Kathy Graham

Chief Operating Officer at FitzGerald
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Architecture and Planning
    • 1 - 100 Employee
    • Chief Operating Officer
      • Sep 2019 - Present

    • Director of Finance and Administration
      • Dec 2006 - Present

      Manage all financial and administrative functions for firm including accounts receivable and payable, cash flow, human resources and general administrative support. Major Responsibilities:• Direct accounting department’s production and procession of AP, AR, and tax functions. • Establish accounting principles, practices and procedures; direct the general accounting, cost, tax and budget and forecasting activities• Direct the care and custody of cash funds and other financial assets• Direct systems to assemble and compile accurate and timely financial operating data. Synthesize financial statements, reports and communicate performance to firm owners with alerts and recommendations• Regularly reports industry data and trends and makes recommendation to assist with decision making• Ensure insurance and business continuity programs to protect the firm’s interest and minimize risk• Maintain relationship with clients and counterparts to ensure clarity of expectations and achieve best possible experience for all to ensure repeat business.• Conduct regular project reviews with project managers to review schedule, budget, progress and project profit, suggesting adjustments when necessary. • Coordinate scheduling of projects to ensure maximum utilization of staff and other firm resources• Approve and coordinate staff needs for projects with project managers• Manage firm HRIS and policies, enabling firm to attract, develop, reward and retain qualified staff. Includes record keeping, compensation and benefits, performance management, recruiting and the employee handbook. • Supervise administrative staff in day to day operations of IT, communications, resource scheduling, administrative tasks, financial transactions and data input, supplies, payroll data and benefits record keeping.

    • Grants and Contracts Manager
      • May 2004 - Nov 2006

      Managed fiscal and administrative functions for non-for-profit research based company. Ensuring compliance to federal administrative and cost principle regulations to guarantee continued funding from National Institute of Health and its subsidiaries. Direct Responsibilities: - prepare and maintain NIH grants including budgets, subcontracts and supporting documents for seven- site clinical research program - serve as liaison with NIH, CPCRA, and U. of Minnesota Statistical Center to coordinate non-clinical technical aspects of the grants - negotiate and prepare subcontracts, budgets and agreements with clinical research sites and pharmaceutical sponsors - managed accounts payable and receivable functions - performed day to day human resource functions including payroll, staffing, employee coaching and coordination of off-site training

    • Membership Leasing Manager
      • Feb 1997 - Mar 2004

      Managed the servicing for the auto lease and balloon payment department in the national service center. Developed 17 team members, servicing 21,000 accounts with over $400 million is receivable. Responsibilities included: - developing work plans and conducting performance evaluations with quantitative objectives - provided monthly and quarterly reports to senior management that reflected portfolio performance, loss mitigation and trend analysis - facilitate RVI claims process to maximum claim payments - implemented the lease-end maturity and liability management process to minimize residual loss within the portfolios - accountable for managing thirds party vendor relationships for lease-end maturity, insurance verification and sales-tax process - enhancing lease end customer sales by creating an affiliation with an indirect lender

    • Training Supervisor
      • 1996 - 1997

      Developed and implemented a comprehensive training program for a department of 50 collectors, Created and maintained the training manual and subsequent training materials as needed Developed and implemented a comprehensive training program for a department of 50 collectors, Created and maintained the training manual and subsequent training materials as needed

    • Asst Manager of Collection
      • 1991 - 1996

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