Results-driven finance executive seeking a position to deliver good governance to the citizens of Montana. Dedicated leader with experience leading high-profile government entities and financial institutions with executing financial strategies to advance the vision of the organization. More than twenty years of experience working with, and serving on, boards of directors including 5 years as a CEO. Proven track record focusing a diverse workforce into a common goal of advancing mission objectives. Excels at business process analysis and team building with the goal of increasing efficiencies, performance metrics, and fiscal transparency and accountability.
Led Department of the Interior initiative to re-engineer distribution of $4 billion annual awards in financial assistance, including grants and cooperative agreements, to allow for leadership direction, transparency, and accountability.
Enhanced member loyalty and increased product usage from 50 former credit unions of Treasure State Corporate Credit Union with surviving entity, Kansas Corporate Credit Union. Assets between $700M and $1B and operating expenses approximately $5.5M. No supervisory role, but collaborated with over 100 individuals including CEOs, CFOs, and boards of directors in providing financial services.
Managed $700 million institution with $3.5M operating budget to provide financial products and services to Montana credit unions in cooperative model. Supervised 6 employees and collaborated with over 150 credit union professionals. Products and services included payment systems, liquidity, investments, and balance sheet services.
Excelled in financial reporting, investments, interest rate risk management, cost control and variance reporting, policy and procedure development, and integral to promoting credit union to communities served. Supervised 7 employees with $4 million in operating expenses.
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