Stacy Katon
Colchester,VT
Summary
Dynamic and results-oriented professional with extensive experience as CFO, an accounting professional with a focus in Business management. Excelled at Matrix Health Systems by implementing systems that improved financial tracking and performance metrics. My growth and exposure to a very diverse portfolio gave me a broad view and experience needed for these different service industries, such as Mental Health Practices, Daycares, Restraurants, Property Management Companies, and Real Estate sector
Overview
25
25
years of professional experience
1
1
Certification
Work History
Personal Caregiver - People With Special Needs
Aris Solutions
Colchester , VT
06.2020 - Current
- Helped clients maintain a safe environment by adhering to safety procedures and protocols.
- Provided emotional support to clients and families during difficult times.
- Prepared meals according to prescribed diets while monitoring fluid intake and output levels.
- Organized recreational activities for clients such as walks outdoors or reading books together.
- Administered medication as prescribed by physicians in accordance with state regulations.
- Accompanied clients to doctor appointments or other errands outside the home.
- Developed strong and trusting rapport with patients to facilitate smooth, quality care.
- Cooked appetizing and satisfying meals and snacks.
- Engaged with patients and families to provide emotional support and daily living instruction.
- Followed care plan and directions to administer medications.
- Maintained daily living standards by assisting clients with personal hygiene needs.
CFO, Accountant
Matrix Health Systems
Burlington, VT
02.2000 - 10.2024
- Analyzed financial data to identify trends and recommend solutions for improvement.
- Managed the preparation of external audit reports in accordance with Generally Accepted Accounting Principles.
- Oversaw the development and implementation of systems for tracking financial performance metrics.
- Managed company-wide budgets, payroll, accounting and other financial operations.
- Created and implemented best practices to standardize internal processes and procedures.
- Hired, trained, and mentored staff members to maximize productivity.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Analyzed financial data to identify discrepancies or trends.
- Developed accurate budget forecasts and monitored actual performance against budgets.
- Prepared monthly closing entries for multiple companies' books of records.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Performed general ledger reconciliations on a timely basis.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Provided guidance and support to other departments regarding accounting policies, procedures, and regulations.
- Created journal entries accurately and timely for month end close processes.
- Reconciled intercompany balances and eliminated differences in a timely manner.
- Assisted in the development and implementation of new accounting systems and processes.
- Managed accounts payable and receivable, improving cash flow management.
- Reviewed financial information detailing assets, liabilities, and capital.
- Maintained accurate accounts for cash, fixed assets and other transactions.
Education
Bachelor of Science - Accounting
Champlain College
Burlington, VT05-2005
Skills
- Compassionate client care
- Care Plan Management
- Clinical Quality Program Standards
- Progress Documentation
- Quality program protocols
- Client companionship
- Behavioral Management
- Behavior redirection
- Shopping and errands
- Cooking and meal preparation
Certification
- Quickbooks Certified
Affiliations
- I enjoy my horses, training, and riding them
- Playing in a pool league
- Spending quality time with family
- I love to bake and cook
- I enjoy being outdoors in the warmth
Timeline
Personal Caregiver - People With Special Needs
Aris Solutions
06.2020 - Current
CFO, Accountant
Matrix Health Systems
02.2000 - 10.2024
- Quickbooks Certified
Bachelor of Science - Accounting
Champlain College
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