Kathryn A Pugh

**** **** **** *****, ********, CO 80537 – 303-***-****

Professional Experience

Seasoned accounting technical professional with 20+ years of management experience. Highly skilled in various software applications and accounting systems. Advanced knowledge in process improvement initiatives and project leadership. Strengths include solid communication, problem solving skills, and adapting to change.

Seasoned technical accounting professional with 20+ years of accounting and management experience. Highly skilled in various software applications and accounting systems. Advanced knowledge in process improvement initiatives and project leadership. Strengths include solid communication, critical thinking skills, and adapting to change.

SENIOR HOUSING OPTIONS, INC.

DIRECTOR OF ACCOUNTING/FINANCE

March 2020 to Nov. 2023 – Separated from SHO to obtain work life balance and exercise new opportunities.

Supervise 4 staff.

Month end and Year-end close.

Annual audits for 12 entities, 2 audit cycles per year.

Tax return review and approval.

Banking – changed banks, over 80 bank accounts.

New credit card provider and process.

Improved accounting processes.

Budgeting and forecasting.

New construction process for accounting.

Improve Yardi process and use of software.

AR and AP processing.

New payroll system.

Investor reporting.

Monthly financial packages.

Tax exempt status sales tax and property tax.

Reporting to the Fiscal Committee and Executive board.

Applied for grants including PPP Loans, received forgiveness.

Support the CEO as requested.

Resolve and improve financial reporting to the operations staff.

Regulatory Reporting.

REAL CAPITAL SOLUTIONS

Sr. Accounting Manager

6/19-2/20 - Consulting

Supervised a staff of 5.

Month end close process including balance sheet reconciliations.

Equity schedules.

Two different software packages

oHomebuilding, Condos, and Apartments – Sage.

oCommercial – MRI.

New Entity setup – opening journal entries.

Budget process.

Year-end process.

Fixed Asset process.

JEWISH FAMILY SERVICE & ON POINT MEDICAL GROUP

Assistant Controller

11/18-6/19 – Consulting

Payroll – Paylocity & ADP.

Month end close process including balance sheet reconciliations.

Income statement analysis.

Special projects including updating AR accounting processes.

EATING RECOVERY CENTER

Assistant Controller– New Equity Partner – position eliminated.

10/2015 to 11/2018

Month end close process – improved processing from 18 days to 7 days, including balance sheet recons.

Financial Statements including Cash Flow.

Deferred rent schedules.

Concur – developed, implemented, trained, wrote policies and procedures.

AR reconciliation and improvement of the process including posting revenue.

Corporate credit card program – policy and procedures.

Year-end audit preparation – lead contact for PBC lists and special schedules.

Outside audits – sales tax, personal property and escheatable.

Personal property and sales tax returns.

Escheatable funds (unclaimed funds) filing in all states.

Manage staff including training staff to increase efficiency.

Payroll processing including new PTO recording process.

Train Corporate department leaders on how to utilize financial reports and manage budget.

LARAMAR GROUP

02/2015 to 9/2015- Consultant

Property Accounting Manager - National full-service & 3rd party real estate company.

Review annual tax returns for Laramar owned properties.

Development properties before operations and when completed moved property to operations.

Worked on procedures for the development properties.

Construction Yardi software for development properties.

Updated budgets for development and operations.

3rd party managed property accounting, monthly and quarterly reporting for each investor.

Help develop new procedures for accounting team.

Real Estate tax project.

CARMEL PARTNERS

09/2008 to 01/2015 – Operations moved to CA.

Budget & Forecasting Manager - National Full service real estate company

Leading the budget and forecasting process using MRI budget module.

Develop and train operations personnel.

Report to the executive team, the status of the budget and forecast process.

Mange staff of two associates.

Help develop external spreadsheets to load overhead, payroll, rent and capital, used excel as the tool.

Assisted regional managers in calculating the CAM charges for the commercial units.

Commercial budgets.

Quarterly forecasting for active properties, owner operated and 3rd party management.

Worked with IT to develop reporting tools for inside and outside the organization.

Help develop a new rental income tool for senior properties, student housing and lease-up properties.

Property Accounting Manager (Sept. 2008-Sept 2010)

Monthly and annual reconciliations to include cash flows for all active properties including properties coming in from development.

Audit improved the process and cut down the timeline from 6 months to 2 months.

Roll-forward schedules for auditors including fixed assets, property taxes, and insurance.

Internal audit process.

Lender reporting includes formatting financial statements to meet requirements.

Unclaimed funds.

Outside audits for government organizations such as CHFA.

Personal property tax and business tax forms for multiple states.

Month-end close process, help develop a new outline including streamlined the process.

Help develop a moral program for the accounting team.

Financial analysis of the properties within the funds.

Responsible for the accounting and reporting oof over 159 funds including bank reconciliation.

Set up new internal audit procedures, aet up audit reviews on a quarterly basis for all lower tier properties.

Reduce audit cycle from 14 to 7 months. Setup new audit package to reduce open points.

Improve accounting processes and procedures.

Record and report the sale of several non-guaranteed funds.

Supervise four staff associates including annual review and any dispensary action needed.

Record property and fund disposals including a final audit and tax return.

Balance equity installments between fund, investor and property.

Mercy Housing

08/2002 to 04/2007– (New opportunity)

Portfolio Accounting Manager - Low Income Housing Provider

Managed Property Accounting Group with over 120 properties in assigned region which amounted to over 10,000 units made up of HUD, Tax Credit and low-income properties.

Managed day-to-day accounting functions including monthly reconciliation, bank reconciliations, federal agency reporting and investor reporting.

External financial reporting to HUD, USDA and Investors which included financial statement and audit reporting.

Developed accounting procedures to assist improvement of relationship between accounting and operations. At one-point operations had no faith in the accounting department was a key player in developing a positive working relationship.

Managed the current HUD and Rural Development property audits which supported the corporate annual audit.

Developed the accounts receivable department to increase revenue that was being uncollected. The department was made up of 4 associates.

Successfully turned around two 'difficult' employees.

Helped develop and write standard operating procedures for the property operations departments.

Part of team to successfully clean-up accounting system conversion (Solomon to Yardi)

Corporate representative for Yardi user group.

Public Accounting 10+years

Education

DeVry University - Denver CO June 2013

Masters in accounting and Business Management

GPA 3.8

University of Phoenix June 2004

Bachelor’s degree in accounting

Software

Yardi, MRI, Excel, ADP Payroll, Paylocity, Financial Edge, Client Tracker, Advance MD, Peachtree, Platinum Solomon, JD Edwards, QuickBooks, Great Plains, Micro Dynamics SL & GP, Sage, PPC.

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