Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kiara Kerr

Boston,MA

Summary

Results-driven accounting professional with over a decade of experience leading high-performing teams, managing complex projects, and driving operational efficiency across finance departments. Proven track record of delivering accurate financial reporting and implementing cost-saving initiatives to improve bottom-line results.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Lead Financial Guide Tax Trainer

City of Boston Tax Help Coalition
Boston, MA
11.2021
  • Overseeing small business strategic pilot program for bookkeeping and audit education for tax compliance.
  • Managing multisite intake procedures for low income tax eligibility by generating forms and managing client service quality reviews
  • Organizing community outreach events for financial coaching offering resources for housing, insurance, and financial aid services in low-income communities.
  • Managing teams and certifying soft credit checks and analysis for participants using salesforce
  • Founder and Lead Educator for policy and tax certifications for IRS Publications Review Trainings

Finance Director - Analytics And Decision Support

National Immigration Justice Center
Boston, MA
10.2023 - Current
  • Manage revenue and budgets for contracts from government agencies including Department of Justice, the State of Illinois and the City of Chicago for immigration services
  • Collaborate with program directors for contract negotiation to set up policies for funding verification and audit documentation.

Senior Financial Analyst

The Dimock Health Center
Boston, MA
09.2020 - Current
  • Preparing program contract actuals vs budgets monthly financial reports for behavioral health, health services and education programs
  • Manage revenue for contracts, cooperative agreements, or grants from government agencies and private funders
  • Review data with program directors for contract negotiation to set up policies for funding verification and audit documentation.
  • Build organizational Budget Rev. Analysis, Payroll G/L Entries & Monthly Close Allocations
  • Generate weekly cash flow forecasting and budgeting for financial board meetings

Grants Financial Analyst

Year Up, Inc.
Boston, MA
03.2023 - 08.2023
  • Prepared project and proposal budgets while producing financial reports for project forecasting
  • Lead FP&A and Development teams to produce and submit reports for solicitors
  • Recorded payments and fund revenue reconciling with bank and accounting software
  • Built monthly SOA for nationwide program, Monthly Grant & Pledge Reconciliation
  • Reviewed State agency contract billing vouchers for A/R Management, Budget Revenue Analysis and Monthly G/L allocations

Senior Accountant

Harvard University GSE
Cambridge, MA
02.2020 - 09.2020
  • Reconciled complex accounts, identify variances, and verify the accuracy of journal entries to the general ledger for all online and campus graduate programs.
  • Processed weekly payroll for faculty, and contract vendors through various Oracle journal entries.
  • Provided technical advice and problem resolution for a school/unit financial committee on monthly report variances
  • Maintained the fixed asset accounting system and investment reports via manual excel macro template.
  • Maintained a strong internal control environment by ensuring compliance with university policy and procedures, including review, analysis, revision, and documentation of policies and procedures

Education

Bachelor of Science - Accounting & Finance Management

Northeastern University
Boston, MA
01.2016

Skills

  • Corporate Accounting Skills
  • Financial Statements
  • Paperless File management
  • General Ledge Journal Entries
  • Receivables Account Management
  • Bank Reconciliation
  • Monthly Financial reports
  • Auditing
  • Grant/Contract Management Skills
  • New Grant & Contract Curation
  • Public Funding Management
  • UFR Reporting
  • Post Award Management
  • Expense Tracking - Reimbursement reports
  • Taxation Skills
  • Tax Perpetration for all 50 US States and Non-Citizens
  • Sch C & Corporate Tax
  • Personal Budgeting & Forecasting
  • Payroll taxes and ETPS set up
  • IRS Training Educator
  • Audit Consultation

Certification

  • Life and Health Insurance Agent October 2016 to Present
  • MA Notary Public November 2021 – Present
  • Enrolled Agent Candidate January 2023-Present

Timeline

Finance Director - Analytics And Decision Support

National Immigration Justice Center
10.2023 - Current

Grants Financial Analyst

Year Up, Inc.
03.2023 - 08.2023

Lead Financial Guide Tax Trainer

City of Boston Tax Help Coalition
11.2021

Senior Financial Analyst

The Dimock Health Center
09.2020 - Current

Senior Accountant

Harvard University GSE
02.2020 - 09.2020

Bachelor of Science - Accounting & Finance Management

Northeastern University
Kiara Kerr