Katy Jacoby
Lamar,CO
Summary
Dedicated Finance Manager professional with five years experience managing all aspects of business and human resource functions including payroll, recruitment, accounts receivable, accounts payable, and performance management. Proven ability to implement policies that align with the company's goals and promote an efficient, positive work culture. Excellent communication skills, record keeping, and relationship-building abilities.
Overview
10
10
years of professional experience
Work History
Finance Manager
Southeastern Developmental Services
03.2017 - Current
- Oversee and manage client and staff payment of about 70 individuals, and maintain salary schedules
- Manage all accounts payable receivable and accounts payable actions
- Responsible for accounting activity and assures proper internal controls are in place
- Oversee insurance programs for full-time employees including enrollment
- Oversee annual audit and provide any documentation upon request
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Manage department budgets, implement budget revisions and approve budgetary transactions
- In coordination with the Executive Director, assure adherence to SDS personnel policies and applicable employment laws
- Meet with staff to address personnel, program, and administrative issues and consult with Executive Director regarding issues requiring administrative attention
- Recruit new staff during interview processes as well as onboarding once they are hired
- Manage social media platforms
- Mentor finance assistant, fostering professional development and strong team dynamics
- Implement and process invoicing for SDS individuals and for the vocational program
- Manage roughly 20 bank accounts for SDS clients and ensure their bills are paid
- Attend monthly board meetings to present financials
Manager
Lamar Lanes
02.2021 - Current
- Manage all aspects of business
- Responsible for recruitment and hiring of employees
- Oversee employee timesheets and manage payroll
- Responsible for all inventory and ordering of supplies and goods to keep business functioning properly
- Manage social media platforms
- Responsible for accounts receivable and accounts payable operations
- Manage scheduling of staff and be willing to cover shifts should there be call-off's
- Be on-call 24/7 should something happen to the operation of the lane machinery
- Manage and motivate employees to be productive and engaged in work
- Accomplish multiple tasks within established timeframes
- Maintain professional, organized, and safe environment for employees and patrons
- Enhance customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery
Cashier
Thriftway
06.2016 - 03.2017
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift
- Enhanced customer satisfaction by providing efficient and accurate cash transactions
- Streamlined checkout process for increased efficiency and reduced waiting times
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers
- Handled multiple payment methods securely, minimizing discrepancies and potential losses
- Trained new employees on cashier duties and best practices, improving overall staff performance
Waitress
Mission Villanueva
07.2014 - 06.2016
- Handled cash transactions accurately, ensuring proper accounting and minimizing discrepancies at the end of shifts.
- Enhanced customer satisfaction by providing attentive service and anticipating guest needs
- Streamlined order processing for increased efficiency through clear communication with kitchen staff
- Maintained a clean and organized dining area, contributing to a pleasant atmosphere for guests
- Managed high volume of customers during peak hours, maintaining prompt and efficient service
- Assisted in training new waitstaff, sharing best practices and improving overall team performance.
Education
Certificate - Nursing Assistance
Lamar Community College
Lamar, CO04.2017
High School Diploma -
McClave
McClave, CO05.2014
Skills
- Performance Management
- Business Development
- Financial Management
- Business Administration
- Internal Controls
- Verbal and written communication
- Skilled in Microsoft Office Programs
- Skilled in Microsoft Great Plains Accounting
Timeline
Manager
Lamar Lanes
02.2021 - Current
Finance Manager
Southeastern Developmental Services
03.2017 - Current
Cashier
Thriftway
06.2016 - 03.2017
Waitress
Mission Villanueva
07.2014 - 06.2016
Certificate - Nursing Assistance
Lamar Community College
High School Diploma -
McClave
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