About

                 Kim P. Carlson

Marysville, WA  98270

(425) 232-1380

 

It is my desire to help my organization and my team members succeed.  I strive to be outstanding in everything I do.

 

SUMMARY OF SKILLS

  • I have been in the accounting field since 1980
  • Extensive experience with audit preparation, both financial and tax
  • Highly focused on the balance sheet
  • Expert with treasury / banking management
  • Very proficient with QuickBooks and complex Excel functions

EMPLOYMENT HISTORY

 

Senior Accountant                                                                             10/2007 – 6/2013

Coldwell Banker Bain (for Rainier Title & Escrow), Everett, WA

  • Engaged as a reconciliation expert to correct more than two years of inaccurate bank reconciliations, creating a new position of Escrow Accountant.
  • Saved the company many hundreds of thousands of dollars by correcting errors and preventing fraud.
  • Served as Escrow banking administrator, and oversaw several bank transitions and software transitions, both title & escrow software and accounting software.
  • Assumed duties of CFO and ran the accounting department, including financial statements and incentive calculations, during a change in department management.

Controller & Webmaster                                                                  3/1998 – 9/2007

American Freedom Group / Veteran Mortgage, Everett, WA (out of business)

  • Responsible for all accounting duties for a start-up mortgage company.
  • In-house payroll and taxes, financial statements, and commission calculations.
  • Licensed the company to operate and do payroll in 12 states.
  • Helped set up 60 branches, and prepared their daily commissions via ACH debit.
  • Audited mortgage files for accuracy and fraud prevention.

Executive Director and Board Member                                               3/2002 – Present

Volunteers for Outdoor Washington, Seattle, WA

  • Six months after first volunteering, I was elected to the Board of Directors as Treasurer to complete the term of the former member in that role.
  • Elected to two terms as President.
  • During this time, I assisted the Executive Director with his accounting duties, and prepared the annual Form 990.
  • Hired (part-time, weekends) as Executive Director.  I do all of the accounting, prepare financial statements for Board Meetings, and do all tax filings.

Owner – Accounting Service                                                                        1/1984 – Present

Accountech, Marysville, WA

  • Client bookkeeping, accounting, payroll and tax work.
  • From start-up companies to initial public offerings, simple bank reconciliations to complex financial statements and taxes.
  • Audit preparation expert.

Other Employment History

2001 to Present — Webmaster, Be the Star You Are!® Literacy charity

2000 to March 2002 — Controller, Century 21 Advantage, Lynnwood

1999 to 2004 — Webmaster, Veteran Realty Services, Inc., Everett

1999 to March 2002 — Controller, Advantage Mortgage Group, Inc., Everett

1989 to 1996  — Volunteer, Boy Scouts of America, Leadership training, Fundraising chair

1982 to 1983 — Retail sales, Pipelane, Ltd., Northgate Mall, Seattle

1981 to 1983 — Full-charge Bookkeeper, Datavue Corporation, Seattle

1980 to 1981 — Full-charge Bookkeeper, Sound Technical Services, Seattle

1980—General Office, Benson & McLaughlin, CPAs, Seattle

1979—General Office, Ederer Cranes, Seattle

1978—Insurance Agent Clerk, Farmer’s Ins., Oceanside, CA

1977—Cashier, Farrell’s Ice Cream Parlour, Seattle

EDUCATION

2013—America’s Professor — Study course leading to Health Insurance License

2002-2003—Kaplan College — Certification in Financial Planning

2000—Certified Bookkeeper study course

1999—Escrow Funding & Standards Course & Basics of Mortgage Lending course,

         School of Mortgage Lending, Bellevue

1990—ACCPAC Plus Implementation Training Course, Bellevue

1984-1986—Training and mentoring with CPAs for audit preparation skills

1983—Assisted spouse with CPA Exam Study Course

1980-1981—Part-time student, Highline Community College, Seattle

                 Course of study: Computer Programming

1976-1977—Full-time student, Highline Community College, Seattle

                 Course of study: Biology & Chemistry

1976—Honors Graduate, Highline High School, Seattle

SKILLS AND AWARDS

  • Very experienced with Microsoft Office software, and multiple accounting softwares
  • Experienced managing large groups of volunteers
  • Experienced with major fund-raising campaigns, and grant-writing assistance
  • Notary Public
  • 1995 recipient of the Den Leader of the Year Award, Mt. Baker Council, BSA
  • 1996 recipient of the District Award of Merit, Mt. Baker Council, BSA
  • 2010 recipient of the Volunteer of the Year Award, Volunteers for Outdoor Washington
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