1 Rev. 06-16-2016

Kimberly J. E. Williamson www.linkedin.com/in/kimberlyjewilliamson/

Christiansburg, VA (615) 887-1533 or DahliaK1@hotmail.com OBJECTIVE & WHY YOU SHOULD HIRE ME

My goal is to apply forward what I know and do in financial analysis and other data analysis and reporting. I am diligent, accurate, thorough, and efficient, having built a pattern of providing additional value and impact through my drive to go above and beyond expectations to excellence. I have successful experience in remote, on-site, solo, team, and project environments. My work approach also includes providing improvement and long-term work-ability. I am particularly interested in mission-minded non-profits and small businesses, although I am open to all opportunities. CERTIFICATIONS

QuickBooks ProAdvisor Gold; QuickBooks Online Certified; Working toward becoming an Enrolled Agent EXAMPLES OF SKILLS & TOOLS

Accounting – Non-Profit and For-Profit Bookkeeping, Financial Analysis, Budget Analysis, Audits, Reconciliations, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Payroll Tax, Journal Entries, Reporting, Queries, Closing Procedures, Income Tax Research and Filing: Personal, Partnerships, S & C Corporations, 941’s, W2’s, 1099’s

Other Financial and Data Analysis – Business Modeling, Technical Document Review, SQL Queries, Cash Flow Analysis, Loan Analysis, Real Estate Equity and Investment Analysis, NPV, IRR, ROI, Operating Cost Recovery, Historical CPI Rent Audits, Contractor Pay Application Audits, Rent Tax Application Research, Lease Language Interpretation for Accounting

Software Tools Used – Accounting Software – QuickBooks Pro, QuickBooks Online, ACS Technologies, ACS Report Designer; Data Queries – SQL; Property Management – MRI, AMTdirect, fmLink, RE-Lynx & M-Files; Project Management – IFS; Microsoft Office – Excel (Advanced), Word, Outlook, Access, PowerPoint VALUE-CREATING EXPERIENCE

STRATEGIC RESOURCE DEVELOPMENT, LLC – Christiansburg, VA

CLIENT: Banners of Worship, Inc. – Springfield, VA Bookkeeper, Tax Preparer, Financial Analyst (Remote, PT-as needed) September 2015 - Current

Managed General Ledger, Transaction Categorization, Payroll, Payroll Tax, Bank and Credit Card Reconciliation, Journal Entry, Reporting, and Corporate Tax functions for this traveling retail vendor;

Initially audited, entered data, and reconciled all QuickBooks Online accounts and prepared federal and state corporate income tax filing with 2-week window to learn this new client and comply with filing deadlines;

Re-structured the chart of accounts and routing of transactions for financial clarity and accurate reporting;

Guided the client in best practices and in the transition from a cash-based C Corporation to an accrual-based S Corporation structure.

CLIENT: Dwelling Place Christian Fellowship – Christiansburg, VA (1) Bookkeeper, Payroll Tax Preparer, Financial Analyst (PT - 10 Hours/Week) March 2015 – Current (2) Member of the Finance Planning Team (Volunteer) June 2013 – Current

Managed General Ledger, Accounts Payable, Payroll, Taxes, Worker’s Compensation Audits, other Financial H/R Duties, Reconciliations, Journal Entries, Reporting, Closing, Budget functions, and Special Projects for 3 arms of this non-profit: Operations & Ministries, Restricted Accounts, and a Daycare ($600,000 combined annual revenue - 2015) using ACS Technologies accounting system;

Trained bookkeeping staff for 3 of 5 satellite churches on the ACS accounting system and internal processes and worked with all bookkeeping staff to create consistent standards for financial tracking and payroll processes;

Analyzed, audited, researched variances, and corrected errors for 2.5 years of operating and restricted accounts;

Prepared financial reports in appropriate presentational formats for the finance team, the elders, and congregation;

Brainstormed and fleshed out budget and finance control methods that work with variable income levels;

Researched and presented salary increase methodology that was approved and implemented;

Achieved significant cost savings via financial audits and accurate completion of worker’s compensation audits;

Continually reviewed bookkeeping processes for best practice functionality, modifying and updating as necessary.

