Katlyn J.
Director of Finance
- Role
- Director of Finance at Vertex Service Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Katlyn J.
Detail-oriented, self-starting accounting professional with over 9 years of experience in public accounting and an innate ability to ramp up on a project at any stage quickly, leveraging a strong work ethic to provide succinct, informative analyses to help solve complex accounting issues. Licensed CPA in Connecticut with a reciprocal license in North Carolina.Strengths:Project Management - Lead multiple projects simultaneously, coordinating with cross-functional professionals to deliver timely, quality deliverables that meet and exceed client expectations. Examples include coordinating financial, tax, human resources, information technology and synergy workstreams for buy-side due diligence of a wastewater management company for the portfolio company of a private equity client.Detail-oriented - Focus on producing quality deliverables and reviewing Purchase Agreements for financial definitions and other deal points to advise client on suggested changes. Saved client $500 thousand through the detailed review of Purchase Agreement language. Project Accounting - Advanced knowledge of percentage-of-completion (\"POC\") accounting, including performance of lookback analyses to understand historical project profitability. Leveraged Tableau dashboards to risk assess a portfolio of over projects to identify trends and projects for further testing. Beyond the strengths mentioned above, I am passionate about coaching and developing other professionals, facilitating formal training sessions and providing informal on-the-job training. I am also passionate about serving my community, volunteering my time to a skills-based volunteering project for a local Charlotte organization. Skills:Client relationships, financial due diligence, auditing.
Experience
Director of Finance
Jul 2023 — Present
Education
Bryant University
Bachelor of Science, Business Administration, Concentration: Accounting
2008 — 2011
Bryant University
Master of Professional Accountancy
2012 — 2012
Skills
- Banking
- Powerpoint
- Accounting
- Word
- Customer Service
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