Kimberly Caplan Email and Phone Number
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Kim joined Watt Investment Partners as Assistant Controller in 2016 and is responsible for the accounting of all investments and entity accounting. Prior to joining Watt, Kim was a Finance and Accounting Manager on AECOM’s corporate controllership team where she managed the quarterly SEC filings of the global, Fortune 500 engineering, design, and construction company. From 2011 through 2015, Kim worked for Ernst and Young, predominantly in the real estate sector with a wide array of clients and exposure to S-X, IPO filings. Previously, Kim held positions in the structural engineering realm as a project engineer.Kim received a Bachelor of Science in Architectural Engineering from California Polytechnic State University, San Luis Obispo and a Master of Accounting from the University of Southern California and is also a Certified Public Accountant.Specialties: SEC Reporting, XBRL Reporting, Management, GAAP Accounting, Teaming, Communication, Consulting, Customer Relations, Property accounting for ground up construction and office rehab, JV accounting, Consolidations, Audit, SOX compliance, Accounting Software (MRI, Oracle, Hyperion, Yardi)
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DirectorAecom Sep 2023 - PresentDallas, Texas, Us -
Assistant ControllerFat Brands Inc. Jun 2022 - Aug 2023Beverly Hills, Ca, Us -
ControllerManhattan West Apr 2021 - May 2022Los Angeles, California, Us -
Assistant Controller - Watt Investment PartnersWatt Companies Jul 2016 - Apr 2021Key Skills:Firm grasp of accounting principles for partnership accounting, real estate industry and job cost.Interface with a wide variety of people (clerical, shareholders and outside partners, lenders, etc.).Coordinate with outside auditors.Essential Functions:1. Provide Division Management with timely and accurate financial reports to support their plans to grow the division.2. Prepare accounting entries in subsidiary ledgers and trial balance reports and maintain general ledgers. Prepare consolidated financial statements.3. Prepare monthly financial reports and make journal entries and adjustments.4. Analyze account records and investigate problems.5. Prepare journal entries for cash accounts, maintain and evaluate special schedules. Prepare weekly cash requirement schedules reflecting projected cash account sources and uses.6. Reconcile Intercompany transactions to remain in balance with corporate accounts.7. Maintain job cost subsidiary ledger.8. Research and evaluate cost variances and write analysis explanations. Prepare G&A variance analysis.9. Reconcile bank statements to the general ledger.10. Reconcile WIP/Inventory cost to the general ledger.11. Assist in underwriting new acquisitions and record new asset purchases, transfer of due diligence/entitlement cost to new entity.12. Record sales and maintain escrow closing schedules. Calculate and make journal entries for Cost of Sales, FASB, etc. 13. Manage the processing and maintaining of contracts, change orders and purchase orders through total payout including retention.14. Assist in preparation of annual business plan for division.15. Prepare tax trial balance work papers supporting the annual tax return and provide to the Director of Tax, also prepare quarterly taxable income estimates for division. 16. Preparation of annual financial statements and related footnotes for specific projects.
