Kaitlin Rowatt

Experience

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  Cal Poly Pomona

  Mar 2011 - Dec 2015

  In January 2015, I was promoted from Conference Services Lead to Conference Services Senior Lead. During my transitional period between these two roles, I was trained in more advanced HR, payroll, and budgeting responsibilities that have aided me in understanding the nature of a professional management role. In my role as Senior Lead thus far, I have assisted in coordinating the recruitment, hiring, and selection process for our upcoming summer season as well as assist in preparing the budget for our upcoming fiscal year. With the seasonal team selected and hired, I am responsible for the coordination of our training sessions and CPR/First Aid training, as well as the housing accommodations for our staff and processing their paperwork through the University HR department. Show less As a Conference Services Lead, I was given the opportunity to explore the planning stages of a conference services season. As the summer months approached, I worked with various group coordinators to provide campus tours, create financial estimates, manage function space and housing inventory, create license agreements, and coordinate detailed group reservations through multiple campus entities. I was also able to gain invaluable experience as the direct supervisor of a team of 9 student workers, which strengthened my leadership skills and gave me direct payroll experience. Throughout the summer season, I coordinated multiple conference groups, prepared the weekly schedules for a team of 30, and prepared invoices and billing documents for conference groups after their time with Conference Services. As a Lead, I gained a tremendous amount of work experience that has strengthened my love for both the hospitality industry, as well as revenue analysis and management. Show less The ARCHES program is a grant-based program that provides peer tutoring, advising, and academic mentorship to students who are registered with the Disability Resource Center of Cal Poly Pomona. The students are given the opportunity to receive hands-on tutoring for specific courses, and their peer tutors are often students of that course's designated college/major program. As a peer tutor, I assist my assigned tutees in time management, study skill, course content, and examples of course material in order for that student to better navigate academic achievement. The Peer Tutor position aids me in becoming a more well-rounded student and community member. Show less University Housing Services seeks to provide the residents of the community with the utmost in safety, hospitality, cultural immersion, and As a resident advisor, I am a mentor to my peers within the on-campus housing community. I coordinate and plan various programs for the residents, ranging from academic focus groups to interactive community development to light-hearted social events. I also act as a mediator in the event of a conflict or incident, and perform routine rounds of the premises while on nightly duty shifts. Show less With the University Housing Services' Conference Services department, I work with a large number of conference groups who stay within the university housing facilities. I work directly with the clients, providing check-in & check-out service and front desk attendance, as well as a variety of back-of-the-house services such as housekeeping and event preparations. As a junior lead, I work in the office with event planning, contracting, billing, and invoicing in addition to performing the conference service aide's job duties stated above. My position also provides me with hands-on training and experience for the upcoming academic year's position of Conference Services Lead. Show less As the Front Desk Supervisor of the Kellogg West Conference Center & Hotel, I hold the responsibility of creating the weekly schedule, creating and inputting conference group information into our reservation system, delegating daily tasks at the front desk, and calculating group billing invoices and processing a variety of kinds of payment. A number of small projects have been undertaken by myself and fellow team members at the front desk.I am also trained to perform the daily night audit duties to close the books for the calendar day. Show less

  • Conference Services Senior Lead

    Jan 2015 - Dec 2015

  • Conference Services Lead

    Mar 2014 - Jan 2015

  • Peer Tutor

    Oct 2013 - Jan 2015

  • Resident Advisor

    Jan 2013 - Jun 2014

  • Conference Services Junior Lead

    Jun 2013 - Sept 2013

  • Front Desk Supervisor

    Apr 2012 - Jun 2013

  • Student Manager

    Mar 2011 - Apr 2012
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  Giroux Glass, Inc.

  Jan 2016 - Apr 2017

  As a Payroll Administrator at Giroux Glass, Inc., I work in a glass/glazing construction company that also happens to be an ESOP company that prides itself in its emphasis on team collaboration and a strong, positive, and empowering work environment for all. Within my position, I am responsible for a number of tasks that range from payroll to job costing to data analysis. • Input & verify multi-state Payroll records for Administrative personnel and Union glaziers for multiple locations throughout California & Nevada while maintaining confidentiality and discretion. • Coordinate timesheet collection and distribute payroll on a weekly basis. • Manage and coordinate employee payroll changes, including input of benefits and garnishments.• Input all new hires in multiple systems and maintain personnel paperwork, including W4s and I-9s. • Report work performed by Glaziers for Certified Payroll and OCIP reporting to general contractors and services, and verify union trustee reports. • Maintain system records for company credit cards, gas cards, and cell phones while ensuring proper coding of monthly transactions. • Participate and actively engage in company meetings, including but not limited to serving as Chairperson of the Culture Committee. • Assist Payroll Manager with payroll and union audits as needed. • Previous experience while Accounting Clerk in inputting and analyzing vendor invoices and statements, as well as assisting with preparing waivers and documents for release of payment with Accounts Receivable. • Analyze monthly sales data and prepare Monthly Sales Reports for estimators and project managers and report to the Executive Vice President.I was promoted from Accounting Clerk to Payroll Clerk in April 2016 and promoted to Payroll Administrator in November 2016. Show less

