McKenzie Schroeder

About McKenzie Schroeder

Results driven accounting leader with over nine years of experience in property and casualty insurance, including two years of managerial expertise in accounting and financial operations at two fast-paced startups. Highly proficient in process optimization, automation, and data analytics. Skilled in cross functional collaboration, project management, and building scalable systems and processes to optimize top and bottom results. Entrepreneurial mindset with a passion for continuous learning and thriving in dynamic environments.

Experience

1. Assistant Controller

   Beam Benefits

   Jan 2025 — Present

   I led the month end close process, ensuring accuracy and timeliness across our reporting. I spearheaded process improvement and automation initiatives to streamline workflows and reduce manual effort. I played a key role in external audits, working closely with auditors to ensure a smooth and successful outcome. I partnered with FP & A on budgeting and variance analysis. I worked alongside our CFO to help establish a strong foundation for internal controls. I also oversaw accounts payable and supported treasury operations as needed. Throughout my time at Beam, I was focused on strengthening financial processes and driving efficiency as the company scaled.

Education

• Ohio University

  Bachelor's Degree in Business Economics

  2013 — 2017

Skills

• Build Strong Relationships
• Microsoft Office
• Public Speaking
• Finance
• Environmental Issues
• Business Analysis
• Time Management
• Accounting
• Insurance
• Data Analysis
• Leadership
• Auditing
• Nutrition
• Social Networking
• Financial Analysis
• Microsoft Word
• Team Leadership
• Fitness
• Sas
• Social Media
• Quantitative Finance
• Outlook
• Sas Programming
• Powerpoint
• Microsoft Excel
• Environmental Awareness
• Facebook
• Teamwork
• Risk Management
• Customer Service