Kate Braswell
Charlotte
Summary
Senior Accountant with 10+ years of experience leading full-cycle accounting and month-end close in complex, multi-entity environments. Expert in GAAP-compliant financial reporting and ERP optimization across QuickBooks, Sage, and NetSuite. Known for strengthening internal controls, improving cost visibility, and accelerating cash flow through streamlined AP/AR and payroll processes. Delivers clear, decision-ready financial insights while driving efficiency, audit readiness, and measurable operational improvements.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Accountant
Community Association Management, Ltd.
Charlotte, NC
09.2025 - Current
- Day-to-day and month-end full cycle accounting, leading a team of six staff members.
- Managed financial reporting processes, ensuring accuracy and compliance with regulatory standards.
- Oversaw budgeting and forecasting activities, aligning financial plans with organizational goals.
- Own daily reconciliation of 1,200+ client bank accounts, leveraging automated systems to maintain exceptional accuracy and financial control at scale.
- Deliver board-ready monthly financial reporting packages within strict SLAs, supporting executive-level decision-making.
- Proactively monitor FDIC insurance exposure and execute cross-deposit transfers to mitigate risk and ensure regulatory compliance.
- Lead financial reporting setup and system configuration for new client onboardings, ensuring seamless integration and data integrity.
- Partner with external CPAs to support year-end financial reviews, audits, and tax return preparation.
- Manage quarterly EFTPS tax payments, ensuring full IRS compliance and zero missed deadlines.
Staff Accountant II
Northwestern Mutual Life Insurance
Milwaukee, WI
11.2024 - 04.2025
- Managed centralized accounting for five Southern California offices, ensuring consistent financial controls across entities.
- Maintained accurate financial records for multiple independently owned and operations branches, enabling reliable subsidiary reporting.
- Oversaw accounts payable and receivable processes to ensure timely invoicing and payments, reducing processing errors.
- Calculated and initiated broker commission payments per policy agreements, ensuring contractual compliance and timely payouts.
- Managed regional payroll for all employees, maintaining payroll accuracy and on-time disbursements.
- Completed month-end close for each subsidiary, including adjustments, reconciliations, intercompany accounting, and variance analysis to finalize financial statements.
Accounting & Audit Associate
Piedmont Lithium Inc. (Nasdaq: PLL)
Belmont, NC
11.2021 - 08.2024
- Managed daily financial transactions and reconciled accounts to ensure accuracy and compliance.
- Collaboratively developed and maintained financial reports, enhancing visibility into cash flow and budget adherence.
- Processed and recalculated payroll each cycle for all North American employees, ensuring accurate payroll costing and compliance.
- Managed full-cycle accounts payable and receivable using AvidXChange, SAP, Expensify, and NetSuite to maintain timely vendor and customer settlements.
- Reconciled monthly bank accounts, fixed assets, liabilities, exploration assets, debt financing, and payroll allocations to ensure accurate financial records.
- Responded to internal and external auditor requests and supported control documentation and walkthroughs for technical accounting and IT general controls.
- Collaborated on annual budgets and forecasts with department managers to align departmental spend with company financial targets.
- Executed monthly, quarterly, and annual close processes to produce reliable financial statements and timely disclosures.
- Coordinated with the Director of Taxation on quarterly and annual compliance filings including 1099s, W-2s, SEC reporting, property tax, and payroll tax submissions.
- Managed daily financial transactions and reconciled accounts to ensure accuracy and compliance.
- Developed and maintained financial reports, enhancing visibility into cash flow and budget adherence.
Accounting Manager
My Townhome, LLC
Charlotte, NC
09.2020 - 11.2021
- Processed weekly commissions, bonuses, and reimbursements for 50+ brokers and staff, ensuring accurate, timely payouts and reconciliations that maintained payroll integrity.
- Managed accounts payable and receivable and led debt collection efforts to maintain steady cash flow and reduce overdue balances.
- Handled compliance filings with IRS, NCDOR, NCSOS, vendors, employees, and customers to minimize regulatory risk and keep the company audit-ready.
- Prepared and analyzed monthly financial reports, identifying trends and variances to inform executive decision-making and operational adjustments.
- Reported directly to the CEO, delivering financial insights and actionable recommendations to improve operational efficiency.
- Supervised 3 full-time property management staff, improving team productivity and coordination and delivering measurable operational improvements.
Accountant I
FESS Fire Protection
Charlotte, NC
07.2015 - 09.2020
- Managed accounts payable and receivable including AIA billings to improve project cash flow visibility and billing accuracy.
- Processed weekly payroll for 50 employees with timely disbursements and error-free records.
- Maintained ledger balances and general bookkeeping to produce reliable month-end financial statements.
- Prepared expense reports and job costing to monitor project profitability and control overhead.
- Reconciled accounts in QuickBooks, Sage 50, and AcctVantage to produce GAAP-compliant financial statements.
Education
Bachelor of Science - Accounting and Finance
University of North Carolina At Greensboro
Greensboro, NC01-2027
Associate of Applied Science - Accounting and Finance
Gaston College
Dallas, NC05-2023
Skills
- Microsoft Office, QuickBooks, SAP, Sage 50, Sage Intacct, Expensify, Yardi, AvidXChange, CINC Systems, ZOHO
Websites
Certification
- Notary Public
- Certified QuickBooks ProAdvisor
Additional information
- Leadership Gaston Alumni, Gaston County Chamber of Commerce (2023)
- Selected for competitive leadership program focused on county-wide economic development, government, and community leadership.
Languages
English
Native or Bilingual
Hungarian
Native or Bilingual
Spanish
Elementary
Timeline
Senior Accountant
Community Association Management, Ltd.
09.2025 - Current
Staff Accountant II
Northwestern Mutual Life Insurance
11.2024 - 04.2025
Accounting & Audit Associate
Piedmont Lithium Inc. (Nasdaq: PLL)
11.2021 - 08.2024
Accounting Manager
My Townhome, LLC
09.2020 - 11.2021
Accountant I
FESS Fire Protection
07.2015 - 09.2020
Associate of Applied Science - Accounting and Finance
Gaston College
Bachelor of Science - Accounting and Finance
University of North Carolina At Greensboro