Kimberly Compton
DIRECTOR OF CLIENT SERVICES
- 8+ Years and Over 10,000 Hours of Client Service
Driving value in multiple industries including law firms, manufacturing, construction, retail, SAAS, Private Equity, and transportation
- Value Enhancement Leader
with experience increasing value by driving strategic initiatives that achieve short and long-term client objectives
- Strong System Implementation Expertise
setting up accounting and finance systems based on company size and business type, as well as manipulating data to configure for new systems
ROLES
- Prepared financial package including annual budgets, actual to budget analysis, revenue forecasting, goal strategy planning, break-even analysis, and rolling 13-week cash forecasts
- Provided insight and analysis in growth strategy and increasing revenue
- Provided leadership and oversight on an ongoing basis, including in-depth evaluation of businesses and teams
- Evaluated management goals and created growth plans to obtain goals within a 5-year timeframe
- Converted from cash basis to accrual basis
- Cleaned up, evaluated, and set up best accounting systems for business type and size
- Manipulated large amounts of data to configure for new accounting systems
- Consolidated and automated month-end close
- Managed audits
- Built balance sheet reconciliations and month-end close process and documentation
PROJECTS
- Implemented new accounting software and cleaned up 3 years of accounting data
- Consolidated and automated month-end close and built annual budget and 13-week rolling cash forecast
- Created new accounting procedures
- Managed sales tax audit and minimized exposure by $100k
- Managed annual audit and built balance sheet reconciliations
- Created asset listings and intercompany template
- Established new accounting processes
- Cleaned up 5 years of financial data and implemented new accounting software
- Managed month-end close and reviewed financials
- Provided analytics along with break-even analysis and cash flow forecasting
