Accomplished Senior Executive, Chief Financial Officer who is a dynamic analytical and strategic leader with a proven track record of high performance and 25 years of Credit Union knowledge and financial experience.
Provided leadership in the development for the continuous execution and evaluation of short and long-term strategic financial objectives. Responsible for developing, monitoring and maintaining forecasted projections and budget. Managed SVP Lending, SVP Operations, VP of Finance, VP of Technology, and facilities staff; trained employees; evaluated employee performance; recommend promotions/transfers and salary adjustments. Oversaw reporting to regulatory authorities and to the Board . Worked directly with auditors/examiners on year-end and comprehensive audits. Reviewed analyzed, and implemented risk management initiatives and served on the ALCO Committee as ALCO Chairman. Reviewed operational procedures, policies and implemented changes to obtain optimum efficiency and reduced costs. Oversaw development, planning, pricing and implementation of new products and services.
Financial Accounting, Bookkeeping, Auditing, Managing Fixed Assets, purchasing, Accounts Payable, ACH EFT, Share draft processing, Wires, Internal Audit / Technology Assistant IT Manager running internal system balancing and closing programs.
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