Kim Atkinson Email & Phone Number

United States

Responsible for developing and maintaining detailed credit analysis of private companies with publicly traded loans and bonds. Create comprehensive financials models based on complex company filings, including buyouts, restatements due to acquisitions and capital markets transactions.

Carnation, Washington, United States

Carnation Farms is a nonprofit organization on a mission to transform the way that people want to eat. We develop the next generation of food citizens and grow new farmers. Full time 10/20-12/21; Independent Contractor 1/22-12/22.Responsible for oversight of all finance and accounting activities at Carnation, including the development and supervision small accounting, HR, and development teams. - Prepared and presented monthly financial reporting package for the board of directors, including detailed variance analysis for each department - Led annual tax and audit work including creating year end reports and supporting schedules, working with the independent audit team and reviewing final returns - Developed comprehensive annual department budgets in collaboration with department heads, the Executive Director and the Board - Worked closely with Executive Director on a number of strategic and operational initiatives - Coordinated and optimized an extensive insurance package including both property and liability policies - Helped create and secure a new benefits program for employees. Assisted HR manager with ongoing benefits support and compliance. - Calculated, applied for, and successfully received two PPP loans and Employee Retention tax credits - Assist with grant applications and ensured reporting compliance

Greater Seattle Area

Barings LLC is a global asset management firm with ~$46 Billion in assets under management within its Global High Yield group.Primary responsibilities included evaluating corporate investment opportunities with a focus on natural resource related credits. - Actively monitor a portfolio of over 35 companies within the commodities sector, representing ~$1.5 billion of invested capital. - Recommendations helped portfolio managers deliver outsized returns for investors while still protecting client capital, particularly during volatile market conditions.

Senior high yield credit research analyst for Jefferies Capital Management. Focused on leveraged loan opportunities in the Chemicals, Oil & Gas and Power industries.

Oversaw West Coast underwriting effort for Mid-Corporate Diversified Industries group. Responsible for analyzing and approving new credits, ongoing portfolio management and managing team of junior underwriters.

Responsible for all aspects of client relationship management, including originating new business and developing cross-sell opportunities. Focusd on companies with revenues of $200 million to $2 billion.

Established firm’s West coast private equity placement effort for SoundView, a boutique investment bank focused exclusively on technology companies. Managed all aspects of private equity transactions.

Lead role in originating, executing and distributing private placement transactions. Raised over $1.5 billion senior debt, mezzanine and private equity capital. Completed extensive corporate due diligence, including evaluating management, business operations and competitive position. Developed detailed financial models to sensitize management projections for investors and rating agencies. Created marketing documents to position credit story to investors.

Mba, Finance

Ba, Finance, General