Summary
Overview
Work History
Education
Skills
Computer Systems Experience
Professional Highlights
Affiliations
Accomplishments
Timeline
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Kim Smith

Kansas City,USA

Summary

Accomplished professional with strong analytical skills, proficiency in computer applications, excellent organization and time management skills, exceptional problem-solving ability and expertise in identifying and implementing process improvement and cost savings opportunities.

Overview

22
22
years of professional experience

Work History

Manager of Finance, Tax & Treasury

Delaval Inc.
05.2017 - Current

Manager of Finance, Tax & Treasury

Tax Responsibilities:

• Calculate Federal Corporate Income Tax provision for the U.S. & Canada.
• Prepare all related tax workpapers for preparation of Federal and State Income Tax Returns for the U.S. & Canada
• Real Estate and Personal Property Tax assessments preparation and review.
• Lead for all tax related audits.
• Calculation and payment of 1042 withholding payments for U.S. and Canada.

• 1099 Reporting.

• Filing/maintenance of Annual Reports, Business Licenses and Governmental Compliance requests.

• Managed Sales / Use Tax Accountant position.

Responsible for Tax Management including:

• Sales / Use Tax calculation, filing and reconciliation to G/L & compliance with guidelines for U.S. and Canada.
• Maintain external tax system (Taxware) to ensure proper tax calculation during interface with SAP.

Treasury Functions:
• Maintenance of all banking information
• Initiate weekly payment runs including foreign wires, ACH payments, internet bill pay and positive
pay for U.S. and Canada.

• Monthly cash flow forecasting.
• Research and reconcile discrepancies for all banking related transactions.
• Cash management including reviewing business needs and potential interruptions to cash flow.
• Assessing various back-up credit lines and managing debt owed to creditors on lines of credit.
• Review and approve all bank reconciliations.

Finance Functions:

• Dividend calculations including Annual Consents.

• Managed Accounts Payable, Retail Reporting Accountant, Fixed Asset Accountant and Treasury Analyst positions.

• Developed several finance related policies including travel, business reimbursement, company branded items, etc..

• Launch, maintenance and reporting of travel expense systems (Concur, MXP, AirPlus) and corporate credit cards.

Senior Accountant

Delaval Inc.
07.2010 - 05.2017
  • Executed monthly financial reporting for LSO operational and DCS business units.
  • Prepared monthly journal entries alongside balance sheet and payroll reconciliations.
  • Compiled monthly financial statements with detailed flux account analyses.
  • Calculated monthly commissions to ensure accurate compensation.
  • Managed inventory control processes to maintain optimal levels.
  • Consolidated quarterly financial statements for U.S. companies and completed legal entity reporting.
  • Tracked budgets while conducting related analyses to support fiscal planning.
  • Assisted in preparing year-end audit lead sheets and supporting documentation.

Senior Accountant

PAS Technologies
08.2009 - 11.2010
  • Executed General Ledger reconciliation, analysis, and schedules with precision.
  • Prepared, reviewed, and posted journal entries to maintain accurate financial records.
  • Contributed to month-end closing processes to ensure timely reporting.
  • Developed audit lead schedules to support compliance requirements.
  • Assumed Accounts Payable Supervisor duties as necessary for operational continuity.
  • Managed Fixed Asset reporting and analysis for informed decision-making.
  • Conducted preparation of real estate and personal property tax assessments and returns across multiple localities.
  • Filed sales and use tax returns to maintain regulatory compliance.

Business Analyst

Farmland Foods
09.2008 - 08.2009
  • Conducted General Ledger analysis and reconciliations to ensure accuracy and compliance.
  • Executed monthly bank statement reconciliation, identifying discrepancies promptly.
  • Prepared monthly G&A statements, enhancing reporting efficiency.
  • Performed inventory reconciliations to maintain accurate asset records.
  • Managed employee benefits accounting, including 401k and pension plan funding.
  • Completed escheatment reporting to comply with legal requirements.
  • Participated in month-end closing processes to streamline financial reporting.
  • Led SOX 404 testing and compliance initiatives to uphold internal controls.

