Summary
Overview
Work History
Education
Skills
Languages
Languages
References
Timeline
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Kimberly Rowley

New York,NY

Summary

Adaptable professional known for high productivity and efficient task completion, with specialized skills in resource optimization and allocation, team leadership, cross-departmental leadership, and budget management. Adept at quickly mastering new concepts and applying strong financial acumen in fast-paced environments.

Overview

16
16
years of professional experience

Work History

Financial Operation & Resource Manager

Siegel & Gale LLC
New York, NY
08.2013 - 03.2025
  • Processed new supplier/vendor EFT forms, and set up client accounts in Carixa, Allianz Trade, and Credit Voyager.
  • Maintained internal credit reviews for over 200 clients, managed credit limits, and reduced gross exposure and negative net balances.
  • Ensured client profiles met credit compliance standards.
  • Managed 50+ clients and corporate accounts, overseeing over $8 million in professional fees.
  • Created and managed client and project records, including project budgets.
  • Generated key financial reports, such as weekly resource reports, active projects, monthly recap, realization, utilization, and AR reports for senior executives.
  • Ensured accurate revenue recognition, cash forecasting, invoicing, and collection of project fees and expenses.
  • Significantly reduced WIP balance and overdue receivables past 31 days, while keeping outstanding balances under 10%.
  • Handled check deposits, commercial checking account management, payment applications, and GL coding.
  • Managed project transfers, working capital, WIP balance, and receivables write-offs.
  • Maintained and updated Projector PSA with current information, forecasted project hours, and planned staffing needs.
  • Provided weekly resource reports and facilitated communication between department leads and the CFO for staffing coordination.
  • Processed purchase orders for freelancers and vendors, onboarded new employees, and optimized the onboarding process.
  • Prepared documentation for quarterly and annual audits, including SBox testing.
  • Developed and implemented resource management policies, procedures and processes.
  • Resolved conflicts between teams over competing demands for shared resources.

Event Coordinator

The New York Mission Society Minisink Townhouse
New York, NY
07.2013 - 08.2013
  • Individually created flyers, outlines, agendas, and lesson plans for multiple Summer Service-Learning projects, including the annual Health Fair, Voter Registration, and Media Literacy workshops, that helped evoke youth participation and contributed to community improvement.

Service Assistant

Hamilton Nesbitt Johnson Writing Center
Clinton, NY
09.2009 - 05.2013
  • Performed clerical work, such as answering phones, scheduling and confirming conferences, and maintaining the conference schedule book and email account.
  • Provided technical assistance to students in the computer lab, such as basic troubleshooting and reformatting documents.

Intern

The New York Women’s Chamber of Commerce
New York, NY
06.2011 - 08.2011
  • Accounted for inventory of intake forms, data entry, and other clerical tasks, such as answering phones.
  • Kept an organized file of confidential information.
  • Responsible for coordinating, drafting proposals, event planning, contacting and finding sponsors for the company’s grand annual Women of Excellence event

Education

Bachelor of Arts Degree - Chinese Literature And Language, Math

Hamilton College
Clinton, NY
05.2013

Chinese Culture and Language

Associated Colleges in China, Minzu University
Beijing, China
08.2012

Skills

  • Projector PSA
  • Microsoft D365
  • Microsoft Dynamics AX
  • Microsoft Solomon
  • Credit Voyager
  • Carixa
  • Oracle
  • Allianz Trade
  • Salesforce
  • BIO
  • STATA
  • Citrix Maple
  • SPSS
  • Microsoft Word
  • Publisher
  • Excel
  • PowerPoint
  • Vendor management
  • Social Media

Languages

  • Certified Proficiency in oral and written Chinese: Mandarin by ACTFL
  • Basic knowledge of oral and written Spanish.

Languages

Chinese (Mandarin)
Full Professional
Spanish
Professional

References

References available upon request.

Timeline

Financial Operation & Resource Manager

Siegel & Gale LLC
08.2013 - 03.2025

Event Coordinator

The New York Mission Society Minisink Townhouse
07.2013 - 08.2013

Intern

The New York Women’s Chamber of Commerce
06.2011 - 08.2011

Service Assistant

Hamilton Nesbitt Johnson Writing Center
09.2009 - 05.2013

Bachelor of Arts Degree - Chinese Literature And Language, Math

Hamilton College

Chinese Culture and Language

Associated Colleges in China, Minzu University
Kimberly Rowley