Katie M.

About Katie M.

Strategic finance operations leader with 20+ years modernizing accounting, FP & A, treasury, and operational finance across multi‑entity, asset‑intensive organizations exceeding $2B in revenue. I build scalable financial infrastructure, strengthen governance, and lead cross‑functional initiatives that improve accuracy, speed, and enterprise‑wide decision‑making.As a people‑centered leader, I invest deeply in understanding my audiences, what matters to them, how they prefer information presented, and the barriers they face. This approach enables me to build trust quickly, guide teams through change, and deliver sustainable improvements in close cycles, internal controls, and operational alignment. My leadership style is grounded in clarity, alignment, and accountability, helping teams perform at a high level through growth and organizational transition.I am known for driving operational excellence through systems transformation, workflow automation, process standardization, and AI‑enabled reporting. My experience includes ERP upgrades (Lawson, Salesforce), consolidation platform implementations (Fluence, Workiva), reconciliation modernization (Blackline), and digital tools such as Microsoft Copilot and Teams. I excel at simplifying complexity, improving liquidity visibility, and creating performance reporting frameworks used by executive leadership.My strengths span financial reporting, internal controls, audit remediation, reconciliation standardization, system implementation, team development, and multi‑entity process design. I elevate performance, modernize finance functions, and build organizations ready for scale.Areas of Expertise:Leadership & People Development: Talent Development | Succession Planning | Change LeadershipFinancial Leadership & Strategy: Finance Operations | Executive Communications | FP & A | Financial Strategy | Strategic Planning | Cash Flow Forecasting | Executive Decision Support | KPI Development | Performance Reporting | Executive Communication | Stakeholder AlignmentAccounting & Compliance: U.S. GAAP | Multi-Entity Accounting | Financial Reporting | Month-End/Year-End Close Optimization | Consolidations | Audit Management | SOX/Internal Controls | Regulatory ComplianceDigital Finance & Transformation: ERP Implementation | Systems Integration & Automation | Data Governance | Digital Transformation | AI AdoptionOperational Excellence: Process Standardization | Workflow Redesign | Cross-Functional Leadership & Collaboration | Change ManagementEmail: K••••••••@gmail.com

Experience

1. Corporate Finance Director

   Erickson Senior Living

   Dec 2022 — Present · MD, US

   Lead a multi‑level, 23‑person finance team overseeing financial operations for 80 entities with $2.3B in revenue and $6.6B in assets.•Direct major organizational transitions, sustaining performance through system modernization, audit cycles, and enterprise‑wide process changes.•Partner across Operations, IT, Procurement, HR, Legal, Tax, and Development to strengthen operational governance, modernize financial infrastructure, and standardize financial review processes.•Drive finance transformation by optimizing systems and standardizing workflows, reducing the year‑end close from 19 to 12 business days and improving reporting accuracy.•Resolve reporting gaps by developing a GAAP financial‑statement process and implementing a portfolio‑wide Fluence data‑import solution to streamline consolidation and enhance executive decision‑making.•Strengthen performance reporting and cash‑flow transparency, partnering with executive leadership and lenders to support a $2.17B five‑year credit facility.•Improve working capital by redesigning AR governance, reducing 90‑day receivables from $30.8M to $13.4M and improving days to pay from 103 to 75.•Lead issuance of 34 annual audited financial statements (RSM and PwC), Form 990 support, and quarterly lender compliance reporting.•Advance internal controls, risk assessments, and audit remediation to reinforce governance and reduce operational risk.•Modernize reconciliation processes through SOP frameworks, Blackline optimization, and role alignment.•Oversee financial tracking for 489 projects across 27 locations with $164M in cumulative spend.•Build a sustainable talent pipeline through coaching, internship leadership, and structured development plans.•Foster a high‑performance, cross‑functional culture recognized for enterprise‑wide impact, strategic leadership, and execution excellence.

Education

• University of Idaho

  Bachelor of Science - Finance w/ CFP Option, Business

  2001 — 2006

Skills

• Youth Mentoring
• Internal Controls
• Teamwork
• Business
• Analysis
• Non-Profits
• Nonprofits
• Budgets
• Events
• Organization
• Community Outreach
• Accounting
• Powerpoint
• Microsoft Excel
• Problem Solving
• General Ledger
• Strategic Planning
• Invoicing
• Accounts Receivable
• Leadership
• Account Reconciliation
• Microsoft Office
• Microsoft Word
• Customer Service