Katherine Todd

Experience

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  Roche Diagnostics

  Jun 2000 - Aug 2000

  Intern, Credit Department

  • Formalized credit department policies and procedures manual.• Developed credit department interactive training agenda.• Completed various projects and presented results to the manager of the credit department.

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  PwC

  Sept 2001 - May 2010

  Assurance Manager - Financial Services

  • Successfully planned and executed various financial statement audits while managing various staff members. Client base includes a multi-billion dollar SEC registered financial services client• Involved in the review and audit of various SEC filings, including Forms 10-Q, 10-K and 8-K. Also performed various reviews of required SEC disclosures and footnotes• Closely involved with managing project financials, including billing and time analysis and timely billing and collection• Wrote various staff evaluations and worked diligently to help develop and empower staff members through the formal coaching program• Assisted with formal consultations to ensure that the appropriate level of expertise was utilized on issues• Developed specialized technical expertise in the area of investments• Communicated with clients on a consistent basis regarding observations and improvements on the internal controls environment. Also involved with identifying and analyzing control deficiencies• Assisted in the analysis and resolution of significant accounting issues including going concern extended procedures, current market condition investment matters, material weakness remediation, financial statement restatements and other key transactions• Performed extensive reviews of material contracts and agreements for various clients• Participated in annual meeting with various audit committees along with management• Assisted with formal training initiatives both general and industry specific• Received a nomination for the PwC Chairman's Award in 2009 Show less

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  Chiquita

  May 2010 - Jun 2012

  Manager of Financial Reporting

  • Responsible for the preparation of the financial statements of Chiquita, including implementation of new accounting standards and appropriate accounting treatment in accordance with U.S. GAAP and company accounting policies. This includes reporting and related disclosure on Forms 10-K, 10-Q, 8-K and other SEC reports and press releases.• Ability to research specific accounting issues by using authoritative guidance and industry practice to propose accounting treatments based on the research.• Demonstrated ability to motivate, lead and develop subordinates• Responsible for reviewing transactions to ensure compliance with debt covenants included in the company’s debt agreements and preparing quarterly and annual statements required by the debt agreements, including the calculations supporting debt covenant compliance. Assisted with the 2011 refinancing activities of Chiquita.• Responsible for reviewing and monitoring Chiquita's derivative instruments (average rate currency options/forwards & bunker forwards) designed and qualified as cash flow hedges.• Responsible for providing accounting assistance in transaction structuring and analysis related to strategic acquisitions, divestitures, and new public market and bank financings. Show less

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  3CDC

  Jun 2012 - Jun 2015

  Senior Accounting Manager

  • Responsible for the general accounting and compliance functions for the capital funds• Management of a $250 million loan portfolio of over 75 loans and the rigid compliance program surrounding the New Markets Tax Credits employed on several of 3CDC’s projects.• Forecasting future cash flows of the loan portfolios to allow executive management to make future project development decisions.• Assists Chief Financial Officer in monitoring project investments (including loan analysis and reviews) and required communications to investment contacts. • Research and generates written documentation on technical issues related to transactions on both GAAP and tax basis. • Monitors financial performance to established budgets and projections for the organization as well as outstanding loan receivables.• Oversees Senior Accountant and Staff Accountant in preparing and posting general ledger entries on regular basis, monitors accounts and prepares complete and accurate account reconciliations on a monthly basis. Show less

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  Easterseals Central Illinois

  Jul 2015 - Apr 2021

  Chief Financial Officer
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  UnityPoint Health

  Apr 2021 - Jul 2023

  Regional Director Finance Controller
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  Carle Health

  Jul 2023 - now

  Director of Finance And Accounting