Heather Kimmel Email & Phone Number

California, United States

London, United Kingdom, Gb

San Rafael, Ca, Us

If you're ever seeking business advice, you can request a meeting with me on AdvisoryCloud.

Researched, developed and designed a new translucent sustainable privacy product for windows, glass walls and doors that lets light in but maintains privacy. The product is repositionable and self-applied without tools eliminating installation hardware used for curtains and shades. The designs can be built up horizontally or vertically to cover any size window or wall. The windows and doors can open and close while the product remains in place even when cleaning. This creates a new option to having window privacy, security or room decoration that can be easily changed. The product can apply to residential locations or industrial sites. It was selected as one of the top 12 contestants in AFCI International Innovation Contest, January 2018. We are testing the compostable/sustainable materials and acquired $110K in funding for product launch.

Managed five departments - Budget, Payroll, G/L, Grants and A/P. Planned, organized, and lead staff in complex, sensitive and detailed analytical work for a variety of administrative functions; conducted feasibility and needs assessment studies; and conducted statistical and cost benefit analyses. Implemented, coordinated and managed project activities to improve administration of court programs and services; developed work plans and project goals. Analyzed the probable impact of proposed legislation and regulation, and recommended change in operational policy or procedure to comport with legal mandates as changes were made and conducted legislative research and analysis. Developed and recommended various policies and procedures; developed written procedures to implement adopted policy and/or clarify and describe standard practices; Defined problems, conducted analytical studies and implemented change in court services and/or administrative services (e.g., accounting, budgeting, contract management, personnel, staffing, organization and office automation/data processing). Developed budget submissions requiring complex justification amounting to $100 Mil. Supervised professional, technical and support staff.

Oakland, California, Us

Worked with the CFO to Support the development of test scenarios and test cases specific to PHI business processes with a focus on integrated processes that cross business units. Coordinated and worked with PHI business units to validate the required business functionality and proper functioning of the system, emulated actual usage conditions. Identified gaps between PHI business process and ERP solutions. Liaison between PHI and implementation partner to resolve identified gaps. Developed PHI specific training materials for end users on Grants, Billing, Accounts Receivable and GL processes. Worked with Financial and Program end users to design reports and queries for use in People Soft.

Oakland, California, Us

Built and refreshed data on Pro Forma cost analyses for six LOBs based upon national Actuarial models for 2014 – 2016. • Developed over 80 Stress Tests for cost analysis on Fee Schedules regarding the member mix in each LOB and 4 regions.• Researched and reviewed Cost Allocation/Elimination across account and business lines for the Actuarial models and budgets 2014-2016. Documented the Cost Allocation process for Fee Schedules, Capitation, Data Service System and the PLAR data system• Researched and documented the account lines from PLAR Core YZ to PLAR Systems for the cost allocations and budgets.• Built LOB Integrated Budget from 12 sources with above and below line variance reporting.

• Developed and implemented advanced macro solution to automatically calculate daily interest due for International License Fees revenue. • Researched and created Cash Flow Database to improve accuracy and efficiency for financial reporting.• Prepared Domestic and International monthly Profit & Loss reports for the financial reporting.• Built International Budget Database with forty international locations and translated them into USD currency, calculating averages and median. Submitted five ways to improve their budget process for more accuracy and efficiency.• Created report models to calculate project credit card expenses using advanced Excel Look Up tables and macros to automated the process.

Petaluma, Ca, Us

• Interviewed 13 finance stakeholders created 38 Use Cases and developed Business Requirements. Closed 15 of those tickets in 6 months. • Managed daily EDI 810-invoice submissions during migration. Found mapping/translation issues saving over $100K in revenue.• Developed Web ADI-Oracle Report Manager FSG report templates, training materials and trained the Gen. Accounting Manager.• Worked with TOAD to develop and create accurate financial reporting.• Created training documentation for multiple projects and resolution of software issues

