Kathy Surber's Email

CFO of the Year (2015) - Kansas City Business Journal

Director of Finance and Operations @ The Director of Finance and Operations is a senior leadership team member overseeing, coordinating, and managing the administrative, operational and financial functions of the Museum. This position is responsible for the development of financial management strategies including budgeting, forecasting, cash flow, and investment priorities. This individual is responsible for the implementation of appropriate systems of policies, internal controls, accounting standards and procedures, and supervision of the annual financial audit. This position oversees Facilities Management for (3) Museum locations, Museum Restaurant (Cafe Sebastienne) and Gift Shop operations, Human Resource Management and Information Technology Systems. The Director of Finance and Accounting assists with the instituting of governance policies and financial objectives of the Board of Trustees and Board of Directors. From January 2013 to Present (3 years) Kansas City, Missouri AreaDirector of Finance @ The Director of Finance is a member of the senior leadership team responsible for planning, development, implementation, and evaluation of the organization's fiscal performance. This individual oversees and directs the budgeting, forecasting, cash flow, endowment management, and internal control processes. This position serves as advisor to all department directors, providing guidance on financial matters serving the organization's strategic vision. The Director of Finance provides periodic financial and operational reports to the Finance Committee and Board of Directors. From August 2009 to January 2013 (3 years 6 months) Vice President of Finance (Interim) @ The Vice President of Finance (Interim) supervised budget development, maintained cash flow, and prepared financial statements. This individual completed a Kansas Tax Credit filing for $48,000 company savings. This position implemented and trained staff on a newly-executed profit sharing plan. This individual supervised the annual financial audit, a 401K plan investigation, and workman's compensation audit. From September 2005 to June 2006 (10 months) Vice President of Finance and Operations @ The Vice President of Finance and Operations is a member of the Leadership and Strategic Planning Team. This individual directed and managed the Accounting and Operations Departments, supporting sales growth from $7 million to $37 million over a five-year period. The Vice President of Finance and Operations designed and implemented budget, forecasting, and cash flow management processes. This individual supervised a $500,000 upper-level building remodel, and managed a $1 million inventory line. The Vice President of Finance implemented the 40lK, profit sharing, and cafeteria plans. From July 1995 to July 2000 (5 years 1 month) Accounting Manager @ The Accounting Manager maintained full-cyle accounts payable and accounts receivable. This individual managed payroll records and processing for 75 employees. This position was responsible for inventory management and financial statement preparation. From November 1992 to February 1994 (1 year 4 months) Accountant @ The Accountant maintained full-cycle accounts payable and accounts receivable, and managed payroll records for 50 employees. This individual prepared bank reconciliations, provided general ledger account analysis, assisted with monthly closings, and generated financial and operational reports. From December 1986 to April 1992 (5 years 5 months) Reno, Nevada Area

BS in Accounting, Accounting @ Avila University Kathy Surber is skilled in: Financial Analysis, Strategic Planning, Microsoft Excel, Revenue Recognition, GAAP, Great Plains Software, Variance Analysis, Financial Statements, Operating Budgets, Cash Management, Financial Forecasting