Kimberly Loftis

Kimberly Loftis Email and Phone Number

Financial Executive | TV Host | Business Financial Literacy Expert @ Loftis Consulting
Kimberly Loftis's Location
Greater Chicago Area, United States, United States
About Kimberly Loftis

I am a Kellogg MBA educated finance and operations executive with extensive skills and experience in all aspects of accounting, financial management and strategy across numerous sectors such as technology and company sizes from start-up to Fortune 500. I have experience in national and international organizations with both B2C and B2B companies. Within these organizations I have successfully developed and implemented strategies to grow revenue, improve cash flow as well as automate operational processes in resource restrictive environments while ensuring inclusive work environments while doing so. Personally, I am flexible, innovative, honest and transparent in interacting with colleagues, vendors, employees and clients.Key Competencies:- Operational excellence- Cash flow and financial management- Strategic growth initiatives- Leadership and management- Communication, written and oral- Data analytics including audits - DEI, Finance and Operations Key Achievements:- Oversee operations and finance of Inc 1000 company- Expanded finance and operations team in high growth environment- Grew finance product revenue from nil to 20% of company revenue in less than two years- Achieved $1.2 billion in annual savings from merger of two financial services companies- Created operational scorecards to focus on strategic SMART growth- Ability to utilize key capabilities and learnings from one industry and apply it to another

Kimberly Loftis's Current Company Details
Loftis Consulting

Loftis Consulting

View
Financial Executive | TV Host | Business Financial Literacy Expert
Kimberly Loftis Work Experience Details
  • Loftis Consulting
    President
    Loftis Consulting Mar 2010 - Present
    Chicago, Il, Us
    CFO service provider dedicated to helping the small to mid-size business grow profitably by linking finance and strategy.
  • Forest Software
    Board Member, Secretary And Treasurer
    Forest Software Dec 2022 - Nov 2023
  • Blue Marble Payroll
    Cfo/Coo
    Blue Marble Payroll Sep 2017 - Sep 2021
    CFO/COO of Inc. 1000 ranked fast growing startup that provides international payroll services via a proprietary SaaS platform. Successfully restructured operations and implemented financial policies and processes which led to positive net cash flow and the eventual which successful sale of the company Responsible for overseeing operations, accounting, human resources and administrative functions.
  • American Management Association
    Faculty
    American Management Association 2011 - 2018
    New York, Ny, Us
    Adjunct finance and accounting instructor for non-financial executives and managers
  • Chicago Urban League
    Senior Vice President Of Administration And Chief Financial Officer
    Chicago Urban League Mar 2017 - Jul 2017
    Chicago, Il, Us
    Responsible for overseeing accounting, financial planning and analysis, facilities and human resource functions with hands on approach.- Created robust financial planning and analysis function resulting in key insights to executive management- Developed cost control measures and processes that improved cash flow and fundraising efforts- Managed finance, facilities and human resource departments for multiple locations - Implemented process ensuring compliance with government and bank contract covenants
  • Chicago Urban League
    Cfo Consultant
    Chicago Urban League Jan 2014 - Feb 2017
    Chicago, Il, Us
    Strategic consulting including financial management oversight.
  • Vivacelle Bio, Inc.
    Cfo Consultant
    Vivacelle Bio, Inc. Aug 2015 - Jul 2016
    Chicago, Illinois, Us
    Provide accounting and financial advisory services to healthcare organizations such as Vivacelle Bio Inc. a biotechnology company.
  • North Shore Pediatric Therapy
    Cfo
    North Shore Pediatric Therapy Feb 2013 - Jul 2014
    Glenview, Illinois, Us
    Responsible for delivering accurate financial reporting and cash management for the fast growing, multi-location healthcare practice.- Ensured sustained growth my reducing days sales outstanding from insurance companies by 50% by automating payments and processes- Developed and implemented collection policies that reduced outstanding client receivables by 30% - Improved cash position of the organization through development of robust cash forecasts to enable the organization to self-fund its continuous expansion- Provided key insights on data analytics that improved collections, billing practices and client targeting- Introduced key operating metrics for operational and financial success
  • Chicago Radiology
    Cfo Consultant
    Chicago Radiology Aug 2012 - May 2014
    Provide financial advisory services to healthcare organizations.
  • Blue Cross Blue Shield Association
    Financial Consultant
    Blue Cross Blue Shield Association Sep 2012 - Jan 2013
    Chicago, Il, Us
    Analyzed cross-departmental efficiencies for expense savings.
  • Hsbc
    Vp, Management Information, Planning And Analysis
    Hsbc 2007 - Feb 2010
    London, Gb
    - Develop corporate financial plan for North American operations- Develop allocation methodologies for full allocation costing- Report, analyze and forecast drivers of business performance
  • Hsbc
    Vp, Strategy And Corporate Development
    Hsbc 2003 - 2007
    London, Gb
    - Identify and determine feasibility of possible acquisition targets- Develop business valuation models and acquisition pricing- Participate in deal due diligence and negotiations- Develop regional strategies for business divisions- Successfully co-led Household Finance integration resulting in over $3 billion in annual savings
  • Exelon
    Director Of Finance And Administration
    Exelon 1999 - 2002
    Chicago, Il, Us
    - Manage overall finance and administrative function as well as strategic planning for Exelon Solutions, a subsidiary- Successfully acquired and integrated two firms

Kimberly Loftis Skills

Strategy Strategic Planning Management Mergers And Acquisitions Business Planning Mergers Managerial Finance Management Consulting Due Diligence Finance Business Strategy Start Ups Business Valuation Start Up Consulting Small Business Consulting Financial Management Analysis Leadership Program Management Strategy Development Profitability Analysis Profitability Improvement Financial Analysis Financial Forecasting

Kimberly Loftis Education Details

  • Northwestern University
    Northwestern University
    Management & Strategy
  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Accounting

Frequently Asked Questions about Kimberly Loftis

What company does Kimberly Loftis work for?

Kimberly Loftis works for Loftis Consulting

What is Kimberly Loftis's role at the current company?

Kimberly Loftis's current role is Financial Executive | TV Host | Business Financial Literacy Expert.

What is Kimberly Loftis's email address?

Kimberly Loftis's email address is in****@****ing.com

What is Kimberly Loftis's direct phone number?

Kimberly Loftis's direct phone number is +131275*****

What schools did Kimberly Loftis attend?

Kimberly Loftis attended Northwestern University, Indiana University - Kelley School Of Business.

What are some of Kimberly Loftis's interests?

Kimberly Loftis has interest in Civil Rights And Social Action, Animal Welfare, Children, Human Rights.

What skills is Kimberly Loftis known for?

Kimberly Loftis has skills like Strategy, Strategic Planning, Management, Mergers And Acquisitions, Business Planning, Mergers, Managerial Finance, Management Consulting, Due Diligence, Finance, Business Strategy, Start Ups.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.