Kimberly Koontz

Sr Manager, Fp & a and Revenue @Heffernan Insurance Brokers

San Francisco, CA, US
MOBILE NUMBERS
+19•••••••89

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WORK HISTORY

Dec 2024 — Present

Sr Manager, Fp & a and Revenue @Heffernan Insurance Brokers

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Walnut Creek, CA, US

EDUCATION

1994 — 1998

University of Dayton

BS, Accounting and Finance

SKILLS

Cross Functional Team BuildingNetwork EngineeringSarbanes-Oxley ActAccessCapital BudgetingVirtual TeamsAnalysisAuditingBuilding RelationshipsCross Functional RelationshipsFinancial ModelingProblem SolvingBusiness PlanningBudgetsForecastingRisk ManagementRetailPartneringPreparing Business CasesRiskManagementAdaptabilityPresenting to Senior ManagementAccountingData AnalysisFinancial RiskDrive ResultsInternal ControlsExpense Budget ManagementVariance AnalysisCommunication SkillsFinancial AnalysisProcess ImprovementFinancial SystemsBudgetingLtePowerpointMicrosoft Excel

ABOUT KIMBERLY KOONTZ

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

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