Katonya Joiner

• *Oversee preparation of monthly, quarterly, and annual financial statements.
  *Ensure compliance with GAAP and industry specific accounting standards.
  *Manage GL, Chart of Accounts and closing processes.
  *Prepare job cost reports and profitability analysis.
  *Manage job cost accounting, including labor, materials, equipment and subcontractors.
  Review (WIP) Work-in-Progress schedules and ensure accuracy.
  *Track retainage, billings, and contract modifications (PurchaseOrders)(Change Orders)
  Coordinate project cost forecasting and margin analysis
  *Oversee accounts payable, accounts receivable and payroll
  *Manage progress billing, lien waivers and collections.
  *Monitor cash flow and working capital requirements
  *Manage banking relationships and credit facilities.
  *Lead annual budgeting periodic forecasting processes
  *Analyze cost trends and recommend cost-control measures
  *Support project manager with financial planning.
  *Assist in long-term financial strategy
  *Develop and maintain accounting policies and procedures

*Systematic process of recording, analyzing, and reporting all costs—direct materials, direct labor, and overhead—associated with production.

*Enables managers to determine accurate product costs, calculate profitability, set pricing strategies, and control expenses. *This internal accounting method helps optimize production efficiency and inventory valuation.
*Key Components of Manufacturing Costs
*Direct Materials: Raw materials and components directly used in producing goods.
*Direct Labor: Wages of employees directly involved in manufacturing the products.
*Manufacturing Overhead: Indirect costs required for production, such as utilities, factory maintenance, equipment depreciation, and production supervisor salaries.
*Common Costing Methods
Job Costing: Assigns costs to specific jobs or batches, ideal for custom products.
*Process Costing: Tracks costs for large batches of identical products, averaging costs across units.
*Standard Costing: Uses predetermined costs for materials, labor, and overhead, comparing them against actual costs for variance analysis.
*Activity-Based Costing (ABC): Allocates overhead based on the activities that drive costs.
*Inventory Valuation: Accurately values raw materials, work-in-progress (WIP), and finished goods.
*Profitability Analysis: Identifies the true cost of goods sold (COGS), allowing for accurate margin analysis.
*Cost Control: Helps identify waste, inefficiency, and excessive overhead.
*Strategic Decision-Making: Informs pricing strategies, product line decisions, and budgeting.

• Analyzed financial data to support decision-making processes in supply chain management.
• Collaborated with cross-functional teams to optimize inventory management strategies.
• Prepared and reviewed financial reports for internal and external stakeholders.

*Oversee the end-to-end invoice-to-pay process, managing high-volume transactions

*Managed vendor relationships and ensured compliance for capital projects.

*Key duties include leading the AP team, improving automation, managing cash outflows, and ensuring accurate coding.
Operations Management: Oversee daily *AP operations, including invoice processing, expense reports, and payment runs (ACH, checks, wires).
*Pipeline Specifics: Manage vendor payments related to field operations, construction, and Authorized for Expenditure (AFE) accounts.
*Compliance & Control: Ensure compliance with internal controls, tax regulations, and Sarbanes-Oxley (SOX) requirements.
*Team Leadership: Supervise, train, and mentor AP staff, setting KPIs for accuracy and speed.
*Process Improvement: Modernize Source-to-Pay processes and implement automation to increase efficiency.
*Minimizing duplicate or late payments.

*Oversees financial health, focusing on revenue recognition, project budgeting, SaaS metrics, and cash flow forecasting. *Analyze profitability per software product/client, ensure compliance with accounting standards (GAAP/IFRS), and manage financial operations, including payroll and tax, to drive growth.
*Develop annual budgets, perform monthly/quarterly forecasting, and analyze project-based costs vs. revenue.
*Manage complex revenue recognition for SaaS, software licenses, and implementation services.
*Track key software industry metrics such as Annual Recurring Revenue Monthly Recurring Revenue, and Customer Acquisition Cost.
*Prepare monthly financial reports, manage year-end audits, and ensure compliance with tax regulations and GAAP
*Monitor cash positions, manage Accounts Receivable/Payable, and ensure liquidity for operational needs.
*Provide financial insights to senior leadership regarding profitability, cost reduction, and investment opportunities.

• Managed monthly financial reports and forecasts for budgetary planning.
• Assisted in developing financial strategies to optimize resource allocation.
• Coordinated annual audits and ensured compliance with accounting standards.