Katie Cheatham
About
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Professional Travel Advisor, Mentor, Educator, Accounting Professional, and Business Owner
Grand Bay, Alabama, United States
Résumé
Jobs
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Professional Travel Advisor/Mentor/OwnerTriptastic AdventuresJun 2024 - Current (2 years 5 months)As the owner, professional travel advisor, mentor, and trainer, provide high-level travel planning, client support, and mentorship to new agents, leveraging industry knowledge and vendor relationships to deliver personalized client experiences.
Craft customized travel itineraries that incorporate client preferences, creating unique experiences tailored to various budgets and interests.
Advise clients on essential travel requirements, including visas, health protocols, and insurance, ensuring seamless and secure travel.
Build relationships with vendors to secure exclusive deals and upgrades, enhancing client satisfaction and loyalty.
Maintain up-to-date knowledge of destinations, accommodations, and transportation options- Associate Dean/Faculty Program AdvisorCenter for Excellence in Higher EducationFeb 2019 - Aug 2021 (2 years 7 months)Provided academic and career guidance while teaching in the School of Business and Accounting. Promoted a positive learning environment through collaboration with faculty and student support initiatives.
Advised students on academic paths, guiding them toward career goals and tracking progress toward degree completion.
Delivered engaging business and accounting courses, ensuring syllabus adherence and student engagement.
Led initiatives to revise course materials in collaboration with faculty for improved student outcomes.
Assisted in retention efforts, implementing support strategies to increase student satisfaction and success.
Utilized digital platforms like Zoom, Canvas, and Acuity Scheduling for virtual learnin - BDirector of Finance and Customer ServiceBentley Medical Products LLCJul 2016 - Apr 2020 (3 years 10 months)Supervised accounting, customer service, and human resources to ensure efficient operations and compliance across departments.
Oversaw full-cycle bookkeeping, tax reporting, payroll, and financial reconciliations, ensuring regulatory compliance.
Conducted internal audits and developed policies to improve financial transparency and operational integrity.
Coordinated payroll for 170+ employees and managed benefits administration and open enrollment processes.
Led customer service initiatives, improving client satisfaction and retention through proactive support.
Managed employee training and performance evaluation, fostering a productive and motivated team environment.
Created and monitored departmental budgets t - DManaging PartnerDream Properties LLCMay 2007 - Current (19 years 6 months)Led business operations, overseeing financial planning, budgeting, and compliance for multiple investment properties. Built and sustained client relationships through effective management and marketing strategies.
Developed and implemented business plans, ensuring compliance and financial accuracy.
Managed full-cycle bookkeeping, overseeing accounts payable, accounts receivable, and tax reporting.
Coordinated property marketing strategies and supervised tenant screenings to maintain client satisfaction.
Analyzed market and property performance to drive strategic investment decisions.
Collaborated with CPAs and legal professionals to prepare and submit annual tax filings.
Established and monitored renovation and - ABusiness Office ManagerAllen Memorial HomeOct 2005 - Jul 2016 (10 years 10 months)Oversaw Business Office and Medical Supply departments in a skilled nursing facility, ensuring compliance with regulatory standards.
Supervised payroll processing, accounts payable, and receivable, maintaining compliance with federal regulations.
Prepared financial statements and coordinated with CPAs for audits and cost reporting, ensuring accuracy.
Led Medicare enrollment and durable medical equipment accreditation initiatives, streamlining processes.
Developed internal controls and procedures to improve accuracy in financial reporting and record-keeping.
Trained staff on HIPAA compliance and operational protocols, enhancing team efficiency and regulatory adherence.
Monitored inventory levels and managed supp - RAccounting AssistantRiver City Services IncOct 1999 - Oct 2005 (6 years 1 month)Responsible for accounts payable, receivable, general ledger, and payroll processes to maintain data accuracy and compliance.
Processed over 1,000 IRS Form W-2s annually, ensuring accuracy and compliance with tax regulations.
Managed payroll for 250 employees, monitoring timekeeping, and addressing discrepancies promptly.
Analyzed budgets and identified cost-saving opportunities, optimizing vendor contracts and expenses.
Supported month-end and year-end closing processes, contributing to financial accuracy and transparency.
Trained junior staff on accounting procedures, enabling efficient handling of a $1 million monthly cash flow.
Maintained accurate records of all financial transactions, ensuring compliance w
Education
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- Master of Science - MS, Business Administration with an Emphasis in EntrepreneurshipIndependence University
- BAssociate of Science - AS, General EducationBishop State Community College
- Bachelor of Science, AccountingIndependence University