1. Kimberley Wright
8030 N. Nob Hill Road  Tamarac, FL 33321  Phone:(954)478-8886  Fax:(954)981-0205 kimwright731@gmail.com
Objective ________________________________________________________________________________
Looking for aposition in the accountingfieldwhere Ican utilize my skills andput my knowledge andexperience intopractice. Seekingaposition
that provides the opportunityto pursueacareer as an accountant where Ican learn andmake a contribution.
Employment History ______________________________________________________________________
January 2016 – Present Wright Way Tax Solutions, LLC Lauderhill, FL 33313
Managing Member/ Tax Preparer
 Prepare individual income tax returns for filing.
 Answer client queries regarding tax codes and appropriate deductions.
 Advise clients about investment strategies to minimizetheir taxes as per tax laws.
 Manage, schedule, co-ordinate office functions and activities.
 Monitor accounts payable and accounts receivable.
April 2015 – January 2016 Franklin Templeton Investments Fort Lauderdale, FL 33301
Sr. Fund Analyst
 Prepare and/or review financial statements, performance data, and other reporting documents provided to
internal and external customers for accuracy in accordance with local GAAP requirements and industry
guidelines.
 Review supporting schedules and reconciliations for the shareholder reports.
 Organize the year-end audit process and work with external auditors to resolve issues within the funds.
 Calculate required fund distributions, taking into account various tax requirements.
 Review periodic expense analyses and budget accruals.
 Review various portfolio analytics.
 Prepare various schedules on a periodic basis for the Board of Directors/Trustees and the Audit Committee.
 Other ad-hoc reporting as needed, per customer requests.
 Establish timing and monitor expectations for the collection of monthly/quarterly/yearly financial data and
communicate regularly to improve coordination and hand-off of information.
 Participate in department projects as needed.
 Develop a basic understanding of daily operational responsibilities & department systems related to NAV
calculation.
 Provide feedback on FAR policies and procedures with respect to financial reporting requirements.
 Follow all required control steps in completing/reviewing all work.
July 2014 – February 2015 Apex Fund Services Fort Lauderdale, FL 33316
Fund Accountant
 Providing fund administration services to clients.
 Calculating Net Asset Value for hedge funds.
 Calculating daily market value of portfolio holdings.
 Completing commission reconciliations.
 Providing compliance with AML regulations.
 Calculating the aggregate value of the securities and/or contracts by applying the most reliable and current
information on their worth.
 Participating in month-end close activities, including analysis for journal entry preparation while ensuring
accuracy and timeliness through the use of cutting edge technology.
 Generating reports and financial analysis for day-to-day operations.
 Ensuring all account reconciliations are performed and reviewed within agreed upon timeframes.
May 2010 – July 2014 Nova Southeastern University Fort Lauderdale, FL 33314
Data Systems Specialist
 Assisting with building and maintaining the Banner Transfer Articulation Module.
 Developing, documenting and implementing policies and procedures for the maintenance of daily processes.

2. Kimberley Wright
8030 N. Nob Hill Road  Tamarac, FL 33321  Phone:(954)478-8886  Fax:(954)981-0205 kimwright731@gmail.com
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 Utilizing quality assurance reports to standardize student academic records in Microsoft Access database.
 Working as part of a team to facilitate the transfer credit evaluation process with the staff in the Office of
Transfer Evaluation Services, Enrollment and Student Services, and the campus community.
 Troubleshooting system errors and complications; notifying appropriate personnel.
 Assisting with the implementation of Banner upgrades.
 Prepare reports and projects as requested by senior management, utilizing Microsoft Excel and Access.
 Processing approximately 40 reports per day pertaining to student transfer courses.
 Serving as chairperson and committee member for hiring committees.
April 2009– February 2010 Nova Southeastern University Fort Lauderdale, FL 33314
NSU Temporary Staff
 Performed administrative and clerical tasks for Systems Department independently.
 Administered processes in Banner software program.
 Generated letter and email correspondence to students.
 Inputted college catalogs into Banner software program.
March 2004 – November 2008 Pritts Inc. Ft. Lauderdale, FL 33311
Administrative/Accounting Assistant
 Administrative/Accounting Assistant for a commercial roofing company.
 Assisted with accounts payable and accounts receivable, including journal entries, invoicing, collections, creat ed
purchase orders, bank reconciliations, using QuickBooks Pro.
 Prepared contract documents.
 Prepared proposals for potential projects.
 Assisted with Human Resources, such as, payroll, and maintained employee files.
 Ordered supplies and materials for office and projects.
 Consulted with project managers, customers, vendors and suppliers.
February 2001 - May 2003 Florida Atlantic University Boca Raton, FL
Information Assistant
 Information Center Assistant for Traffic and Parking Department for Florida Atlantic University.
 Provided directions and information to students and visitors.
 Issued and maintained files for traffic and parking permits for resident students, commercial students,
University staff, and visitors.
July 2001 - January 2002 Boston Concessions Miami, FL
Supervisor
 Managed concession stand at Proplayer Stadium.
 Examined routine financial documents, preparing simple summaries and schedules, and organized files.
 Bank reconciliation.
 Journal Entry.
 Monitored sales volume.
 Ordered inventory.
 Supervised cashiers and other employees.
 Assisted with customers.
Education _______________________________________________________________________________
September 2010 – March 2013 Nova Southeastern University Fort Lauderdale, FL 33314
Master of Science Degree in Accounting
August 1999 - August 2003 Florida Atlantic University Boca Raton, FL 33431
Bachelor of Science degree in Management Information Systems

3. Kimberley Wright
8030 N. Nob Hill Road  Tamarac, FL 33321  Phone:(954)478-8886  Fax:(954)981-0205 kimwright731@gmail.com
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Relevant Coursework ______________________________________________________________________
 Advanced Managerial
Accounting
 Taxation ofIndividuals
 Taxation ofCorp &
Partnerships
 Cost Accounting
 Auditing
 Accounting Info &
Control Systems
 Forensic Accounting
 Fund Accounting
 Financial Accounting
Skills Summary ___________________________________________________________________________
 Microsoft Office Suite
 Internet Explorer
 SunGard Banner
 Hobsons Connect
 QuickBooks
 Paxus
 Bloomberg
 Journal Entry
 Bank Reconciliation
 Accounts Payables/Receivables
 Report Preparation
 General Office Skills
 Inventory
 Strong analytical, organizational
and problem solving skills
Trainings & Certificates ____________________________________________________________________
 Life, Health & Annuities 0215 License – June2016
 Project Management Boot Camp - November 2011
 Lean Six Sigma White Belt - February 2012
 Functional Overview Training(Debt Management, Financial Aid, Students Accounts Receivables, etc.) -
March 2012
 Volunteer Income Tax Assistance and Tax Counseling training – January 2012
References _______________________________________________________________________________
Available upon request