KIMBERLY LOWNEY
JACK Group LLC
West Windsor,NJ
32
years of professional experience
Finance professional with experience in bookkeeping responsibilities, including payroll, accounts payable and receivable. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills.
Work History
Admin
2 Years 9 Months- Managed accounts receivable to ensure timely payments for leagues, enhancing cash flow.
- Managed membership records, renewals, and account updates with consistent accuracy.
- Coordinated court scheduling, lesson bookings, and event calendars for smooth daily operations.
Substitute Teacher
3 Years 9 Months- Established calm, orderly learning environment that enhanced focus and respect among students.
- Managed classroom environments to actively promote student engagement and facilitate learning.
- Adapted instructional materials to meet diverse student needs and learning styles.
- Engaged students in completing lessons left by teachers, which promoted higher levels of participation and understanding.
Book Keeper
6 Years- Reconciled bank, credit card, and vendor statements with consistent precision.
- Established QuickBooks accounting system to reflect accurate financial records.
- Monitored incoming client payments, ensuring prompt application of funds to outstanding invoices.
Comptroller
6 Years 6 Months- Oversaw internal accounting operations and managed reconciliations to ensure accuracy and compliance.
- Managed payroll and accounts payable/accounts receivable processes to maintain financial integrity.
- Compiled and organized expense reports for efficient processing of reimbursements.
- Reviewed financial statements, journal entries, and account activity for completeness and consistency.
Math Tutor Volunteer
1 Year 3 Months- Tutor at-risk adults and provide academic support to help them prepare for the GED
- Guided students in developing effective learning strategies, reinforcing positive habits and boosting confidence
- Delivered individualized math instruction aligned with student needs and learning pace.
- Assessed skill gaps and adjusted tutoring approaches for stronger comprehension.
- Reinforced homework completion through step-by-step problem solving support.
Math Teacher
5 Years 1 Month- Cultivated strong relationships with students, enhancing engagement and commitment to learning.
- Guided students to exceed high school math requirements by completing them ahead of schedule in 8th grade.
- Facilitated diverse group activities to stimulate student interest and participation in math.
- Built meaningful relationships with students, fostering engagement and investment in their learning process.
Associate
1 Year 8 Months- Analyzed financial data to enhance client investment strategies and recommendations.
- Presented financial data with actionable recommendations to optimize client outcomes.
- Managed various deals in collaboration with Managing Directors to align strategies with client goals.
- Collaborated with teams to prepare pitch materials for client presentations and meetings.
- Conducted industry research to identify market trends and opportunities for clients.
Assistant Supervisor
2 Years 1 Month- Led team in applying problem-solving skills to streamline workflow in high-stress, time-sensitive environment.
- Evaluated employee performance and delivered constructive feedback to support professional growth.
- Analyzed stock price changes and reported updated mutual fund prices to NASDAQ, maintaining accuracy and timeliness.
Analyst
1 Year 11 Months- Analyzed data to provide timely insights for decision-making
- Developed reports that effectively communicated insights to stakeholders
Education
Masters - Mathematics Education
MBA - Finance
Bachelor of Arts - Business Economics
Skills
Administrative support
Bookkeeping
Data entry
Office 365 proficiency
Attention to detail
File management
Data analysis
Problem solving
Customer service
Flexible schedule
Timeline
Admin
Nassau Tennis Club
01.2024 - CurrentRead More
Substitute Teacher
WWP School District
01.2023 - CurrentRead More
Book Keeper
JACK Group LLC
10.2020 - CurrentRead More
Comptroller
Alexandria Capital
06.2015 - 12.2021Read More
Math Tutor Volunteer
Home Front
09.2013 - 12.2014Read More
Math Teacher
NYC Department of Education
09.2002 - 10.2007Read More
Associate
Houlihan Lokey Investment Banking Company
07.2000 - 03.2002Read More
Assistant Supervisor
Franklin Templeton Group
06.1996 - 07.1998Read More
Analyst
AIM Global Financial Services (Now Invesco)
07.1994 - 06.1996Read More
University California Santa Barbara
Bachelor of Arts from Business Economics
Read More
New York University
MBA from Finance
Read More
City College of New York
Masters from Mathematics Education
Read More