Owner

• Nov 2022 - Present

As a fractional CFO, my passion is supporting companies as their finance leader. Bringing financial expertise, with a technology lens. Technology can have a tremendous impact on a business. Having the right tech, with the right processes, positively impacts the bottom line. I am excited to help small and medium-sized businesses to bring process improvement to their teams and get a real handle on their data. Helping leaders gain insights from previously siloed or inefficient reporting is a main goal with every engagement. Give my clients the information they need to make the best business decisions they can, as quickly as they need to. Providing them with the insights they need to support growth and maintain stability into the future. What can we improve? How can we help your team? What are the tedious and manual processes keeping your people from contributing real value to the organization? These are just a few of the questions we start with. There is no script or form, I want to have a conversation, to understand the real pain points, and we go from there. Show less

Chief Financial Officer

• Jun 2022 - Present

Responsible for all accounting and finance functions. Responsible for all accounting and finance functions.

VP of Finance

• Jan 2021 - Jul 2022

Vice President of Finance, with oversight of all finance, accounting, IT, and compliance.

Director of Finance and Accounting

• 2019 - Jan 2021

Accounting Manager

• Sep 2015 - Aug 2019

My current role as Accounting Manager at Vernovis, a consulting and staffing firm, providing resources to leading businesses in the Cincinnati, Dayton and Columbus, Ohio areas. As the finance and accounting leader, I am involved in a broad range of areas within the company accounting, finance, treasury, and operations. This includes monthly financial reporting, financial analysis, sales analysis/reporting, payroll, benefits, AR, AP, monthly reconciliation, budgeting, and forecasting. A proven track record of providing accurate financial reporting and analysis that delivers actionable data to improve company performance and drive revenue.Being a critical thinker, a planner, and very organized helps me to accomplish the day to day tasks, along with bringing critical projects to fruition. In the past few years, I have designed an 18-month forecast and cash flow model and project managed the move to a new office space. Been a part of implementing and convert to a new CRM software, lead the transition to a new payroll/HRIS system, assisted in building a new compensation model. All of these projects required coordination and communication with many departments from the CEO and operations team, to the production team. At Vernovis, projects such as these are successful because of cross-functional teams, that can involve all aspects of the organization. klewis@vernovis.comhttp://www.vernovis.com Show less

Accountant

• Sep 2013 - Sep 2015

Accountant

• 2009 - 2012

Performed general accounting and office manager duties; including accounts receivable, accounts payable, account reconciliation and payroll. Tracked and managed collections of customer accounts. Negotiated with outside lenders for the sale of accounts. Performed general accounting and office manager duties; including accounts receivable, accounts payable, account reconciliation and payroll. Tracked and managed collections of customer accounts. Negotiated with outside lenders for the sale of accounts.

Marketing Analyst

• 1994 - 2003

Working in the marketing department, my role was circulation analyst. This role required analysis of response rates and sales results for selected mailing lists. Tracked results through Excel spreadsheet formulas and pivot tables. Managed the bulk mailing department, which included management of a 10 person staff, including a supervisor. Other responsibilities included negotiation printing prices, mailing supplies and ensuring mailings were delivered on time. Working in the marketing department, my role was circulation analyst. This role required analysis of response rates and sales results for selected mailing lists. Tracked results through Excel spreadsheet formulas and pivot tables. Managed the bulk mailing department, which included management of a 10 person staff, including a supervisor. Other responsibilities included negotiation printing prices, mailing supplies and ensuring mailings were delivered on time.