Finance Director Operations Management in Portland OR Resume Kathleen Martin

KATHLEEN MARTIN [email protected] www.linkedin.com/in/kathleenmartin1993

Finance Director Accomplished finance executive with a wealth of experience leading and managing fiscal operations. Analyzes financial conditions, institutes efficient systems, improves processes, prepares budgets and forecasts, collaborates cross-functionally, and coordinates effective teams dedicated to exemplary customer service.

AREAS OF EXPERTISE Financial Management ● Budgeting ● Forecasting ● Strategic Planning Financial Reporting ● Internal Controls ● GAAP ● Accounting & Auditing ● Team Leadership Operational Management ● Change Management ● Process Improvement Staff Development ● Succession Planning ● Capital Planning ● Multi-Site Operations

PROFESSIONAL EXPERIENCE The Art Institutes (proprietary colleges)

01/2005 – 01/2015

REGIONAL DIRECTOR OF FINANCE 11/2013 – 01/2015 The Art Institutes West, Portland, OR  Oversaw all accounting and finance functions and provided operational support for three campuses in Oregon and California with a combined budget of $83 million.  Directly supervised four employees in Portland and two indirectly in California. DIRECTOR OF FINANCE 09/2012 – 10/2013 The Art Institute of Portland, Portland, OR  Ensured financial and operational effectiveness for a campus with a $30 million budget.  Managed the general ledger and monthly close process. Performed financial analysis and reported on the same to the campus, corporate headquarters and board members.  Developed, implemented, and monitored budgets. Forecast financial outcomes.  Supervised accounting staff and directed operational accounting activities.  Oversaw accounting controls with revenue, accounts receivable management, expenditure processing, fixed assets, inventory accounting and auxiliary services.  Enforced credit terms and raised cash collections on a per account basis by 13 percent. INTERIM CAMPUS PRESIDENT

The Art Institute of Portland, Portland, OR 11/2012 – 01/2013 The Art Institute of California – Silicon Valley, Sunnyvale, CA 09/2013 – 10/2013  Led strategic planning, academic quality, student success, career outcomes, and employee engagement initiatives. Managed profits and losses. Chaired the executive committee.  Directly supervised eight executives in Portland and seven in Sunnyvale. Indirect reports at each site exceeded two hundred. DIRECTOR OF ADMINISTRATIVE AND FINANCIAL SERVICES 01/2009 – 09/2012 The Art Institute of Portland, Portland, OR  Assumed project management responsibility for budgeting, forecasting, and long-range financial planning. Prepared fiscally responsible forecasts, employee and faculty

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compensation plans, operating budgets, and long-range financial plans. Collaborated locally and with system while strategic planning. Introduced and drove operational metrics into all phases of planning and budgeting. Coordinated financial functions from month-end closings through review of financial statements and reconciliation of general ledger accounts. Oversaw year-end closing, biannual SOX testing, IPED and NWCCU reporting, and coordinated with auditors. Supervised and evaluated three managers and 17 indirect reports on the accounting and student financial service staffs. Oversaw retail supply store operations and inventory accounting. Performed succession planning, collaborated over professional development plans, handled grievances, disciplined and discharged employees. Ensured compliance with internal accounts payable and receivable policies and controls and government regulations including the Sarbanes Oxley Act, federal Title IV, Veterans Administration, Oregon state financial aid policies, and fair debt collection practices act. Achieved 3-year cohort default rate for FY 2011 of 11.4 percent versus the national average of 13.7 percent and state average of 14.3 percent. Supported the key management team by breaking down complex financial concepts and terminology in to plain language to help plan solutions to everyday problems. Contributed to the leadership and development of the organization as a member of the executive committee reporting directly to the CEO (Campus President).

DIRECTOR OF ACCOUNTING 01/2005 – 01/2009 The Art Institute of Portland, Portland, OR  Oversaw all campus accounts receivable and payables functions. Focused on financial operations and student accounts. Ensured compliance with the Sarbanes Oxley Act.  Trained and supervised the accounting team of four. Determined workloads and priorities.  Coordinated student account billing, late letters, account updating, holds, cash receipts, credits, adjustments, drop calculations, returns to lenders, and refunds.  Maintained levels of accounts receivable and bad debt in top 10 percent for the system.  Supervised month-end balances and closings.  Reconciled revenue, cash and credit card accounts monthly.  Collaborated with other key managers. Provided support to the Director Financial Services. LEGAL ASSISTANT Marla Heikkala & Associates (boutique law firm), Vancouver, WA

02/1999 – 11/2004

SENIOR CONTRACT REVENUE ANALYST 08/1994 – 08/1998 PHAMIS, Inc. (software, healthcare information systems), Seattle, WA  Upgraded the sales order process and improved sales order administration.  Made key contributions to financial data merge and billing, receivables, and the contract management system conversion during a period of acquisition.  Managed continued growth within budgetary constraints through process improvements in account receivable functions. Performed month-end closings and reconciled accounts.  Supervised the accounts receivable staff of two responsible for contract milestone, time and material billings and collection of balances due from customers. SENIOR ACCOUNTS RECEIVABLE ACCOUNTANT 02/1986 – 03/1991 Aldus Corporation (software, desktop publishing), Seattle, WA  Analyzed profitability by product line and corporate sales by units and dollars.  Prepared reports, journal entries and reconciled accounts. Supervised accounts receivable staff. 

Served as finance representative on process improvement task forces.

EDUCATION   

Master of Science, Organizational Leadership, Argosy University Online (in progress). Bachelor of Science, Business Administration, Concentration: Finance / Law, Portland State University, Portland, OR. High Honors. Executive Development Program, Education Management Corporation. Top Gun Honors.