Kimberly Tatham
Macclenny,FL
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
30
30
years of professional experience
Work History
Business Operations Financial Analyst
McKesson Corporation
Jacksonville, Florida
05.2019 - Current
- Analyze and monitor statistical data trends
- Review monthly requisitions for accuracy and completeness and reconcile transactions
- Participate in the monthly close
- Assist Business Unit customers with purchase order support
- Gather, analyze and summarize data from a variety of sources
- Assist Business Unit customers to drive analysis, reporting and planning
- Recommend, develop and implement process improvements as required
Financial Analyst
McKesson Corporation / PSS World Medical
Jacksonville, Florida
02.2008 - 05.2019
- Reviewed and analyzed project spending throughout project life cycle
- Assisted with the development and administration of departmental and project budgets
- Compiled data, including hardware, software, staffing and maintenance costs, as well as purchase order, contract and encumbrance status
- Monitored expense reports and prepared accounting spreadsheets ensuring compliance with budget specifications
- Generated and presented accurate accounting records and financial reports to division Directors
- Reconciled monthly maintenance and professional fee accounts
- Produced financial reports on completed projects, identifying current trends and evaluating variances
- Performed month-end closings
- Identified and monitored budget expenses for accuracy
FIXED ASSET ACCOUNTANT
Diagnostic Imaging/PSS World Medical
Jacksonville, Florida
01.1998 - 02.2008
- Investigated and resolved variances in digital and physical records to promote record integrity
- Reviewed accounting structures and procedures on a regular basis to identify areas in need of improvement
- Reviewed accounts, resolved coding areas and tracked recurring expenses for accrual entry
- Partnered with auditors to prepare yearly audits and realize compliance with governmental tax guidelines
- Maintained fixed asset detail, including adding assets, transferring CIP accounts to active and disposing of assets when needed
- Performed monthly reconciliation of fixed assets to the general ledger
- Assigned and monitored spending on Capital Appropriation Requests
- Coded invoices to appropriate fixed asset general ledger or expense accounts
Junior Tax Accountant
The Haskell Company
Jacksonville, Florida
02.1996 - 01.1998
- Conducted detailed technical and analytical review of federal and state corporate tax returns
- Coordinated tax audits by preparing documentation for federal and state audits
- Prepared quarterly tax reports and state tax reports for combined state reporting
- Assisted Controller in financial reporting for fiscal tax planning
- Implemented Corporate Tax strategies for annual fiscal budgets
- Reviewed federal and state tax returns, calculated quarterly tax estimates, made quarterly tax payments and prepared tax provisions and journal vouchers
Education
Bachelor of Science - Accounting
University of North Florida
Jacksonville, Florida08.1995
Skills
- Financial and operational reporting
- Research abilities
- Excellent attention to detail
- Administrative support
- Developing solutions
- General ledger accounting
- Budgeting
- Account Reconciliation
- Teamwork / Collaboration
- Financial Analysis
- SAP
- Excel
Timeline
Business Operations Financial Analyst
McKesson Corporation
05.2019 - Current
Financial Analyst
McKesson Corporation / PSS World Medical
02.2008 - 05.2019
FIXED ASSET ACCOUNTANT
Diagnostic Imaging/PSS World Medical
01.1998 - 02.2008
Junior Tax Accountant
The Haskell Company
02.1996 - 01.1998
Bachelor of Science - Accounting
University of North Florida