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Kimberly Koontz (Boyer) Email & Phone Number

Sr Manager, FP and A and Revenue at Heffernan Insurance Brokers
Location: San Francisco Bay Area, United States, United States 11 work roles 3 schools
2 work emails found @att.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email k****@att.com
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Current company
Heffernan Insurance Brokers
Role
Sr Manager, FP and A and Revenue
Location
San Francisco Bay Area, United States, United States
Company size
671 employees

Who is Kimberly Koontz (Boyer)? Overview

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Quick answer

Kimberly Koontz (Boyer) is listed as Sr Manager, FP and A and Revenue at Heffernan Insurance Brokers, a company with 671 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at att.com and a matched LinkedIn profile for Kimberly Koontz (Boyer).

Kimberly Koontz (Boyer) previously worked as Manager, FP&A and Treasury at Heffernan Insurance Brokers and Lead Financial Analyst at At&T. Kimberly Koontz (Boyer) holds Bs, Accounting And Finance, Cum Laude from University Of Dayton.

Company email context

Email format at Heffernan Insurance Brokers

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*@att.com
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AeroLeads found 2 current-domain work email signals for Kimberly Koontz (Boyer). Compare company email patterns before reaching out.

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Profile bio

About Kimberly Koontz (Boyer)

Kimberly Koontz is a strategic financial leader with vast cross-industry experience, adept at driving profitability and operational efficiency through data-driven financial strategies. Skilled in aligning financial goals with organizational objectives to deliver actionable insights and support executive decision-making. Known for navigating complex challenges with a collaborative and solutions-oriented approach. Proven success in budgeting, revenue recognition, financial forecasting, and automating processes to enhance performance and accelerate business growth. A team player who adapts to organizational change while maintaining a positive attitude with an eagerness to learn.(opinions are my own)

Listed skills include Leadership, Auditing, Financial Systems, Variance Analysis, and 42 others.

Current workplace

Kimberly Koontz (Boyer)'s current company

Company context helps verify the profile and gives searchers a useful next step.

Heffernan Insurance Brokers
Heffernan Insurance Brokers
Sr Manager, FP and A and Revenue
California, United States
Website
heffins.com
Employees
671
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Company profile
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11 roles

Kimberly Koontz (Boyer) work experience

A career timeline built from the work history available for this profile.

Manager, Fp&A And Treasury

Current
Heffernan Insurance Brokers

Walnut Creek, California, United States

Oversee FP&A, Treasury, Revenue, and Producer Compensation for Heffernan Group, driving financial strategy and operational efficiency across key business functions.Led and owned the end-to-end budgeting process, partnering with senior executives to gather inputs, streamline workflows, and automate budget creation, culminating in a presentation to the CEO.

Aug 2023 - Present

Lead Financial Analyst

At&T

San Francisco Bay Area

Collaborated with the Northern California (NCA) market team to create Wireless and Fiber Battleplans used to develop forecast and present strategy to Executive Leadership in the semi-annual Operations Review. Managed financial decisions for NCA VPGM and sales teams, including quarterly and annual budgeting, as well as distributing quotas to 200+ store.

May 2021 - Sep 2023

Sr Associate, Corporate Strategy

At&T

San Francisco Bay Area

Created robust Monthly and Weekly dashboards for SVP using large data from multiple sources to visualize results and drive decisions. Standardized, streamlined and automated reports using Tableau and advanced Excel modeling reducing prep time by 50%. Implemented Power BI training and development for team.Built key components of AT&T’s 10 year Financial.

Jan 2016 - Sep 2023

Lead Financial Planner - Mobility Network

At&T

San Francisco Bay Area

Developed the multi-billion-dollar 6-year Capital Plan for AT&T’s Mobility Network, becoming a key cross-functional leader in Network Finance.Advised on strategic investments through business case development and worked with operating teams to ensure financial sufficiency for projects.

Mar 2012 - Jan 2016

Network Expense Manager - West Region Construction & Engineering

At&T

San Francisco Bay Area

Conducted monthly strategy sessions with West Region VP to review performance and develop forecast favorable to budget.

Mar 2010 - Mar 2012

Network Expense Manager - San Diego, Las Vegas And Hawaii Market

At&T

Greater San Diego Area

Delivered 11% year over year savings on operating expenses resulting in favorable budget results.Broke down traditional barriers of Network vs. Finance and quickly became established as a cross-functional leader and Subject Matter Expert in the area of Network Finance. Created and rolled out training on financial procedures, adopted company-wide.

Mar 2006 - Mar 2010

Sr Financial Analyst - Supply Chain Finance

Gap Inc.

San Francisco Bay Area

Created the monthly Forecast, annual Budget and Long Range Plan for International Inbound Logistics including 1.1 billion units and $230M annual spend. Presented financial details to Senior Leadership Team including the CFO of Supply Chain.

