Senior Adviser Assist Sec Policy Management Budget resume example with 20+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
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.

  • 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
  • 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
11/2017 to 01/2021
Senior Adviser - Assist. Sec. Policy, Management, Budget United Way Of America Cape Girardeau, MO,

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
01/2012 to 11/2017
Senior Financial Analyst/Northwest Business Development 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
  • 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
05/2007 to 11/2011
President/CEO 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
  • 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
05/1985 to 05/2007
CFO/Corporate Treasurer 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
  • Managed $120M in investments
Expected in 1985
Bachelor of Science: Business Administration with an emphasis in Finance and Management, Minor in Economics
University Of Montana - Missoula, MT

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

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


  • Bachelor of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: