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Financial Operations Associate @Supporting Strategies
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WORK HISTORY
Financial Operations Associate @Supporting Strategies
Accounting and Finance: Recording and maintaining financial transactions, including accounts payable and receivable, preparing and processing deposits, and generating financial reports-Budgeting and Financial Planning: Assisting in building, tracking, and analyzing budgets, ensuring financial forecasts align with organizational goals-Payroll Management: Ensuring payroll accuracy, reviewing leave records and changes, and resolving discrepancies-Financial Reporting: Preparing monthly financial statements, generating reports, and assisting with audits-Payment Processing: Processing accounts payable, accounts receivable invoices, and other cash disbursement items-Banking and Deposits: Monitoring daily balances, entering payments, and managing cash receipts. Client Onboarding: Supporting the client onboarding process for assigned engagements-Data Analysis: Analyzing financial data, identifying trends, and recommending improvements to financial processes-Compliance: Ensuring compliance with financial regulations and internal policies.
EDUCATION
The University of Akron
Bachelor of Science (B.S.), Accounting
ABOUT KATIE
I am a well-rounded accountant with 10 years of experience in accounting and contracting services for small businesses, primarily in the e-commerce sector. I have also gained some experience in the farming industry. Since 2015, I have been an accountant for BuyerQuest & PunchOut Catalogs. In this role, I have been responsible for maintaining existing processes and implementing new ones during significant company changes. My main focus is organizing operations to ensure compliance with GAAP standards.
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