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
Broomfield, CO
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
Denver, CO
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
Denver, CO
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