Katie L Thomas, Cpa
About Katie L Thomas, Cpa
Katie L Thomas is a CPA and Controller with extensive experience in accounting and finance, currently serving as Controller at Trust & Will and an Executive Member at International LEAP Network. She has held various roles in notable firms, including Eide Bailly LLP and KPMG, and is recognized for her ability to transform finance departments and communicate complex concepts effectively.
Current Role at Trust & Will
Katie L Thomas serves as the Controller at Trust & Will, a position she has held since 2024. In this role, she is responsible for overseeing the financial operations and ensuring accurate financial reporting. Her expertise in accounting and finance contributes to the organization's mission of providing accessible estate planning solutions.
Previous Experience in Accounting
Katie has a diverse background in accounting, having worked in various roles across multiple organizations. She was the Director of Accounting at Trinity Capital from 2019 to 2023. Prior to that, she served as Corporate Controller for Upward Projects Restaurant Group for eight months in 2023 and held the position of Controller at Signature Analytics from 2015 to 2016. Her experience also includes a tenure as a Senior Audit Associate at Eide Bailly LLP.
Education and Qualifications
Katie holds two Bachelor of Science degrees from the W. P. Carey School of Business at Arizona State University, one in Accountancy and another in Finance, both completed from 2003 to 2007. Additionally, she studied Real Estate at the Arizona School of Real Estate & Business. Her educational background provides a strong foundation for her career in finance and accounting.
Professional Skills and Specializations
Katie specializes in transforming finance departments into strategic entities by utilizing technology and cross-functional collaboration. She is skilled in simplifying complex accounting concepts, making them accessible to non-finance team members. Her passion for data-driven decision-making enables her to develop innovative financial solutions.
Leadership and Team Building
Katie is recognized for her ability to build high-performing finance teams and promote a collaborative work environment. Her leadership style emphasizes teamwork and communication, which fosters a culture of engagement and productivity within finance departments.