Kimberly James
Flossmoor,IL
Summary
Accounting professional with a solid background in managing financial and operational audits, while ensuring regulatory compliance. Demonstrates strong analytical skills, strategic planning, and risk management. Adept at fostering team collaboration and driving results through effective communication and flexibility. Renowned for reliability and adaptability in dynamic environments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Treasurer
7306-08 Yates Condominium Association
06.2021 - Current
- Implemented an aggressive collection and expense reduction strategy, resulting in the establishment of a $15,000 reserve account within a 9-month timeframe
- Coordinated closely with the Condominium Association's attorney to manage the collection and lien process against a delinquent owner's unit, ensuring compliance and resolution
- Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
Sabbatical/Professional Development
N/A
06.2021 - 09.2022
- Focused on family care responsibilities while strategically planning and preparing for a career transition
- Engaged in targeted professional development, completing specialized training in accounting and finance to enhance expertise and stay current with industry trend
- Maintained active leadership in financial management, resuming full-time duties as Treasurer at the 7306-08 S
- Yates Condominium Association, reinforcing financial oversight and operational efficiency
Internal Audit Manager
The Federal Home Loan Bank of Chicago
09.2013 - 06.2021
- Collaborated closely with senior leadership to pinpoint emerging risks, drive enhancements in business processes, and implement strategies to fortify risk management and internal control frameworks
- Led and managed financial, operational, and compliance audits, devising and executing risk-based audit programs for comprehensive assessments
- Implemented data analytics methodologies, resulting in a 20% reduction in audit project durations by enhancing internal control testing processes
- Delivered impactful presentations to executive management, addressing critical organizational issues and matters of strategic significance
- Conducted comprehensive performance appraisals and devised development plans for direct reports during annual and interim performance evaluation cycles
- Enhanced audit efficiency by implementing risk-based audit strategies and streamlining processes.
Internal Audit Manager
The Private Bank and Trust Company
07.2009 - 09.2013
- Created audit efficiencies by planning and executing risk-based audits
- Managed the Bank’s Sarbanes-Oxley compliance program consisting of >200 key controls, coordinating testing, and reporting results to executive management
Senior Change Manager
Bank of America Corporation
01.2007 - 12.2008
- Managed organizational risk by monitoring and evaluating ~100 Key Performance Indicators (KPIs) of business and operational departments before and after significant corporate change events as part of the LaSalle Bank and Bank of America merger
- Evaluated the impact of proposed changes, ensuring their alignment with overall business objectives.
Internal Audit Manager
LaSalle Bank Corporation
09.2003 - 01.2007
- Reviewed internal controls including policies and procedures, data integrity, change management, methodologies, reconciliations, and data quality controls and assurance. Facilitated an effective issue resolution process for internal audit issues to ensure timely closure
- Assessed risk levels and provided key input into the annual audit plan
Education
Bachelor of Science - Accountancy
The University of Illinois At Urbana-Champaign
Urbana, ILSkills
- Strong Analytical Skills
- Time Management
- Client Engagement
- Proficient in Microsoft Suite (Excel, Word and Access)
- Executive Communication
- Detailed Oriented/Organized
- Project Management
- Reporting
- Staffing & Recruitment
- Internal Audit/Quality Assurance
- Bookkeeping
- Cash management
- Account reconciliation
Certification
- Certified Public Accountant, Illinois, Registered
- Certified Internal Auditor, The Institute of Internal Auditors
- Real Estate Broker
- Accredited Buyer's Representation Designation
- Real Estate Finance and Investment Certification, (Northwestern University)
Affliations
- Member, Alpha Kappa Alpha Sorority, Inc. Lambda Tau Omega Chapter
- Chairman, Twenty Pearls Foundation Miss Prominent Pearl Cotillion, 2024
- Co-Chairman, Twenty Pearls Foundation Miss Prominent Pearl Cotillion, 2023
- Member, American Institute of Certified Public Accountants, 2007 – Current
Timeline
Treasurer
7306-08 Yates Condominium Association
06.2021 - Current
Sabbatical/Professional Development
N/A
06.2021 - 09.2022
Internal Audit Manager
The Federal Home Loan Bank of Chicago
09.2013 - 06.2021
Internal Audit Manager
The Private Bank and Trust Company
07.2009 - 09.2013
Senior Change Manager
Bank of America Corporation
01.2007 - 12.2008
Internal Audit Manager
LaSalle Bank Corporation
09.2003 - 01.2007
- Certified Public Accountant, Illinois, Registered
- Certified Internal Auditor, The Institute of Internal Auditors
- Real Estate Broker
- Accredited Buyer's Representation Designation
- Real Estate Finance and Investment Certification, (Northwestern University)
Bachelor of Science - Accountancy
The University of Illinois At Urbana-Champaign
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