2 Rev. 06-16-2016

CLIENTS: Strategic Resource Development, LLC and Sophos, LLC – Christiansburg, VA Financial Manager & Tax Preparer (Volunteer, as-needed) February 2009 – Current

Directly managed bookkeeping and taxes for my own self-contracting company as well as another partially owned residential real estate rental business, including A/P, A/R, financial statements, manual payroll through QuickBooks Pro, as well as all business and payroll tax obligations, and investment outlooks for the rental real estate.

CLIENTS: Sole Proprietorships Tax Preparer April 2016 – April 2016

Prepared 1040's and Schedule C's for a couple of friends with newer business startups. CLIENT: Holladay Properties, Inc. – Nashville, TN Lease Administrator/Lease Analyst (Remote Contract) December 2009 – August 2015, April 2016 – June 2016

Analyzed and abstracted leases, audited historical and current rents, validated various other lease data, identified and tracked issues, and entered/reviewed data in the MRI database for 4,100+ leases in 85+ health care systems and 100+ additional hospitals and medical office buildings (12,950,000 square feet) for multiple national portfolios (including 100+ full legal abstracts);

Analyzed, formulated, and submitted annual building financials and operating data to BOMA and IREM for up to 86 hospitals and medical office buildings (5,770,000 square feet) for FY2009 through FY2014 including analysis of the work of 2 team members I trained to assist;

As a project team lead, re-wrote 2 Lease and MRI Entry Process Guides for 2 national portfolios (100+ pages each), as well as edited and structured Portfolio Accountant, A/R, A/P, and General Ledger procedures (475 additional pages) into other guides to fit all current policies and procedures;

Trained a dozen lease accountants in a 2-day class on current lease administration procedures.

CLIENTS: Holders of and Investors in Private Real Estate Loans – United States Private Real Estate Mortgage Finder & Analyst April 2009 – September 2010

Analyzed private real estate loan data for potential value and provided cash-out solutions for loan holders. PACKT PUBLISHING – Birmingham, UK Technical Book Reviewer (Remote Project) March 2015 – July 2015

Reviewed technical aspects of the book Data Analysis and Business Modeling with Excel 2013 (packtpub.com) for accuracy and completeness providing editorial feedback and suggestions for corrections and improvements.

HOLLADAY PROPERTIES, INC. – Nashville, TN Accounting Lease Administrator (Employee) March 2007 – August 2008

Interpreted and applied, as a subject matter expert, my knowledge of commercial lease language to the lease accountants’ methods and processes, in addition to taking on various accounting projects and work overflow;

Created standard lease entry and billing process training guides and implemented a training process;

Trained and coached accountants on lease interpretation and accounting procedures, in small groups and one-on-one;

Reconciled both simple and complex tenant accounts; Set up or corrected setup of leases in MRI; Calculated and posted billing and account corrections; and Interpreted and clarified lease language application conflicts;

Managed an audit of 800 leases covering 2,000,000 square feet for correct operating expense and rent increase data in the MRI database, for which I also led departmental training and coached individual accountants;

Managed the reconciliation of recoverable operating expenses for the above 800 leases, for which I gathered, analyzed, calculated, and presented large chunks of building and lease-specific accounting data, responding appropriately to the varied needs and requests of property management, ownership, and tenants;

Analyzed, formulated, and submitted annual building financials and other operating data on 27 hospitals and medical office buildings (2,000,000 square feet) to BOMA and IREM for FY2007;

Assisted to create a new portfolio on-boarding process and abstracted 1,300,000 square feet of new leases. FORMAL EDUCATION

B.A. in Communication, 2nd Major in Music, Greenville College, Greenville, IL, 3.71 GPA overall, 3.98 GPA in Degree Major