Management Project

Kimberly M. Lloyd, CPA

**** ********* ** *********, ** 76006 Phone: 817-***-**** ********.*******@*****.***

PROFESSIONAL PROFILE

Close to ten years as an accounting professional with broad industry knowledge including financial

services.

Strength in project/task management.

Adapts quickly to changing business environments, processes and computer systems to generate

solutions.

Involved in over 10 audit engagements over various industries.

Significant experience in extracting and analyzing data.

Adept at improving upon existing systems to further the objectives of the organization.

Effective at working across functional teams.

Proficient in MS Office applications (with emphasis on Excel), JDEdwards, Showcase, Essbase, and

QuickBooks.

Intermediate knowledge of Planisware & Cognos BI, Siebel CTMS, SPAL, and Clarity Budget systems

EXPERIENCE

2008-Present Financial Analyst II (2010-Present)

Alcon Laboratories, Inc., Fort Worth, TX

Manages the approval of Pharmaceutical R&D (~$150M) project related funds request within the

Clinical Trial Management System (CTMS).

Develops, designs and distributes PowerPoint presentations, ad-hoc, monthly, quarterly, and annual

reporting to management for timely decision- making.

Coordinates between Finance and R&D IT on developing testing requirements and issue identification

as it relates to the project management system (Navigator).

Evaluates and prepares ~600 EE headcount/payroll and indirect/direct expenses for forecast assessment.

Initiates and manages annual budgeting process through communication with affiliate financial p artners

and corporate planning group.

Analyzes monthly budget to actual for Pharmaceutical R&D and support functions for forecast and

budget preparation.

Manages the monthly NIBR accounting as well as variance analysis and forecast development.

Prepares initial annual budgets for Pharmaceutical R&D and support functions based on prior

knowledge and various other assumptions.

Accomplishments

Successfully reconciled $141M US project dollars between Navigator and the corporate accounting

system (JDEdwards) to address discrepancies for the R&D tax report.

Initiated coordination with Purchasing and R&D professionals in reducing improper coding of

transactions, leading to fewer monthly re-classification journal entries.

Applied technical skills and accounting understanding in developing and designing tax reports to assis t

with determining the R&D tax credit ahead of schedule.

Generated dashboard Excel reporting to facilitate management with time compliance of Navigator

resources.

Developed Commercial Valuation process of R&D Confirmatory Projects coordinating with BPA and

PPM groups.

Successfully integrated CV Legacy project costs via SAP into R&D project management system.

Developed seamless NIBR accounting process as well as developed and implemented service allocation

calculation for non-NIBR resources.

Developed and refined current Clinical Study cost accrual leading to more accurate liability recording.

Prepared and presented portfolio valuation of over 28 R&D Confirmatory projects to the CFO.

Successfully helped in the planning and execution of our Global Finance Conference with over 150

attendees and working closely with the CFO and CFO staff.

Financial Analyst I (2008-2010)

Managed the approval of all R&D project related funds.

Developed, designed and distributed ad hoc, FDA Disclosure, Sales Contribution, Competito r Analysis,

monthly/quarterly/annual reports and presentations to management for timely decision -making.

Managed the design, testing, implementation, support and communication of the Finance component of

CTMS.

Accomplishments

Created automated management reports reducing the time to publish.

Prepared the curriculum and performed training for new analyst for a smooth transition of duties.

Coordinated communication, testing, meetings, and documentation between Finance, HR, IT & R&D

business users to move the CTMS Finance to production on schedule.

Completed 3 finance ad hoc CTMS releases on schedule and steered additional finance releases.

2006-2008 Audit In-Charge

Deloitte & Touche, LLP, Fort Worth, TX

Kimberly M. Lloyd, CPA

2417 Knollwood Ct Arlington, TX 76006 Phone: 817-***-**** ********.*******@*****.***

Managed the planning, budgeting, performing, and reporting for 3 audit engagements spanning Oil &

Gas, Manufacturing & Financial Services industries.

Managed communications between client professionals and engagement management.

Assigned testing to audit staff and provided guidance and feedback during engagement reviews.

Performed and communicated staff performance reviews for numerous client engagements.

Accomplishments

Designed and executed first time audit procedures for customer rebates for existing client engagement.

Implemented various excel techniques leading to expedited testing.

Utilized assigned staff appropriately to various testing areas.

Delta Sigma Theta, Treasurer, November 2009 December 2010

OTHER

Deloitte BEN BRG, Community Service Chair, May 2007 March 2008

EXPERIENCE

Delta Sigma Theta, National Finance Member, July 2002 July 2004

Woodard Insurance, LLP, Accounting Intern/Insurance Agent, 2001-2001

2011 TSCPA FTW Leadership Program Graduate

2012 Alcon Global Finance Conference, Committee Member, October 2011 February 2012

TSCPA, Young and Emerging Professionals Committee Member, October 2011 - Present

TSCPA FTW, New CPAs Committee, Co-Chair, June 1- Present

EDUCATION BBA, Business Administration/Accounting, Texas Christian University, Fort Worth

MS, Accounting, University of Texas at Arlington, Arlington

AFFILIATIONS AICPA, TSCPA, Delta Sigma Theta Sorority, Inc.

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