Senior Adviser Assist. Sec. Policy, Management, Budget Resume Example Company Name

SENIOR ADVISER - ASSIST. SEC. POLICY, MANAGEMENT, BUDGET

Professional Summary

Dedicated leader emphasizing risk analysis, complex problem solving, business development, analyzing and executing financial strategies to advance the vision of the organization. More than twenty years working with, and serving on, boards of directors including 5 years as a CEO. Proven track record focusing diverse workforce into a common goal of advancing mission objectives. Excels at collaborating with leadership, business process analysis, change management and team building.

Skills

Strategic planning
Complex problem solving
Budgeting and financial management
Team leadership
Executing financial strategies

Investment management
Financial reporting and analysis
Relationship building and management
Business process re-engineering
Risk management processes and analysis

Accomplishments

Implemented GrantSolutions (HHS platform) at Department of the Interior to manage financial assistance and create a database for actions. Completed project in less than two years which is 1.5 years faster than a typical implementation of similar size
Refocused grant and cooperative agreement performance metrics and program of work descriptions to highlight positive work of the bureaus for the American taxpayer
Set up processes with the communications teams for each bureau to create positive PR press releases for financial assistance actions
20+ years experience serving on, and working for, boards of directors driving the mission and vision of the organizations

Work History

Senior Adviser - Assist. Sec. Policy, Management, Budget, 11/2017 to 01/2021
Company Name – City, State

Led Department of the Interior initiative to re-engineer distribution of $4B in annual in financial assistance, including grants and cooperative agreements, to allow for leadership direction, transparency, and accountability.

Report directly to the Assistant Secretary of Policy, Management and Budget, Deputy Secretary, and 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
Led team of 75 individuals of upper and mid-level mangers and over 3500 end users in the area of financial assistance
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, to standardize business processes in the area of financial assistance
Implemented new grants management system to manage the grants life-cycle from beginning to close-out, including re-engineering business processes
Instrumental in developing and passing new regulation for grants, policy development, and creating new Office of Grants Management

Senior Financial Analyst/Northwest Business Development, 01/2012 to 11/2017
Company Name – 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
Worked with Montana CU CEO's, ALCO's, and boards with strategic planning and financial strategies
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

President/CEO, 01/2007 to 01/2011
Company Name – 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
Managed $300 to $400M in investments
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 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. Very strong credit union member support, including new capital infusions

CFO/Corporate Treasurer, 01/1985 to 01/2007
Company Name – 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
Managed $120M in investments

Education

Bachelor of Science: Business Administration with an emphasis in Finance and Management, Minor in Economics, 1985
University Of Montana - City, State

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 , 1985

Senior Adviser - Assist. Sec. Policy, Management, Budget Resume Example

Resume Score: 80%

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