Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
GeneralManager
KIMBERLY MARIE POLASEK

KIMBERLY MARIE POLASEK

Forensic Accountant, Auditor, Accountant
San Antonio,Texas

Summary

Knowledgeable Accountant, Forensic Accountant, and Auditor. Proficient in laws, GAAP and IFRS, and procedures governing business operations, tax filings and regulatory compliance. Handles sensitive, detail-oriented, and efficient information. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Adept at managing budgets, payroll, invoicing and general and advanced accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, procedures, and initiating corrective actions. Well versed in cryptocurrency and crypto criminal behavior.

Overview

25
25
years of professional experience
3
3
years of post-secondary education

Work History

Financial Consultant

Kimberly M Vaughan, Polasek
01.2015 - 01.2019
  • Accounting, GAAP, IFRS, Advanced Level: Adobe, MS Office Word, Excel, PowerPoint, QuickBooks (Desktop, Online/Cloud, Enterprise) Client, Vendors, Relationships, Cultivated, Negotiate, Resolve, Strengthened, Encouraged email and text, Educated Clients, Vendors, Various financial matters, Professional recommendations: investment opportunities products, services, Financial Reports, Forecasting, Budgets, Educated, Research, Prepare, Write, Data Analytics, Research, Adjustments, Reconciliation, Plan, Control Work, Inventory, Job Costing, Reducing Cost, Taxes: Federal, Local
  • Knowledge: Accounting Business, Vendor, Client Relationship, Communication, Resolution, Strategic, Analytical, Critical Thinker, Onboarding

Staff Accountant, Contract

Ward Systems, Inc. HVAC
09.2016 - 11.2016
  • Accounting: Auditor, Business, GAAP, IFRS, Plan, Control Work; Inventory, Business, Job Costing, Reduction, Prepare, Research, Write, Present All Financial Reports, Forecasting, Budgets, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Closing Books, Ledger, Information Data Analytics Research, Adjustments, Reconciliation, Internal Audits, ROI Analysis,
  • Software: Advance Understanding, Knowledge, Compliance, Teachable, Advance: Adobe, MS Office Word, Excel, PowerPoint, Presentations, QuickBooks (Desktop, Online/Cloud, Enterprise)
  • Knowledge: Collaborated with Owner, Many Industries, Securities, Entities, Management, Collaborate across Company Departments, Management Marketing, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Onboarding, Business Development

Staff Accountant, HR, Office Manager, HVAC

Guarantee Plumbing & Air Conditioning, HVAC
04.2016 - 09.2016
  • HR: Hired/Fired, Supervised 4 Employees
  • Accounting, Forensic Accounting, GAAP,
    IFRS, Advanced Level: Adobe, MS Office Word, Excel, PowerPoint, QuickBooks (Desktop, Online/Cloud, Enterprise), HR
    Client, Vendors, Employee Onboarding, Cultivated, Negotiate, Resolve, Strengthened, Encouraged email and text, Educated Clients, Vendors, Various financial matters Professional recommendations: investment opportunities products, services, Financial Reports, Forecasting, Budgets, Educated, Research, Prepare, Write, Data Analytics, Research, Adjustments, Reconciliation
    Plan, Control Work, Inventory, Job Costing
    Reducing Cost, Taxes: Federal, State, Local, Payroll, Retainage, AIA, DOJ, State, Local Government
  • Knowledge: Accounting Across Many Industries, Securities, Entities, Management, Collaborate across Company Departments, Management Marketing, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Training, Onboarding, Gifted Public Speaking, Business Development

