Kathleen Liuzzi
Sr. Accountant at Rosary Academy- Claim this Profile
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Bio
Mel Long
Kathleen is a very professional, yet personal, leader. As a business-manager, she is very thorough and detailed, knowing all aspects of the work. Having worked with her for two years, I would highly recommend Kathleen.
Ronald Perrella
My relationship with Kathy was unique because she was neither a client, or a partner or an associate. I am a volunteer member of St. Timothy's Finance Council and worked with Kathy while she lived in Laguna Niguel as the Business Manager of the church for approx 15 years. To her and what we demanded of her must seem like 30 years. Kathy is one of the most efficient and talented executives I have worked with in my 52 year career. She was not only responsible for all the financial accounting of the parish but also the facilities manager and human resources manager for all the paid and volunteer staff. The pastor, "God Love Him" wanted nothing to do with the administration of the parish and let all those responsibilities up to Kathy and when needed (if important enough) brought the requests to the Financial Council for discussion. I have not only been impressed with Kathy's professional ability but also her work ethic. The US Marines have a saying "What Ever It Takes" and that was our Kathy. She made it happen! She has the ability to keep people happy with the outcome and result even with those who didn't agree with the direction or decision. Unfortunately for us she had to relocate for her husband’s job position as a educator. Fortunately for those who now have the opportunity to have her in Colorado, she is available for a position equal to her experience and talents, but believe me she is up to any and all challenges and will find a way to make any position (at an executive level) better for her being there and her responsibilities more efficiently performed
Mel Long
Kathleen is a very professional, yet personal, leader. As a business-manager, she is very thorough and detailed, knowing all aspects of the work. Having worked with her for two years, I would highly recommend Kathleen.
Ronald Perrella
My relationship with Kathy was unique because she was neither a client, or a partner or an associate. I am a volunteer member of St. Timothy's Finance Council and worked with Kathy while she lived in Laguna Niguel as the Business Manager of the church for approx 15 years. To her and what we demanded of her must seem like 30 years. Kathy is one of the most efficient and talented executives I have worked with in my 52 year career. She was not only responsible for all the financial accounting of the parish but also the facilities manager and human resources manager for all the paid and volunteer staff. The pastor, "God Love Him" wanted nothing to do with the administration of the parish and let all those responsibilities up to Kathy and when needed (if important enough) brought the requests to the Financial Council for discussion. I have not only been impressed with Kathy's professional ability but also her work ethic. The US Marines have a saying "What Ever It Takes" and that was our Kathy. She made it happen! She has the ability to keep people happy with the outcome and result even with those who didn't agree with the direction or decision. Unfortunately for us she had to relocate for her husband’s job position as a educator. Fortunately for those who now have the opportunity to have her in Colorado, she is available for a position equal to her experience and talents, but believe me she is up to any and all challenges and will find a way to make any position (at an executive level) better for her being there and her responsibilities more efficiently performed
Mel Long
Kathleen is a very professional, yet personal, leader. As a business-manager, she is very thorough and detailed, knowing all aspects of the work. Having worked with her for two years, I would highly recommend Kathleen.
Ronald Perrella
My relationship with Kathy was unique because she was neither a client, or a partner or an associate. I am a volunteer member of St. Timothy's Finance Council and worked with Kathy while she lived in Laguna Niguel as the Business Manager of the church for approx 15 years. To her and what we demanded of her must seem like 30 years. Kathy is one of the most efficient and talented executives I have worked with in my 52 year career. She was not only responsible for all the financial accounting of the parish but also the facilities manager and human resources manager for all the paid and volunteer staff. The pastor, "God Love Him" wanted nothing to do with the administration of the parish and let all those responsibilities up to Kathy and when needed (if important enough) brought the requests to the Financial Council for discussion. I have not only been impressed with Kathy's professional ability but also her work ethic. The US Marines have a saying "What Ever It Takes" and that was our Kathy. She made it happen! She has the ability to keep people happy with the outcome and result even with those who didn't agree with the direction or decision. Unfortunately for us she had to relocate for her husband’s job position as a educator. Fortunately for those who now have the opportunity to have her in Colorado, she is available for a position equal to her experience and talents, but believe me she is up to any and all challenges and will find a way to make any position (at an executive level) better for her being there and her responsibilities more efficiently performed
Mel Long
Kathleen is a very professional, yet personal, leader. As a business-manager, she is very thorough and detailed, knowing all aspects of the work. Having worked with her for two years, I would highly recommend Kathleen.
