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.
• 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.
• Administer semi-monthly payroll processing along with all reporting, reconciling, billings

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.

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.

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.