Accountant

M2 Technologies
01.2016 - 04.2016
  • Accounting: Accountant, Auditor, Business, GAAP, IFRS, Accounting: DOD, DOJ, State, Contracts, AIA (American Institute of Architects, Retainage, Mechanical Lien, Plan, Control Work; Inventory, Business, Job Costing, Reduction, Prepare, Research, Write, Present All Financial Reports, Forecasting, Budgets, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Closing Books, Ledger, Information Data Analytics Research, Adjustments, Reconciliation, Internal Audits
  • Software: Advance Understanding, Knowledge, Compliance, Teachable, Advance: Adobe, MS Office Word, Excel, PowerPoint, Presentations, QuickBooks (Desktop, Online/Cloud, Enterprise), WAWF
  • Knowledge: Accounting, Business Many Industries, Securities, Entities, Management, Collaborate across Company Departments, Management Marketing, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Training, Onboarding, Gifted Public Speaking, Business Development, Economic Trends

Circle of Care Accountant

DigiXstream
12.2015 - 01.2016

Accounting: Auditor, GAAP, IFRS, Two Companies, Prepare, Research, Write, Present All Financial Reports, Forecasting, Budgets, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Closing Books, Ledger, Information Data Analytics Research, Adjustments, Reconciliation Two Years Data, Manufacturing, Service


Software: Advance Understanding, Knowledge, Compliance, Teachable, Advance: Adobe, MS Office Word, Excel, QuickBooks (Desktop, Online/Cloud, Enterprise)

Knowledge: Accounting, Business Many Industries, Securities, Entities, Management, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Onboarding

CO-OWNER/CFO/Accountant

Possibilities Unlimited San
01.1994 - 11.2012
  • Accounting: Business, GAAP, IFRS, Plan, Control Work; Inventory, Business, Job Costing, Reduction, Prepare, Research, Write, Present All Financial Reports, Forecasting, Budgets, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Closing Books, Ledger, Information Data Analytics Research, Adjustments, Reconciliation, Internal Audits, ROI Analysis, Complete Payroll, Certified Payroll, Stock Market, Dividends, Bonds, Shares, Taxes: Business, State, Local Payroll, DOJ, AIA, Retainage
  • Software Advance: Adobe, MS Office Word, Excel, PowerPoint, Presentations, Worked With QuickBooks (Desktop, Online/Cloud, Enterprise), Intermediate: SAP, Sage-50 (Peachtree)
  • Knowledge Accounting, Business Many Industries, Securities, Entities, Management, Management Marketing, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Training, Onboarding, Gifted Public Speaking, Business Development, Economic Trends, Wrote Business Plans

Full Charge Bookkeeper

Texas Plastics Center
05.2003 - 07.2004
  • Used Sage50 / Peachtree, Wrote full accounting program, hyperlinked, financial reports in Excel, Business, GAAP, IFRS, Plan, Control Work; Inventory, Business, Job Costing, Reduction, Prepare, Research, Write, Present All Financial Reports, Forecasting, Budgets, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Closing Books, Ledger, Information Data Analytics Research, Adjustments, Reconciliation, Internal Audits, ROI Analysis, Complete Payroll, Taxes: Business, State, Local, Payroll, Coding
  • Software Advance: Adobe, MS Office Word, Excel, PowerPoint, Presentations, Sage-50 Peachtree
  • Knowledge Securities, Confidential, State Agencies, Management, Collaborate across Company Departments, Management Marketing, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Business Development

Corporate Accounts Payable Entertainment Lead Administrator

Clear Channel communications, Inc
02.2002 - 06.2003
  • Recruited from Coca Cola, GAAP, IFRS, Coordinator for Acquired (SFX Entertainment) Verizon Entertainment, Wrote Policy, Procedure Manuals, Participated in Writing a Bridge software to Merge SFX Software with Lawson. Audited Market Invoices, Purchase Orders, Requests for Payment, Cross Trained, Supported Corporate Broadcasting AP, Corporate Outdoor AP, Real Estate, 1099 Team, Information Data Analytics Research, Adjustments, Reconciliation
  • Software: Advance Understanding, Knowledge, Compliance, Teachable, Advance: Adobe, MS Office Word, Excel, Access, SAP, Lawson, Accord
  • Knowledge: Accounting, Many Industries, Securities, Entities, Management, Collaborate across Company Departments, Management, Vendor, Client Relationship, Communication, Resolution, Strategic, Analytical, Critical Thinker, Trainer, Onboarding

