Susan Kimes
Troutdale,OR
Summary
As a resourceful and dedicated professional, I enjoy the challenge of providing value at every opportunity. Extensive analytical, technical, and decision-making skills, combined with experience in both human resource and project management, expertise in business processes and best practice methodology, in-depth knowledge of financial and accounting principles, and the ability to embrace information technology to enhance efficiency, provide a solid foundation for the development of effective solutions to complex problems. A positive and enthusiastic attitude facilitates the ability to manage, motivate, and execute for multiple concurrent project requirements and deliverables.
Overview
25
25
years of professional experience
Work History
Grants Specialist /Data Management Analyst
U.S. Fish & Wildlife Service
03.2022 - Current
- Consultant/Lead for multiple IT digital media/data management assignments. Provide potential solutions, analysis, and supporting detail to stakeholders and other USFWS - Division of Realty, Budget, Performance, and Workforce key personnel.
- Identify, select and document data objects, attributes, and relationships to ensure data integrity, adequacy, accuracy, and relevance. Sources include but are not limited to multiple financial and grant management systems, subject matter experts, published USFWS policies, OMB, JAO, FASO, USGS, NARA (eCFR) content, software application manuals, technical bulletins, memorandum of understanding, budget and project narratives, and new and existing government legislation (as to intent, required deliverables, and specific funding requirements).
- Create and implement overall database design and mapping. Configure complex data sets/models and establish methodology for future development of scalable applications for data collection, extraction, and analysis.
- Design and draft multiple annual and ad-hoc time-sensitive data visualizations and reports to identify trends, provide insight, and support future recommendations.
- Schedule and facilitate meetings between project stakeholders to discuss deliverables, schedules, and conflicts.
- Contribute ideas and suggestions in team meetings while offering suggestions on design and potential enhancements.
- Manage/document project tracking, coordinate efforts (BAH), and manage resources under my supervision.
- Attend training programs (grants lifecycle & financial management, software applications, 508 compliance, project management), and multiple Microsoft, DOI, and data management webinars to expand and deepen the professional skill set and add value wherever possible.
Senior Financial & Operations Manager
NW Territory Law Group, PC
10.2010 - Current
- Design and automate business processes and procedures using multiple software applications (Microsoft Windows, Word, Excel, Access, SharePoint, PowerPoint, Visio, Clio Case Manage, YGC, etc.) to increase efficiency more than 200%.
- Develop firm policies and procedures for human resources, accounting, document production, and all business processes including supporting templates, naming conventions, and change control while considering multiple client deliverables, current staffing levels and industry best practices.
- Identified developmental and training opportunities for staff to create culture of cohesion, inclusion and growth.
- Develop, automate, and perform all accounting functions inclusive of firm's financial accounting, trust accounting and cost accounting (via QuickBooks, MS Excel & Access).
- Primary role in all correspondence for audit, settlement negotiations, banking relationships, vendor selection and management and human resource policies and procedures.
Principal Consultant
HK Management Consultants / Cost Advisors, Inc.
12.2005 - 06.2010
- Independently performed Sarbanes-Oxley audits for large and mid-size corporations listed on the NY & Nasdaq stock exchanges. Strategically planned, performed and subsequently presented findings for financial and performant audits (Xerox, Tektronix, Bioject, etc.)
- Primary point of contact for internal audit management, program performance assessments and worked in conjunction with other Accounting Firms (KPMG/Prince) for financial audits.
- Trained, supervised and coordinated work of audit team members
- Documented business processes (flowcharts, corporate policy, and procedures), identified and evaluated risks, noted, and tested key controls; efficiently and effectively documented findings; met required deadlines and objectives of audit engagements and program performance assessments.
- Evaluated mitigating factors/controls and presented all relevant audit findings to th Board of Directors, members of C-Suite and key senior management participants, both internal and external auditors as approprite
- Composed and modified various corporate policies and procedures to ensure success of subsequent audits
- Designed web-based portal (Microsoft SharePoint and various other applications) to enhance communications with law firms to their corporate clients.