Jan 2005 - Feb 2006

Sr Financial Analyst - Northern California Market

Cingular Wireless

San Francisco Bay Area

Partnered with management team to create the annual budget for the Northern California market.

Jun 2003 - Jan 2005

Financial Analyst

Smurfit Stone

Greater St. Louis Area

Consolidated, published, and analyzed financial results and forecast of seven paper mills and three coating & laminating plants, annual income of approximately $50M, to be reviewed by upper-level management and presented to the CEO on a monthly basis.

Mar 2000 - Jun 2003

Staff Accountant - Audit

Deloitte

Greater St. Louis Area

Served on various audit teams to verify account balances and proper accounting procedures for the production of financial statements.

Sep 1998 - Mar 2000
Team & coworkers

Colleagues at Heffernan Insurance Brokers

Other employees you can reach at heffins.com. View company contacts for 671 employees →

CF Cristen Fuller, Cpcu, Cprm Cristen Fuller, Cpcu, Cprm Colleague at Heffernan Insurance Brokers Tacoma, Washington, United States, United States View → JT Joe Tillson Joe Tillson Colleague at Heffernan Insurance Brokers San Francisco, California, United States, United States View → RG Rebecca Goldberg, Cpria Rebecca Goldberg, Cpria Colleague at Heffernan Insurance Brokers Washington DC-Baltimore Area, United States View → BB Brian Billhartz, Cpcu,Arm, Cris Brian Billhartz, Cpcu,Arm, Cris Colleague at Heffernan Insurance Brokers Chesterfield, Missouri, United States, United States View → TO Tricia O'Neal Tricia O'Neal Colleague at Heffernan Insurance Brokers Truckee, California, United States, United States View → JL Jenna Lucas Jenna Lucas Colleague at Heffernan Insurance Brokers Berkeley, California, United States, United States View → NM Nicole Minero Nicole Minero Colleague at Heffernan Insurance Brokers Walnut Creek, California, United States, United States View → JT Janna Thompson Janna Thompson Colleague at Heffernan Insurance Brokers Pleasant Hill, California, United States, United States View → MH Maria Hill Maria Hill Colleague at Heffernan Insurance Brokers Santa Rosa, California, United States, United States View → MH Micheal Hawkinson Cic Cpiw Micheal Hawkinson Cic Cpiw Colleague at Heffernan Insurance Brokers Mountain View, California, United States, United States View →
3 education records

Kimberly Koontz (Boyer) education

Bs, Accounting And Finance, Cum Laude

University Of Dayton

Activities and Societies: Chi Omega, Beta Alpha Psi, Judicial Review Board, International Study Abroad

Education record

Nerinx Hall

Education record

St. Teresa'S Academy
FAQ

Frequently asked questions about Kimberly Koontz (Boyer)

Quick answers generated from the profile data available on this page.

What company does Kimberly Koontz (Boyer) work for?

Kimberly Koontz (Boyer) works for Heffernan Insurance Brokers.

What is Kimberly Koontz (Boyer)'s role at Heffernan Insurance Brokers?

Kimberly Koontz (Boyer) is listed as Sr Manager, FP and A and Revenue at Heffernan Insurance Brokers.

What is Kimberly Koontz (Boyer)'s email address?

AeroLeads has found 2 work email signals at @att.com for Kimberly Koontz (Boyer) at Heffernan Insurance Brokers.

Where is Kimberly Koontz (Boyer) based?

Kimberly Koontz (Boyer) is based in San Francisco Bay Area, United States, United States while working with Heffernan Insurance Brokers.

What companies has Kimberly Koontz (Boyer) worked for?

Kimberly Koontz (Boyer) has worked for Heffernan Insurance Brokers, At&T, Gap Inc., Cingular Wireless, and Smurfit Stone.

Who are Kimberly Koontz (Boyer)'s colleagues at Heffernan Insurance Brokers?

Kimberly Koontz (Boyer)'s colleagues at Heffernan Insurance Brokers include Cristen Fuller, Cpcu, Cprm, Joe Tillson, Rebecca Goldberg, Cpria, Brian Billhartz, Cpcu,Arm, Cris, and Tricia O'Neal.

How can I contact Kimberly Koontz (Boyer)?

You can use AeroLeads to view verified contact signals for Kimberly Koontz (Boyer) at Heffernan Insurance Brokers, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Koontz (Boyer) attend?

Kimberly Koontz (Boyer) holds Bs, Accounting And Finance, Cum Laude from University Of Dayton.

What skills is Kimberly Koontz (Boyer) known for?

Kimberly Koontz (Boyer) is listed with skills including Leadership, Auditing, Financial Systems, Variance Analysis, Capital Budgeting, Powerpoint, Presenting To Senior Management, and Accounting.

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