KIMBERLY S. SMITH
EDUCATION
• Account Management &
Reconciliation
• Financial Statement Preparation
• Online Banking
• Journal Entries
• Cash Flow Monitoring
• Audit Support
• Bank Deposit Processing
• Tax Documentation
• Administrative Reporting
• Records Management
• Verbal & Written Communication
• Analytical Thinking
• Conflict Resolution
• Time Management
Accounts Payable & Receivable Management Revenue Cycle Assistance Financial Coordination A results-driven professional delivering seamless coordination across administrative and accounting functions to enhance organizational performance. Recognized for maintaining financial accuracy, streamlining office operations, and ensuring compliance with internal policies and deadlines. Brings over 35+ years of experience managing transactions, preparing reconciliations, supporting payroll, and facilitating communication between departments. Trusted for discretion, precision, and consistency in high-paced environments. Proven ability to strengthen operational workflows while balancing multiple responsibilities across finance and administrative support. OFFICE ADMINISTRATOR / ACCOUNTING SUPPORT
SPECIALIST
3011 Clairmont Ct, Aliquippa, PA 150**-***-*** 6923 ***********@*****.*** www.linkedin.com/in/kimberly-smith-b474832a2
PROFESSIONAL EXPERIENCE
PROFESSIONAL
SKILLS
TECHNICAL SKILLS
Billing Specialist
Ference & Associates - Sewickley, PA July 2025 - Present
• Manage A/P, A/R, bank reconciliations, payroll and cash management functions.
• Prepare client invoices and oversee monthly collections follow-up to ensure timely payments.
• Monitor and maintain the court mailbox, updating dockets daily for accuracy and compliance.
• Oversee day-to-day office operations including equipment maintenance and inventory management of office supplies.
• Coordinate and schedule Examiner interviews on behalf of attorneys.
• Manage the lead attorney’s mailbox and calendar to support time management and workflow efficiency.
Accounting & Finance Coordinator
United Way of Beaver County - Aliquippa, PA May 2024 – Feb 2026
• Perform full-cycle accounting operations, including A/P, A/R, bank reconciliations, and general ledger entries, ensuring 100% accuracy in monthly closings and adherence to GAAP standards.
• Generate monthly and year-end financial statements, conduct variance analysis, and deliver actionable financial insights, influencing budget decisions for $500K in annual funding.
• Process payroll and prepare supporting payroll documentation, automating financial workflows to reduce manual processing, improve reporting accuracy with a 0.01% margin of error, and increase operational efficiency.
• Develop and monitor program and grant budgets, manage restricted and unrestricted funds, and ensure proper fund accounting aligned with donor intent and organizational goals.
• Serve as a primary point of contact for community inquiries, directing individuals to local resources and reinforcing the organization’s human services and outreach mission.
• Collaborate with auditors to complete annual financial audits and IRS Form 990 filings, facilitating timely submissions and achieving zero discrepancies and full regulatory adherence. Bookkeeper
Beaver County Humane Society - Aliquippa, PA Feb 2024 - May 2024
• Recorded and reconciled daily financial transactions, maintaining up-to-date ledgers and 100% accurate reports, and submitted required state tax filings with zero compliance issues.
• Monitored donation streams, tracked grant usage, and supported financial data gathering for board reports, audits, and external funding requirements.
• Provided hands-on help with animal care efforts, easing pets' transition into adoptive homes, and supporting shelter staff with daily administrative operations. Assistant Vice President / Senior Staff Accountant Civista Bank - Pittsburgh, PA Oct 2022 - Dec 2023
• Administered reporting responsibilities for a diversified financial portfolio, producing regulatory filings for 2500+ accounts and over $135M in value.
• Played a key role in integrating lease accounting functions post-acquisition, aligning financial workflows and systems between the company and the newly acquired assets. Robert Morris College - Pittsburgh,
PA
Master of Business Administration
1999
Bachelor of Science in Management
1996
Duff’s Business Institute - Pittsburgh,
PA
Associate Degree in Specialized
Business
1987
CERTIFICATIONS &
TRAINING
Certified Leasing & Financial
Professional (CLFP)
Productivity & Office Tools:
Microsoft Office Suite (Word, Excel,
Outlook)
Accounting & Financial Software:
QuickBooks, QuickBooks Online,
TValue, Sage Asset Tracking
Software, MS Dynamics, LeasePlus
Payroll & HR Platforms: Paychex,
ADP
CRM & Donation Management:
Salesforce, Donation Tracker, PC Law
Reporting & Data Analysis: Crystal
Reports, ChatGPT
ADDITIONAL EXPERIENCE
REFERENCES
• Contributed to enterprise-wide DEI initiatives and client experice enhancements, actively shaping service standards and team development efforts within the accounting department.
Chief Administrative Officer
Vision Financial Group Inc. (Acquired by Civista Bank) - Pittsburgh, PA Jan 1991 - Sep 2022
• Played a founding role in starting up the company, expanding it into a respected leasing firm with a staff of 30 and a broad portfolio of financed assets worth $ 135 M+.
• Directed corporate finance activities, overseeing $50M in revolving credit and administering $7M in retirement plans, adhering to GAAP, SOX, ASC 842, and UCC guidelines.
• Negotiated and managed financing partnerships with distributors, significantly boosting lease transactions through tailored program structures.
• Modernized internal functions by developing HR, compliance, and employee engagement programs that boosted talent retention, improved performance, and aligned team growth with business priorities. Property Manager (Part-time)
Iron City Realty - Pittsburgh, PA Feb 2004 - Sep 2015 Office Manager
Capital Associates International Inc. - Pittsburgh, PA Jul 1989 - Jan 1991 Joy Finance Company - Pittsburgh, PA Feb 1988 - Jul 1989 Fred Summers
Retired from Civista Bank
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Louis Brill
Retired from Civista Bank
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