Brookfield, Wisconsin, Us

Wells Fargo/Wachovia Bank Merger – Wholesale/Special Services GroupConversion Liaison to International, CDO and Repo Loans•Facilitated pre conversion planning meetings for Finance/Accounting, Credit Risk Group and Community Lending & Investment•Managed SSG Integration Mail Box inquires from Department Heads and VPs on conversion issues• ETL process using Wells Fargo systems for data conversion/integration preparation• Pre Conversion Planning Meeting with 25 Department Heads/VPs at WF Headquarters in Charlotte, NC• Post Conversion Support at Wells Fargo Headquarters in Charlotte, NC

Neuilly Sur Seine, Ile De France, Fr

Determined functional requirements for Foreign Currency Translations, Month End clearing of those accounts & tying out to the Financial Statements for each company in SAP•Created documentation for global training tool (120 pages) on FX Currency Translation for immediate use in India•Assessed financial/business information & composed Gift Card Escheatment Audit Report for the amount due to the State of Delaware•Interviewed staff & management for Process Research & Development, Process Documentation, Process Improvement and SOX Documentation on Foreign Currency Translation•ETL process to extract data from SAP, transform in Advanced Excel using Pivot Tables, and Upload Journal Entries into SAP•Verified and updated the SOX requirements/documentation for the Financial Statement Close Process to meet IFSC regulations. •Tested & validated technical designs created for FX Currency Translations

Researched process and created Cognos Extracts of Trial Balances for each month for 11 Companies from 2002 to 2009.•.Tied out the monthly Trial Balances from Cognos to Macola to Oracle for each company in foreign currency and USD from 2002 to 2009 to create the GL history database for the Oracle implementation. Created Excel models to calculate monthly activity and Lookup tables for correct mapping from Cognos to Oracle accounts. Worked on parent/child hierarchy for Segment Values and loaded into Cognos & Oracle.•Created and uploaded monthly Journals into Oracle to build the GL History from 2002 to 2009.•Reviewed the employees’ systems access and updated employees’ systems access for the Annual System Review.•Ran monthly Sub-Ledger Reports in Macola and added new accounts to Macola & Cognos.•Built the Balance Sheet, Income Statement and Statement of Operations in Cognos/Oracle environment.•Reviewed the Month End Close Trial Balances, Consolidated Balance Sheets & Income Statements to make sure they tied out in foreignand USD currency.•Conducted process interviews and created Crystal Reports on inventory

Downloaded General Fund expenditures & budgets from SAP into Excel spreadsheets for year end review.•Reconciled Payroll liabilities in SAP and created journal entries in Excel to reconcile differences.Developed process & procedure downloading data from SAP into Excel spreadsheets, creating Pivot Tables to sort the data, then trained payroll staff in the process and wrote up procedures.•Built Excel models for Amortization/Debt Schedules for Tax Bonds calculated on a daily basis from when the bond is passed to 1st payment.•Built 63 Amortization/Debt Schedules for Tax Bonds from 2007 to 2042, then created a database & reports in Access for the Fiscal Year.•Conducted Process analysis interviews and documentation to developed process for Tax Bond Calculation using an Access database.•Created Access Database and reports to calculate the Annual Tax Bond Debt assessments & Unitary Tax from 2007 to 2042.•Created reports and wrote procedure manual for using the Tax Bond Access Database for Payment Schedules & Unitary Tax calculations

Created financial reports for annual forecast and budget analyses by Brand, Territory and State level•Developed reports on inventory, shipments and depletions by Brand & Territory using Essbase and Excel•Supported Sales Staff & Management by creating ad hoc reports on pricing & inventory of Brands using AC Nielsen/RAD

Created Excel models for 2004-2005 Budgets with Personnel Cost Schedules for each department then reviewed them with management to present the 2004-2005 NVOH Budgets to the Board of Directors.•Produced Cash Flow analysis to present to Board of Directors•Created models in Excel to calculate variance and revenue for each performance and show run•Built amortization schedules and payment schedules for NVOH notes and loans in Excel. Reconciled A/P accounts in Quick Books during the process to create annual & monthly cost averages for NVOH & dept. budgets•Set up & loaded 4 new corporations in Quick Books to accurately record data for NVOH.•Managed staff on show budgets and financial data.