Kimberly Gilbert, Cpa, Mba Email and Phone Number
Kimberly Gilbert, Cpa, Mba work email
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Kimberly Gilbert, Cpa, Mba personal email
Highly-experienced, proficient, and trusted accounting advisor with over 20 years of practice in a wide range of industries. Offering an array of skills in transactional accounting, forecasting, budgeting, team management, effective written and verbal communication, financial reporting, and stakeholder engagement. Possess an entrepreneurial spirit, natural leadership abilities, a can-do attitude, and values ethics and integrity in both personal and business dealings.
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Chief Financial OfficerAdvantage Lift Solutions Jul 2024 - Present
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Corporate ControllerSpence & Co Jan 2024 - Jul 2024Corporate controller for privately owned group of companies. Transitioned to CFO within portfolio.
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Corporate ControllerSpecoil, Llc Apr 2019 - Jan 2024Houston, Us•Accounting leader over four physical locations and 30 various entities in the commodity trading, fuel distribution space as well as holding companies with international portfolios•Responsible for all external financial reporting both consolidated and statutory•Liaise with software vendor and accounting staff for accounting software implementation•Provide due diligence support for multiple acquisitions coordinating independent third-party appraisers and auditors, compiling valuations, analysis and ultimately purchase price allocations •Direct financial audits and provide recommendations for procedural improvements and internal controls•Coordinate with CFO for BBR reporting and monitoring key metrics to ensure debt covenant compliance -
ControllerPrivate Company Mar 2015 - Apr 2019•Responsible for financial statements, reconciliations, general ledger, payroll, accounts payable, accounts receivable, budgeting and variance analysis, tax compliance, and various special analyses and research.Develop and maintain internal controls and evaluate effectiveness, Report directly to the Board of Directors•Train and supervise accounting staff
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ParaprofessionalBdo Jan 2015 - May 2016Brussels, Brussels, Be• Provided general full-cycle accounting to various business various entities within industries including medical, real estate development, construction, and not-for profit, both in-house and on-site• Extensive fund accounting and grant reporting for clients• Prepared SSARS No. 21 compliant compilations and reviews on a quarterly or annual basis• Payroll and related reporting -
ControllerD3 Energy, Llc Aug 2014 - Jan 2015• Led the monthly accounting and closing cycle, management reporting, lease operating statement review and analysis and account reconciliationsResponsible for overseeing the accounts payable process, including coding and payment of invoices• Prepared and/or review and approve journal entries, monthly revenue/expense/capital accruals and estimates, monthly invoice and revenue transactions, monthly account reconciliations, and monthly/quarterly/annually DD&A calculations and valuation allowances• Ensure accounting processes are completed timely according to planned close schedules• Financial modeling
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AssociateMargolis Phipps & Wright P.C. Jan 2012 - Sep 2014• Provide general accounting services to select clientele in a variety of industries including: Ranching, Retail, Suppliers, Not-for profit, Private Foundations and Trusts as well as select family groups• Responsible for monthly closing, account reconciliations, heavy brokerage activity postings, as well as year-end review and compilation of client’s financials• Inventory maintenance, cost-accounting, and pricing strategies • Multi-Company, Multi-State Payroll• Compiled and prepare reports as needed such as Sales and Use Tax, Texas Ethics Commission Personal Financial Statement o Worked efficiently to meet budgets and achieved a 95% realization rate for billable hours
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Account ExecutiveThe Walt Disney Company Aug 2007 - Jun 2009Burbank, Ca, Us• Worked as a sales rep for the local marketing branch of The Walt Disney Company, Radio Disney• Provided outstanding client service that became the standard of the station• Present radio media schedules, appearance packages, promotions and sponsorship opportunities to existing and new clients• Supervise sold event programs through execution and collection stage -
Owner/OperatorBalanced Books Aug 2001 - Aug 2007• Independently acting as controller/accountant/independent oversite for a variety of entities including trusts, corporations, and sole proprietorships within various industries, including, but not limited to: Commercial Real Estate, a Gubernatorial Candidate, Marketing, Public Relations, Wholesale Distributor, Home Builder, Retail, Restaurant, and Not-for Profit Organizations• Directed financial management functions including development of monthly/quarterly financial statements, cost analysis, and budgets• Created and maintained various reports specific to each clients need, ie grant tracking, sales and use tax, builders’ risk, or campaign finance• Coordinate with client’s tax preparers for year end as well as issue 1099 and 1096 for appropriate vendors and W2 and W3 for employees• Customized out-of-the box software and trained individuals on use for various accounting packages—MYBO, Peach Tree, and QuickBooks
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ControllerMarvin Technology Aug 2000 - Aug 2001• Accountable for all aspects of the general ledger, accounts payable, accounts receivables, billing, payroll, end-of the-month closing, and bank reconciliation• Prepared budgets, job costing analysis, and other internal reporting. • Developed employee manual, managed Human Resources, maintained corporate records, and developed marketing materials• Compiled financial reports, developed budgets, and performed variance analysis in accordance with business plan and reporting packages for management, venture capitalist and various lending institutions
Kimberly Gilbert, Cpa, Mba Skills
Kimberly Gilbert, Cpa, Mba Education Details
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University Of St. Thomas (Tx)International Business -
University Of St. Thomas (Tx)Masters Of Science In Accounting
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University Of Houston-DowntownInterdisciplinary Studies
Frequently Asked Questions about Kimberly Gilbert, Cpa, Mba
What company does Kimberly Gilbert, Cpa, Mba work for?
Kimberly Gilbert, Cpa, Mba works for Advantage Lift Solutions
What is Kimberly Gilbert, Cpa, Mba's role at the current company?
Kimberly Gilbert, Cpa, Mba's current role is CFO at Advantage Lift Solutions, LLC.
What is Kimberly Gilbert, Cpa, Mba's email address?
Kimberly Gilbert, Cpa, Mba's email address is kg****@****oil.com
What schools did Kimberly Gilbert, Cpa, Mba attend?
Kimberly Gilbert, Cpa, Mba attended University Of St. Thomas (Tx), University Of St. Thomas (Tx), University Of Houston-Downtown.
What skills is Kimberly Gilbert, Cpa, Mba known for?
Kimberly Gilbert, Cpa, Mba has skills like Digital Media, Public Speaking, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Accounting, Budgets, Customer Service, Outlook, Editing, Financial Analysis.
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