Resume - Data Analyst / Data Manager / Project Administrator

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Kimberly J. E. Williamson www.linkedin.com/in/kimberlyjewilliamson/ Christiansburg, VA (615) 887-1533 or [email protected] GOAL SUMMARY My goal is to bring value and high impact to an organization and the clients and community it serves through applying and expanding my skills, knowledge, and experience in a project administration role, which may include project component, timeline, and resource management; data analysis, management, and organization; issue tracking and resolution, or more, all with an eye on process improvement. I also bring self-motivation, creative problem solving, and critical thinking to the table, as you will see below. TECHNICAL SKILLS & TOOLS Project Administration & Management Formally – Enterprise-Level System IFS used to formally Manage Project Components, Informally – Project framework creation followed by project implementation to produce a product, but also to track progress, reporting, issue tracking, and resolution while coordinating with stakeholders and team members General Accounting – QuickBooks Pro Bookkeeping, Payroll, Accounts Receivable, Accounts Payable, Financial Statements (Profit & Loss, Balance Sheet), Taxes (Personal & Business – Partnership/S-Corporation/Payroll) Specialized Accounting – Rental Real Estate Accounting, Lease Accounting, Construction Contractor Pay Application Review, Asset Analysis (Budget/Cash Flow Analysis, Loan Analysis, Equity Analysis, Investment Viability Analysis) Data Analysis & Management –Account Audits & Reconciliations, Operating Cost Recovery, Historical CPI Rent Reconciliations, Rent Tax Rules (FL, AZ, AK), Document Management, MRI, fmLink, and AMTdirect Databases, SQL Queries Microsoft Office – Excel (Advanced), Word, PowerPoint, Outlook, Familiarity/Light use of Access EXPERIENCE CREATING VALUE FOR AN ORGANIZATION STRATEGIC RESOURCE DEVELOPMENT – Christiansburg, VA February 2009 – Current (This is my own company used as a means of self-contracting. However, I am also available for employment.) Lease Administrator/Lease Data Analyst Client: Former Employer Holladay Properties December 2009 – Semi-Current Managed and/or administrated projects, often tasked with understanding and distilling large amounts of data down to presentable information in both detail and overview levels, creating and modifying forms of organization and presentation as needed, whether solo or part of a team, while responding to the varied needs of multiple external and internal stakeholders; Analyzed and abstracted large volumes of commercial medical leases (3,500+) in multiple national markets and healthcare systems, audited historical and current rents, validated various other lease data, identified and tracked issues, and entered/reviewed data in the MRI databases; Analyzed, formulated, and submitted annual building financials and various operating data to industry organizations for up to 79 buildings (5,520,000 1

description

OBJECTIVE My goal is to apply and expand my skills, knowledge, and experience in data management and project administration to a data analyst and/or project management role, which may include financial, lease, or other types of data analysis, management, and organization; project component, timeline, and resource management; as well as issue tracking and resolution, in order to bring value and high impact to an organization and the clients and community it serves.

Transcript of Resume - Data Analyst / Data Manager / Project Administrator

Page 1: Resume - Data Analyst / Data Manager / Project Administrator

Kimberly J. E. Williamson www.linkedin.com/in/kimberlyjewilliamson/Christiansburg, VA (615) 887-1533 or [email protected]

GOAL SUMMARYMy goal is to bring value and high impact to an organization and the clients and community it serves through applying and expanding my skills, knowledge, and experience in a project administration role, which may include project component, timeline, and resource management; data analysis, management, and organization; issue tracking and resolution, or more, all with an eye on process improvement. I also bring self-motivation, creative problem solving, and critical thinking to the table, as you will see below.

TECHNICAL SKILLS & TOOLS Project Administration & Management – Formally – Enterprise-Level System IFS used to formally

Manage Project Components, Informally – Project framework creation followed by project implementation to produce a product, but also to track progress, reporting, issue tracking, and resolution while coordinating with stakeholders and team members

General Accounting – QuickBooks Pro Bookkeeping, Payroll, Accounts Receivable, Accounts Payable, Financial Statements (Profit & Loss, Balance Sheet), Taxes (Personal & Business – Partnership/S-Corporation/Payroll)

Specialized Accounting – Rental Real Estate Accounting, Lease Accounting, Construction Contractor Pay Application Review, Asset Analysis (Budget/Cash Flow Analysis, Loan Analysis, Equity Analysis, Investment Viability Analysis)

Data Analysis & Management –Account Audits & Reconciliations, Operating Cost Recovery, Historical CPI Rent Reconciliations, Rent Tax Rules (FL, AZ, AK), Document Management, MRI, fmLink, and AMTdirect Databases, SQL Queries

Microsoft Office – Excel (Advanced), Word, PowerPoint, Outlook, Familiarity/Light use of Access

EXPERIENCE CREATING VALUE FOR AN ORGANIZATION

STRATEGIC RESOURCE DEVELOPMENT – Christiansburg, VA February 2009 – Current(This is my own company used as a means of self-contracting. However, I am also available for employment.)

