logo
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Executive Consultant
Key to Success ConsultingExecutive Consultant
Aug. 2024Greater Phoenix AreaProviding C-Suite Guidance for decision making and strategy around IT products, Financial Structure, Integrations / Implementation, Employee Engagement, Leadership Training, Lean Process Improvement, Value Stream Mapping, Team Empowerment, Leadership Training, Organizational Communication and alignment to goals
Chief Financial Officer
Benson Systems, Inc.Chief Financial Officer
Jan. 2024 - Aug. 2024Gilbert, Arizona, United States• Clean Up Financials – Completed 12 months of financials in less than 12 weeks to support business goals. Reconciled all bank statements and balance sheet accounts. Audited multiple years of past balance sheet data that was unreconciled – produced a custom built excel balance sheet recon will all data supported. • Identified Missing Revenue – Reviewed data in accounting software to identify close to 800 jobs never closed in 12 month period and recorded nearly a million dollars in missed revenue. Developed plan to incentivize customers with discount if paid within 30 days resulting in hundreds of thousands of dollars received quickly for missed / unaccounted for revenue. • Improved Cash Flow – Cash flow improved by 3.35 times during course of leadership through both missed revenue identification and implementation of 50% deposit and net discount terms for quoted work. • Reduced AP Overall – AP reduced by 20% and improved days to pay and relationships with vendors. • Developed Statement of work and Process Documentation – defining statement of work for accounting. Developed Process Documentation for training and cross training, as well as team management. • Project Management – Completed over 40 large scale accounting projects including remapping internal accounts within Sage Intacct – developing accounting structure and defining departments • Corporate Architect - Drawing the map and defining the processes between systems and departments. Develop High Level Digital Transformation Strategy - Automate and define accounting structure within Sage Intact Develop Financial Reporting Structure Continuous Improvement - Develop leadership team on process mapping, root cause analysis and continuous / lean improvement methods to maximize results across the organization for long term success. Lead EOS and Facilitate Company Wide Communications Culture Transformation - Work directly with HR and CEO in developing accountability and reward structure.
Controller
Wholesale Express, LLCController
Aug. 2023 - Feb. 2024Gilbert, Arizona, United States- Prepare Monthly, Quarterly, Annual package for Board of Directors - Monthly financial reporting – timely and accurate review and sign off on P&L, reconciliation and analysis on balance sheet and flux analysis on income statement. - Lead Financial Planning / annual forecast - Develop and implement internal processes and controls for SOX compliance - created procedures manual for training and process documentation. - Implement process improvement efforts for streamlining and accuracy. - Responsible for payroll commission calculation and distribution - Reconcile bank activity - Develop and manage Accounting Team – 7 direct reports – AR/AP/Claims - Lead audit support - Review and sign off on monthly financial statements - Report to leadership and provide insight into business activity
Regional Controller
PulteGroupRegional Controller
May. 2021 - May. 2022Scottsdale, Arizona, United States- Responsible for the timely and compliant reporting of Division financial statements to Home Office. - Prepare and sign off on monthly financial package - Cost Accounting – Standard Costing related to land budgets and development costs and job costing related to home costs - Manage and oversee SOX compliance for Division - Manage recording of cash transactions for land acquisition and development activities - Record entries for Land Development Budgets - Forecasting division financials - Manage finance team - Lead audit support - Report to leadership and provide insight into business activity
Regional Controller
PulteGroupRegional Controller
May. 2019 - May. 2021Bellevue, Washington, United States- Responsible for the timely and compliant reporting of Division financial statements to Home Office. - Prepare and sign off on monthly financial package - Cost Accounting – Standard Costing related to land budgets and development costs and job costing related to home costs - Manage and oversee SOX compliance for Division - Manage recording of cash transactions for land acquisition and development activities - Record entries for Land Development Budgets - Forecasting division financials - Manage finance team - Lead audit support - Report to leadership and provide insight into business activity
Controller
TRANSGROUP GLOBAL, INCController
Jun. 2018 - May. 2019SeaTac, Washington, United States- Consolidate North American monthly financial statements to parent company in Denmark - Developed excel tool for fixed asset accounting – asset depreciation and capitalization. Identified $150K in missed capital assets for Financial Statement gain in 2018. - Designed template to reconcile all North American cash accounts against the company line of credit for verifying total net cash position. - Borrowing Based Certificate reporting for monthly compliance with bank/bond covenants - Managed factoring of AR to facilitate cash flow for M&A to grow the business - Reviewed Accounting department entries and Financial Statements for timely / accurate reporting monthly, and quarterly. - Cash flow analytics for forecasting presented to CFO - Reconciled Tax Payments for 2016-2018 - Assist in managing Audit with EY for PBC tracking, delegation and deliverables
Quality Control Specialist
BoeingQuality Control Specialist
Aug. 2012 - Nov. 2017Renton, Washington, United States- Manage quality improvement Board for Boeing Commercial Aviation, coordinated findings for implementation across Boeing Corporate Accounting team: Including deep dive root cause analysis, process improvement implementation and coordination of new internal controls with SOx team to increase accuracy and efficiency. - Lead the organization and presentation of above quality improvement efforts for BCA to leadership on a quarterly basis - External Audit Liaison for BCA – Managed PBC list for BCA to meet all deadlines and help drive accurate reporting - PP&E focal for BCA – monthly fixed asset reporting deck - Lead global entities in problem solving related to reporting and consolidations - Managed and presented Exposure Book report and findings for VP of Boeing Commercial Airplanes - Owned and managed POC process in Revenue and Cost system - Supervised monthly accounting entries for Subsidiary companies (BBJ) - Monthly, Quarterly and Year end reporting - 10K and 10Q inputs - Standard Costing for rotable budgets
Accountant
SSA MarineAccountant
Aug. 2007 - Aug. 2012Seattle, Washington, United States- Full cycle accounting including monthly end-to-end accounting entries for 4 Subsidiary companies – each with multiple stations within subsidiary for consolidation. - Prepared monthly financial packages for partners and managers for owned Subsidiaries. - Monthly variance analysis and reporting - Ensure all Journal Entries and intercompany activity eliminated and reported correctly at consolidated level - Job Costing - Monthly Reconciliations
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Kasey on Intch
Marketing
202340 people
26
Digital Marketing Consultant @ Uberwood Agency
18
Administrative Assistant @ Quest Psychological and Counseling Services
16
Pharma and healthcare analysis
MarketingContent Manager
46627 people
16
Full Stack Marketing
16
Consultant, pod cast host @ SJ Enterprising
19
Marketing, Media & Design Expert @ klynnnDESIGN