Kimberly Esse

• Worked closely with organizational leadership and board of directors to create Economic Stability & Financial Capability Advocacy Training.
• Researched gaps for service population (low-income high need older adults) and created direct service programming based on evidence-based practice and relevant data.
• Completed community outreach for new programs for seniors to address food insecurity, economic instability, and social isolation.
• Group facilitation of programming to include post-program evaluation and assessment.

• Financial Counselor & Trainer versed in Department of Defense best practices for financial counseling of all military branches, veterans, and Guard members.
• Trained in programs and services available to military personnel and veterans.

• Client intake, scheduling, & financial strategy creation using a client-centered motivational-interviewing approach.
• Assisted clients in setting SMART goals, developing action plans, and monitoring progress via internal database.
• Improved client financial readiness by evaluating personal financial data, strategies and resources, and developing solutions to unique challenges.
• Created & presented virtual workshops and articles on financial topics and resources.

• Graduate level intern for the University of Nevada, Reno federally funded TRIO Upward Bound Classic + Math & Science (UB/UBMS) programs to provide comprehensive college preparatory and academic support services to 246 diverse, first-generation, low-income high school students.
• Provided weekly comprehensive on-site tutoring and academic support using a growth mindset model.
• Reviewed daily student self-assessments and educational plans to provide proper services and meet students where they are at.
• Coordinated and facilitated Learning, Leadership, and Service opportunities for students (e.g. Financial Literacy & Civic Literacy workshops) and facilitated a Student Lobby Day at the Nevada Legislative Session, to increase student cultural capital, skill set, and motivation.

• Help clients navigate financial and emotional challenges of divorce
• Design and strategize individualized financial wellness plans based on needs assessment, as part of an integrated divorce "care team." Provide referrals and engage in community outreach with members & partners.

Manager, Cash Management & Acquisition Integration

May 2015- December 2017

Global Process Owner, Treasury Acquisition Integration

April 2014- April 2014

Senior Financial Analyst, Cash Management & Acquisition Integration

August 2013- March 2014

Financial Analyst, Cash Management & Acquisition Integration

July 2011- July 2013

• Treasury and Stock Services M&A Integration Lead, directing all merger, integration, & divestitures.
• Led 65+ acquisitions, 90+ divestitures, IP, venture & real estate deals for Treasury.
• Developed Treasury M&A strategy for 500 +entities with data and progress reporting to executive management.
• Managed 400+ global bank accounts at any given time with over 200+ banking relationships.
• Exemplary cross-functional team collaborator and manager dedicated to urgent & efficient problem solving.
• Managed relationships with acquired staff using an empathetic, person-centered approach.
• Domestic and global cash forecast expert, including wire desk management, strategic cash movements, tax planning, and ongoing cash flow management.
• Managed currency, bank, fraud, country, and signer risks.
• Created, implemented, and audited risk management policy for Treasury & Stock Services.
• Interest accrual database manager for promissory notes.
• FBAR, SOX, & internal/external audit compliance.
• Tracked and reported bank guarantees and collateral.
• Adherence to corporate GL accounting & reconciliation of transactions to bank statements.
• Experience consolidating employee stock equity plans and managing sensitive personal data.
• Enhanced team collaboration by providing mentorship, and opportunities for professional growth.