Kimberli Walters
Senior Associate at Boris Benic and Associates LLP- Claim this Profile
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Bio
Maura Mills
Kimberli is currently a student in my Introduction to Management class, and I recommend her highly. She is highly motivated, is one of the most frequent participants in class discussions, and regularly ties course material back to 'real world' applications. She is a high performer with great potential, and it is a pleasure to have her in class.
Maura Mills
Kimberli is currently a student in my Introduction to Management class, and I recommend her highly. She is highly motivated, is one of the most frequent participants in class discussions, and regularly ties course material back to 'real world' applications. She is a high performer with great potential, and it is a pleasure to have her in class.
Maura Mills
Kimberli is currently a student in my Introduction to Management class, and I recommend her highly. She is highly motivated, is one of the most frequent participants in class discussions, and regularly ties course material back to 'real world' applications. She is a high performer with great potential, and it is a pleasure to have her in class.
Maura Mills
Kimberli is currently a student in my Introduction to Management class, and I recommend her highly. She is highly motivated, is one of the most frequent participants in class discussions, and regularly ties course material back to 'real world' applications. She is a high performer with great potential, and it is a pleasure to have her in class.
Experience
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Boris Benic and Associates LLP
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United States
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Accounting
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1 - 100 Employee
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Senior Associate
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Jul 2020 - Present
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PwC
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Professional Services
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700 & Above Employee
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Senior Associate
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Jul 2019 - Jul 2020
• Plan, execute and supervise financial statement and employee benefit plan audits in accordance with US GAAP/IFRS and GAAS spanning industries including: Retail and Consumer Goods, Manufacturing, Payroll Services, Employee Benefit Plans, Laboratory Management & Operations, Construction & Engineering • Point of contact for coordination of both domestic and international teams on multi-location audits to ensure the timely and effective completion of procedures and submission of… Show more • Plan, execute and supervise financial statement and employee benefit plan audits in accordance with US GAAP/IFRS and GAAS spanning industries including: Retail and Consumer Goods, Manufacturing, Payroll Services, Employee Benefit Plans, Laboratory Management & Operations, Construction & Engineering • Point of contact for coordination of both domestic and international teams on multi-location audits to ensure the timely and effective completion of procedures and submission of deliverables • Maintain strong client focus, being responsive to client requests, and develop/maintain working relationships with client personnel • Prepare listing of value-added recommendations to be proposed to the client based on observations during the engagement, which included industry best practices, internal control and process improvements, and feedback on implementing new standards • Review financial statements and disclosures for accuracy and completeness as well as assisting clients in adopting new accounting pronouncements and technical accounting issues • Supervise and provide both informal and formal feedback to 2 to 4 staff per engagement team through on the job training and review of their work, along with those of specialists • Designated counselor to certain entry-level staff; proactively supervise, coach and mentor staff on career and skills development; responsible for performance management of staff including goal setting, providing continuous constructive feedback, and documenting periodic performance reviews • Research, prepare, and review memorandums regarding technical accounting issues including those surrounding Revenue Recognition (ASC 606 and IFRS 15), Lease Accounting (ASC 842 and IFRS 16), Recognition and Measurement of Financial Assets and Financial Liabilities (ASU 2016-01).
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Associate
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Sep 2014 - Jun 2019
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Ken Pagano Agency, Inc
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Hampton Bays, NY
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Sales & Service Support
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Jun 2011 - Aug 2014
• Respond to customer inquiries regarding personal and commercial insurance policies • Develop insurance quotes catering to customer’s needs • Meet company sales expectations and goals • Respond to customer inquiries regarding personal and commercial insurance policies • Develop insurance quotes catering to customer’s needs • Meet company sales expectations and goals
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Private Tutor
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Jan 2010 - Sep 2013
• Tutor pre-college level math, accounting • Evaluate students' comprehension of assigned materials • Reinforce and teach necessary skills and study habits • Tutor pre-college level math, accounting • Evaluate students' comprehension of assigned materials • Reinforce and teach necessary skills and study habits
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PwC
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Professional Services
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700 & Above Employee
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Summer Intern
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Jun 2012 - Aug 2012
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Cohen Insurance Agency, LLC
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Ronkonkoma, New York, United States
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Licensed Insurance Broker/Office Manager
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Nov 2008 - Aug 2011
• Analyze, compare, and provide appropriate personal and commercial insurance policies to prospective and current clients • Advise and service customers in timely and professional manner • Record and process insurance premiums and broker commissions • Train, oversee, and assess student interns Licenses: New York State Property & Casualty Insurance Brokers License • Analyze, compare, and provide appropriate personal and commercial insurance policies to prospective and current clients • Advise and service customers in timely and professional manner • Record and process insurance premiums and broker commissions • Train, oversee, and assess student interns Licenses: New York State Property & Casualty Insurance Brokers License
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Suffolk County Community College
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United States
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Higher Education
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700 & Above Employee
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Tutor
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Aug 2009 - May 2010
• Tutor individual students enrolled in Student Support Services in math and accounting subjects • Assess students' skills and schedule appointments according to students' needs • Evaluate and report students' progress and motivation to administrators • Tutor individual students enrolled in Student Support Services in math and accounting subjects • Assess students' skills and schedule appointments according to students' needs • Evaluate and report students' progress and motivation to administrators
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Town of Riverhead
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Government Administration
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1 - 100 Employee
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Waterfront Lifeguard
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May 2006 - Aug 2007
Prevent, recognize, and respond to medical emergencies Prevent, recognize, and respond to medical emergencies
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Education
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Hofstra University
Master of Science (M.S.), Accounting -
Hofstra University
Bachelor of Business Administration, Accounting -
Suffolk County Community College
Accounting Associate, Science