Kimberly A. Grady, CPA
Managing Director of Financial Services
RANGE OF EXPERIENCE
As Managing Director of Financial Services, Mrs. Grady has provided financial analysis in various collaborative divorce settings, as well as in mediation settings. This includes analyzing marital and non-marital assets, calculating tax effects on a variety of different transactions and assets, and providing sensitivity analysis on spousal support and child support.
As a budget analyst, Mrs. Grady has extensive analysis and accounting experience, having been part of a large law firm for 11 years. She has gained a great deal of knowledge over the years having many different roles and analyzing different levels of information at the law firm. Mrs. Grady has analyzed and reported on a vast amount of cash management information, as well as assisted management in daily cash investment decisions. She has also managed and provided analysis for separate investment entities, while maintaining all records and servicing all invested partners. Along with her analytical skills, Mrs. Grady has strong communication and client service skills she obtained by maintaining business relationships with banks and working closely with them to ensure compliance on all bank covenants for multiple lines of credit.
As accounting supervisor, Mrs. Grady has supervised and managed two key departments to ensure the financial operations of the firm are efficient and accurate. She reviewed and analyzed all monthly rent payments for many different locations, as well as reviewed and balanced all daily cash receipts while reporting daily financial information to management. This experience has trained Mrs. Grady to identify key issues, while teaching her the ability to multi-task with accuracy and efficiency.
As an auditor with a world-wide public accounting firm, Mrs. Grady has experience auditing, reviewing, analyzing, and summarizing various financial documents and related complex financial issues. She has interacted with a wide range of clients and business professionals with an exceptional level of client service for individuals and businesses with varying levels of financial sophistication.
CERTIFICATION AND EDUCATION
Certified Public Accountant, 2000
Bachelor of Accounting Science, Indiana University, 1997
PROFESSIONAL AND BUSINESS HISTORY
Zouzias & Zouzias, Inc
Senior Consultant, 2011 - present
SNR Denton US LLP
Budget Analyst, 2008 - 2011
Accounting Supervisor, 2003 - 2008
Senior Accountant, 2000 - 2003
Staff Accountant, 1999 - 2000
Grant Thonton LLP
Staff Auditor, 1997 - 1999
PROFESSIONAL ORGANIZATION MEMBERSHIPS AND ACTIVITIES
American Institute of Certified Public Accountants
Illinois CPA Society
National Association of Professional Women
SPECIFIC SERVICES AND EXPERIENCE
Prepared statements of marital assets and liabilities and analyzed different scenarios for asset division.
Developed and evaluated accurate budgets to effectively minimize post-divorce taxes and post-decree issues.
Prepared budgets for multiple locations and analyzed all submissions from management to ensure a reasonable and attainable budget.
Analyzed monthly variance reports on substantial amounts on multiple expense accounts.Managed and analyzed reports for separate investment entities while maintaining all bookkeeping records and reports.
Maintained close business relationships while working directly with banks to ensure compliance on all bank covenants for multiple lines of credit.
Reported and analyzed all covenants on a monthly basis to management to maintain compliance on all bank covenants.
Supervised a staff of ten employees while delegating tasks, annually reviewing their performance and providing leadership to ensure quality and accurate work.
Completed all appropriate financial schedules and reports for financial audit.
Performed financial statement audits, including reviews of quarterly financial information.
Performed audits of internal control over financial reporting.