Lease Administrator/Lease Data AnalystClient: Former Employer Holladay Properties December 2009 – Semi-Current Managed and/or administrated projects, often tasked with understanding and distilling large amounts

of data down to presentable information in both detail and overview levels, creating and modifying forms of organization and presentation as needed, whether solo or part of a team, while responding to the varied needs of multiple external and internal stakeholders;

Analyzed and abstracted large volumes of commercial medical leases (3,500+) in multiple national markets and healthcare systems, audited historical and current rents, validated various other lease data, identified and tracked issues, and entered/reviewed data in the MRI databases;

Analyzed, formulated, and submitted annual building financials and various operating data to industry organizations for up to 79 buildings (5,520,000 square feet) for 4 out of 5 fiscal years, including analysis of the work of 2 team members I trained to assist;

As a project team lead, re-wrote 2 Lease and MRI Entry Process Guides for 2 national portfolios (100+ pages each), as well as edited and structured Portfolio Accountant, A/R, A/P, and General Ledger procedures (475 additional pages) into other guides to fit all current policies and procedures.

Financial Manager/Tax Preparer February 2009 – Current Directly managed bookkeeping and taxes for this company as well as another partially owned small

business (residential real estate rentals), including A/P, A/R, financial statements, payroll through QuickBooks Pro, as well as all business and employment tax obligations, and investment outlooks for the rental real estate. (This is part of small business management, not an official position.)

Private Real Estate Mortgage Finder & Analyst April 2009 – September 2010 Analyzed loan data for potential value to both holders of and investors in private real estate loans,

and provided cash-out solutions for sellers of those mortgages.

AEROTEK (TEMPORARY EMPLOYMENT) – Roanoke, VA June 2009 – August 2009Wachovia Bank - Recovery Specialist Reconciled overdrawn deposit accounts by searching for and applying legal and procedural rules to

related accounts from which an offset could be made.

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HOLLADAY PROPERTIES – Nashville, TN March 2007 – August 2008Accounting Lease Administrator Bridged the accounting and leasing departments for a medical property management firm as a

subject matter expert on lease language application for accounting procedures for the department; Initiated and implemented the creation of standard lease entry and billing process guides in Word; Implemented both a training process and informal coaching of accountants on lease reading and lease

accounting procedures, both in small groups and one-on-one; Reconciled both simple and complex tenant accounts, entering leases into MRI, posting billing and

other account changes, as well as interpreting the lease and clarifying language application conflicts; Project managed an audit of 800 leases in 27 buildings for correct operating expense and rent

increase data in the MRI database, for which I also led departmental training and coached accountants, as necessary;

Project managed the annual reconciliation of recoverable operating expenses for the above 800 tenants, for which I gathered, analyzed, calculated, and presented large amounts of building and lease-specific accounting data, responding appropriately to the varied needs and requests of property management, ownership, and tenants;

Analyzed, formulated, and submitted annual building financials and other building operating data on 27 medical office buildings (2,000,000 square feet) to industry organizations;

Transitioned new properties into company portfolios as a member of a larger team, helping to create the process, and additionally abstracting 1,300,000 square feet of new leases.

CONTRACT/TEMPORARY EMPLOYMENT – Nashville, TN May 2005 – March 2007Gresham, Smith and Partners – Assistant Construction Administrator Coordinated commercial construction documentation within the Corporate and Urban Design division.

Rockwell Automation – Training Coordinator, Nashville District (a 4-State Area) Coordinated enrollments, books, teachers, equipment, meals, and invoicing for engineering classes.

Rockwell Automation – Project Administrator, Manufacturing and Process Solutions Managed project components, tracking processes, parts, and financials for regional engineering projects

within enterprise-level project delivery system (IFS).

Tennessee Hospital Association – Vendor Resources Coordinator, THA Solutions Group Tracked vendor contracts, membership’s vendor usage, and vendor revenue in an A/R Access database.

RMT, Inc. – Administrative Services Coordinator Produced environmental engineering project reports and marketing proposals.

THE ADVISORY GROUP, LLC – Franklin, TN May 1998 – May 2005Executive Assistant to the President/Owner Applied my understanding of legal leasing language while analyzing and determining language

modifications for the benefit of 300-400 tenants of medical office space, as well as a some retail space; Managed, in an overview capacity, the monthly construction draws for healthcare facilities, compiling and

reviewing for accuracy contractor pay applications, and all construction soft costs and consulting fees; Compiled and packaged data for market feasibility studies, fair market rental value appraisals, and

development/construction loan packages; Managed the complete A/R process and partial A/P process, creating an Excel-based client invoicing

system, tracking client billing progress and payment, and reconciling $15,000+ monthly in mixed personal and business use credit card accounts;

Managed other standard office functions, including coordinating 2 office moves in 7 years.

VOLUNTEER WORK I am a member of a finance team for my church, assisting to create and present budget recommendations

(since June 2013); I also regularly count and document church donations (since May 2011).

EDUCATION B.A. in Communication, 2nd Major: Music, Greenville College, Greenville, IL, 3.98 GPA in Degree Major,

3.71 GPA Overall

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