Kimberly Kelly
EXECUTIVE PROFILE
PROFESSIONAL EXPERIENCE
METIS PARTNER SOLUTIONS, LLC, San Francisco, CA 2012 - Present
Founding Partner
INDEPENDENT CONSULTANT, San Francisco, CA 2000 - 2011
GATEWAY LEARNING CORPORATION (dba Hooked on Phonics) San Francisco, CA 1999 - 2000 Controller
IMIS/MASTECH, San Francisco, CA
Controller 1998-1999
Field Consultant/Project Manager 1996-1998
WELLS FARGO BANK, San Francisco, CA 1992 - 1996
Assistant Vice President/Division Finance Manager (1996)
Controller, Wells Fargo Securities (1994-1996)
Corporate Controller’s Office-Internal Consultant (1993-1994)
EDUCATION
UNIVERSITY OF CALIFORNIA, Berkeley, Haas School of Business
Bachelor of Science
OTHER
Partial Client List
EXECUTIVE PROFILE
- Over 25 years combined experience in accounting, finance, operations, systems implementations and management
- Creative problem solver
- Organized thinker, articulate communicator
- Effective leader, proven team-builder
- Extensive project management experience
- Experience with a variety of accounting software packages including: Financial Edge, Intacct, NetSuite, MIP, MAS90, QuickBooks, Peachtree, Navision, & Platinum SQL.
PROFESSIONAL EXPERIENCE
METIS PARTNER SOLUTIONS, LLC, San Francisco, CA 2012 - Present
Founding Partner
- Leveraged 11+ years of independent consulting experience to create LLC intended to provide tactical and strategic support to non-profit organizations.
- Projects include: interim and outsourced CFO, strategic planning support, system & workflow assessments, financial sustainability analysis and budgeting support, finance training and mentoring.
INDEPENDENT CONSULTANT, San Francisco, CA 2000 - 2011
- Acted as Interim CFO for a variety of bay area non-profit organizations in the arts, education, and health care sectors.
- Provided on-going tactical controller level support for a variety of smaller organizations.
- Advised on strategic approaches to finance.
- Consulted on best practices in board governance.
- Interim CFO for established San Francisco based arts, education and technology organization. Work strategically with Executive Director and board to maximize contract revenue, expand funding source opportunities, and ensure long-term sustainability.
- Interim CFO for newly merged education support organization. Determined best practices, established procedures, and provided support for strategic planning initiatives. Hired and trained finance staff. Managed cash flow.
- Interim CFO for east bay agency that provides family support services including subsidized childcare through the Department of Education, medical and dental services through an on-site clinic, job training and mental health services. Reorganized finance department, re-established automated interfaces with subsidiary systems, and developed and documented procedures. Created revised budget model and process that included program managers and allowed for reporting budgets against both departments and individual funding sources.
- Interim CFO for mental health and substance abuse counseling program whose primary revenue sources are contracts with the City of San Francisco, including medi-cal. Redesigned integrated management reporting structure and renegotiated debt financing and SF city contract revenue terms resulting in non-profit organization’s turnaround from two straight loss years to a net surplus in 6 months.
- Established accounting and HR infrastructures for several newly established non-profit organizations, including set-up of accounting systems, managing inventory, automating monthly reports, designing systems for monitoring of restricted donations, training in-house staff, establishing compensation & benefit strategies and development of a multi-year forecasting tools.
- Established operational and accounting procedures for local museum, including establishing comprehensive allocation strategies in order to effectively manage the organization’s cash flow and budget as well as provide GAAP based financials.
- Acting Controller for non-profit religious organization with multi-million dollar budget: Reviewed business requirements and provided analysis used in selecting a new accounting system and membership database. Designed chart of accounts and non-profit fund accounting structure. Implemented new system and coordinated transition. Assisted in annual audit, including comprehensive reconciliation of fund balances over multiple systems and accounting methodologies. Created comprehensive integrated budget templates; coordinated process with department’s managers and committee chairs. Responsible for evaluating, revising, and documenting accounting and operating procedures, month end close process and management reporting requirements.
- Interim Executive Director for non-profit youth mentoring organization
- Building comprehensive budgeting models for several organizations
GATEWAY LEARNING CORPORATION (dba Hooked on Phonics) San Francisco, CA 1999 - 2000 Controller
- Managed back-end accounting operations, including order entry, credit card processing and returns. Also responsible for treasury, accounts receivable, accounts payable, payroll, financial and management reporting.
- Designed business requirements for comprehensive, automated Accounts Receivable collections interface resulting in reduction of bad debt expense by 50%
- Streamlined and automated operations functions allowing 2 years of 100% growth in sales, while maintaining headcount.
- Enhanced financial reporting to improve monthly close process from 30 days to 5 days
- Implemented integrated, SQL based accounting and order entry platform. Coordinated post-conversion project plan.
- Documented work flow, controls and detailed procedures for entire department
- Supervised two managers and an overall staff of 14
- Represented Accounting/Finance department in system implementations, including commission and returns reporting, up front credit card verification, and WEB order & returns processing automations.
IMIS/MASTECH, San Francisco, CA
Controller 1998-1999
- Coordinated integration of accounting, marketing, recruiting, and human resources operations resulting from acquisition by a publicly traded IT Consulting firm
- Completed detailed budget and five year forecast
Field Consultant/Project Manager 1996-1998
- Provided project management and technical accounting support to a variety of Fortune 500 clients around the nation. Responsibilities included documenting and managing project plans, writing test scripts and evaluating user acceptance and system integration test results.
- Acted as assistant controller for Bank of America Securities; responsibilities included researching and resolving capital funding requirements, coordinating year-end audit, and participating in bank-wide senior management meetings. Supervised a staff of four.
WELLS FARGO BANK, San Francisco, CA 1992 - 1996
Assistant Vice President/Division Finance Manager (1996)
- Supervised monthly management reporting and variance analysis
- Interacted with senior management to resolve financial planning issues and provided analysis for strategic decisions related to merging the operations of Wells Fargo and First Interstate banks
- Supervised a staff of three
Controller, Wells Fargo Securities (1994-1996)
- Established and documented month-end close procedures, controls and business resumption plan; coordinated completion of monthly and quarterly SEC and NASD regulatory reporting
- Established accounting and reporting infrastructure for combined broker-dealer post merger with First Interstate
Corporate Controller’s Office-Internal Consultant (1993-1994)
- Evaluated accounting and control aspects of new products and system enhancements impacting the bank’s general ledger
- Projects included creation of a complex financial forecasting model used to negotiate the bank’s formation of a strategic alliance with a technology provided and review of bank-wide accounts payable check printing operations, including research of then-current technology
EDUCATION
UNIVERSITY OF CALIFORNIA, Berkeley, Haas School of Business
Bachelor of Science
OTHER
- Certified Public Accountant (Inactive Status) #62869; Big Four Experience
- Member, AICPA
- Member, Bay Area Non-Profit Consultants
- Former Board Chair, Leadership High School
- Past member of Audit Committee: SF Child Abuse Prevention Center
- Former Board Treasurer, Conard House
Partial Client List
- Bay Area Video Coalition
- San Francisco Education Fund
- Yerba Buena Community Benefit District
- ITVS
- SPUR
- The San Francisco Shakespeare Festival
- LifeLab
- Prison University Project
- Berkeley Food & Housing Project
- TIHDI
- WalkSF
- Children’s Creativity Museum
- Davis Street Family Resource Center
- Positive Coaching Alliance
- Stanford School Corporation
- Performing Arts Workshop
- Big Brothers, Big Sisters
- The Randall Museum
- International Museum of Women