Accounts Payable Assistant Manager / Promoted to Manager

Coca, Bottling
10.2002 - 03.2003
  • Contract to Close San Antonio CC Enterprise, CC Bottling Accounting to Tampa, FL. Worked with Executives from CCE, CCB
  • Manager Supervised 10 Employees
  • Accounting: AP Auditor, Business, GAAP, IFRS, Managed, Reconciled two Bank Accounts, Prepare, Research, Analyze Full Service (Games, Awards), Met with Manager Daily, Banking: Loans, Credit Card, Bank Accounts, Monthly Procedures: Reconciliation, Pay: Dividends
  • Software: Teachable, Advance: Adobe, MS Office Word, Excel, PowerPoint, Presentations, Intermediate: SAP, Sage-50 (Peachtree), Accord, Windows, MS-DOS
  • Knowledge: Accounting, Securities, Entities, Management, Collaborate across Company Departments, Collaborate with Markets, Vendor, Client Relationship, Communication, Negotiate, Resolution, Strategic, Analytical, Critical Thinker, Training, Onboarding, Employee Resolution, 1099 set up

Education

Bachelor of Science - Forensic Accountancy, Auditing, And Accounting

Purdue University Global
West Lafayette, IN
02.2023 - Current

Accounting Diploma -

Career Point College
San Antonio, TX
10.2002

Associate Degree - Literature Writing

Institute of Children's Literature
Danbury
06.1992 - 05.1995

Skills

Accountant

Auditor

Forensic Accountancy

GAAP Compliant

IFRS Compliant

Leader

Patient

Understanding

Gifted Public Speaker

Formal, Professional Phone, Communication, Writing Etiquette

Positive

Trust

Confidence

Self-Disciplined

Attention to Detail

Organized

Knowledgeable About Software

Financial Management and Reporting

Financial Knowledge

Stock Market, Bonds, Cryptocurrency

Client Confidentiality

Community Involvement

Accomplishments

I have been a co-owner with five successful created, owned, & operated businesses from 1994 to 2018, manufacturing, service, aquatic life support, interior and exterior renovations, and consulting. For over twenty-five years I worked as a Pro Bono Advocate. I have helped newborns up to 86 years young with medical, school, lifestyle, and those in facilities.

Supervised team of four to ten staff members. Used Microsoft Excel to develop, ease of use, full accounting program, to include payroll, taxes and hyperlinked to inventory in Excel. Achieved $18,000 saving on CNC Equipment by successfully refinancing the loan. Met with IRS Agent to settle ten years of unpaid Federal taxes. Set up payment plan. Going back to school, Purdue University, to change my accounting focus to Forensic Accountancy.

Timeline

Bachelor of Science - Forensic Accountancy, Auditing, And Accounting

Purdue University Global
02.2023 - Current

Staff Accountant, Contract

Ward Systems, Inc. HVAC
09.2016 - 11.2016

Staff Accountant, HR, Office Manager, HVAC

Guarantee Plumbing & Air Conditioning, HVAC
04.2016 - 09.2016

Accountant

M2 Technologies
01.2016 - 04.2016

Circle of Care Accountant

DigiXstream
12.2015 - 01.2016

Financial Consultant

Kimberly M Vaughan, Polasek
01.2015 - 01.2019

Full Charge Bookkeeper

Texas Plastics Center
05.2003 - 07.2004

Accounts Payable Assistant Manager / Promoted to Manager

Coca, Bottling
10.2002 - 03.2003

Corporate Accounts Payable Entertainment Lead Administrator

Clear Channel communications, Inc
02.2002 - 06.2003

CO-OWNER/CFO/Accountant

Possibilities Unlimited San
01.1994 - 11.2012

Associate Degree - Literature Writing

Institute of Children's Literature
06.1992 - 05.1995

Accounting Diploma -

Career Point College

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KIMBERLY MARIE POLASEKForensic Accountant, Auditor, Accountant