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Adjunct ProfessorEl Camino College Feb 2018 - Jun 2018Torrance, Ca, UsTaught Spring Semester 2018 for lab and lecture for Business 1A, Financial Accounting. Topics covered included accounting terminology, analyzing business transactions in the accounting framework, GAAP, the accounting equation, evaluating company performance based on financial statements, cash basis versus accrual basis accounting, present value of money, statement of cash flows, and overall financial statements with ratios and analysis tools. -
Finance & Accounting ManagerAecom Apr 2015 - Jul 2016Dallas, Texas, UsWorked with the finance team and business operations, reporting and partnering with regional operational leaders to deliver consolidated company financial reports.Drove monthly and quarterly reporting cycles, performed complex financial and operational analysis to support short term and long range strategic plans and operating budgets and report timely to the SEC.Key responsibilities:Liaise with other team members to oversee consolidated financial performanceManage P&L and Balance Sheets for the responsible business lines and prepare financial information in conformance with US GAAP and SOX.Produce financial results based on all projects in their responsible business line(s), working to strict deadlines, closely monitoring operational/performance milestones and metrics, while insuring the accuracy of financial reporting and the integrity of the financial reporting environment.Identify risks and opportunities in the business lines and develop plans to mitigate and manage them.Implement internal controls and participate in SOX compliance.Coordinate with other functional departments (Legal, Tax, etc.) on issues related to business activities and financial reporting. -
Assurance AssociateErnst & Young Sep 2011 - Jan 2015London, Gb -
Macc Student - May 2011Usc Marshall School Of Business Jun 2010 - May 2011Los Angeles, Ca, Us -
Revenue Cycle InternKaiser Permanente Jan 2010 - Jun 2010Oakland, California, UsAssisted Revenue Cycle Manager by reviewing areas of overspending and evaluating possible trendsProvided support for strategic finance activities and goals by analyzing department budgetsHelped drive for changes in work processes to improve departmental efficiencies to reduce budget deficitsPresented management with reports to demonstrate opportunities for change and performance improvement -
Finance Department InternEl Camino College Mar 2009 - Jul 2009Torrance, Ca, UsAssisted college's finance department in student registration bookkeeping through bank reconciliations,Learned many of the different processes of a community college's accounting department,Created new spreadsheets to track employee salary and vacation -
Project EngineerMiyamoto International Structural & Earthquake Engineering Jul 2008 - Mar 2009Design and investigative services for contemporary structures implementing value engineering principles to provide clients with the most economical, innovative and structurally sound solutions available. Accomplishments: Validated the structural integrity of structures, created computer models of entire structures to prepare preliminary framing plans and seismic analysis, performed seismic rehabilitation analysis implementing fluid viscous dampers and extensive computer aided analysis resulting in an economical and valuable retrofit schema, provided anchorage calculations for a variety of shelving unit installations, provided the structural calculations for two new buildings on the California State University, Los Angeles campus, assumed the role of office seminar coordinator and raised the expectations and quality of this position, collaborated with teams, both inter- and intra- office, to produce winning designs that exceeded clients' expectations, & learned to work with a variety of different building materials and structural codes to meet project demands.
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Student AmbassadorGlobalinks Learning Abroad - Australearn / Asialearn / Eurolearn Sep 2007 - Jul 2008Developed and conducted presentations to promote study abroadTargeted students in all majors to assist them in finding ways to study abroad that worked with their student goals
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Intern, Engineer InternSimpson Gumpertz & Heger Inc. Jul 2007 - Sep 2007Waltham, Massachusetts, UsConsulting, investigation, and design services for contemporary and heritage building envelopes,including project reviews and detailed analysis reports. Accomplishments: created hand-drawn details to convey designs through multiple mediums to enhance communication between involved parties, performed an extensive terra cotta façade rehabilitation in downtown Los Angeles, including site surveillance and recommended mitigation schemes, to reduce seismic hazards and upgrade building aesthetics, ran many investigative tests to determine problem sources in structures and create optimal solutions for clients to mitigate problems, & created an ASTM (American Society for Testing and Materials) approach to investigate different variables in roofing systems, performed on-site investigations and supported results with detailed field reports and photos.
Kimberly Caplan Skills
Kimberly Caplan Education Details
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Usc Marshall School Of BusinessAccounting -
California Polytechnic State University-San Luis ObispoArchitectural Engineering -
University Of CanterburyTimber Engineering -
El Camino College -
Pvphs
Frequently Asked Questions about Kimberly Caplan
What company does Kimberly Caplan work for?
Kimberly Caplan works for Aecom
What is Kimberly Caplan's role at the current company?
Kimberly Caplan's current role is Director at AECOM - ACAP, Corporate Controllership.
What is Kimberly Caplan's email address?
Kimberly Caplan's email address is kc****@****set.com
What is Kimberly Caplan's direct phone number?
Kimberly Caplan's direct phone number is +170352*****
What schools did Kimberly Caplan attend?
Kimberly Caplan attended Usc Marshall School Of Business, California Polytechnic State University-San Luis Obispo, University Of Canterbury, El Camino College, Pvphs.
What skills is Kimberly Caplan known for?
Kimberly Caplan has skills like Accounting, Financial Reporting, Analysis, Financial Analysis, Financial Accounting, Microsoft Excel, Auditing, Budgets, Management, Finance, Internal Controls, Sarbanes Oxley Act.
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