Kacey Chan

Strategic financial and operations leader with 15+ years of experience supporting law firms and high-growth SaaS organizations. Expertise in accounting, financial strategy, HR, payroll, and business operations. Seeking to support organizations that value a hands-on finance leader who can strengthen their accounting and operational functions while providing the opportunity and support to complete the Certified Management Accountant (CMA) designation.

Controller (Contract) at SJTI (2025-01 – Present)

• Design and implement standardized operating procedures (SOPs), improving process efficiency
• Consult and support start-ups with human resource, operations and financial management
• Develop budget and forecast for growth and expansion (franchise, opening new stores and subsidiaries)
• Oversaw all accounting operations and ensure compliance and manage reporting
• Clean up bookkeeping and create an accounting structure
• Manage full-cycle accounting: AR AP, payroll, month end and year end
• Perform daily bookkeeping, month-end tasks, 3-way reconciliations, created journal entries, and manage GL activities
• Align software and enhance systems; GAAP compliance, and internal controls
• Created and maintain cap table, convertible notes, debt and investing opportunities for franchise, holdings and COE companies
• Assist in audit and preparing financial reports and supporting documentation
• Support financial strategy and infrastructure that enabled a fitness franchise to scale from 1 to 4 locations within 12 months
• Refined accounting process that allowed for scalability for three corporations

Controller at PACKIYO, INC. (SAAS) (2024-01 – 2025-12)

• Led full-cycle accounting operations for three corporate entities, ensuring GAAP compliance and audit readiness
• Created SOPs within scorecard that aligned with business strategy and mission
• Developed financial models and SaaS metrics (MRR, ARR, churn), enabling data-driven strategic decisions for executive leadership
• Prepared budgets, forecast and cash flow projections, provided analysis, variances and recommendations
• Streamlined AR processes, reduced billing errors and improved cash collections
• Presented monthly financial reports, analysis and strategic insights to the CEO and investors
• Day to day financial management, full ownership of accounting department
• Oversaw the month-end process, managed full-cycle AP and AR processes, and assisted with tax filing
• Prepared analysis, developed strategies to improve cash flow, and reduced outstanding receivables
• Performed payroll responsibilities, benefits administration, HR administration for a global workforce
• Streamlined AR process and significantly reduced errors in billing system
• Managed and prepared corporate accounts for audit and/or investor review

Controller at TOUCHSTONE IQ, LLC (SAAS) (2022-01 – 2024-12)

• Processed monthly billing, reconciliations, and performed accounting management of AP, AR and GL
• Performed all invoicing, managed vendor payments and AP functions
• Managed financial reporting
• Oversaw and performed HR administration: payroll, benefits and recruiting, onboarding, etc.
• Performed all monetary transactions and activities: reconciliations, invoicing and month-end tasks
• Organized data and prepared financial analyses, utilization report, AR reports and others as needed
• Worked on government contracts and applied terms and conditions to accounting processes
• Coordinated with CPA on preparation of tax and production of 1099 forms
• Revamped and implemented accounting processes and created efficiencies
• Built advanced reports that provided the most accurate financial analysis that aided in the decision making

Financial Officer and Legal Administrator at THOMAS LAW FIRM, P.C. (2019-01 – 2022-01)

• Directed daily operations for a law firm, managing finance, HR, legal administrative support, and overseeing 21 direct reports across different functions
• Developed and implemented processes and procedures
• Evaluated, recommended, and implemented software
• Implemented internal controls and legal trust accounting procedures to ensure regulatory compliance
• Mentored accounting team and hands on role month-end procedures
• Served as an escalation point for complex issues
• Ensured compliance with legal accounting standards
• Managed hiring, onboarding, and offboarding
• Mentored and trained support staff and attended to HR matters
• Oversaw payroll operations, management of commission and compensation based on KPIs
• Performed all HR administration responsibilities: hiring, payroll, retention, benefits administration, conflict resolution, commission, bonuses, and termination
• Negotiated office relocation and vendor contracts, delivering substantial cost savings and completed the project under budget

Business Office Manager/ Bookkeeper at CNT GROUP (2017-01 – 2019-12)

• Responsible for all daily bookkeeping tasks, journal entries, bill payments, invoicing, cost accounting, and reconciliations
• Performed and assisted with accounting and CPA matters, including reconciliation, reducing receivables, financial review and analysis, income tracking, and COGS
• Processed payroll and managed deduction and contributions per employee as requested
• Created a successful process for AR reduction maintenance
• Processed daily receivables and deposits

Legal Administrator at MCCONAUGHY & SARKISSIAN, P.C. (2013-01 – 2015-12)

• Conducted accounting meetings, analyzed reports, ensured productivity, addressed issues and stimulated collections/AR activity to generate cash flow
• Oversaw the entire accounting e-billing process
• Supervised and coached internal accounting team and collaborated with CPA
• Analyzed, researched, and proposed optimization plan and efficient solutions for accounting
• Gathered data and summarized financial reports and time reports
• Monitored cash flows and provided advice on forecasting and assistance on budgeting
• Created a collaborative team environment and developed a strong working structure
• Attended all support staff matters navigated and complied with all HR matters
• Created, trained, and incorporated processes for efficiency
• Obtained talent, hired and developed human capital
• Retained and provided feedback to staff
• Conducted performance reviews and terminations as needed
• Researched and developed operational policies and procedures for organization
• Processed payroll while accounting for accuracy of overtime, PTO usages, and accuracy of wages and deductions
• Submitted, reviewed, and monitored payroll, time sheets, deductions, and calculations of benefits

Office Manager at FISHER & PHILLIPS LLP (2011-01 – 2013-12)

• Conducted billing for local office and responsible for e-billing of insurance carrier for 23 offices
• Managed and oversaw Denver's office billing and collections
• Processed and applied an abundance of individualized criteria on individual invoices
• Ensured timely billing and payment
• Resolved billing conflict with carriers and clients
• Managed and maintained a variety of payment structures and agreements
• Partnered with the Accounting Director on accounting process, reports and billing management for Denver
• Developed positive relationships with clients, team, vendors and provided them with good customer service
• Supervised workflow of five support staff team members
• Managed deadlines, docketing, and ensured proper filing
• Trained and coached support staff with summation, production of documents and other technology
• Performed paralegal tasks as needed and provided training or assistance to support staff

Legal Administrator at BOND AND MORRIS, P.C. (2008-01 – 2011-12)

• Manage accounting tasks: daily balance, projected and paid weekly expenses, daily deposits, record and report billable and non-billable time.
• Establish and prepare, summarize and provide review of balance sheet, income statement and cash flow projection to the managing partner.
• Perform administrative responsibilities for 401k, health insurance, payroll, benefits administration, worker's compensation administration. Develop efficient policies and procedures of the same.
• Administer semi-monthly payroll through a third-party vendor.
• Assist CPA with inquiries and year end duties.
• Oversee performance of technology systems and improve production and/or avoid catastrophe.
• Provide coaching and mentorship to support staff

Paralegal/Bookkeeper at THE HUGHES LAW FIRM (2001-01 – 2007-12)

• Developed and implemented procedures for the department's trust account
• Prepared department's financial reports and perform analysis
• Monitored, reviewed, and delegated leads appropriately
• Conducted client consultations/meetings and initial proceedings of cases
• Reviewed and summarized contracts and agreements for negotiations
• Prepared case briefs, case summaries, and memos
• Performed all paralegal duties for assigned cases including, intake, drafting pleadings, correspondences, and motions

Bachelors in Political Science and Business Administration – UNIVERSITY OF COLORADO AT DENVER

Associates in Accounting – COMMUNITY COLLEGE OF DENVER