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Kristina Caldwell

@kristinacaldwell

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Experienced CPA with a focus on outsourced accounting services.

United States

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What I'm looking for

I seek a role that fosters growth, encourages collaboration, and values strategic financial management.

I am a CPA with over 12 years of public accounting experience, specializing in providing outsourced accounting services to private real estate funds and other businesses. My career has been marked by a commitment to driving financial performance and contributing to the strategic growth of organizations. Currently, I serve as a Consulting Senior Manager at Moss Adams, where I lead a team to deliver comprehensive accounting services, ensuring client satisfaction and compliance with GAAP.

Throughout my career, I have successfully managed teams of accountants, overseeing the preparation of financial statements, cash management, and the onboarding of new clients. My experience includes working with third-party property management companies, conducting semiannual employee reviews, and providing career coaching to my team. I take pride in my ability to streamline processes and implement best practices that enhance operational efficiency.

As I look for my next opportunity, I am eager to leverage my expertise in accounting and team management to drive financial success in a dynamic organization. I am particularly interested in roles that allow me to further develop my leadership skills while contributing to strategic initiatives.

Experience

Work history, roles, and key accomplishments

Current

Consulting Senior Manager

Current

Moss Adams, LLP

Aug 2022 - Present (2 years 9 months)

As a Consulting Senior Manager, I manage a team to deliver outsourced accounting services, including accounts payable, payroll processing, and financial statement generation. I oversee client engagements, ensuring deadlines are met and provide guidance on financial processes and best practices.

Team Management GAAP Financial Statements Accounts Payable Payroll Processing Cash Management Client Engagement Financial Reporting

Director of Outsourced Accounting

Mengali Accountancy, Inc.

Mar 2020 - Jul 2022 (2 years 4 months)

In my role as Director of Outsourced Accounting, I supervise accounting staff and provide full-charge accounting services. I prepare and file business tax returns, oversee financial statement processes, and manage client onboarding and software conversions.

Financial Statements Onboarding Team Collaboration Billing Management

Accounting Manager

Mengali Accountancy, Inc.

Mar 2018 - Mar 2020 (2 years)

As an Accounting Manager, I supervised accounting staff and ensured the delivery of full-charge accounting services. I prepared financial statements and managed the monthly financial statement process for clients, while also mentoring junior staff.

Financial Statements Client Management Accounting Cash Management Mentoring Process Improvement Billing Financial Reporting Tax Compliance

Accountant

Mengali Accountancy, Inc.

Mar 2013 - Mar 2018 (5 years)

In my role as an Accountant, I provided full-charge accounting services, including bank reconciliations, payroll processing, and financial statement preparation. I supported clients with their accounting needs and ensured compliance with financial regulations.

Bank Reconciliation Payroll Processing Financial Statements Financial Compliance Month End Close Accounts Payable Financial Reporting Tax Compliance

Education

Degrees, certifications, and relevant coursework

Golden Gate University

Bachelor of Science, Accounting

2008 - 2012

Completed a Bachelor of Science in Accounting, focusing on the principles of accounting, financial reporting, and taxation, preparing for a career in public accounting.