Kimberly Lindsey
Chicago,Illinois
Summary
Dynamic finance professional with extensive experience at Ankura, excelling in financial reporting and invoice processing. Proven track record in data analysis and budget management, delivering accurate monthly invoices and enhancing client communication. Adept at leveraging Microsoft Excel to streamline processes, ensuring efficiency and accuracy in financial operations.
Overview
19
19
years of professional experience
Work History
Finance Associate
Ankura
10.2020 - 06.2026
- Prepared monthly invoices for billion-dollar companies
- Verified and corrected billable rates in Workday, ensuring accurate invoicing
- Communicated cost discrepancies to senior management, facilitating informed decision-making
- Created AR and payment history spreadsheets for clients upon request
- Supplied detailed accrual reports to clients, enhancing transparency in financial reporting
Office Manager
Navigant (Ankura)
09.2017 - 10.2020
- Managed logistics for office relocation between floors, ensuring minimal disruption.
- Negotiated with vendors to procure office supplies, managing inventory and ensuring cost-effectiveness
- Collaborated with billers to prepare accurate monthly invoices, ensuring timely billing processes
- Compiled WIP and AR report for senior management decision-making.
- Prepare and update monthly Backlog/Pipeline report for entire GD&E Division
- Prepare and send Engagement Letters to clients
- Subject Matter Expert on InTapp for Conflict Checks
Receptionist/Administrative Assistant
CalPortland Cement
11.2016 - 09.2017
- Greeted clients, vendors, applicants, and employees at front desk, creating a welcoming atmosphere.
- Answered telephone switchboard and distributed company mail
- Compiled and distributed monthly leadership meeting report, ensuring timely communication of key updates.
- Managed supply orders for all plants and offices in Phoenix area, supporting operational needs.
- Prepared inventory received report for 3 plants in SAP while reconciling invoices for payment from vendor and hauler
Finance Analyst
Mercer
04.2007 - 05.2016
- Analyzed data for Top 10 North America clients to inform strategic decisions
- Developed AdHoc financial reports and queries for global business and market leaders to support data-driven insights
- Assisted with budgeting process by accurately entering data into Hyperion financial system
- Audited and obtained approvals for quarterly sales compensation payouts
- Processed monthly and quarterly invoices
- Restructured process for submitting Global Client Revenue Requests
- Streamlined approval process for Finance and Compliance requests related to Central Market charitable contributions
- Prepared Client Relationship Information System (CRIS) reports for all MMC Operating Groups globally
- Administered Internal Account number lookup for employees daily to determine which codes were active for invoice processing
- Evaluated charitable organizations qualifications and relationship with MMC
Education
High School Diploma -
Whitewater High School
Whitewater01-1980
Some College (No Degree) - Business Administration
University of Wisconsin - Whitewater
Whitewater, WISkills
- Financial reporting
- Financial forecasting
- Accrual accounting
- Budget management
- Invoice processing
- Data analysis
- Microsoft Excel
Timeline
Finance Associate
Ankura
10.2020 - 06.2026
Office Manager
Navigant (Ankura)
09.2017 - 10.2020
Receptionist/Administrative Assistant
CalPortland Cement
11.2016 - 09.2017
Finance Analyst
Mercer
04.2007 - 05.2016
High School Diploma -
Whitewater High School
Some College (No Degree) - Business Administration
University of Wisconsin - Whitewater