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

AREAS OF FOCUS

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