Kelly Brooks
Accounting Manager at Compatriot Capital, Inc.- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified to teach Math (8-12), Art (Early Childhood - 12), and ESL (Early Childhood - 12)
Texas Education AgencyJun, 2007- Sep, 2024
Experience
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Compatriot Capital, Inc.
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United States
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Real Estate
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1 - 100 Employee
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Accounting Manager
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Feb 2017 - Present
• Responsible for month-end close and preparation of multi-tiered consolidated financial statements for a $2B investment company • Successfully leverages technology to modernize record-keeping and build flexibility into financial reporting • Collaborates with Controller in forecasting, budgeting, and variance analysis • Responsible for coordination and preparation of year-end reports to external auditors for annual audit • Conducts routine GAAP analysis and completes projects ahead of time and exceeding expectations Show less
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Armanino LLP
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United States
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Accounting
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700 & Above Employee
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Manager, CFO Advisory
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Jan 2017 - Feb 2017
TravisWolff became Armanino LLP on January 1, 2017 TravisWolff became Armanino LLP on January 1, 2017
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TravisWolff
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Brazil
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Truck Transportation
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200 - 300 Employee
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Manager, Business Advisory
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May 2016 - Dec 2016
• Successfully executes conversion of client’s accounting records to Generally Accepted Accounting Principles and prepares multi-year consolidated financial statements• Creates dynamic, custom executive dashboard to best accommodate client’s operational and strategic needs• Provides reliable transitional management as interim Controller for companies that lose key financial management personnel• Performs in-depth financial due diligence on business, financial, and accounting areas of target companies• Mitigate audit risk by leading or assisting with updating audit schedules required by auditors• Manage the outsourced finance and accounting function for companies in various industries, including not-for-profit and financial services. Show less
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Manager, Audit and Assurance
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Oct 2012 - May 2016
• Manage audits and financial services for clients with revenues spanning $1M-$420M across various industries, including financial services, retail, manufacturing and distribution, hospitality, professional services and nonprofit o Foster strong relationships with clients, built on trust and integrity o Meet and exceed client expectations for timely and quality deliverables o Collaborate with clients to set priorities which serve their best interest o Lead strategy planning sessions with account teams and client to outline goals, ensuring appropriate resources and deadlines are in place o Anticipate potential problems and develop contingency plans or process improvements to avoid them o Primary relationship manager on 20+ client accounts• Actively support growth of firm through expansion of client services from delivering on commitments • Effectively communicate with all levels inside and outside of the firm, routinely leading reporting and presentation efforts• Responsible for managing and mentoring 10+ staff with a passion for maximizing each individual’s talents to ensure best outcomes both for individual and team • Delegate appropriate assignments for both training purposes and efficiency of the project• Successfully executes client reviews to create organic and custom financial analytics to support client’s financial business goals • Confident working outside of role to ensure success both for clients and the firm • Played a pivotal role on the project team responsible for reconstructing firm’s audit methodology to streamline audit and strategy processes • Invest personal time and interest to support nonprofit clients and mission to improve our community Show less
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Mendenhall Elementary School
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Elementary Art Teacher
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Aug 2008 - Oct 2012
• Instructed kindergarteners to fifth graders in art, managing class sizes with 30-40 students at a time • Created unique lesson plans catering to a spectrum of needs, advanced to modified • Budgeted limited resources: financial and other • Designed an organizational system to manage more than 650 students’ artwork • Developed a logistical system to coordinate more than 650 students • Instituted a unique behavior management system • Coached and mentored peer teachers in the district Show less
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Williams High School
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United States
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1 - 100 Employee
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Secondary Math Teacher
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Aug 2006 - Aug 2008
• Instructed ninth and tenth grade English as a Second Language (ESL) in Algebra and Geometry • Taught mathematics to ninth and tenth grade Beginner ESL students • Generated lesson plans for each day’s activities • Invented a finance course for struggling students • Fashioned a curriculum to accompany finance course • Organized and analyzed data and test score information for reporting • Certified to teach Mathematics (8-12), Art (Early Childhood – 12), and ESL (Early Childhood – 12) Show less
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PricewaterhouseCoopers
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1 - 100 Employee
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Staff Auditor
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Dec 2004 - Aug 2006
• Supported audits for Sevin Rosen Venture Capital Funds and Affiliated Computer Services (ACS) • Coached and mentored less experienced staff • Created reports to share findings with team • Participated in community events • Organized and analyzed information • Fostered meaningful relationships with clients • Supported audits for Sevin Rosen Venture Capital Funds and Affiliated Computer Services (ACS) • Coached and mentored less experienced staff • Created reports to share findings with team • Participated in community events • Organized and analyzed information • Fostered meaningful relationships with clients
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Education
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1999 - 2004
Baylor University
BBA/MAcc, Accounting -
1999 - 2004
Baylor University - Hankamer School of Business
Master’s Degree, Accounting
Community
