Kate Chang
LandCare
Lewisville,TX
10
years of professional experience
Strategic finance leader with proven success leading multi-branch operations, enhancing profitability, and delivering actionable insights to drive business performance
Work History
Region Controller
3 Years 1 Month- Lead finance for a five-branch, multi-state region, serving as the strategic business partner to regional and operational leadership.
- Oversaw annual budgeting, monthly forecasting, and financial planning to support revenue growth and enhance profitability.
- Deliver executive financial reporting, KPI dashboards, and variance analysis to support strategic decision-making.
- Lead month-end close, financial reporting, internal controls, and GAAP compliance.
- Present monthly financial results, forecast risks, and performance recommendations to executive leadership.
- Collaborated with operations on pricing strategy, job costing, labor planning, and margin optimization to elevate business performance.
- Trained and mentored branch leaders on budgeting, forecasting, financial reporting, and accountability to strengthen financial acumen.
Assistant Controller
1 Year- Led the month-end and year-end close process, ensuring timely and accurate financial reporting.
- Oversaw general ledger activities, account reconciliations, and financial statement preparation.
- Supervised Accounts Receivable and Accounts Payable teams, providing coaching and training to enhance performance and accountability.
- Partnered with external auditors to support annual audits and ensure compliance with GAAP and internal controls.
- Developed and maintained accounting policies, strengthened internal controls, and optimized accounting processes for increased compliance.
- Led ERP/software integration initiatives, enhancing reporting efficiency and streamlining accounting operations.
- Collaborated with executive leadership to support financial reporting, operational decisions, and process improvements.
Accounting Supervisor
3 Years 10 Months- Supervised the month-end close process, general ledger, account reconciliations, and financial statement preparation.
- Managed accounts receivable, accounts payable, and progressive billing functions, ensuring timely and accurate financial reporting.
- Prepared budgets, analyzed financial variances, and monitored expenditures to support operational performance.
- Led software implementation and process improvement initiatives, enhancing accounting efficiency and strengthening internal controls.
- Managed sales and use tax compliance and oversaw commission calculations for the sales team.
- Recruited, trained, and mentored accounting staff, improving departmental processes and overall team performance.
Staff Accountant
1 Year 1 Month- Managed accounting and tax engagements for business and individual clients, ensuring compliance and accuracy in a fast-paced public accounting environment.
- Prepared and reviewed general ledger reconciliations, journal entries, and financial statements using Sage 50 and QuickBooks.
- Prepared federal, multi-state, corporate, partnership, and individual tax returns, including international reporting forms (FBAR, Forms 8938, 5471, and 3520).
- Conducted financial analysis and researched complex tax issues, advising clients on tax planning and regulatory compliance to mitigate risks and optimize financial strategies.
Education
Master of Science - Finance
Bachelor of Science - International Finance
Skills
Strategic Financial Planning & Analysis (FP&A)
Budgeting
Forecasting & Variance Analysis
Business Partnership & Executive Leadership
Financial Reporting
Internal Controls & GAAP Compliance
Timeline
Region Controller
LandCare
07.2023 - CurrentRead More
Assistant Controller
Allied Stone
07.2022 - 07.2023Read More
Accounting Supervisor
Allied Stone
09.2018 - 07.2022Read More
Staff Accountant
Lam, Po & Xu CPAs
01.2017 - 02.2018Read More
Yuan Ze University
Bachelor of Science from International Finance
Read More
The University of Texas At Dallas
Master of Science from Finance
Read More