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Katie Backman

@katiebackman

Accounting Manager at Sallie Mae Bank who automated 10-K/10-Q reporting and reconciliations, cutting preparation and review time by more than half.

United States

Message

At Sallie Mae Bank, I manage accounting and financial reporting for loan trusts and automate reporting and reconciliations with Power Query, SQL, Excel, and Workday. My Power Query automation supports 10-K/10-Q reporting and reconciliations, reducing preparation and review time from over two hours to less than one.

I supported the PeopleSoft-to-Workday conversion through testing, troubleshooting, and accounting workflow implementation. I also built direct SQL-to-Excel connectivity through ODBC to reduce manual adjustments and improve reporting consistency.

At HEADLIGHT HEALTH (FORMERLY SOKYA HEALTH), I led the accounting department’s internalization and conversion from QuickBooks to NetSuite, including the move from cash to accrual accounting. I implemented ASC 606 revenue accruals and Power BI reporting that made monthly revenue available on the first day of the following month.

Experience

Work history, roles, and key accomplishments

Current

Accounting Manager

Current

Sallie Mae Bank

May 2024 - Present (2 years 6 months)

Managed daily and monthly accounting and financial reporting for 40+ loan trusts and $20 million in loans. Automated processes using Power Query, SQL, Excel, and Workday, reducing reporting prep time by over 50%.

Power Query SQL Excel Workday Financial Reporting Reconciliations ERP Migration Microsoft Copilot AI Enabled Productivity Specialist

Senior Accountant

Headlight Health

Apr 2023 - May 2024 (1 year 1 month)

Led internalization of the Accounting department and converted records from QuickBooks to NetSuite. Implemented revenue accrual process aligned with ASC 606 and Power BI revenue reporting.

NetSuite Quickbooks ASC 606 Power BI ASC 842 Internal Controls Team Management

Senior Accountant

Sallie Mae Bank

Nov 2019 - Apr 2022 (2 years 5 months)

Managed accounting for 28+ loan trusts, loan purchases and buybacks, and balance sheet reconciliations. Streamlined new loan disbursement process to improve refund clearing.

Loan Accounting Reconciliations Financial Reporting Process Improvement

Accountant

Extra Space Storage

Jan 2018 - Nov 2019 (1 year 10 months)

Analyzed trends, costs, revenues, and commitments to support funding projections. Simplified fixed asset process for 1,800+ properties using OLAP Excel connection.

Financial Analysis Fixed Assets OLAP Excel

Accountant

Spring Mobile

Jun 2016 - Jan 2018 (1 year 7 months)

Redesigned warranty service three-way match process to improve processing time and accuracy. Implemented database reconciliation to clear aging purchase orders.

Process Improvement Reconciliations Databases

Accountant

Main Street Renewal

Nov 2014 - Apr 2016 (1 year 5 months)

Improved bank reconciliation timing by verifying payments before clearing. Implemented bank reconciliation module in Great Plains.

Bank Reconciliation Great Plains

Staff Accountant

ETS Lindgren

May 2012 - Nov 2014 (2 years 6 months)

Reconciled monthly financials for Singapore and China offices and intercompany accounts across multiple countries. Analyzed monthly expenses and assisted with budget variance questions.

Intercompany Accounting Financial Analysis Budget Variance