# Katie Backman

Katie Backman is a remote worker on Himalayas, Accounting Manager at Sallie Mae Bank, based in United States.

Source: https://himalayas.app/@katiebackman

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

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 100k+ USD |
| Job categories | Accounting Manager, Senior Accountant |
| Skills | Accounting Transformation, Financial Reporting, US GAAP, Trust Accounting, Loan Accounting, Reconciliations, SOX Compliance, Internal Controls, 10 K 10 Q, ERP Implementation, Process Automation, Process Redesign, Data Integration, Data Quality, Accruals |
| LinkedIn | https://linkedin.com/in/katie-backman-cpa-macc-67799b59 |

## About

```text
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

### Accounting Manager (current)

[Sallie Mae Bank](https://himalayas.app/companies/sallie-mae). May 2024 - Present

```text
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%.
```

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

### Senior Accountant

Headlight Health. Apr 2023 - May 2024

```text
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.
```

Skills: NetSuite, Quickbooks, ASC-606, Power-BI, ASC-842, Internal-Controls, Team-Management

### Senior Accountant

[Sallie Mae Bank](https://himalayas.app/companies/sallie-mae). Nov 2019 - Apr 2022

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

Skills: Loan-Accounting, Reconciliations, Financial-Reporting, Process-Improvement

### Accountant

[Extra Space Storage](https://himalayas.app/companies/extra-space-storage). Jan 2018 - Nov 2019

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

Skills: Financial-Analysis, Fixed-Assets, OLAP, Excel

### Accountant

Spring Mobile. Jun 2016 - Jan 2018

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

Skills: Process-Improvement, Reconciliations, Databases

### Accountant

Main Street Renewal. Nov 2014 - Apr 2016

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

Skills: Bank-Reconciliation, Great-Plains

### Staff Accountant

ETS Lindgren. May 2012 - Nov 2014

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

Skills: Intercompany-Accounting, Financial-Analysis, Budget-Variance

## Education

### Southern Utah University

Master of Accountancy, Accountancy

```text
Master of Accountancy degree from Southern Utah University.
```

### Framingham State College

Bachelor's in Accounting, Accounting

```text
Bachelor's degree in Accounting from Framingham State College.
```

## Tech stack

- Snowflake
- Oracle
- Workday
- QuickBooks
- NetSuite
- SQL
- SAP
- Power BI
- Power Query
- Microsoft Copilot

To contact Katie, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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