Katherine Pearson
PLYMOUTH,MA
Summary
Seasoned financial controller and small business owner with a proven track record at Holmed Corp and Carole's Flowers and Gifts. Excelled in client engagement and effective relationship development, significantly enhancing customer retention and reducing costs by negotiating better terms. Skilled in managing financial operations and leading teams to exceed company goals.
Overview
28
28
years of professional experience
Work History
Owner Small Business
Carole's Flowers and Gifts
12.2004 - 01.2022
- Managed day-to-day business operations.
- Developed and maintained strong relationships with customers, resulting in repeat business and referrals.
- Managed financial aspects of the business
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
BOOKKEERER
Cluett Commercial Insur Agcy
01.1999 - 12.2004
- Maintained and processed invoices, deposits, and money logs.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
Controller
Holmed Corp
01.1994 - 01.1999
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 35 employees to comply with predetermined company guidelines.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
Education
Some College (No Degree) -
Lane Community College
Eugene, OR06-1980
Skills
- Client Engagement
- Small Business Management
- Effective Relationship Development
- Customer relations
Timeline
Owner Small Business
Carole's Flowers and Gifts
12.2004 - 01.2022
BOOKKEERER
Cluett Commercial Insur Agcy
01.1999 - 12.2004
Controller
Holmed Corp
01.1994 - 01.1999
Some College (No Degree) -
Lane Community College
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