Kimberly Sherman
Johns Creek,GA
Summary
Proven leader in financial management and operational efficiency, I excelled at Crown Management Advisors, LLC by streamlining financial processes and enhancing accuracy in multi-million-dollar account reconciliations. Leveraging advanced Excel and QuickBooks skills, alongside effective communication, I significantly improved financial reporting mechanisms, achieving a high level of compliance and budget adherence.
Overview
29
29
years of professional experience
Work History
Accounting Manager
Crown Management Advisors, LLC
07.2023 - 10.2024
- Managed/Reconciled multi-million-dollar accounts
- Lead cash management processes for firm, utilizing internal controls to strengthen accuracy and approval.
- Handled all A/P and A/R activity
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Reviewed analyzed, and improved overall effectiveness of existing internal controls over financial reporting.
- Managed journal entries, reconciliations, and payroll processing.
- Monitored budget allocation and expenditures to enforce compliance with company policies.
- Prepared and submitted payroll to Payroll Co for bi-mthly or weekly payroll distribution
- Processed all payroll changes and updates that reflect salary and employee changes
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
Business Manager
FiveTraks/Yardsy
11.2022 - 06.2023
- Handled or assisted with HR needs within all departments
- Handled initial interviews, on-boarding and off-boarding of employees
- Managed projects requested by Executives
- Managed Vendor relationships Yardsy, LLC (40+ accounts)
- Customer Service Specialist for Yardsy, LLC (4,100 customers)
- Data entry – set-up of new vendors and customer accounts in service database and CRM
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Enhanced customer satisfaction levels by implementing effective feedback system and addressing concerns promptly and efficiently.
- Fostered a culture of continuous improvement by encouraging employee input on process optimization efforts.
- Assisted in recruiting and hiring.
- Reported issues to higher management with great detail.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Paid attention to detail while completing assignments.
Office Manager/Full Charge Bookkeeper/Compliance Officer
Options Mortgage Services, LLC
11.2016 - 09.2022
- Oversaw day-to-day operations of mortgage firm
- Full Charge Bookkeeper overseeing all account management needs, including filing yearly taxes and preparing Partnership K-1s.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
- Worked with GA state agency to ensure company was in full compliance of all rules and regulations.
- Renewed State & County Business License.
- Register and set up businesses in new states/territory.
- Reviewed all new and renewing Lender/Wholesale or Subcontractor agreements.
- Ensured all closed loans were in compliance with state regulations.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Assisted in th recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Skilled at working independently and collaboratively in a team environment.
Executive Administrative Assistant
Wachovia Bank Card
01.1996 - 01.2000
- Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
- Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
- Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
- Assisted in event planning efforts, executing successful corporate functions that bolstered brand image and networking opportunities.
- Organized and coordinated conferences and monthly meetings.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
Education
AA Degree - Business Administration
Santa Fe Community College
Gainesville, FL12.1992
Diploma -
Buchholz High School
Gainesville, FL12.1989
Skills
- Microsoft Office, Teams & Outlook
- Intuit QuickBooks, Payroll & Time
- SalesForce
- GAAP understanding
- Invoicing
- Project Management
- Financial Management/Reporting
- Full Charge Bookkeeper
- Payroll Processing
- Budget Compliance
- Strong Research Skills
- Year-end closing
Volunteer Experience
- Treasurer, Oakbridge HOA, 01/99 - 10/23
- Member, MOMS Club International, 01/13 - 01/23
- President of local Chapter, MOMS Club International, 01/21 - 01/23
- State Coordinator, MOMS Club International, 01/17 - 01/21
- Member, North Fulton Mom of Multiples, 01/17 - 01/23
- Consignment Sales Treasurer, North Fulton Mom of Multiples, 01/17 - 01/21
- VP of Program Funding, Barnwell PTA, 01/19 - 01/22
- President, Barnwell PTA, 01/17 - 01/19
- Secretary, North Fulton Council PTA, 01/20 - 01/22
- Founding Member, Parliamentarian, National Charity League of Milton (NCL), 01/16 - 01/22
- Secretary, National Charity League of Milton (NCL), 01/16 - 01/22
References
Available Upon Request
Hobbies and Interests
- Reading
- Being with Family
- Traveling with Friends
Professional Statement
Dedicated and detail-oriented with 20+ years of experience in office administration, C-Suite support, accounting support, A/R & A/P, public relations, and customer service. As a professional and volunteer, I have experience in project coordination, event planning and fundraising, with a proven track record of being a leader as well as a team player. I am a take charge individual, who understands confidentiality, deadlines, daily challenges and is willing to make a decision.
Timeline
Accounting Manager
Crown Management Advisors, LLC
07.2023 - 10.2024
Business Manager
FiveTraks/Yardsy
11.2022 - 06.2023
Office Manager/Full Charge Bookkeeper/Compliance Officer
Options Mortgage Services, LLC
11.2016 - 09.2022
Executive Administrative Assistant
Wachovia Bank Card
01.1996 - 01.2000
Diploma -
Buchholz High School
AA Degree - Business Administration
Santa Fe Community College
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