Kimberly Koontz

Strategic Finance Professional

Role
Sr Manager, Fp & a and Revenue at Heffernan Insurance Brokers
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kimberly Koontz

Kimberly Koontz is a strategic financial leader with vast cross-industry experience…

Experience

  1. Sr Manager, Fp & a and Revenue

    Heffernan Insurance Brokers

    Dec 2024 — Present · Walnut Creek, CA, US

Education

  • University of Dayton

    BS, Accounting and Finance

    1994 — 1998

Skills

  • Cross Functional Team Building
  • Network Engineering
  • Sarbanes-Oxley Act
  • Access
  • Capital Budgeting
  • Virtual Teams
  • Analysis
  • Auditing
  • Building Relationships
  • Cross Functional Relationships
  • Financial Modeling
  • Problem Solving
  • Business Planning
  • Budgets
  • Forecasting
  • Risk Management
  • Retail
  • Partnering
  • Preparing Business Cases
  • Risk
  • Management
  • Adaptability
  • Presenting to Senior Management
  • Accounting
  • Data Analysis
  • Financial Risk
  • Drive Results
  • Internal Controls
  • Expense Budget Management
  • Variance Analysis
  • Communication Skills
  • Financial Analysis
  • Process Improvement
  • Financial Systems
  • Budgeting
  • Lte
  • Powerpoint
  • Microsoft Excel

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