Customer Service Manager

Resume Kathy Gause ****

KATHY L. GAUSE, C.P.A.

** ********** **. *********: 936-***-****

Conroe, Texas 77304 Email: abqd8a@r.postjobfree.com

PROFESSIONAL PROFILE

Problem solving accounting professional, with innovative, team-oriented, customer service focused qualities who

delivers solutions in dynamic environments. Practical accounting and financial analysis experience with large and small

companies in various industries redesigning business processes, developing staff, analyzing internal controls and

implementing financial computer systems.

BACKGROUND SUMMARY

Diverse accounting experience includes:

Financial Analysis Accounts Receivable/Billing GAAP Financial Statements

Budgeting and Planning Revenue Recognition Contracts

Internal Control Accounts Receivable/Billing Leasing, Service, Distribution

Process Improvement MS Excel, Access, Word, Power Point Oracle

System Implementation Staff Recruiting and Development Hyperion, HFM

EMPLOYMENT HISTORY

Ikon Office Solutions, a Ricoh Company Houston, TX June, 2004-

Current

$4.4B document solutions provider

Senior Financial Analyst IBS Accounting-Aftermarket - April, 2010-Current

Manage analysis of huge volume of service transactions, collaborate with systems analysts to develop more

robust reports and automate journal entries to analyze data and quickly advise management.

Lead project to add calculations to monthly reports, automating accrual and reducing processing time 4 hours.

Manager IBS Accounting-Service and Telesales-March, 2008-March, 2010

Improved visibility to operating rental profitability by creating a standardized quarterly gross margin analysis

of 80% of the $40M portfolio to enable an interdepartmental team of 10 to report to top management in one

month after quarter end.

Enabled staff of 4 to complete journal entries up to 1 day earlier and not delay final reporting by analyzing and

refining process of clearing invalid accounts for monthly close.

Increased monthly revenue an average of $4K per month by correcting formulas and creating Access database

to enable analysis of all system deferred revenue and reverse errors during monthly close.

Improved accuracy of journal entries and reduced response time for field analysis requests by coaching staff in

development of Access database for monthly supplies analysis and reclasses.

Sr. Financial Analyst-Leasing Program and Dealer Compensation Reporting-October, 2006 February, 2008

Prompted policy and internal control changes by

analyzing weekly Dealer Compensation reporting from 3rd party leasing partner to identify trends, errors and

internal control weaknesses and reporting to field and top management..

Revealed duplicate commission payments and prompted increase in internal controls by developing Access

model to analyze sales reversed by leasing partner and reporting to internal audit and top management.

Streamlined retained and syndication portfolios monthly close, reconciliations, and reporting by creating and

improving process documents, developing journal entry templates and creating standard purpose statements for

recurring journal entries.

Sr. Financial Analyst/Supervisor, IMS General Ledger/Lease Accounting-June, 2004 September, 2006

Coordinated staff of 6 to 8 analysts in monthly closing, reporting and analysis for Western division. Recorded

capital leases, reconciled and explained cost variances and monitored adherence to GAAP, SOX and company

policy.

Educated internal and external auditors on revenue recognition reporting which resulted in no audit comments

for 2 years.

Kathy L. Gause Telephone: 936-***-****

Sr. Financial Analyst/Supervisor, IMS General Ledger/Lease Accounting -continued

Reduced time to complete monthly close and account analyses by 8 hours by organizing and streamlining a

complex, manual capital lease reporting system process.

Member of project team to improve billing that resulted in a 50% reduction in errors and timelier billing.

Managed 1/3 increase in volume over previous year by standardizing review and reconciliation process for

over 300 pricing models per month to ensure effective pricing and defer revenue consistent with revenue

recognition policy and GAAP.

Increased visibility to revenue issues by developing reporting for field analysts and accounting managers.

Accelerated visibility to deferred revenue requirements facilitating more profitably priced quotes by adding

automated calculations to pricing model.

Falcon Headwear, Inc. Dallas/Conroe, Texas

$9M headwear importer and distributor

Controller December, 2000 - January,

2004

Created Accounting department of 2 staff and 5 clerical including receptionist. Monthly closing/reporting,

budgeting, forecasting, cash management, payables, receivables, credit and collections, and inventory control.

Analyzed and tested internal controls and operational procedures for entire operation. Designed procedures,

wrote policies, assisted operations in implementing procedures, reassessed controls and revised as business

evolved.

Redesigned chart of accounts, created financial statements and monthly checklists, created monthly analyses

for all balance sheet accounts, allowing management timely access to information and clean opinion on the first

audited financials statements for this company.

Reduced billing time from over 1 week to 1 day by designing method to insert complicated pricing scheme into

static computer program allowing customer service to quote orders quickly and accurately and expedite the

invoicing process.

Highlights of

Various Positions-Dallas/Richardson, TX

August, 1984 - October, 2000

Trammell Crow Corporate Services, Assistant Controller: Enabled Outsourcing West division to exceed 30%

growth target by approximately $800K by establishing regular communication with region VP and 10-15

project managers producing more accurate financial statements and forecasts. Created several simple reports

for performance tracking.

Telux Corporation, Controller:

Reduced receivables over 90 days 15% through process improvements in billing, cash application and

collections.

Deloitte & Touche Resource Connections, LLP: Uncovered theft and reduced monthly reporting process by 4

days by

redesigning cash reporting system, training cashiers and simplifying bank reconciliations.

Bird Life Design, Consultant/Accounting Manager:

Increased management access to key financial data enabling operational decisions improving profitability 10%

by implementing integrated accounting and ERP system, training staff, and redesigning operational procedures.

Pearle, Inc., Planning Manager/Financial Reporting Supervisor/Senior/Staff: Standardized reporting and

internal control by developing a Finance Policy and Procedures manual.

EDUCATION/CERTIFICATION

B.A., Accounting, Central College, Pella, Iowa, Magna Cum Laude, 3.75 (4.0), Dean s List

Certified Public Accountant, State of Texas, Certificate No. 43959

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