Kristin Shannon
Kennesaw,GA
Summary
Results-driven financial professional with over 33 years of experience in accounting and financial administration, specializing as a Controller, Staff Accountant, and Financial Administrator. Expertise in delivering accurate, confidential, and cost-effective financial operations for both profit and non-profit organizations, ensuring strict compliance with relevant accounting principles and regulations. A commitment to enhancing organizational financial integrity and efficiency is evident through strategic oversight and meticulous attention to detail. Proven leadership abilities facilitate optimal financial performance while fostering a culture of accountability and excellence.
Overview
33
33
years of professional experience
Work History
Controller
OSTERBROCK & ASSOCIATES, LLC
Atlanta, GA
12.2024 - Current
- Facilitated operations for managing partner and chief of staff as firm controller.
- Managed monthly billing processes and supported daily accounts receivable tasks using QuickBooks, Clio, and Excel software programs. Assisted in reconciling financial discrepancies and maintaining accurate records. Contributed to the efficient operation of financial reporting functions.
- Managed scheduling and payment processes for all accounts payable, ensuring accuracy and timeliness.
- Oversaw monthly bank statement processing and trust account reconciliations to maintain financial integrity. Led efforts to streamline reconciliation processes and enhance accuracy in financial reporting. Coordinated with finance teams to address discrepancies and improve overall efficiency.
- Managed payroll preparation, 401k administration, and employee benefits to ensure accurate and timely compensation.
- Executed monthly financial statement preparation and quarterly budget analysis to ensure accurate financial tracking.
- Oversaw year-end financial statement reporting to facilitate tax preparation by corporate accountant.
Assistant Comptroller/Student Accounts Manager/Coordinator, Financial Aid
MOUNT PARAN CHRISTIAN SCHOOL
Kennesaw, GA
09.2012 - 12.2024
- Provided comprehensive assistance to Director of Business and Finance and CFO to enhance financial operations and student account management.
- Managed reconciliation and reporting processes to ensure accurate tracking of tuition income, accounts receivable, cash, and fixed assets.
- Oversaw invoicing, collection, management, and reconciliation of 800 client relationships generating $25 million in revenue.
- Oversaw daily accounts receivable operations, including closing reports and reconciliation functions, utilizing Blackbaud, Rediker, FACTS, and Excel software programs.
- Implemented improved billing and month-end reporting processes to streamline invoice processing and support financial accuracy.
- Administered comprehensive tracking of financial aid applications and awards within grant program, facilitating $2 million in funding.
- Monitored and upheld adherence to financial aid regulations to maintain operational integrity.
- Moved on from previous employment to oversee accounting and financial management as Controller at Osterbrock & Associates LLC.
Staff Accountant
THE MARCUS FOUNDATION
Atlanta, GA
06.2009 - 09.2012
- Managed financial records and reporting processes to support the strategic objectives of Marcus Family Office executive management team.
- Executed monthly banking and investment transaction postings and reconciliations for Bernard Marcus, the Marcus Foundation, and the Marcus Family Office using QuickBooks, Quicken, and Advent Wealth Management software.
- Oversaw payroll and benefits processes to ensure accurate and timely compensation for Marcus staff, utilizing QuickBooks and ADP.
- Assisted with processing accounts payable and accounts receivable for Marcus Foundation and related entities. Supported financial operations for Marcus Family Office. Maintained accurate records of transactions and reconciliations.
- Utilized Gifts grant management software to reconcile and generate grants for Marcus Foundation, enhancing operational efficiency.
- Coordinated financial administrative tasks to support three members of the executive management team effectively.
- Assisted in managing financial records using Blackbaud non-profit accounting software. Supported data entry and reporting tasks with Rediker software. Utilized Peachtree accounting software for bookkeeping and financial analysis. Operated Microsoft Office Suite to create documents and presentations.
- Transitioned from previous role to join Mount Paran Christian School, aligning with children's educational journey.
Staff Accountant/Office Manager
COMPUTERGRAPHICS/ATLANTA
Atlanta, GA
04.1993 - 03.2009
- Facilitated executive operations by serving as staff accountant and office manager for company president.
- Achieved timely payroll processing and effective management of employee benefits, enhancing employee satisfaction. Streamlined accounts receivable and accounts payable processes, improving cash flow. Completed monthly bank statement reconciliations, ensuring financial accuracy and integrity.
- Oversaw monthly financial statement generation to ensure accuracy. Managed preparation of quarterly tax filings and budget reports. Utilized Peachtree accounting software for efficient financial tracking.
- Oversaw year-end financial statement reporting to facilitate tax preparation by corporate accountant.
- Managed office operations by efficiently handling telephone inquiries, organizing files, and procuring necessary supplies.
- Joined Marcus Foundation upon retirement of previous employer, aiming to leverage skills in a philanthropic environment.
Education
BBA - Accounting
Kennesaw State University
Kennesaw, GA12-1994
Skills
- Financial Controller
- Executive financial support
- Non-profit financial management
- Corporate accounting expertise
- Financial ledger management
- Financial oversight
- Grant management
- Strong attention to detail
- Effective organizational skills
- Strong verbal communication
Timeline
Controller
OSTERBROCK & ASSOCIATES, LLC
12.2024 - Current
Assistant Comptroller/Student Accounts Manager/Coordinator, Financial Aid
MOUNT PARAN CHRISTIAN SCHOOL
09.2012 - 12.2024
Staff Accountant
THE MARCUS FOUNDATION
06.2009 - 09.2012
Staff Accountant/Office Manager
COMPUTERGRAPHICS/ATLANTA
04.1993 - 03.2009
BBA - Accounting
Kennesaw State University