Katie Lee Email & Phone Number

Manalapan, New Jersey, Us

- Manages monthly accounting close cycle; prepares and analyzes month-end financial and operating statements including borrowing base for banking requirements. - Analyzes, reviews, and audits overall general ledger, accounts payable, and accounts receivable systems.- Coordinates audits - year-end financial, insurance audits, etc. - Hires, trains, supervises, motivates, and develops staff; manages schedules and workflow. - Reviews and analyzes the organization's accounting systems; develops improvements to utilize ERP system fluently.

- Coordinate finances for a multi-site $13M business; responsible for monthly deprecation entries, fixed asset gain/disposal administration, bank accounts reconciliations- Analyze and reconcile monthly general ledger entries to both profit/loss and balance sheet, provide scheduled and ad hoc reporting to owners, investment banks, and internal auditors - Initiate process improvements to streamline operations and reduce superfluous expenditures. Decreased credit card fees by over 30%, streamlined invoicing processes to reduce 10+ hours weekly; led creation of SQL views to ease and simply accurate reporting- Utilize historical data to indicate improvements in COGS and product pricing management- Develop best practices with other senior management; manage 4-member accounting team

- Financially managed a three-to-one branch restructure consolidation, developing a $12M branch- Liaison between corporate management and branch leadership in developing yearly budgets and monthly forecasts with supporting documentation and schedules- Directed branch teams through monthly financial closes with 4 distinct profit centers and cost accounts; provided senior oversight of branch accounts payable, accounts receivable, and payroll processes- Managed administrative coverage for over 7 branches; coordinated training of new administrators; coached all level of branch teams on financial, estimating, and production processes

- Assisted branches with accounts payable, accounts receivable, and payroll entry and processes - Provided assistance to regional controller with pre-close data entry and exception analysis- Maintained DOT files for ~15 branches; submitting documentation to align with DOT requirements- Compiled information for OSHA logs, manage workman’s compensation cases - Coordinated and conducted I-9 audits and training for region

Cranbury, Nj, Us

- Manage accounts receivable and accounts payable for thirteen off-site properties- Act as a liaison between homeowners and property managers regarding account balances- Process billings and invoices; apply checks and monies towards homeowners’ accounts - Work with a department-based team to begin creating an employee training manual

Masters Of Business Administration, Specialization: Management And Human Resources

Business Education, Awarded: Leadership Development Certificate