Financial Reporting Private Equity

Kathryn M. Cross-Jones, CPA

*****************@*****.*** 574-***-****

https://www.linkedin.com/in/kathrynjonescpa

EXECUTIVE

SUMMARY: Dedicated and enthusiastic CPA who is results-oriented with a strong background in financial reporting, budgeting, and acquisitions.

EXPERIENCE:

Boss Advisors LLC, Private Consulting, July 2023-Present

•Fractional CPA services from creating new LLCs, creating budgets, project related work, preparation for company sale, and annual budgeting and audits.

Western Michigan University Homer Stryker School of Medicine

Kalamazoo, MI June 2024-Nov 2024

Manager of Accounting

•Strategic Margin Initiative Member

•Oversaw 4 Accounting Staff

•Oversaw audit completion

Medix Specialty Vehicles, Elkhart, IN June 2020-July 2023

Director of Finance (Private Equity-Backed, est. $100M Revenue)

•Oversaw all financial elements of the business including but not limited to managing insurance renewals, banking, audits, budgets, forecasts, and customer relations.

•Completed all due diligence to successfully sell company to a new private equity group within a 6-month period with no delays

•Closed books monthly and prepares results to present to corporate and private equity group

Patrick Industries, Elkhart, IN May 2019-May 2020

Group Controller (Publicly Traded PATK, est. $4B Revenue)

•Oversaw the financial results of 36 business units of $1 billion in revenue

•Involved in acquisitions, consolidations, and sales of business units

•Prepared annual budgets and quarterly forecasts for these 36 business units

•Closed books monthly and prepared results and presented to company executives

•Created and oversaw a sales tax initiative with over a $500k return to the company

Division Controller June 2017-May 2019

•Microsoft Dynamics AX Finance Team Expert

•Completed month-end, quarter-end, and year-end close procedures

•Supported business units in their operations and finances

•Liaison between business units and Corporate Office

Overhead Door Company South Bend/Mishawaka, Mishawaka, IN April 2015-Nov 2016

Controller

•Responsible for day-to-day financial operations

•Supervised accounting and office staff

•Completed monthly financial statements and reconciliations

•Created processes, procedures, and policies to improve business operations

•Acted as internal project manager for software system implementation

•Organized all Human Resources related activities

Crowe Horwath, South Bend, IN January 2012-April 2015

Senior Staff

•Performed internal audit procedures for financial institution clients

•Prepared audits and financial statements for financial institutions, including credit unions, banks, thrifts, investment funds, and benefit plans

•Prepared and reviewed SEC filings for financial institutions

•Executed comfort work for stock issuance

Plante & Moran, Kalamazoo, MI August 2010-January 2012

Assurance Staff

•Experienced in Healthcare, Non-Profit, Manufacturing, and Benefit Plan audits.

•Assisted in recruitment of new firm staff and presented to collegiate organizations.

EDUCATION:

Western Michigan University, Haworth College of Business

Kalamazoo, MI

Bachelor of Business Administration

December 2008

Major: Accountancy

ACTIVITIES/

HONORS: Bashor Children’s Home – Board Member, 2019-2024 (Committees: Fundraising) Elkhart Leadership Academy, Class of 2015-2016

Alpha Omicron Pi International Women’s Fraternity (Chapter Advisor of the Year 2011-2012)

Certifications: Active IN CPA License

Quickbooks Proadvisor Certified

Contact this candidate