Kathy Simons Email & Phone Number

Knoxville, Tennessee, United States

Handle all admin needs for the Knoxville office along with assignments from the Atlanta office.

Waterbury, Ct

I enjoyed working with Cornerstone Management and Consulting Inc. and then with Cornerstone Realty Inc team for many years. I’ve now relocated to Knoxville TN where I hope to find work in an administrative or accounting capacity in most any field. I would love to see what’s available-I have great experience and references!

Waterbury, Ct

Responsible for all areas of real estate accounting with secondary focus on HR functions.• Generate and prepare the following for presentation to CFO, President & CEO:o Monthly financial reports covering 30+ entitieso Annual property budgets for 10 propertieso Cash flow analysis for capital expenditureo Project semi-annual partners distributions • Prepare CAM, real estate taxes, utility and other tenant reconciliations • Prepare and submit annual city assessors property reports for all properties• Manage payment schedule for tax reporting & all corporate recordkeeping: o Annual business report filings for 30+ entities across multiple stateso Quarterly federal and state tax payments for all entitieso Annual minutes, permits, licenses• Administer semi-monthly payroll processing along with all reporting, reconciling, billings• Manage 3rd party 401(k), medical insurance and flex spending accounts for the company• New acquisitions –coordinate capital funding and securing 3rd party financing

Southbury, Ct

Responsible for all areas of estate administrations accounting with secondary focus on corporate clients bookkeeping needs.• Organized and managed records throughout the estates accounting.• Researched all assets at date of death for accurate value.• Prepared all necessary probate court forms.• Managed corporate clients bookkeeping on a monthly basis including A/R, A/P, G/L and Financial Statements.• Executed weekly payroll processing-reconciled 401(k), medical insurance & FSA accounts

Naugatuck, Ct

Responsible for recording and depreciating all fixed assets. Involved with developing and implementing an asset I.D. program. • Managed monthly reconciliation of all balance sheet accounts.• Generated variance reports on any account over/under budget.• Maintained G/L in dual accounting software programs.• Prepared and submit annual assessor’s property tax reports for each bank branch.• Prepared and submit quarterly Sales & Use tax.• Analyzed and reconciled weekly the account for credit card cash advances• Managed startup and end of day balancing on Fedline computer. Record incoming and outgoing wires• Maintained Trustee reports including generating monthly financials

Waterbury, Ct

Member of management staff responsible for the cash management function as well as the financial controls surrounding cash disbursements. (including sales staff commissions and customer rebates)• Managed and developed a staff of three direct reports.• Developed basis for standard monthly accruals.• Prepared monthly financial reporting in accordance with GAAP.• Generated in-house weekly payroll and completed quarterly and annual tax reporting• Negotiated annual business and medical insurance renewals.• Interviewed and screened all potential new employees. Conducted in-house training on MSDS, safety procedures, fire drill evacuations and other safety related topics.• Developed and implemented a company Safety Committee. (Lowering workers compensation claims by 20% in one year.)

Waterbury, Ct

Member of the U.S. division’s management staff. Responsible for all financial reporting to the corporate finance department in Switzerland.• Provided variance reports on any account over/under budget.• Generated monthly cash flow projections.• Negotiated annual business and medical insurance renewals.• Converted manual accounting and inventory management systems to Peachtree Accounting software.• Prepared monthly financial reporting in accordance with GAAP.• Generated in-house weekly payroll and completed quarterly and annual tax reporting.