Accountful Advising

Accounting operations can be confusing and time-consuming for a new business owner, but don’t let an opaque view of your finances stall your business growth. You need an experienced accountant on your side to take the stress out of accounting.

Founder, Financial Accountant

NeuroLeadership Institute

Senior Accountant

Analyze and report on $30M+ annual revenue. Clearly communicate advice on revenue treatment to
streamline financial operations resulting in 3x reduction in reporting turnaround and greater cross-department alignment.

• Forecast $30M+ in annual revenue with keen accuracy by persistently staying  in clear communication with project management team leads.
• Prepare end of month reconciliations of profit and loss and balance sheet accounts including journal preparations; ruthlessly prioritize to lessen EOM closing times by the following business days:
           - Total EOM closing: from 15 to 7
           - Accrual: from 3 to 1.5
           - Deferred: from 1.5 to .5
• Prepare and analyze weekly cash flow reports to ensure healthy cash flow.
• Create new processes and procedures resulting in quicker reconciliations and  more efficient communication across teams.
• Perform complex analysis of financial data with extreme care and detail orientation to quickly produce accurate revenue forecasts for leadership.
• Complete routine calculations to produce analyses and reports as requested.
• Plan for new infrastructure investment and build new procedures within it to simplify and optimize processes.

Staff Accountant

Business Relationship Management Institute

Directly support strategic planning efforts by providing accurate reports, budget projections, cash flow statements, and financial analysis for executive leadership.

• Perform cash flow and variance analysis to determine data-driven decisions and implement new processes for solutions to deter further anomalies compared to plan
• Compose monthly, quarterly and annual financial statements resulting in timely, accurate reports
• Create and manage $1.5M in company budgets regularly keeping sheets up to date
• Balance and monitor five company bank and credit card accounts reconciling on a monthly basis
• Maintain and audit accounts receivable and payable on a continuous basis
• Assist in preparing and filing of appropriate tax forms by being the first point of contact with the outsourced tax team by researching and providing all necessary information for the forms
• Research lead for all things related to finance, researching and troubleshooting to find solutions in budget planning, on boarding, maintenance, reporting, taxes and any other accounting issues

Financial Accountant

Lake City Bank

Served as the first point of contact for bank customers seeking assistance with account transactions, loan payments, cash advances and other bank service questions in order to ensure a pleasant banking experience for the customer.

• Consistently delivered quality client experience by completing customer requests quickly, accurately and while always protecting the security of the customer
• Maintained very strong business relationships focusing on deepening client relationships and cross-selling of products and services
• Responsible for running a teller drawer, processing financial transactions and actively managed the on boarding of new clients
• Stayed informed and up to date on all bank products, processes and procedures; especially those that were most complex and maintained all operational and risk management standards

North-Central Regional Teller

I make it easy to understand your business' financial health // Accounting for B2B service businesses // Founder @ Accountful Advising

👋 Hi, I'm Kayla.

If I know one thing about business it's this: good decisions are backed by data.

I learned this lesson early in my career when I watched a promising business nearly self-destruct when an event drained their finances and they scrambled to make payroll. That experience burned into my memory the power of financial reporting & forecasting — and the cost of neglecting it. 

The truth is, financial headwinds are inevitable for growing businesses. But with clear, accurate financial data, those headwinds become manageable challenges, not insurmountable obstacles.

That's why I founded 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐟𝐮𝐥 𝐀𝐝𝐯𝐢𝐬𝐢𝐧𝐠. I'm passionate about giving small and medium-sized business owners the same financial clarity that Fortune 500 CEOs rely on to steer massive enterprises with confidence.

𝐖𝐞'𝐫𝐞 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫 𝐜𝐫𝐮𝐧𝐜𝐡𝐞𝐫𝐬. We're your financial co-pilots, providing:

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: Crystal-clear reports that cut through the noise and show you what matters most.
𝐑𝐚𝐩𝐢𝐝 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: Real-time insights into your financial future, so you can plan proactively and make informed decisions.
𝐀𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: We don't just give you numbers; we give you strategies to improve your bottom line and fuel your growth.

Our mission is to empower consulting business owners to make smarter decisions, scale faster, and achieve their ambitions. 𝐋𝐞𝐭'𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐦𝐨𝐬𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐬𝐬𝐞𝐭.

Kayla Peña

Parikh Ventures LLC

Aligned and improved clients' (ranging from Amazon, Walmart, Chewy) day to day operational effectiveness to achieve their long term strategic goals. Analyzed current challenges at hand, identified trends & opportunities for growth, and designed strategies that aligned with and ensured operations are optimized to meet strategic objectives.

●	Implemented operational improvements for 50+ managers with strategies that ranged in best practices for frontline leadership to up C-Suite leadership.

●      Improved team engagement by over 50% in 1 month through insights gained from implementing and monitoring weekly data that drove strategic approaches.

●      Drove cross functional alignment across departments and operational improvements that led to the business being top 1% in their district.

●	Turned around an org that was missing SLAs to achieving 100% of KPI metrics.

Strategy & Operations Consultant

XPO Logistics, Inc.

Directly managed a team of 40+ employee, 6 exempt managers, and 6 nonexempt leaders. Collaborated with global cross functional teams to design and execute a strategy to implement a new Warehouse Management System across the entire Healthcare enterprise. Tracked and presented weekly progress to the President of Supply Chain and conducted quarterly business reviews with executive leadership and client. Drove process improvement for day to day operational excellence in order to achieve long term strategic objectives.

