Kimberly Pedersen Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

New York, Ny, Us

•Provided assurance and attestation using a risk-based approach for mutual funds, private equity funds, and exchange-traded funds through review of controls, financial statements, footnote disclosures, and financial highlights•Exercised project management and coaching skills through independent oversight of multi-location team of staff in India and U.S. offices, coordinating various work streams monthly•Facilitated a professional working relationship with multiple clients and external fund administrators (e.g., State Street/BNY Mellon) to facilitate each aspect of the audit cycle•Supervised junior team members and review their working paper documentation for accuracy, completeness, professional competence, and compliance with auditing and accounting standards•Performed walkthroughs to gain an understanding of clients’ processes for risk assessment reviewing relevant internal control documentation and making recommendations to senior leaders

Burlington, Massachusetts, Us

•Assess the effectiveness of internal controls over financial reporting pursuant to Sarbanes-Oxley Act, Section 404 •Document a process plan for external auditor attestation of Keurig’s internal controls over financial reporting annually•Perform substantive tests to evaluate the effectiveness of financial reporting control activities identified by management

New York, Ny, Us

•Worked in a team-based environment with two separate engagement teams to perform audit-related tasks •Was proficient in accounting standards to produce clear, well-structured, and effective audit documentation•Applied KPMG’s Professional Judgment Framework when completing work and documenting audit conclusions•Assisted in ensuring the integrity and transparency of financial information

Woburn, Massachusetts, Us

•Assisted in the month end closing support •Maintained financial and program forecasting models by tracking performance vs expectations and flagging and communicating discrepancies to the organization. •Learned the company revenue cycle and software associated with it •Analyzed financial data and prepared financial reports and projections

Boston, Ma, Us

•Assisted in Quarter End closing process by reviewing journal entries and reconciliations•Responsible for data compilation for analytical reviews as well as analyzing financial statements•As part of the Intern Apprentice Program, created a Fidelity Future program explaining why and how college students should invest for retirement, presenting our final project to Fidelity Senior Management•Gained insight on Fidelity’s businesses through participating in meetings and listening to Senior speakers

New York, Ny, Us

•Observed and engaged in panels led by Senior KPMG Executives •Activities ranged from technical case studies, leadership development exercises, community service, and exposure to client engagement situations in audit, tax, and advisory services•Culminated in being offered an internship in Audit for Summer 2015 (New York office)

Woburn, Ma, Us

• Reconciled cash accounts using Quickbooks• Answered phones, interacted with wealth management & small business clients and provided general office administrative services• Worked directly with the CEO to assist with client accounting and financial planning services

Minneapolis, Mn, Us

• Performed weekly intercompany Custody Portfolio reconciliations • Reconciled daily cash accounts and verified client loan and investment information• Assisted in preparation of client 10-Q’s, editing and reviewing calculations supporting disclosures• Initiated and sent payment client’s wires to custody

New York, Ny, Us

•Worked with a team to create a marketing partnership and presented to NYSE officers•Attended seminars and overviews of NYSE and participated in Q&A sessions

• Answered incoming phone orders/customer service & reconciled receipts• Developed Customer Service Skills

Waltham, Massachusetts, Us

• Worked closely with Director of Orientation and Associate Dean of Student Life to restructure the transfer orientation program for 200 incoming students by leading tours, small group advisory sessions, and other social events• Facilitated “ice breakers” and other “getting to know you” activities to make incoming students feel more comfortable during their transition period• Provided general assistance to transfer students including counseling, registration, and campus information

Master’S Degree, Accounting

Accounting And Liberal Studies With A Concentration In Global Perspectives, Minor In Management

Education record