Kimberly Pontejos
Summary
Knowledgeable professional bringing 15 years of high level financial accounts analysis with a focus on efficiency and attention to detail. Excellent reporting, recordkeeping and relationship building skills.
Overview
16
16
years of professional experience
Work History
Record Keeper
Leading Retirement Solutions
02.2022 - 09.2023
- Collaborated with RK team members regarding trading and reconciliation of trust accounts and contributions.
- Processed client payroll files and distributions daily.
- Responded to customer inquiries from, business owners and their employees.
Sr. Account Reconciliations & Control Analyst
TIAA
11.2015 - 11.2020
- Analyzed and confirmed payment activity from multiple source files was received and accurate. Identified discrepancies and communicated findings to impacted teams.
- Reconciled brokerage trade transactions to ensure successful posting between Pershing and TIAA platforms. Promptly identified and researched discrepancies for resolution.
- Successfully led year long team initiative to establish and implement materiality thresholds across four separate accounting systems.
- Provided extensive, real time systems training for offshore business partners.
Client Services Group Operations Analyst
TIAA
09.2007 - 11.2015
- Provided in depth review and analysis of client contracts in need of remediation.
- Determined best course of corrective action to resolve issues for policy holder.
- Performed complex and detailed adjustments within the Sungard Omni Plus system to make client whole.
- Trained associates on intricate pay in and pay out adjustments.
- Mentored team members on research and analysis of transaction activity.
Education
Bachelor of Arts - Psychology
University of California, Irvine
Irvine, CASkills
- Detail Oriented
- Active Listening
- Collaboration
- Microsoft Excel
- Omni Plus / Omni Admin
- NETX360
Timeline
Record Keeper
Leading Retirement Solutions
02.2022 - 09.2023
Sr. Account Reconciliations & Control Analyst
TIAA
11.2015 - 11.2020
Client Services Group Operations Analyst
TIAA
09.2007 - 11.2015
Bachelor of Arts - Psychology
University of California, Irvine
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