Ronald Perrella
My relationship with Kathy was unique because she was neither a client, or a partner or an associate. I am a volunteer member of St. Timothy's Finance Council and worked with Kathy while she lived in Laguna Niguel as the Business Manager of the church for approx 15 years. To her and what we demanded of her must seem like 30 years. Kathy is one of the most efficient and talented executives I have worked with in my 52 year career. She was not only responsible for all the financial accounting of the parish but also the facilities manager and human resources manager for all the paid and volunteer staff. The pastor, "God Love Him" wanted nothing to do with the administration of the parish and let all those responsibilities up to Kathy and when needed (if important enough) brought the requests to the Financial Council for discussion. I have not only been impressed with Kathy's professional ability but also her work ethic. The US Marines have a saying "What Ever It Takes" and that was our Kathy. She made it happen! She has the ability to keep people happy with the outcome and result even with those who didn't agree with the direction or decision. Unfortunately for us she had to relocate for her husband’s job position as a educator. Fortunately for those who now have the opportunity to have her in Colorado, she is available for a position equal to her experience and talents, but believe me she is up to any and all challenges and will find a way to make any position (at an executive level) better for her being there and her responsibilities more efficiently performed
Experience
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Rosary Academy
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United States
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Education Administration Programs
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1 - 100 Employee
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Sr. Accountant
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Mar 2019 - Present
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St. Pius V Catholich Church
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United States
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Religious Institutions
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1 - 100 Employee
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Business Manager
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Jan 2013 - Mar 2019
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Controller
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Oct 2010 - Sep 2012
Accounting oversight, grant reporting, grant application preparation, for Community Development Block Grants, Housing and Urban Development Fair Housing Grants and Corporate Foundation Grants. Monthly and annual closings, Preparation and negotiated Indirect Cost Rate for HUD grants, Coordinated with outside CPA firm in conducting annual audit. Accounting oversight, grant reporting, grant application preparation, for Community Development Block Grants, Housing and Urban Development Fair Housing Grants and Corporate Foundation Grants. Monthly and annual closings, Preparation and negotiated Indirect Cost Rate for HUD grants, Coordinated with outside CPA firm in conducting annual audit.
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Business Manager
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Nov 1993 - Sep 2009
Financial/Accounting management including: Supervision of bookkeeeping and office staff Preparation of all financial statements, reports, monthly and annual closing Budget development and implementation of accounting procedures and policies in compliance with GAAP and corporate policy Internal audits and contact point for outside CPA firm Management and Human Resources: Direct supervision of up to 10 staff members Hiring, terminations, payroll and benefit supervision Injury, Illness, Loss Prevention Program implementation Facility and Asset Management: Directing staff and contractors for the maintenance and improvement of all facilities Negotiated contracts to lease, purchase and maintain equipment Maintain the asset and deprectiation schedules Construction project coordination during the design & construction of a multi-phase, multi-million dollar complex. Organization and communications: Able to discern priorities as well as meet reasonable deadlines while multi-tasking Proficient in written and oral presentations Computer proficiency in Microsoft Office, ADP and IOI payroll services, QuickBooks, PDS custom data base and facility use program and calendaring software. Show less
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Liuzzi Consulting
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United States
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Financial Services
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1 - 100 Employee
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Independent Consultant
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Jan 1986 - Jan 1993
Services included bookkeeping, payroll, project cost analysis, cash flow projections and recommendations, financial closings, consolidations, data processing, technical writing and computer systems set up and conversions. Prepared records for audit and tax work. Researched and prepared reports for submission to government agencies. Services included bookkeeping, payroll, project cost analysis, cash flow projections and recommendations, financial closings, consolidations, data processing, technical writing and computer systems set up and conversions. Prepared records for audit and tax work. Researched and prepared reports for submission to government agencies.
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Western States Investment Corp
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United States
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Biotechnology Research
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Assistant Controller
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Jan 1979 - Jan 1986
Sub-Chapter S Corporation with holdings in the service, manufacturing, wholesale distribution and R&D Responsible for closings, consolidations, internal audits, banking relations and audits Sub-Chapter S Corporation with holdings in the service, manufacturing, wholesale distribution and R&D Responsible for closings, consolidations, internal audits, banking relations and audits
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Assistant Controller
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Jan 1977 - Jan 1979
Responsibilities included all aspects of accounting, forecasting and budgeting. Responsibilities included all aspects of accounting, forecasting and budgeting.
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Education
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1973 - 1977
University of San Diego
BSBA, Bus. Admin, accounting -
1973 - 1977
University of San Diego
Business administration and accounting
Community
