Kimberly is a director in the firm’s risk advisory practice. Kimberly has more than 10 years of experience. Her focus is internal auditing and management consulting on a wide range of business issues, regulatory compliance matters, organizational governance and internal control structures. She serves private, public and not-for-profit organizations, with a specialty in higher education institutions.
- Performs consulting services for higher education institutions with a specific focus on advancement operations, institutional data reporting, admissions, vendor risk management, investment office operations and procurement practices, as well as overall process and operational efficiencies
- Participates in ongoing operational meetings with clients to discuss compliance, strategy and controls for local, national and international operations
- Assists clients in performing risk assessments, analyzing the results and developing annual and multiyear internal audit plans
- Leads operational initiatives and project management for integrating institutions by assisting with transitioning operations and wind-down activities, as well as facilitating leadership discussions on planning and project management activities
- Performs fraud investigations working directly with internal and external legal counsel on evidence gathering and discovery related to employee or organizational fraud or misconduct, as well as regulatory noncompliance
- Assists institutions with developing strategic financial dashboards to monitor key financial ratios and overall financial operations
- Performs human resources (HR) reviews to assess the design and effectiveness of HR policies and processes to address operational, regulatory, financial and reputational risks
- Led a Health Insurance Portability and Accountability Act (HIPAA) breach response activity for a higher education institution to test responsiveness and awareness of HIPAA policy guidelines
- Assisted with information technology systems due diligence, business continuity planning and system implementation for past clients
- Association of College and University Auditors (ACUA)
- Institute of Internal Auditors (IIA)
- Bowen McCauley Dance, board member
- Volunteer – Network For Teaching Entrepreneurship (NFTE)
- Junior Achievement
- American Heart Association