●	Efficiently developed and managed operations, policies, and processes to optimize and improve KPIs by 50%. 

●	Effectively reorganized segmentation strategy for facility with 78,000 SKUs and record count strategy to achieve 100% cycle count completion in 3 months to pass 2 audits.

●	Designed and implemented customized reports to monitor KPIs for feedback and analysis for the newly implemented WMS.

●	Led the process mapping, documentation, creation of SOPs, and training for implementation of new WMS.

●	Scheduled and rolled out hardware deployment and training for 250+ employees on new WMS and processes.

General Manager

Iron Mountain

Directly managed a team of 80+ employees, 3 exempt managers, and 5 nonexempt leaders. Drove cross functional initiatives and operational alignment at an organizational level. Partnered with Product, Marketing, Strategy, Sales, and CX to grow from 4 markets to 31 markets post joint venture. Partnered with Product and IT to develop a knowledge database for all teams. 

●	Partnered with Director of Quality to develop 12 new KPIs, design and monitor dashboards to monitor performance, capture feedback, and personalize KPIs based on market specific relevance. 

●	Drove significant annual savings (over $300K or 85% YoY) in concessions from quality defects through improved handling processes, successful delivery, and inventory accuracy all within 98-99%. 

●	Established inventory categorization strategy for oversized freight and loose stowing items which helped increase storage utilization by 36%.

●	Mentored and developed 2 direct reports into leadership and management level roles.

Senior Operations Manager

MakeSpace

Directly managed a team of 60+ employees, 2 exempt managers, and 4 nonexempt leaders. Led programs with cross functional teams to improve processes, products, and strategy. Collaborated with executive leadership to develop documentation, training, implementation, and standardization for all aspects of Operations. Oversaw $12MM P&L for NY and NJ markets. 

●	Partnered with the Product team to develop 2 apps and a WMS website that played a key role in joint venture.

●	Increased productivity 400% (from 30 UPH to 120 UPH) and drove significant annual savings (over $500K YoY) to come ahead of target goal through headcount restructuring, streamlining processes and improving quality defects.

●	Oversaw and executed project to insource operations and eliminate 3PL inefficiencies. Expanded 75k sq ft to over 500k sq ft. This added 2MM cu ft of physical storage space and increased daily capacity by 50%. 

●	Saved company $600k through the implementation of a zoning strategy for field team that improved lean practices by eliminating travel time, idle labor, and disruptive delinquencies.

●	Created and implemented a demand planning product to assist in forecasting workload and headcount scheduling.

●	Mentored and developed 3 direct reports into leadership and management level roles.

Amazon

Directly managed a team of 500+ employees, 3 exempt managers, and 10 nonexempt leaders in a 1.1MM sq ft facility. Drove operational efficiencies through optimizing processes, systems, and cross functional collaboration with teams in order to achieve long term strategic goals. .

●	Drove initiative for defect injection reduction that collaborated with UI/UX teams, product teams, and senior leadership which led to process improvements and reducing quality defect by 73% year over year.

●	Designed project to reconfigure 6 floors of 1.1 sq ft facility for 8000+ associates which led to an increased 23,000 cu ft of storage, 80% productivity YoY, 66% safety incidents YoY, and 70% quality YoY.

●	Designed, documented, and implemented onboarding and training program for new hires reducing learning curve by 75%, from 4 weeks to 1 week to hit KPI goal. Program was adopted region wide.

●	Mentored and developed 12 direct reports into leadership and management level roles

Operations Manager

Area Manager II

Area Manager

I help first time managers in Ops 🦺 close the gap from a lack of training and support.

Professionally:

10 years of experience leading teams to drive operational improvements by designing and implementing frameworks, processes, and systems at startups and enterprise companies like Amazon, XPO Logistics, and Iron Mountain. Skilled in collaborating with cross functional teams to drive alignment, coordination, and execution on initiatives with stakeholders. Proven track record of designing data-driven and scalable processes, streamlining bottlenecks, and developing KPIs to monitor data for actionable insights. Drove efficiencies that led to operational increases of over 80%, proprietary product development, WMS implementation, 7x market growth to scale nationwide, and a successful joint venture.

𝐒𝐤𝐢𝐥𝐥𝐬: Operations Management, Operational Excellence, E-commerce, Management, Leadership, Coaching & Mentoring, Cross-functional Leadership, Collaboration & Coordination, Interpersonal Skills, Stakeholder Management, Process Improvement, Continuous Improvement, Strategic Planning, Program/Project Management, Product Operations, Communications, Data Analysis, OKRs / KPIs, Problem Solving, P&L Management

𝐓𝐨𝐨𝐥𝐬: MS Office Suite, Google Suite, Looker, Asana, Slack, MS Teams, Trello, Sharepoint, Notion, Canva, Calendly, Zoom, Active Campaign, Dropbox

----------------------------------------------------------

Personally: 

I've been lucky enough to live on both coasts (NJ and Cali) but I'll always be a Jersey guy at heart. I enjoy photography (have even done friends' weddings) and video games (huge Zelda fan). Oh and I'm a foodie - I can out eat my wallet which can be a problem.

Let's connect!

taplio

The Battle

Kayla Peña

Pathik Parikh

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?