons & Kawash, AC
05.2013 - 08.2014
Master of Accounting, Accountability, & Fin Mgmt -
King’s College London
Bachelor of Science - Accounting And Business Management
University of Charleston
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