Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Kimberly Erin Karr

Waukesha

Summary

Strategic, purposeful Accountant with expertise in capacity and resource planning, operational analysis, and fiscal management. Natural leader and analytical thinker committed to quality, customer service, and delivering projects on time and within budget. Skilled in developing integrated expense analyses, projections, reports, and presentations. Experienced in implementing procedures to ensure compliance with state and investor guidelines while minimizing risk. Proficient in Unitized, TPR, DMA, and CTF valuations.

Overview

24
24
years of professional experience

Work History

Complex Assets/Alternative Investments Account Manager

U.S. Bank
03.2024 - Current
  • Manage a book of accounts with assets held at outside private fund managers.
  • Manage incoming and outgoing cash associated with buy, sell, and income related activities taking place at the fund manager.
  • Interprets account governing agreements to select appropriate coding for the trust accounting system.
  • Instructs Investment Services support staff, New Accounts Team, and Trust Operations on the proper coding to ensure accurate administration of accounts. Oversees work processed by Investment Services support staff, Trust Operations, and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements.
  • Regularly interacts with clients, focusing on current and changing needs of the client. Proactively engages clients to identify sales opportunities and enhance existing relationships with the bank. Provides client referrals to Investment Services. Monitors daily cash positions (both positive and negative) ensuring regulatory compliance. Ensures appropriate legal agreements are retained in house and maintains client profile information.
  • Completes relationship and administrative reviews, collaborates with clients to clear any noted exceptions, responds to requests from WM&I Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. Monitors fee aging reports, collaborates with clients to collect fees payable, resolves customer issues, communicates efforts to Relationship Managers and Regional Coordinators, escalating as needed. Identifies staff training needs, participates in training events, may coach, or assist in training Investment Services support.
  • Identifies and executes opportunities to create capacity and efficiencies. Participates on Investment Services and Trust Operations committees and projects.
  • Operations Wealth Management

Client Reporting Senior Accountant 3 - Officer

U.S. Bank
06.2021 - 03.2024
  • Support Employee Benefit Reporting accounts that hold client-controlled assets and provide secondary reviews of those assets.
  • Serve as the main point of contact for business line administration and research any client inquiries or issues promptly.
  • Complete accrual reviews and facilitate asset set-up connections related to assigned accounts.
  • Generate and analyze reports, as well as research and resolve exceptions prior to established deadlines.
  • Perform unitized, TPR, DMA, and CTF accounting valuations, including the research of any unusual activity in accounts & confirming treatment of activity for valuation.
  • Partner with management to improve processes and procedures to transform our business and provide the best customer service possible to our clients.
  • Assist with various projects and process improvement initiatives, collaborating with team members and business line partners to meet common goals.
  • Maintains adequate accounting and control for various accounting functions. Maintains and reconciles general ledger and subsidiary ledger accounts. Prepares financial statements and reports. Maintains and develops automated accounting systems, controls, and procedures. Prepares and develops reports for management and/or for regulatory authorities. Responds to inquiries regarding accounting policies, procedures, and issues from management, external auditors, and regulatory authorities.

Assistant Municipal Court Clerk

Village of North Prairie
09.2018 - 06.2022
  • Performs citation clerk duties, including handling citation dispositions, court hearings, default judgments, payments, collections, form implementations.
  • Additional part time position

Quality Assurance Specialist

GE Healthcare
01.2017 - 06.2021
  • Drive adoption of SIMS forms and repository. Maintain and manage 2,579 submissions. Drive Service Form and correct revision utilization and follow-up with returned forms to ensure their proper delivery to state agencies and customers.
  • Maintained on-time radiation state registrations and monitored and update State Radiation Regulatory Requirements. Followed up with FEs on the State of Texas Equipment Performance Evaluation (EPE) compliance to ensure 100% compliance.
  • Supported internal and external audits. QMS Compliance: reduced SRQ CHU Follow-ups to < 5% targeting high CF % modalities.
  • Provided weekly training reports and guidance to teams regarding completion that drove > 95% on-time QA Training for USCAN.
  • Reviewed HHS & State Regulatory and Compliance Regulations yearly and assisted in service form audits and CAPA effectiveness checks. Maintained USCAN Quality Service Job Guide. NC investigation work

Field Support Specialist

GE Healthcare
01.2017 - 12.2018
  • Supported daily functions of the Director of Service and Field Engineer teams. Responsible for the entire Chesapeake Region including 4 Directors of Service.

Deputy Clerk

Waukesha County Courthouse
05.2001 - 01.2017
  • Drafted legal court minutes; Assembled appeals; Managed exhibits; Oversaw jury trials; trained new employees.
  • Scheduled court hearings; Generate legal notices and managed court hearings daily.
  • Maintained exceptional professional relationships with judges, attorneys, and litigants, represented Branch 3 of Waukesha County with customer service and coordinated Schedule Branch 3 calendar.

Deputy Treasurer

Town of Waukesha
05.2006 - 09.2007
  • Received and entered all payments sent to the Town of Waukesha by managing the financial AR ledgers.
  • Proof-read and update contracts.
  • Supported the financial aspect of billing and receiving of payments
  • Maintained customer service counter and assisted with political elections to guarantee fair election processes.
  • Additional part time position

Accounting Clerk in Child Support and HHS

01.2001 - 01.2006
  • Analyze child support payments.
  • Account reconciliation.
  • Insurance Billing

Education

Bachelor’s Degree - Accounting & Business Administration

Ottawa University
Brookfield, WI

Skills

  • Auditor certification achieved
  • Certified in LEAN methodologies
  • Problem-solving expertise
  • Development of analytical reports
  • Financial reporting
  • Data analysis
  • Strategic resource allocation
  • Organizational proficiency
  • Knowledge of ANSI/AAMI/ISO 13485:2016 compliance
  • Regulatory compliance navigation
  • Advisory leadership experience
  • Trust fund accounting

Awards

Silver Shield Award – September 2023, Bronze Shield Award – July 2022 & January 2023, Spot Awards – 25 in total between 11/21 and 05/25, Global QA Townhall Award – Feb 2021 Focus Award, Texas EPE 100% Compliance - April 2019 Impact Award, FDA Inspection Support- Feb 2019 Impact Award, Learn and Adapt to Win – April 2017 Recognition Award, Customers Determine our Success- March 2017 Recognition Award

Timeline

Complex Assets/Alternative Investments Account Manager

U.S. Bank
03.2024 - Current

Client Reporting Senior Accountant 3 - Officer

U.S. Bank
06.2021 - 03.2024

Assistant Municipal Court Clerk

Village of North Prairie
09.2018 - 06.2022

Quality Assurance Specialist

GE Healthcare
01.2017 - 06.2021

Field Support Specialist

GE Healthcare
01.2017 - 12.2018

Deputy Treasurer

Town of Waukesha
05.2006 - 09.2007

Deputy Clerk

Waukesha County Courthouse
05.2001 - 01.2017

Accounting Clerk in Child Support and HHS

01.2001 - 01.2006

Bachelor’s Degree - Accounting & Business Administration

Ottawa University

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Kimberly Erin Karr