  • Payroll Administrator

    Jan 2016 - Apr 2017

  • Payroll Clerk

    Apr 2016 - Nov 2016

  • Accounting Clerk

    Jan 2016 - Apr 2016
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  PRR

  May 2017 - Mar 2023

  Oversee multiple Accounting functions, including AP, banking, ESOP administration, equity, general ledger, financial reporting, payroll, timekeepingLed team of 3-5 full-time employeesMulti-state payroll processing, including system administration in HRIS systems including ADP, Paychex, PaycomSystem administration for company ERP system, Deltek Vision 7.6Equity compensation management for senior leadership Ensure policies and procedures comply with FAR and other regulations as a government contractor Create, validate, and report census data for ERISA plans, such as the ESOP, and certified payroll reportingCoordinate annual year-end process, including annual company valuation, ESOP plan administration, ERISA plan audit, financial statement compilation, and FAR-compliant overhead rate audit Develop, establish, and maintain internal controls and policies to support and further the business's objectives and strategy Manage company compliance for insurance, licensing, and registrations in multiple states and local jurisdictions Prepare project set-up and contract management within ERP system in partnership with Project Accounting team and Project ManagersDevelop and maintain budgeting templates for Project Managers to support RFP and pursuit processTrain and develop facilitation skills within PRR's white anti-racist facilitator cohort and regularly facilitate anti-racism conversations with staff at various levels of organizational structure Show less As the Senior Accountant, I am responsible for a variety of duties, including the oversight of the Accounts Payable & Payroll functions and assisting with financial reporting, month-end closing, and company & departmental budgeting.• Assist with & perform month-end closing of financials and maintain general ledger account schedules & reconciliations. • Establish and maintain fiscal files & records to document transactions and financial closings. • Prepare & analyze management reports for financial, payroll, and departmental data.• Administer & process bi-weekly payroll through Paychex Flex for multiple states; previously processed through ADP WorkforceNow. • Collaborate with the Project Accounting team to support overall Accounting and department goals & objectives. • Monitors and analyzes financial activity against developed company & department budgets and support departmental leaders in identifying issues and creating resolutions and actions plans.• Responds to inquiries from the CFO and other director/departmental leaders regarding financial results, special reporting requests, and financial transactions. • Support the AP/Purchasing Coordinator and advises staff regarding the handling of non-routine reporting transactions.• Maintain system records of company credit cards and perform monthly reconciliation & payment.• Analyze current workflow processes and assist with coordination & implementation of new processes. • Assist CFO with coordination of new accounting system implementation. • Assist CFO with incurred cost audits and other projects as needed.Promoted from Payroll/Accounts Payable Coordinator position in September 2017. Show less As the Payroll/Accounts Payable Coordinator, I ensure that all of our employees, vendors, & clients are paid in an accurate, efficient, & timely manner and assist with the financial accounting processes.• Administer & process bi-weekly payroll through ADP WorkforceNow for multiple states. • Input, monitor, and analyze vendor invoices, including employee expenses & reimbursements, and maintain vendor accounts. • Collaborate with the Project Accounting team to support overall Accounting and department goals & objectives. • Assist with & perform month-end closing of financials and maintain balance sheet schedules & reconciliations. • Establish and maintain fiscal files & records to document transactions and financial closings. • Prepare & analyze management reports for financial, payroll, and departmental data.• Maintain system records of company credit cards and perform monthly reconciliation & payment.• Analyze current workflow processes and assist with coordination & implementation of new processes. • Assist CFO with coordination of new accounting system implementation. • Assist CFO with incurred cost audits and other projects as needed. Show less

  • Accounting Manager

    Jan 2020 - Mar 2023

  • Financial Accounting Supervisor

    Jul 2018 - Jan 2020

  • Senior Accountant

    Sept 2017 - Jul 2018

  • Payroll/Accounts Payable Coordinator

    May 2017 - Sept 2017
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  Niagara Bottling

  Oct 2018 - Jun 2019

  Payroll Consultant

  Provide payroll support and administration while working with Workday payroll system. Process semi-monthly payroll for 30+ bottling plants and headquarters staff, as well as off-cycle payroll processing. Work in partnership with Accounting & Finance team to reconcile payroll cash transactions and reports. Maintain UI tax rate records and update Workday accordingly.

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  Third Sector Intelligence

  Apr 2023 - now

  The Director, Finance & Administration, is a hands-on role overseeing the financial & administrative operations of 3Si, including risk management and the development and monitoring of control systems designed to ensure accurate financial reporting and safeguarding of 3Si's assets. In this role, Kaytee manages contracts compliance and regulatory reporting, budgeting & forecasting, and day-to-day accounting processes. Kaytee also oversees administration and corporate IT and regularly collaborates with 3Si's external accounting partners and third party administrative vendors. Show less As the Senior Manager of Operations, Kaytee is responsible for the day-to-day management and execution of 3Si’s internal operations. The Operations team is responsible for multiple business functions, including accounting & finance, HR, payroll, IT, contract administration, and corporate governance.Some of Kaytee's day-to-day duties include:- Review, develop, and implement corporate policies to support the needs and strategy of the business- Manage the full payroll cycle from timekeeping to processing to multi-state tax filings - Monitor cash management and maintain accurate bank reconciliations, AP aging, and AR aging - Manage contracts administration, including insurance, diversity compliance reporting, and monitor compliance with existing workplace policies and processes- Create and manage monthly invoicing in coordination with GAAP revenue recognition methods- Managed transition from cash-basis to accrual-basis financial statements in accordance with US GAAP- Serve as Security Officer and Microsoft administrator, created cybersecurity training program- Led implementation of new HRIS, BambooHR Show less

  • Director of Finance And Administration

    Oct 2023 - now

  • Senior Manager of Operations

    Apr 2023 - Oct 2023