Senior Accountant

Bayer Healthcare
09.2004 - 06.2008
  • Executed month-end closing processes to ensure timely financial reporting.
  • Analyzed and reconciled intercompany accounts for accuracy in financial reporting.
  • Facilitated quarterly external audits and annual internal audits for compliance assurance.
  • Managed Accounts Payable functions, including audit schedule preparation and analysis.
  • Prepared monthly financial reports and performed variance analysis on Balance Sheet and Income Statement accounts.
  • Oversaw Fixed Asset reporting and related activity supervision.
  • Acted as liaison among Procurement, Accounting, and Accounts Payable departments to foster collaboration.

Accountant II

Bayer Healthcare
11.2003 - 09.2004
  • Prepared property tax returns across multiple localities.
  • Validated and maintained sales/use tax exemption certificates for 46 states.
  • Managed database for accurate tax exempt status in SAP and Vertex modules.
  • Reviewed tax bulletins to ensure compliance with applicable tax laws.
  • Maintained product tax table within Vertex for accuracy.
  • Conducted monthly analysis of use tax accruals to verify precision.
  • Facilitated state and local tax audits to address compliance requirements.

Education

Bachelor of Science - Business Administration, Major in Accounting, Minor in Management

Missouri Western State University

Skills

  • Microsoft Office Suite
  • Financial software expertise
  • Tax compliance and audits
  • Cash management strategies
  • Financial reporting and analysis
  • Treasury operations oversight
  • Team leadership and coaching
  • Effective communication skills
  • Problem solving techniques
  • Attention to detail
  • Relationship management skills
  • Departmental oversight and governance
  • GAAP and IFRS knowledge
  • Variance analysis proficiency
  • Capital budgeting practices
  • Transfer pricing strategies
  • Business partnering initiatives

Computer Systems Experience

  • Microsoft Office products with advanced Excel skills
  • SAP ERP
  • Oracle
  • Adra Reconciliation
  • JD Edwards
  • Taxware
  • Vertex
  • Concur

Professional Highlights

  • Received special recognition awards for teamwork, above and beyond performance, leadership and economic benefit.
  • Project lead for transition of Accounts Payable to Barcelona, Spain. Implemented process improvements that made division Best in Class performer.
  • Project lead for Sales/Use tax project forecasted to save $400k annually in tax liability.
  • Project lead and business case author for Vertex Exemption Certificate Manager implementation estimated to increase efficiencies by 30%.
  • Bank landscape consolidation reducing 20 accounts across 5 banking systems to 4 accounts in global banking partner system.
  • Launched check outsourcing with global banking partner to provide efficiencies to Accounts Payable.

Affiliations

  • Served as Treasurer for local Scout organization
  • Volunteer with Christmas in October.
  • Participate regularly in community service projects

Accomplishments

  • Received special recognition awards for teamwork, above and beyond performance, leadership and economic benefit.
  • Project lead for transition of Accounts Payable to Barcelona, Spain. Implemented process improvements that made division Best in Class performer
  • Project lead for Sales/Use tax project forecasted to save $400k annually in tax liability.
  • Project lead and business case author for Vertex Exemption Certificate Manager implementation estimated to increase efficiencies by 30%.
  • Bank landscape consolidation reducing 20 accounts across 5 banking systems to 4 accounts in global banking partner system.
  • Launched check outsourcing with global banking partner to provide efficiencies to Accounts Payable.
  • Implementation of Cloud solution software

Timeline

Manager of Finance, Tax & Treasury

Delaval Inc.
05.2017 - Current

Senior Accountant

Delaval Inc.
07.2010 - 05.2017

Senior Accountant

PAS Technologies
08.2009 - 11.2010

Business Analyst

Farmland Foods
09.2008 - 08.2009

Senior Accountant

Bayer Healthcare
09.2004 - 06.2008

Accountant II

Bayer Healthcare
11.2003 - 09.2004

Bachelor of Science - Business Administration, Major in Accounting, Minor in Management

Missouri Western State University
Kim Smith