Kimberly Klimek Udaykee, CPA

Experience

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  James Egan & Associates, Ltd.

  Jul 1993 - Feb 1999

  Senior Accountant

  - Compile monthly, quarterly, and annual financial statements for retail, service, construction, trucking, non-profit, tax exempt and medical clients- Execute client services, including certified audits, bank reconciliations, journal entries and posting to general ledgers- Prepare federal and various state payroll and sales tax returns-Complete individual income tax returns- Prepare income tax returns for corporate, partnership, tax exempt and non-profit organizations- Perform certified auditing- Perform audits involving verification of compliance with collective bargaining agreements governed by ERISA which provides extensive exposure to various accounting records and systems- Testify as an expert witness in court proceedings, arbitrations, and depositions- Perform technical reviews of staff compliance audit reports Show less

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  Parson Group LLC - Consulting

  Feb 1999 - Mar 2002

  Financial Consultant

  Client: CCC Information Services, Inc - Financial Analyst – Product Development and MIS- Reporting, budgeting, analysis and forecasting activities of $57 MM cost center - Preparing reports for monthly Operations Reviews with CEO, CFO and Executive Management Group - Assist in creating and implementing a Project Costing Tool, along with all associated policies, procedures, controls and training - Supporting the special task team “Organization Transformation” that supports the cultural and environmental changes associated with conducting business on a Project-Costing basis- Time-Reporting system administration- International project reportingClient: Cerestar USA, Inc. - Property/Tax Accounting- Compile data and prepare returns for multiple states including sales & use tax, licensing requirements, fees on sales and annual property tax returns- Prepare journal entries associated with capitalized interest, capital spending, asset management, and accruals- Reconciling capital spending between the general ledger and project management system- Write policies and procedures manual for Property/Tax Accounting Show less

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  Craftsman Custom Metals

  Mar 2002 - May 2007

  Accounting Manager

  - Prepare monthly general ledger, trial balance, account reconciliations, financial statements, and bank reporting for manufacturer with over $50MM in sales- Conduct cost and variance analyses and provide reports to Executive Management- Assist in the reporting related to physical inventory- Supervise staff accountants, accounts payable and accounts receivable personnel - Analyze business operations, trends, costs, revenues, and financial data to assist in business decision making Show less

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  Servpro of Woodridge/Bolingbrook

  May 2007 - Mar 2016

  Controller

  - Manage all accounting functions including financial reporting, internal controls, accounts receivable, accounts payable, budgeting, benefits, payroll, and human resources- Maintain general ledger, trial balance and prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP)- Prepare and file quarterly and annual payroll tax returns- Advise management on short-term and long-term financial objectives, including utilization of financial resources - Prepare annual corporate tax returns and all required schedules - Assisted business owners in set-up of business, including satisfying state and federal requirements Show less

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  LB Steel, LLC

  Oct 2007 - Mar 2016

  Controller

  - Produce monthly general ledger, financial statements, and reports on business activity, sales, inventory, and labor productivity for multiple locations for a manufacturer with over $80MM in annual sales- Prepare reports for regulatory agencies including sales tax reporting, USPTO, and annual census data- Execute the completion of year-end accounting: reconcile ledger accounts, investigate account variances, and complete cut off for receivables/payables- Prepare financial schedules for annual tax returns- Supervise employees performing accounting, billing, collections and payroll functions- Work closely with the Human Resource department regarding employee policy and benefit issues- Create and implement financial policies and procedures regarding spending- Direct liaison with outside auditors to ensure compliance with annual audit requirements - Supervise the preparation and facilitation of physical inventories for multiple locations and prepare resulting financial data- Manage fixed asset and capital project reporting Show less

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  CPI OpenFox

  Mar 2016 - now

  • Director of Finance

    Sept 2020 - now

  • Corporate Controller

    Mar 2016 - now