Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic
Mekall Kaltenbach

Mekall Kaltenbach

San Diego,CA

Summary

Hardworking Financial Leader bringing 15 years of experience in finance and 8 years of experience in financial leadership. Specializing in financial decision making and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

PIRCH, Inc.
06.2018 - 04.2024
  • Managed financial operations for a $200M retail company in California, overseeing a team of up to 30 accounting/finance/legal professionals.
  • Review and present financial packages to CEO, Board of Directors and investors, including annual and monthly financials, prepared in accordance with US GAAP.
  • Oversee the preparation of the annual budget and develop detailed initiatives to achieve CEO and Board of Directors’ goals
  • Supported company growth objectives by developing solid financial plans.
  • Negotiated favorable payment terms with vendors while maintaining a positive working relationship with suppliers.
  • Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
  • Negotiated and managed contractual agreements to secure ideal terms and drive effective financial engagements.
  • Sourced, installed and implemented new accounting systems to streamline operations.

Vice President of Finance

PIRCH, Inc.
11.2017 - 06.2018
  • Managed the preparation of financial statements, budgets, forecasts and other reports.
  • Reviewed monthly financial performance results against budgeted targets.

Director of Financial Planning & Analysis

PIRCH, Inc.
06.2017 - 11.2017
  • Provided guidance in forecasting future expenses and revenues based on historical data.
  • Developed, implemented, and monitored annual budgets.

Director of Financial Reporting

PIRCH, Inc.
03.2016 - 06.2017
  • Drafted technical memos outlining complex accounting issues.
  • Analyzed financial statements to ensure accuracy and compliance with Generally Accepted Accounting Principles.

Audit Assurance Manager

Ernst & Young
01.2010 - 03.2016
  • Audited various industries such as Technology, Life Sciences, Oil & Gas, and Mining.
  • Reviewed work papers in areas including SOX testing, substantive testing, SEC filings tie-out, walkthrough, acquisition support, goodwill impairment assessment, and reliance on internal audit documentation.
  • Created internal memos that outlined technical accounting treatments, test coverage, and audit approach
  • Met client and internal deadlines, coordinated with internal specialists and executives, managed the budget, and scheduled.

Education

Master of Science - Accounting

Oklahoma State University
Stillwater, OK
12-2009

Skills

  • Fiscal Management
  • Infrastructure Planning
  • Budget Development
  • Strategic Planning
  • Corporate leadership
  • Business Forecasting
  • Business Valuation Techniques
  • Cash Flow Management
  • Mergers and Acquisitions Experience
  • Working capital management

References

References available upon request.

Certification

  • CPA Licensed: California State Board of Accountancy License 123982

Timeline

Chief Financial Officer

PIRCH, Inc.
06.2018 - 04.2024

Vice President of Finance

PIRCH, Inc.
11.2017 - 06.2018

Director of Financial Planning & Analysis

PIRCH, Inc.
06.2017 - 11.2017

Director of Financial Reporting

PIRCH, Inc.
03.2016 - 06.2017

Audit Assurance Manager

Ernst & Young
01.2010 - 03.2016

Master of Science - Accounting

Oklahoma State University

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Mekall Kaltenbach