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Carie Kuzemchak

Consultant

Carie is an experienced accounting professional with diverse experience across numerous industries, including a multinational corporation, a small family wealth management company and not-for-profit organizations. Carie is recognized for her ability to create, implement and enhance accounting processes and systems.

Most recently Carie spent six years in accounting at Triad, LC, a family management office, where she ensured the integrity of book, tax and investment records, returns and filings.  Overlapping, Carie spent ten years as accountant for Christ Church Episcopal Preschool.  Other experiences include PTSA Treasurer, accountant for the non-profit Reach Out and Read Virginia and senior property accountant at James River Corporation, a paper company with $4+ billion in PP&E.  Throughout her accounting career, Carie has found better ways to get the job done.

Experience

Triad, LC (2011 to 2017)

Staff Accountant

  • Provided accounting services to family wealth management company.
  • Ensured integrity of book, tax and investment records by reviewing and verifying data from internal and external sources.
  • Prepared monthly wealth management reports.
  • Validated externally prepared tax forms, tax returns and court accountings prior to filing.

Christ Church Episcopal Pre-School (2007 to 2017)

Bookkeeper

  • Recorded and monitored accounts receivable and accounts payable.
  • Prepared bi-weekly payroll for 18 staff members plus substitutes.
  • Produced monthly, quarterly and annual financial statements and analyzed actual versus budget variances.

Reach out and Read Virginia (2007 to 2010)

Finance and Grants Administrator

  • Furnished financial data to support grant requests, administered grants and maintained grantor progress reports.
  • Updated budgets and financial forecasts.
  • Reviewed financial reports for accuracy and completeness.

James River Corporation (1986 – 1991)

Senior Property Accountant

  • Coordinated McCormack and Dodge Fixed Asset System operations for property, plant and equipment with a gross value exceeding $4 billion.
  • Performed book and tax accounting/reporting and generated annual budgets for depreciation and capitalized interest.

 

Areas of Specialty

  • Accounting and record keeping systems development
  • Fiscal management and financial reporting
  • Internal control and procedures development

Education and Certifications

  • BS Accounting and Finance – Virginia Tech
  • Certified Public Accountant
  • QuickBooks Online Certification

The Company We Keep