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Accounting Microsoft Office

Fredericksburg, Virginia, 22401, United States
April 11, 2018

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Karen W. Pettry, CPA, CGMA

* ****** ****, **************, ** 22406 • 540-***-**** • Financial Controller

Results-oriented accounting and management professional with more than twenty years of progressive experience in finance and audit management. Strong financial reporting and analytical background. Concise presentation skills. Excellent critical-thinking and communication skills, as well as leadership and team-building skills. Strong work ethic. Skilled at interfacing with multi-level professionals. Driven by challenge and the opportunity for development.

Private Accounting - Fortune 500 and Small Business Remote Accounting Manager - Baker & Baker Jewelers, Inc. Marietta, Ohio, January 2005 to present (part-time)

Provide accounting and financial management services; maintain general ledger and prepare reconciliations; manage various employment, 401k, and income tax filing requirements. Financial Controller – Nexgrid LLC

Fredericksburg, Virginia, July 2014 to October 2017

Hired to bring outsourced accounting in-house for a growing technology and manufacturing company.

Successfully managed migration of accounting, fixed asset and payroll data to QuickBooks Enterprise®. Worked closely with department managers and executive management to develop standardized monthly and annual reporting and budgeting; provided these reports timely for enhanced corporate-decision making. Established policies and internal controls. These systems were vital to the rapid growth of the company during my tenure. (Sales increased 1700% .)

Created policies and internal controls for the management and disposal of capital assets.

Set up computerized production reporting and perpetual inventory system.

Maintained general ledger in accordance with GAAP and provided additional reporting for tax-basis accounting.

Managed all accounting functions, including treasury management, accounts receivable, accounts payable, debt, and cost accounting. Responsible for all related reconciliations.

Managed short and long range financial planning, forecasting, analysis and control, cost analysis and financial reporting.

Other responsibilities included annual audit compliance, tax and payroll compliance, financial and research analysis, banking relationships and reporting.

Associate Manager - Mylan Pharmaceuticals Inc.

Morgantown, West Virginia, June 2007 to November 2009

Managed two teams (up to eleven employees) within the Finance Department of this Fortune 500 Company.

Managed daily accounting activities, including planning, assignment, and review of work to ensure compliance with company policies and customer contracts. Provided leadership through objective setting, delegation, communication and training. Conducted performance appraisals. Provided feedback and suggestions regarding improved performance and addressed performance issues. Participated in hiring and succession planning.

Established and maintained internal controls within my purview.

Improved efficiency and enhanced customer account expertise and service through restructured workflow and coordination with other departments.

Month-end closing procedures included sales returns and allowances calculations; reconciliations; journal entries, key performance indicators (KPI) and variance report preparation and analysis, and review of staff workpapers. Presented results and dashboard analysis to executive management. Prepared cash forecasts.

Revised KPI and dashboard reporting to provide more meaningful information to executive management.

Provided accounting analysis and assistance to other departments.

Worked closely with leadership of major customers for reconciliation of sales and rebates data for maintenance and improvement client relationships.

Assisted with preparation of annual budget.

Interacted with SOX compliance team and external auditors. Page 2 Karen Pettry, CPA, CGMA

Public Accounting (Small Business) – Audit, Tax & Consulting Self-Employed (tax and consulting only)

December 2004 to present - part-time

Senior Accountant - Steve Guy & Associates, P.C.

Fredericksburg, Virginia, January 2011 to September 2013 Supervisory Accountant - Gottlieb, Flekier & Co., P.A. Overland Park, Kansas, November 1997 to December 2004 Supervisory Accountant - Anneken & Moser, PSC

Edgewood, Kentucky, November 1990 to August 1997

Staff Accountant - Hersh, Klingsburg & Diamond, CPAs Canton, Massachusetts, January 1989 to November 1990 Public Accounting Services:

Performed and managed or reviewed annual audits, reviews and compilations of for-profit, governmental and nonprofit organizations, including Single Audits and business consolidations. Services included account reconciliation, analytical review, and financial reporting. Provided internal control recommendations. Presented results of audits to audit committees or boards of directors.

Performed or supervised monthly, quarterly, or annual bookkeeping services.

Managed tax compliance of for-profit, governmental and nonprofit organizations including tax returns and tax provisions, tax law research, and interaction with taxing agencies on clients’ behalf. Prepared or reviewed tax filing for businesses (including consolidations), nonprofit organizations, individuals, and trusts.

Forecasted cash flows and tax effect on future earnings.

Prepared clients’ payroll, related payments and tax filings. Calculated profit sharing and distribution allocations.

Clients’ industries included services, retail, banking, medical, local government, nonprofit organizations, real estate, development and investment companies, HUD housing, homeowner associations, and manufacturing.

Non-client Related Activities:

Researched available accounting software, made recommendations, implemented new software, and trained staff on new software and updates.

Developed linked Microsoft Word®- and Excel®-based financial statement and workpaper templates for auditors’ use in the field; streamlined audit approach; achieved cost efficiencies.

Management activities included training, supervision, review, and hiring. Computer Skills

Proficient in many software programs, including, but not limited to, QuickBooks®, Microsoft Office Suite®, SAP®, Business Warehouse®, CARS/IS®, various tax programs, and other automated accounting/finance tools. Quickly adapt to new general ledger and other software. Education, Professional License, and Memberships

Bachelor of Science – Business Administration Major 1988 (College of Charleston, South Carolina)

Virginia CPA License #38538

Chartered Global Management Accountant (CGMA)

Member AICPA and VSCPA

Volunteer Services

Mid-Atlantic English Springer Spaniel Rescue, Inc.,, January 2009 to present MAESSR is an all-volunteer, nonprofit organization, which provides rescue, foster care, and adoption services to abandoned English Springer Spaniels in the Mid-Atlantic region.

Foster and transport volunteer (2009 to present)

Treasurer (2009 - 2012) - Review and approve monthly financial statements and annual tax returns; advise the Board regarding investment, accounting and tax matters; supervise financial coordinator.

Massanuttan Ski Team, other school and recreational sport teams – Various activities.

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