Senior Adviser - Assist. Sec. Policy, Management, Budget Resume Example
Results-driven finance executive with 35 years of experience leading nonprofit and high-profile government entities through periods of change and fiscal uncertainty. Emphasis on implementing successful financial objectives. Proven expertise in business process analysis and change management. Dedicated leader adept at collaborating with leadership in aligning finance strategies to carry out the mission and vision of the organization.
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- Implementing new data system to manage $6 billion in grants and cooperative agreements from inception to close-out.
- Initiated a review process for approximately $1.8 billion discretionary grants and cooperative agreements to enhance department priorities.
- Facilitated development of strategic plans for boards of directors and CEO's of financial institutions to optimize mission objectives.
- Performed balance sheet interest rate risk analysis for 15 financial institutions with $1.5 billion in assets to better manage regulatory requirements while enhancing profits and efficiencies.
United Way Of America – Los Lunas , NM
Executing change management for the distribution of $6 billion in financial assistance for the Department of the Interior including grants and cooperative agreements.
- Report directly to the Assistant Secretary of Policy, Manangement and Budget, the Deputy Secretary, and the Secretary of the Interior of the United States of America
- Designed review process for all discretionary financial assistance to better inform leadership and insure alignment with departmental priorities
- Lead team of 55 individuals of upper and mid-level mangers in the area of financial management
- Work with ten bureaus including Fish Wildlife Service, National Park Service, Bureau of Land Management, Indian Affairs, USGS, Bureau of Reclamation, Office of Surface Mining Reclamation, etc. to standardize business processes in the area of financial assistance
- Implementing a new grants management system to manage the grants life-cycle from beginning to close-out, including re-engineering business processes
- Instrumental in initiating new regulation for grants, policy development, and creating a new Office of Grants Management
Kansas Corporate Credit Union – City , STATE
Enhanced member loyalty and increased product usage from former members of Treasure State Corporate Credit Union after very successful merger with Kansas Corporate Credit Union.
- Successfully carried out mission of surviving entity with 50 new member institutions
- Provide asset/liability management and interest rate risk consulting services to 16 member institutions
- Maintained very high marks from member surveys for member satisfaction and loyalty
- Exceeded member usage of products and service goals since merger
- Served on Credit Committee and Asset/Liability Committee
Treasure State Corporate Credit Union – City , STATE
Managed $700 million institution to provide financial products and services to Montana credit unions in a cooperative model. Products and services included payment systems, liquidity, investments, and balance sheet services.
- Strategic planning, developed initiatives and carried out goals and direction set by the board of directors
- Exceeded all budget projections, goals and initiatives set by the board for both 2007 and 2008 prior to the financial crisis
- Successfully navigated Treasure State Corporate Credit Union through the tumultuous financial crisis by effectively communicating the repercussions of the NCUA Corporate Stabilization Plan to Montana's credit union Ceo's, board of directors, and staff
- Initiated nationwide search for a merger partner after determining new regulations made existing business model obsolete
- Completed very successful merger with Kansas Corporate Credit Union in 2011. 100% credit union member support, including new capital infusions
Whitefish Credit Union – City , STATE
Excelled in financial reporting, investments, interest rate risk management, cost control and variance reporting, policy and procedure development and promoting credit union to communities served.
- Assets increased from $56 million to $865 million
- Expanded from 2 offices to 7 offices serving northwest Montana
- Maintained lowest operating cost ratios and consistently ranked in 99th percentile in efficiency ratio among all credit unions
- Successfully managed interest rate risk while exceeding average industry profitability
- Point person working with both state and federal examiners
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Resume Overview
School Attended
- University Of Montana
Job Titles Held:
- Senior Adviser - Assist. Sec. Policy, Management, Budget
- Senior Financial Analyst/Northwest Business Development
- President/CEO
- CFO/Corporate Treasurer
Degrees
- Bachelor of Science : Business Administration with an emphasis in Finance and Management, Minor in Economics
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