- Created internal SharePoint site for project tracking, risk assessment, standard operating procedures, test plans, and subsequent audit results and other supporting schedules and documentation for both financial and compliance audits .
Corporate Controller /Accounting & Finance Manager
Union Bank Of California / Copper Mountain Trust
10.1998 - 02.2005
- Primary point of contact for trust and financial corporate systems in merger/acquisition of Union Bank of California.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Designed and implemented migration from Peachtree corporate financial accounting software to Oracle's test market for smaller companies. Key finance and accounting consultant in collaboration with Oracle software engineers and investment firm's database managers in initial development, testing, and release of Oracle NetSuite.
- Extensive experience in mutual fund portfolio pricing and institutional financial research tools such as Bloomberg, Reuters, and Mueller pricing feeds for accurate and complete calculation of each portfolio's daily net asset value (NAV) per share.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Supervised and managed five accountants performing daily corporate accounting functions including monthly and quarterly close.
- Supervised and managed daily work of four CTF (Trust Funds/Mutual Funds) accountants consisting of 52 portfolios containing variety of financial instruments and real property investments held in trust for corporate 401k clients, trade/labor unions, and high net wealth individuals.
- Prepared monthly, quarterly, and annual external financial statements (balance sheet, income statement, and statement of cash flows) with supporting schedules; produced ad-hoc schedules and reports upon request.
- Prepared and monitored corporate budget; performed revenue and expense variance analysis.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Created financial dashboards to provide insights into key performance indicators.
- Managed audit of corporate financials as well as external financial and regulatory audit for all investment portfolios for compliance with federal bank regulations. Responsible to resolve all remediate all audit findings.
- Managed budgets, assets, trust accounts, investment portfolios, accounts payable, and receivable and general financial reporting procedures.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Analyzed existing business processes to identify cost savings and operational efficiencies. Drafted, implemented and monitored various new policies and procedures to improve and streamline accounting and control processes and reporting structures.
- Developed strategic plans for day-to-day financial operations
Education
Certified Public Accountant -
Washington State Board of Accountancy
Puyallup, WA09.1998
Post Baccalaureate Certificate of Accounting - Accounting
Linnfield College
McMinnville, OR05.1997
Bachelor of Science - Finance
University of North Florida
Jacksonville, FL06.1987
Skills
- Sound Judgment: Analytical, Thorough & Detailed
- Expertise in Quantitative Analysis: Design, Compilation & Reporting
- Adept at Learning & Applying New Technology
- Financial & Compliance Audit Experience
- Strategic Planning & SWOT Analysis
- Litigation: Commercial Contract Risk Assessment & Mitigation Strategy
- Organizational Policy Development & Implementation
- Technical Writing: SOP, Flowcharts, Web Site Development
- Business Process Design & Improvement
- Data Modeling & Application Development
- Embraces challenges and assigned responsibilities with professional, positive, and enthusiastic approach
- Effective communication skills, both written and oral for virtually any audience including staff, mid-level and senior management, clients, vendors, principals, investors, boards, etc
- Exceptional Results: Relevant, Complete, Timely & Accurate
Accomplishments
- Thirty-one years of management/supervisory experience.
- Twenty-eight years of experience in finance and accounting, including twelve years in compliance and audit.
- Eight years in banking and investments.
- Thirteen years in civil litigation.
- Twenty-one years of project management.
Interests
Reading, Puzzles and Board games
Cooking and Entertaining
Hiking, Camping & Outdoor Activities
Volunteering (Girl Scouts)
Gardening & Landscape Design
Timeline
Grants Specialist /Data Management Analyst
U.S. Fish & Wildlife Service
03.2022 - Current
Senior Financial & Operations Manager
NW Territory Law Group, PC
10.2010 - Current
Principal Consultant
HK Management Consultants / Cost Advisors, Inc.
12.2005 - 06.2010
Corporate Controller /Accounting & Finance Manager
Union Bank Of California / Copper Mountain Trust
10.1998 - 02.2005
Certified Public Accountant -
Washington State Board of Accountancy
Post Baccalaureate Certificate of Accounting - Accounting
Linnfield College
Bachelor of Science - Finance
University of North Florida
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