KIMBERLY A BACHICHA
Denver,Colorado
Summary
Accomplished professional with a diverse background in accounting, operations, and leadership. Demonstrated expertise in financial management, budgeting, forecasting, internal audits, and cash management, driving strategic initiatives to attain organizational goals. Acknowledged for guiding successful transitions, including application migrations, process enhancements, policy standardization, and conducting impactful S.W.O.T analyses resulting in the acquisition of new clients.
Overview
22
22
years of professional experience
Work History
Senior Manager Operations Books and Records Control
Charles Schwab
Lone Tree, Colorado
07.2015 - 01.2024
- Collaborated with Regulatory Reporting to create monthly operational charges reports to present to leadership
- Evaluated processes, developed improvement, and mitigated potential organizational risk
- Oversaw certification processes, executing compliance monitoring tasks by overseeing internal policies and procedures
- Contributed to the compilation, drafting, and implementation of the official organizational risk and operating procedure to comply with industry standards
- Prepared comprehensive working documents, reports and supporting documentation for multiple audit reviews.
Accounting Manager
First Data, Inc
Denver, Colorado
06.2011 - 06.2015
- Developed, tested, hired, trained, and created policies/procedures for a team of eight employees on new IRS Requirements for Backup Withholding on all credit card processing merchants
- Reconciled/approved all daily activity, processed bi-weekly payments to the IRS, and handled daily/monthly balancing of IRS payments
- Managed annual filing/balancing to the IRS and quarterly balancing/filing/payments to states
- Reviewed/approved/processed merchant refunds as needed.
Senior Corporate Accountant
Westmoreland Coal Company
Colorado Springs, Colorado
04.2010 - 05.2011
- Provided financial statements for three separate entities
- Managed all month-end/quarter-end general ledger activities, ensuring timely book closures
- Oversaw fixed asset management, conducted account/bank reconciliations, and reviewed/reconciled/posted accounts payable
- Managed accounting processes for medical benefits and provided account analyses
- Collaborated closely with auditors and actuaries.
Senior Corporate Accountant
Cardiovascular Biotherapeutics
Las Vegas, Nevada
07.2006 - 03.2010
- Provided accurate and timely financial statements to Executive Management for a publicly traded biopharmaceutical company
- Played a key role in budgeting and forecasting for Research and Development phases
- Standardized policies and procedures to ensure corporate compliance
- Managed all month-end/quarter-end general ledger activities, ensuring the timely closure of financial books
- Oversaw fixed asset management to maintain accurate records
- Coordinated corporate events for all local and offsite employees
- Collaborated closely with auditors to facilitate smooth audit processes.
Multi-Services Controller/Retail Manager
Sodexo/St. Mary Corwin Hospital
Pueblo, Colorado
10.2001 - 04.2006
- Successfully managed a team of 20 retail employees
- Provided comprehensive analysis reports to upper management, contributing valuable insights
- Initiated and implemented an effective employee motivation and recognition program, fostering a positive work environment
- Directed and facilitated a strategic S.W.O.T Analysis, resulting in the successful negotiation of a new two-year contract for the company
- Generated weekly operating reports for three departments to track and analyze performance metrics
- Managed budgeting, forecasting, internal audits, payroll, and cash management
- Conducted and tabulated patient/customer satisfaction surveys, providing statistics to executive management and client services.
Product Owner
Charles Schwab
Lone Tree, Colorado
- Led a cross-functional team from multiple business groups in the successful migration of an application from mainframe to web-based application
- Implemented agile methodology to streamline processes, reducing cycle time and achieving target margins
- Served as the primary liaison with internal stakeholders, acting as the voice of customer to ensure alignment of business requirements
- Liaised between the product and development teams to help break down requirements ensuring compliance with audit and industry standards
- Facilitated the scrum framework, overseeing sprint planning, backlog maintenance, sprint reviews, and sprint retrospectives to ensure adherence to project timelines
- Participated in agile ceremonies, and coordinated releases, contributing to the successful transition of project to production.
Skills
- Preparation of Financial Statements
- Budgeting and Forecasting
- Analysis Reports for Executive Management
- Audit Preparation and Documentation
- Process Evaluation and Improvement
- Agile Methodology Application
- Organizational Risk Mitigation
- Compliance Monitoring
- Collaboration with Cross-Functional Teams
- Policy Development and Implementation
Education - Degrees
- Master’s in Accountancy
- Master’s in Business Administration
- Bachelors of Science in Business Accounting
Timeline
Senior Manager Operations Books and Records Control
Charles Schwab
07.2015 - 01.2024
Accounting Manager
First Data, Inc
06.2011 - 06.2015
Senior Corporate Accountant
Westmoreland Coal Company
04.2010 - 05.2011
Senior Corporate Accountant
Cardiovascular Biotherapeutics
07.2006 - 03.2010
Multi-Services Controller/Retail Manager
Sodexo/St. Mary Corwin Hospital
10.2001 - 04.2006
Product Owner
Charles Schwab
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