You are on page 1of 2

KIMBERLY J.

KELLER 1661 Bullard Lane Santa Ana, CA 92705 EDUCATION December 2001 August 1994 March 1990 COMPUTER SKILLS EXPERIENCE October 2010 To Present Phillips Graduate Institute, Encino MA, Psychology, MFT with Organizational Behavior emphasis California Polytechnic University, Pomona MBA, Finance emphasis California Polytechnic University, Pomona BS, Finance, Real Estate and Law-Finance emphasis Proficient in Microsoft Office (Excel, Word, Powerpoint, Access), SAP, SAP BW, Hyperion Enterprise, Hyperion Retrieve, PeopleSoft, MAS 90, Dreamweaver Consulting Part Time (Medium to small-sized businesses) Various, CA Provide broad accounting, finance, and HR support for companies such as FXI, Inc and Consultant Alliance. Periodic part-time consulting during this time. January 2004 To July 2010 Capital Group Companies (Largest Mutual Fund Manager & Administrator Privately Held) Brea & Irvine, CA SENIOR FINANCIAL PLANNING ANALYST Compensation Provided financial analysis and support for all areas of compensation worldwide across all companies, including supervising all compensation postings, monthly analysis, and cost studies by function/location. Principal liaison for payroll groups, responsible for all aspects of reporting after payment to employees. Redesigned close process through automation of GL postings to reduce close cycle from a three to one day process. Led Global Process Improvement Project, standardizing processes end to end from HR to GL postings, tightening cross-functional processes and improving accuracy and consistency. Financial Integration Lead for HR conversion project to SAP, establishing financial requirements, reporting needs, and redesigning business processes for a smooth transition of HR data to financial systems. (714) 838-1303 kimberlyjkeller@gmail.com

SENIOR FINANCIAL PLANNING ANALYST IT Finance Provided financial analysis and support for IT management, including IT Total Cost of Ownership (TCO) analysis, monthly financial summaries for the IT management committee, budget preparation, Long Range Space & Strategic Planning, and financial support for IT reorganizations. Provided technical financial direction for Data Warehouse design including conceptual & logical data models. November 1996 To November 2003 Avery Dennison (Publicly traded multi-billion dollar manufacturer) Pasadena & Brea, CA BUSINESS ADVISOR Office Products Worldwide (OPW) Reporting Provided worldwide coordination for Financial Reporting and Financial Planning & Analysis for Office Products units. Implemented best practices, created consistent reporting and executed worldwide consolidations and analysis for annual plan, strategic plan and forecasts. Prepared presentations for upper management of OPW and to Corporate. Special Projects included working with international regions on process mapping and documentation of processes for compliance with Sarbanes-Oxley Act of 2002. BUSINESS ADVISOR SPECIAL PROJECTS/SIX SIGMA (process improvement) Worked on special projects utilizing analytical skills, broad finance experience, company knowledge and six sigma tools. Presented status and progress of projects to CFO and upper management. Reduced variation in transactional processes, reducing cycle time and rework. Closed Worldwide Converting Mgmt Group, provided reporting requirements to upper management, managed closing costs, and reorganized remaining processes, which resulted in corporate-wide annual savings of $2.1million.

KIMBERLY J. KELLER EXPERIENCE - Continued

PAGE 2

Provided worldwide training on transfer to new Corporate Consolidation System, Hyperion Enterprise, including documentation, hands-on training, matrix development, report writing, and trouble-shooting. Redesigned Corp Equity Intercompany process, reducing Actuals closing cycle time and reducing effort required to detect errors. Avery Dennison Continued SR. FINANCIAL ANALYST - CORPORATE FINANCIAL PLANNING & ANALYSIS Working with data provided from global business units, prepared complete company-wide operating plan by unit, forecasting operating EPS, cash flow, and debt ratios. In conjunction with operating plan, prepared corporate budget for year to project total company statistics used for planning treasury operations and stock repurchase program. Prepared annual analyst book for top management highlighting key statistics by entity and group. Prepared quarterly forecast for management to project returns for better control of financial results. Prepared strategic analysis on a quarterly basis for 300 business entities, including margin reports, earnings variance reports and volume analysis reports. Calculated company-wide bonuses, set targets and developed corporate fees. Contributed to design of bonus program for top 100 performers to tie payouts with performance. Redesigned treasury cash flow model to tie to financial planning results for better communication and accuracy between departments. Designed, developed and maintained Lotus Notes Corp Planning Guidelines to business units from upper management vision to operational details with flexibility to meet changing reporting needs.

July 1996 To November 1996

Square Soft, Inc. Costa Mesa, CA CONTROLLER Coordinated corporate move from Seattle, Washington to Costa Mesa, California involving, but not limited to, lease agreements, the establishment of AR/AP, payroll, HR, shipping, fixed assets and financial statements. Transferred fixed assets and sold assets no longer needed. Implemented reduction in receivables by 25% ($200,000) through establishment of new collection procedures. Performed internal audit in conjunction with Japanese parent company.

December 1988 To July 1996

Norton Simon Museum & Entities (150 employee/Over $200M in assets) Pasadena, CA SENIOR FINANCIAL ANALYST Supervised outside money managers to guarantee compliance with investment policies for each entity on an ongoing basis. Prepared monthly performance reports of three money managers, working as liaison between top management and investment advisors. Supervised personnel functions, including HR policies and employment benefits. Worked extensively on special projects. Performed above duties concurrent with prior financial analyst responsibilities. Fulfilled the responsibilities of two positions (Tax Manager and Controller) and lowered total expenses to Norton Simon entities by approximately $100,000, increasing the breadth and depth of my own position through reorganization and thorough analysis of workload and procedures. Suggested and implemented reduction of annual payroll taxes through utilization of joint paymaster, combining tax totals of two separate payrolls.

FINANCIAL ANALYST Developed, established and administered operating budgets for the Museum and Norton Simon entities. Supervised budget implementation and monitored variances of budget versus actual expenditures. Controlled bond investments for the Museum, working closely with outside brokers. Calculated return on assets and amortization of bond portfolios for each Simon entity on an ongoing basis. Managed and supervised cash flow for investments. Provided analysis of all transactions and capital expenditures, determined leasing versus purchasing viability, prepared tax returns for public charity, nonprofit corporation and personal entities. Performed HR duties including the supervision of payroll administration, and pension administration.

You might also like