Kimberly Stokes

Organized and detail-oriented financial professional with a strong work ethic, mission-driven mindset, and faith-based values. Proven ability to manage complex financial operations, align budgeting with strategic goals, and maintain transparency and integrity in all financial reporting.

Key Accomplishments & Responsibilities

• Budget Management: Led the annual budgeting process, aligning departmental budgets with organizational objectives and tracking performance against key financial targets.
• Financial Reporting: Regularly presented financial results to board members and committees, ensuring transparency and informed decision-making.
• Internal Controls: Strengthened internal control procedures by refining policies and processes, enhancing the integrity and reliability of financial data.
• Non-Profit Financial Oversight: Maintained full P&L responsibility within a non-profit environment, ensuring compliance and fiscal responsibility. Served as Interim CEO for 4 months, supporting onboarding of new CEO.
• Grant Management: Supported grant-related processes, including submission reviews, financial reconciliation, and impact tracking to ensure proper stewardship of funds.
• Audit Coordination: Managed relationships with external auditors, facilitating smooth annual audits with minimal findings and ensuring adherence to best practices.

• Oversaw daily operations of 12 branch offices and 35 employees in various Texas locations ensuring seamless coordination and efficient execution of tasks.
• Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
• Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
• Mentored and coached team members to foster productive and engaging work environment.
• Analyzed business operations and implemented strategies to improve operational cohesiveness.

• Prepared consolidated multi-company balance sheets, cash flow reports and income statements.
• Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
• Mentored 10 junior staff members, fostering a positive work environment conducive to professional growth and development.
• Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
• Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company's financial position.
• Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
• Followed up with delinquent accounts to obtain funds and reduce aging balances.