Kimberly Sosa (Jacobs) Email & Phone Number

Tampa, FL, US

Tampa, Florida, United States

Tampa, Florida, United States

Oversees and provides guidance to accountants and analysts within the department; responsible for performance reviews and development of direct reports; worked with other utilities, the FL Public Service Commission, and the Office of Public Council to develop and establish the new Storm Protection Plan Cost Recovery Clause; worked with other utilities and.

Tampa, Florida, United States

Led and provided guidance and training to other accountants and analysts within the department; worked with other utilities to draft and submit to the FPSC a joint motion for a new weighted average cost of capital calculation methodology for clauses; oversaw preparation of clause information used in the 5-year Strat Plan; prepared financial power point.

Tampa, Florida, United States

Coordinated month-end closeout responsibilities for the Regulatory Accounting Department; prepares financial power point decks used by the Controller internally for training, in presentations to the board of directors, and externally in investor presentations; worked on and peer reviewed preparation of clause financial information used in the company.

Tampa, Florida, United States

Prepared and peer reviewed journal entries; reconciled and maintained general ledger accounts; prepared and peer review reports filed with regulatory agencies; independently handled month end closeout duties; prepared account analyses and researched variances; prepared and peer review budgets and forecasts; created ad hoc reports and contributed to special.

Tampa, FL

Responsibilities include: preparation of the ECRC filing and budget, reviewing the PGA filing, over-under recovery calculations and true-ups for the CIBSR Rider, assisting Regulatory with the CIBSR projection filing and on related calls with the FPSC, preparing and entering the CIBSR budget, analyzing PGS transactions in Allegro and SAP to ensure they’re.

Tampa, FL

Responsibilities include: reviewing Transmission FCC reports for problem areas to be resolved, analyzing monthly results for charges to O&M and Capital that may need to be reclassified, providing G/L and order guidance to Transmission team members, variance explanations, determining budget for Transmission related O&M funding projects, monthly forecast and.

Tampa, FL

• I handle all aspects of accounting and finance including Forecasting, Budgeting, Monthly Franchise Reports, Sales and Internal Management Reports, Financial Reporting, Cash Management, GL, A/R, A/P, Cost Tracking.
• Ensured all projects stayed within budget, were completed on time, and met deliverables.
• Established and implemented all accounting policies and procedures.
• Saved E2 Recruiting several thousand dollars by negotiating lower insurance rates and leases.
• Doubled E2 Recruiting’s Bank Line of Credit.

• Responsibilities included: project management including development of project plans and contingency plans, developing policies and procedures for monthly GL entries; developing and implementing Ad Sales billing.
• Helped lead the interdepartmental coordination for the design of the revenue and receivable section of the chart of accounts and the development of XM’s proposed accounting policies for the recognition of subscriber.
• Helped design, configure, test and implement the Ad Sales Billing systems and processes
• Identified gaps between Ad Sales operational reporting requirements and standard Paradigm software reports and developed custom reports and workarounds

Fairfax, VA

• Responsibilities included: Financial reporting through P&L’s and Business Model Actuals vs. Budget, Cash Management, Vendor Credit Management, Establishment of Accounting Policies and Procedures, Management of.
• Established and Refined Business Models for 1998 & 1999
• Oversaw Financial Statement Reviews
• Ensured all projects stayed within budget, were completed on time, and met deliverables
• Increased Credit Facility with Financial Services Firm (no personal guarantees; no ceiling)
• Implemented Job Costing System

• Responsibilities included: P&L’s, Commission Reports, Payroll, Taxes, Financial Reporting, Payables, Receivables, Job Costing & Reporting, General Ledger, Financial Asset Management, Fixed Asset Management, Vendor.
• Saved InoTech several thousand dollars in property taxes by reviewing fixed assets and filing an amended return for a period prior to my start date.
• Successfully took InoTech through a payroll tax audit

Mba, Finance & Investments

Bachelor’S

Bachelors Degree

Education record