Two Decades of Progressive Experience in Sales, Public Relations, Finance, Private and Government Accounting
GAAP Accounting Practices
Accounting Procedures Implementation and Validation
Accounting Management Assessment
Audit Preparation
Financial Statements
Critical Thinking and Analysis
Business Operations and Forecasting
Effective and Professional Communication
Reliability and Integrity Improvement
Systems Efficiency Evaluation
Strategic Risk Management
Business Controls, Internal Control and Financial Information Systems
Staff Oversight and Leadership, Applying Motivational Techniques
Education
Bachelor of Science: Accounting, Expected in 12/2002 - Metropolitan State University of Denver - Denver, CO GPA:
Professional summary
Reliable Accounting leader possessing in-depth knowledge of GAAP and accounting standards. Offering 20 years of comprehensive experience in Finance, Accounting and Banking. Successful in multi-tasking, offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Meets accounting operational standards by contributing financial information to strategic plans and reviews. Proficient in over 20 different software programs, spanning across accounting, investment, payroll and operating systems. Dedicated innovator, offering excellent communication and good judgment.
Work history
Head of Western Integration-Accounting and Finance, 01/2022 - Current Marriott International – Vienna, VA,
Collaborated with all personnel and various departments to achieve successful integrations of two financial institutions, Western Rockies Federal Credit Union, 175 million in Assets into Canvas Credit Union, 3.5 billion in Assets.
Completed projects to set up and improve accounting systems and processes to meet business needs and maximize operational success.
Working on creating and initiating accounting policies to increase organization productivity and cohesiveness.
Evaluated and improved accuracy and completeness of accounting and financial records that were moved over from Western Rockies Federal Credit Union to Canvas Credit Union.
Director of Finance and Accounting, 12/2013 - 12/2021 Bowery Farming – Arlington, TX,
Worked directly with senior management, an EVP and CEO of a $175M credit union.
Supervised four employees and solely completed all financial and accounting tasks for 8 years.
Served as a key decision maker on security purchases for Western Rockies Federal Credit Union's investment portfolio. Completed monthly ALM, concentration, financial and investment reports.
Increased morale within Western Rockies, applied leadership skills along with implementing Western Rockies first motivation committee.
Elevated performance within finance and accounting areas of Western Rockies Federal Credit Union while managing multiple areas such as Vendor Management.
Improved overall financial reporting by streamlining control processes and reporting structures, increasing completion time for 95% of the departments functions.
Assisted other directors on multiple assignments and executed many projects.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities. Identified improvement changes regarding key processes for internal controls and accounting procedures.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Supervised an Accounting Manager and Card Services Administrator who supervised two accountants, two accounting processors and three phone center representatives for Boulder Valley Credit Union with $300M in Assets. Improved department morale.
Spent first year regaining accuracy, timeliness, and strong support materials to the overall financial position of Boulder Valley Credit Union.
Gathered crucial information for auditors and state examiners as well as ensured Boulder Valley's Credit Union’s accounting and reporting compliance with GAAP guidelines and state regulatory compliance.
Completed monthly balance sheets, income statements and cash flow reports, quarterly and year-end financial reports; including, but not limited to monthly Statement of Financial Condition and Ratio reports, quarterly 5300 NCUA Call Report and Tax reports. Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Developed and prepared models, financial outlooks and financial forecasts, for both short and long term forecasting and strategic planning.
Assisted HR Management with new payroll company implementation as well as trained the Accounting Manager on payroll related postings for monthly financials.
Completed high level general ledger entries as well as built process efficiencies.
Managed daily financial functions in collaboration with accounting and payroll personnel, processing payroll for 80 employees.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Accounting Manager, 03/2008 - 05/2011 Premier Members Federal Credit Union – City, STATE,
Managed four employees, two staff accountants and two accounting clerks for Premier Members Federal Credit Union with over $400M in Assets.
Fulfilled CFO responsibilities during a transition period.
Organized, gathered and completed documents in relation to yearly audits and NCUA examinations.
Reviewed, approved and analyzed reports, reconciliations, audit reports and functions.
Streamlined and maintained Fixed Assets.
Streamlined and maintained Investments through Morgan Keegan.
Supported SRVP of Business Relations in Premier Members Federal Credit Union’s budgeting and forecasting process.
Reviewed forecasting and budgeting module, ensuring it corresponded with Premier Members Federal Credit Union’s financials.
Prepared financials for Board of Director members, encompassing all twelve branches.
Analyzed important documents produced by departments outside of Accounting.
Managed our Asset Liability Management software program to ensure accuracy at all times.
Audited daily reports and schedules completed by staff members.
Managed banking reconciliations and monthly balance sheet statements.
Managed journal entries, collection efforts, reconciliations and payroll processing.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy while investigated daily variances and corrected errors to resolve discrepancies.
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School Attended
Metropolitan State University of Denver
Job Titles Held:
Head of Western Integration-Accounting and Finance
