Kelly Rose
Groveland,FL
Summary
Dedicated Accounting professional with 17+ years of expertise in financial reporting, budget management and forecasting. Proven track record in leading month-end and year-end close processes, ensuring accuracy and compliance with regulatory standards. Experienced in developing and mentoring staff while collaborating with cross-functional teams and senior management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate, Financial Planning and Analysis
Cadaret, Grant & Co., Inc.
01.2020 - Current
- Conducted variance analysis between budget, forecast and actual results to identify key expense drivers
- Created Adaptive Office Connect financial models and presented variance reports to senior leadership
- Collaborated with department heads to prepare annual budgets
- Built and maintained financial models to project revenue and expenses for marketing dollars and employment expenses
- Assisted in the preparation of management reports summarizing KPIs for leadership review
- Partnered with Finance team during month-end close to ensure accurate reporting
Assistant Manager of Financial Reporting
Cadaret, Grant & Co., Inc.
01.2008 - 01.2020
- Compiled, analyzed and reviewed monthly financial statements to ensure accuracy
- Prepared annual audited financial statements in compliance with GAAP, while coordinating with external auditors
- Managed the month-end and year-end close process, including account reconciliations, journal entries and variance analysis
- Supported internal and external audits by preparing schedules and documentation for auditors
- Supervised and mentored a team of senior and staff accountants
- Reviewed and approved accounts payable invoices, maintaining accurate general ledger records
- Calculated and prepared 1099s for all AP vendors using Greenshades
- Led department in transition to a new accounting system, Great Plains, and developed custom reports needed to prepare financial statements and FOCUS reporting
- Established business plan goals and created performance evaluations for staff, providing constructive feedback while supporting professional development initiative
Education
Bachelor of Science - Accounting
Le Moyne College
Syracuse, NY01-2008
Skills
- Financial Reporting & Analysis
- Budgeting & Forecasting
- Month-End & Year-End Close
- Supervisory experience
- Task delegation
- GL accounting
- Accounts Payable & 1099 Processing
- Audit support
- Software including Sage, Great Plains, QuickBooks, Blackline, Workday Adaptive Planning, CentreSuite
Certification
The Dale Carneige Skills for Success and Leadership Training for Managers
Timeline
Associate, Financial Planning and Analysis
Cadaret, Grant & Co., Inc.
01.2020 - Current
Assistant Manager of Financial Reporting
Cadaret, Grant & Co., Inc.
01.2008 - 01.2020
Bachelor of Science - Accounting
Le Moyne College
Similar Profiles
Sharone CarterSharone Carter
Account Data Specialist at Cadaret Grant - An Atria CompanyAccount Data Specialist at Cadaret Grant - An Atria Company
Valerie MeagherValerie Meagher
Licensing Specialist at Cadaret, Grant & Co. Inc.Licensing Specialist at Cadaret, Grant & Co. Inc.
Naikyra DornfordNaikyra Dornford
Accounts Specialist at Cadaret Grant-Atria Wealth SolutionsAccounts Specialist at Cadaret Grant-Atria Wealth Solutions
Stephanie SutherlandStephanie Sutherland
Hairstylist at Self EmployedHairstylist at Self Employed
Angel Ricardo Gonzalez MoralesAngel Ricardo Gonzalez Morales
Yard Supervisor at Eagle RoofingYard Supervisor at Eagle Roofing