Kimberly Lucia (She/Her) Email & Phone Number

New York, Ny, Us

New York, Ny

Essential Responsibilities: -Maintain and coordinate Director of Finance and Operation’s calendar -Work with Assistant to the Head of School to coordinate meetings where necessary -Schedule internal and external appointments and meetings -Manage general meetings, including organizing and distributing materials, sending notices, order catering, set-up and clean-up -Draft memos, letters and other communication for the Director of Finance and Operation as needed -Send notices and packets to Trustee Finance, Investment, Audit, Building, and 412 E. 90th Committees -Organize and maintain Committee files -Answer and rout incoming calls for Director of Finance and Operation Administrative Support to Business Office -Open, sort and distribute Business Office mail -Prepare metro and transit vouchers for distribution -Prepare and distribute employee attendance calendars for all school departments -Update signature cards as needed for bank and investment accounts -Prepare letters for various bond compliance items -Organize and maintain Business Office calendar -Arrange distribution of handbook for new employees -Back up for cash deposits Distribute petty cash DAssist Business Office staff as needed General -Prepare Appendix A for annual bond compliance with IDA -Prepare Annual Scholarship Certificate survey for annual bond compliance with IDA -Cash petty cash checks at bank -Review and approve Cultural Fund check requests and submit for payment. Reconcile Cultural Fund account on a monthly basis -Assist with audit analysis preparation -Request Insurance Certificates as needed for school activities and events -Maintain Business Office records and storage information -Order paper, letterhead, envelopes, office and kitchen supplies for Business Office -Coordinate Business Office equipment repairs

Greater New York City Area

• Enter invoices from vendors into Financial Edge and print checks twice a week• Maintain the Business Office vendor files, and contact vendors when applicable• Complete the daily performance statements for the previous day’s performances using Tessitura and StarClient• Enter new hires into the NY State New Hire and Social Security websites for the Payroll Department• Reorganize and maintain employee files, as well as the I-9 files for the HR department• Enter employee information into the internal I-9 database. • Help HR compile data for the Equal Employment policy and update employee job descriptions• Sort and distribute payroll checks when needed• Provide miscellaneous support to the Business Office, including completion of show wraps and reporting the weekly numbers to the Broadway League on an as needed basis• Provide back up support for the Business Office Assistant when needed, which includes sending daily deposits to the bank• Assist with the annual pre-audit and audit procedures. • Volunteer at various events/opening nights in different capacities

- Credit, Collections & Accounts Receivable Administrator - Solicited payment on over 140 accounts with multiple bill-to locations and processed the daily cash for the US portion of the company- Resolved claim disputes and negotiated appropriate settlements with customers- Initiated final demands and recommended agency placement- Corresponded with customers' accounts payable personnel, purchasing agents and supervisors- Minimized bad debt loss through risk assessment and improved cash flow, delinquency and DSO

- Provided relief through Disaster Services Human Resources as a Family Services Technician in Baltimore, MD after Hurricane Isabel- Taught Red Cross Basic Aid Training and First Aid for Children Today in local elementary schools- Corresponded with local businesses in order to create an Emergency Services merchant guide

- Substitute taught grades K-12 in the Adams-Cheshire School District in core curriculum and exploratory subjects - Executed lesson plans, maintained order, and adapted to consistently changing classroom environment

- Substitute taught grades K-12 in the Lanesborough Elementary School in core curriculum and exploratory subjects- Executed lesson plans, maintained order, and adapted to consistently changing classroom environments

- Completed residential National Service program, focused on the environment, public safety, education, unmet human needs and disaster relief- Tutored second grade students at Malcolm X Elementary School in Washington, DC in math and reading- Collaborated with teammates to run an emergency homeless shelter in Salt Lake City, UT during the 2002 Winter Olympics

Ms, Non Profit Management

Classes taken include: Making a Difference Theory & Practice of Nonprofit Management Quantitative Methods Philanthropy in the 21st Century.

Bs, Marine Science