Staff Accountant / Controller

Kathi d. Medley

**** ****** *****, ****** ** ****3

407-***-**** ********@*****.***

Financial Management Professional

Highly experienced and results-oriented Controller and Finance Manager with

a demonstrated track record of exceptional fiduciary responsibility,

leading the preparation and analysis of financial reports to summarize and

forecast financial position; proven expertise in driving efficiency and

productivity through evaluation of financial management systems and

implementation of process improvements; talented leader providing financial

support in achievement of overall corporate goals and objectives, creating

consistent profitability. While the principles of accounting remain static

my experience and abilities provide fresh approaches for a successful,

progressive company.

Leadership Strengths

Financial Analysis Budgeting and Cost Control Accounting

Management

Problem Solving Strategic Planning/Visioning Forecasting

Cash Management Contract Development/Management Regulatory

Compliance

Relationship/Team Building

Professional Highlights

Shuffield, Lowman & Wilson, P.A., Orlando, Florida May, 2010 to Present

Staff Accountant

Responsible for all cash reporting, general ledger reconciliation and

management, preparation of interim and annual financial statements, as well

as budgets and monitoring Accounts Receivable from a cash flow perspective.

Established and maintain banking relationships with multiple local and

national banking institutions. Preparation of bi-weekly payroll, review of

quarterly and annual reporting, managing full line of benefits, including

FSA and HSA programs. Supervise Billing Coordinator and Accounts Payable

Clerk.

KPG Solutions, Inc., Longwood, Florida June, 1989 to July, 2009

Controller

Overall authority for ensuring company financial strength through solid

accounting functions including preparation of financial statements, from

data entry of accounts payable and accounts receivable through the general

ledger, to internal and external reporting, bank reconciliations and

supervising annual reviews by independent accounting firms; Fulfilled

primary leadership role for company when owner relocated out of state.

Additional core responsibilities include:

. Review, advise, and implement modifications to accounting systems to

maximize productivity, reporting and internal controls;

. Analyze complex financial data and extract and define relevant

information; interpret data for the purpose of determining past

financial performance and to project financial profitability;

. Ensure that expenditures for budgets, and contracts are monitored and

that reports are prepared to maintain balanced accounts;

. Re-engineer and oversight of budget monitoring systems;

. Preparation of complex financial reports for forecasting, trending,

and results analysis;

. Oversight of the receipt of payments and the development of payment

schedules;

. Provide supervision to five accounting/administrative employees;

. Coordinate cash needs and cash management.

Significant Contributions:

. Facilitated engaging an executive coach (2003-2007) resulting in

establishment of company core values;

. Successfully negotiated numerous vendor and client contracts, leases

and sub-leases;

. Managed short-term and long-term goals of company, and participated in

creation of strategic plan for growth and profitability as integral

member of Executive Team;

. Primary resource in three acquisitions of this company during past 9

years;

. Reduced staffing costs in excess of $200,000 annually through

downsizing and reassignment of responsibilities;

. Internal oversight of IRS audit (2006) which included review of 2003,

2004, and 2005, resulting in no findings or adjustments;

. Continual improvement of payroll and group benefit administration,

including medical, dental, vision and 401k plans, as well as

supplemental offerings under qualified Section 125 plan;

. Reduced month-end closing process by 5 days.

The Calibre Company, Inc., Maitland, Florida 1987 to June 1989

Accountant - Payroll/Personnel Manager (company relocated out of Florida)

Responsible for all accounts payable, preparation and review of individual

financial statements for three apartment communities, seven entities,

general ledger closing and bank reconciliations; Mainframe accounting

experience, personal computer troubleshooter. Core responsibilities

included:

. Analyze and reconcile expenditure and revenue accounts, including

trustee accounts and investment reports;

. Prepare journal entries and reconcile general ledger and subsidiary

accounts;

. Prepare monthly financial statements, including distributing monthly

revenue and expenditure reports to departments;

. Compiled periodic financial reporting packages for senior management;

. Conducted internal audits to ensure compliance and operational

efficiency/accuracy;

. Prepare audit schedules for external auditors.

Significant Contributions:

. Rewrote Employee Personnel Manual;

. Administered all personnel policies including medical, dental and

workers' compensation benefits;

. Prepared and filed annual financial statements for the Company;

. Assisted with the preparation of the annual and mid-year budgets.

Stetson Baptist Church, DeLand, Florida 1982 to1987

Business Manager

Responsible for all accounting functions and reporting, including accounts

payable, recording contributions for this 1500 member congregation,

payroll, and preparation of annual budgets, quarterly reporting -

government and internal; Supervised three administrative staff and two

maintenance staff.

Significant Contributions:

. Led automation of finance program;

. Designed company budget system.

Education

Kennedy Western University 2005 B.S. (Business Administration)

Graduation Project: "Creating a Strategic Plan for a Small Software

Development Company"

Technical Skills

Highly proficient in Microsoft Office programs EXCEL; WORD and OUTLOOK;

experience with ACCESS and POWERPOINT.

Extensive involvement with IBM mid-range computer system; ERP accounting

system.

Served on Board of Directors for SafeHouse of Seminole, a non-profit

organization providing assistance for domestic violence victims, 2007-

2008. Member of Finance Committee.

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