KARI D KOOB
SUMMARY OF QUALIFICATIONS
- 13 plus years’ experience specializing in managerial finance
in various industries
- Excellent communications skills with all organizational
levels
- Expertise developing and managing budgets
- Leadership skills in developing and implementing process
improvements
- Serving as a resource for organizational leadership and
Board of Directors
- Recommended decision-making abilities, assisting financial and
strategic planning
- Proficiency building financial forecasting models and
decision matrices
CAREER DEVELOPMENT
Contracts/Consulting 09/2004
to Present
Financial / Budget Analyst, DCI, Inc., St. Cloud, MN
- Built and maintained multi-departmental operating and
capital budgets
- Researched and executed annual ESOP valuations
- Analyzed and recommended banking/loan structure
- Prepared union contract negotiation reports
- Created annual shareholders presentation
- Designed and maintained profit margin reports and overhead cost
reports
- Filed regular bank compliance covenants
Accountant, Business Systems, Merrill Corporation, St.
Cloud, MN
- Reviewed adjusting entries
- Maintained and monitored internal controls
- Certified journal entries through partnerships with Operations
and Finance departments
Director of Accounting, Memory Disorders Clinic, St. Cloud,
MN
- Led the writing, monitoring, and reporting of multiple grant
budgets’ finances
- Prepared variance analysis and cash flow projections
- Presented financial reports at monthly Board meetings
- Recommended and developed accounting policies
Director of Finance, St. Cloud State University Foundation,
St. Cloud, MN
- Managed assets over $40 million in +600 funds, general
ledger, and accounts payable
- Prepared financial reports and improved reporting process
- Drafted and recommended policies and procedures
- Planned and executed accounting software conversion
Director of Accounting, CitEscape, LLC, St. Cloud, MN
- Provided start-up advice, recommending capital management
objectives with owners
- Installed software and built chart of accounts, establishing
accounting procedures
- Implemented state and federal compliance measures
- Recommended record-keeping improvements
Accountant, CentraCare Health System, St. Cloud, MN 07/2000
to 10/2003
- Built internal reporting database for management decision-making
- Analyzed physicians’ production history and shared results with
physicians and management
- Constructed annual budgets for uploading into accounting
software
- Saved $20 thousand in employee benefits by designing expense
matrix for analysis
Brokered Accounts Manager, Reinsurance, ReliaStar,
Minneapolis, MN 04/1998
to 06/2000
- Provided technical support to underwriting staff, interpreting
new and renewed contracts
- Reviewed and approved premium processing and changes to
annualized premiums
- Negotiated settlement with broker-client, collecting $3
million in premiums
Senior Brokered Accountant, Reinsurance, ReliaStar,
Minneapolis, MN 10/1997
to Promotion
- Managed brokered reinsurance accounts, reviewing activity
for accuracy
- Trained a staff of 4 employees
- Researched and allocated millions from suspense to
appropriate brokered accounts
Accountant, Retirement Plans, ReliaStar, Minneapolis, MN 04/1997
to Promotion
- Received investments
- Initiated transfers of investments between funds
- Distributed funds from retirement plans
- Communicated with external customers regarding investment
holdings
Internship, Auditing, Lawrence Cumpston and Associates, St.
Paul, MN 11/1996
to 04/1997
EDUCATION / PROFESSIONAL DEVELOPMENT
Bachelor of Science, Business – Accounting
Kaplan University, Davenport, IA
Summa cum Laude, GPA 3.96
Associate in Applied Science, Accounting
Minneapolis Business College, Roseville, MN
GPA 3.98
USDA Graduate School: Federal
Accounting, 2010
Appropriations Law, 2010
Federal Financial Management, 2009
Federal Budget Process, 2009
VA Financial Services Center (FSC) Accounting Training, 2010
Conference Attendee, LarsonAllen Annual Nonprofit and
Foundations Conference, 2005-2007
SYSTEMS PROFICIENCIES
- Microsoft Excel Certified
- Microsoft Access, Word, Outlook, PowerPoint, Visio
- Lawson ERP System
- Oracle GL
- Symix SyteLine Manufacturing Software
- Sage MIP Fund Accounting Software
- MYOB AccountEdge Small Business Accounting Software
AFFILIATIONS / VOLUNTEERISM
AICPA Member, 2008
to Present
Minnesota Vikings Children’s Fund, 2003
to Present
Superior Hiking Trail Association, 2005
to Present
United Cerebral Palsy of Central Minnesota, 2007
to Present