katie farley

Managed an accounting team of four accountants and one accounts payable assistant, reviewing monthly financial statements, balance sheets, and cash flow statements for 10 restaurants. Collaborated with owners on budget creation for new construction builds, comparing actual performance, and attended construction meetings to ensure budget alignment.

Provided direction and assistance to management regarding accounting and budgeting, overseeing staff accountants and accounts payable team members. Assisted in developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting, and performed internal audits of restaurant locations.

Maintained general and supporting ledgers, analyzing them for accuracy and relevant information, and prepared, maintained, and understood balance sheet account reconciliations, proposing timely adjustments to the Controller and CFO. Facilitated the month-end close process by preparing journal entries, reviewing, and following through on month-end tasks with a three-day close, and prepared financia

Handled all Real Estate transactions for fixed assets, including opening/closing stores, like-kind exchanges, and monthly rollforwards on a state level. Researched capitalization policies and managed coding for IT projects, assisted in budget preparation for Real Estate and IT cost centers, and developed invoice workflow processes.

Completed all Federal and State S corporation and Partnership tax filings, and performed month-end closing procedures for income tax payable and deferred tax liability/asset accounts. Utilized OneSource Tax Software for e-filing returns and prepared paper-filed returns, and led meetings with the FP&A team to forecast taxable income.

Completed tax returns for large businesses, including corporations, partnerships, and individuals, and gained an understanding of International Taxation by working directly with ITS managers to complete numerous informational forms. Completed year-end audits for tax provision calculations and worked with OneSource and GoSystem software.

Prepared complex individual tax returns and 1099s.

Worked on the Rental Project, communicating directly with taxpayers to collect back taxes. Assisted auditors in field audits, data entry, and observed auditing procedures, and collected over $650,000 in taxes in one fiscal year, surpassing the previous record of $540,000.

Obtained a Bachelor of Science in Accountancy from Arizona State University's W.P. Carey School of Business. The curriculum provided a strong foundation in accounting principles and practices.

Completed a Master of Taxation at Arizona State University's W.P. Carey School of Business. This advanced degree focused on tax law and regulations, preparing for a career in taxation.