Kala Zornow, CMA
Lead Client Onboarding Advisor at Fundriver, Inc.- Claim this Profile
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Bio
Credentials
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Certified Management Accountant
Certified Management Accountant: CMA®Aug, 2016- Nov, 2024
Experience
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Fundriver, Inc.
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United States
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Software Development
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1 - 100 Employee
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Lead Client Onboarding Advisor
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Jul 2018 - Present
• Work with clients/organizations throughout the implementation process in order to get them set up with Fundriver's cloud-based endowment accounting software• Provide assistance & expertise on endowment management and reporting • Work with clients/organizations throughout the implementation process in order to get them set up with Fundriver's cloud-based endowment accounting software• Provide assistance & expertise on endowment management and reporting
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Concordia University-Wisconsin
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United States
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Higher Education
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700 & Above Employee
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Accounting Manager
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May 2016 - Jul 2018
• Prepare fixed asset & depreciation schedules• Perform monthly balance sheet account reconciliations• Investigate & resolve discrepancies in monthly bank account reconciliations• Manage and review endowment activity • Collaborate with auditors during preliminary and year-end audit processes • Prepare fixed asset & depreciation schedules• Perform monthly balance sheet account reconciliations• Investigate & resolve discrepancies in monthly bank account reconciliations• Manage and review endowment activity • Collaborate with auditors during preliminary and year-end audit processes
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Prospect Management Company, AAMC
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United States
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Real Estate
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1 - 100 Employee
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Director of Finance
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May 2011 - Apr 2016
• Oversaw Accounting department staff who handled Accounts Receivable & Payable for upwards of 100 properties managed• Managed, reviewed, and analyzed Monthly Financial Reporting for various properties managed• Coordinating yearly tax filing for various properties managed• Assisted with creation and implementation of yearly budget planning for properties managed• Provided recommendations of project funding alternatives and investment choices for properties managed• Assigned and delegated monthly department projects, goals, process improvements, & quality audits• Made recommendations for system/process improvements based on knowledge of current technology and anticipated future needs of the business/properties managed• Maintained excellent client relationships with Property Managers and Board of Directors
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Froedtert Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Operations Specialist
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Feb 2013 - Apr 2014
-Review and update of current procedure processes in the Patient Financial Services Office-Draft and implement procedures-Perform quality audits on department staff to ensure processes are being followed-Provide training on procedures/processes if needed -Review and update of current procedure processes in the Patient Financial Services Office-Draft and implement procedures-Perform quality audits on department staff to ensure processes are being followed-Provide training on procedures/processes if needed
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Neroli Salon & Spa
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Accountant
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Oct 2009 - May 2011
-Handling Accounts Receivable & Payable-Payroll-Entering & Processing Invoices, Orders, Credit Card Charges -Handling Accounts Receivable & Payable-Payroll-Entering & Processing Invoices, Orders, Credit Card Charges
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Education
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2011 - 2012
Lakeland College
Master of Business Administration (MBA) -
2007 - 2010
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Accounting and Finance
Community
