Kimberly Compton

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