Kim Tillett-Poole
Trenton,TX
Summary
Detail-oriented Accountant/Bookkeeper well versed in for profit as well as non-profit financial reporting, accounts payable and accounts receivable functions. Sharp bookkeeping professional with exceptional documentation skills and process development expertise. Impressive accounting and communications skills leading to desirable outcomes.
Overview
30
30
years of professional experience
Work History
Finance/Bookkeeper
Texoma Health Foundation
Denison, Texas
06.2019 - Current
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Tracked expenses and income for $70M+ Asset foundation while organizing and maintaining bank statements for 6 checking accounts.
- Organized and carried out proactive month-end, quarterly and year-end processes on $1.1M budget.
Accountant
First United Methodist Church
Sherman, Texas
10.2018 - 06.2019
- Managed donation records for 500+ members
- Gathered financial information, prepared documents, and closed books.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
Director of Partnership Compliance
United Surgical Partners
Addison, Texas
03.2004 - 12.2018
- Maintained ethical standards and accountability, managed risk, performed due diligence, and implemented operational best practices.
- Managed equity transactions for 300+ ambulatory surgical centers/hospitals with approximately 4,000 partners
- Maintained processes for proper record keeping and internal financial controls.
President/CCO/AMLCO
USP Securities Corp
Addison, Texas
08.2006 - 11.2018
- Supervised and managed 6 Registered Representatives
- Performed tests, reviews, and analysis to ensure compliance with FINRA and other regulatory agencies
- Acted as lead for all internal and external audits
Education
Bachelor of Science - Accounting
Texas Tech University
Lubbock, TX11.1998
Skills
- Time Management
- Financial Calculation and Analysis
- QuickBooks
- Bank Statement Reconciliation
- Relationship Building
- Accounts Payable
- Proactive and Self-Motivated
- Attention to Detail
- Critical Thinking
- Budget Planning and Analysis
- Microsoft Office
Accomplishments
Direct Participation Program Licensed Principal and Registered Representative (Series 63, 22, and 39 Exams)
Timeline
Finance/Bookkeeper
Texoma Health Foundation
06.2019 - Current
Accountant
First United Methodist Church
10.2018 - 06.2019
President/CCO/AMLCO
USP Securities Corp
08.2006 - 11.2018
Director of Partnership Compliance
United Surgical Partners
03.2004 - 12.2018
Bachelor of Science - Accounting
Texas Tech University