treasurer finance director resume example with 4+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary
Highly accomplished [Job Title] with broad legal knowledge who has provided counsel to government and private organizations for [Number] years. Thorough in analyzing statutes, ordinances and data. Experienced executive specializing in corporate development and strategic planning. High-profile executive successful at leveraging career experience to enhance organizational productivity and efficiency by effectively directing and supporting operations, services and solutions.
  • Regulatory compliance
  • Corporate transactions
  • Corporate and business legal issues
  • MS Office proficient
  • Cash flow analysis
  • Fiscal budgeting
  • Tax accounting
  • Federal/State tax preparation
  • US GAAP principles
  • Financial reporting
  • Budget development
  • QuickBooks
  • Operations and finance expert
  • Human resources management
  • Profit and loss statements
  • Strategic objective execution
  • Financial management
  • Crisis management consulting
  • Non-profit management
  • Labor relations and negotiations
Work History
Treasurer/Finance Director, 09/2013 to 08/2014
HeritageHudson, NH,
  • Responsible for the development and execution of a $200,000 annual operating budget, financial reporting, internal auditing, human resources and payroll, taxes, cash management, contracting and procurement, investment, risk management and insurance, strategic planning,.
  • Advise the pastor on all operational and strategic issues and lead in the ongoing strategic planning process, providing recommendations based on financial analysis and projections, cost identification and allocation, revenue/expense analysis, and risk assessments.
  • As a legal advisor, I applied superior expert knowledge to a broad range of issues including conflicts of interest, director and officer liability and fiduciary duties, donor and donation issues, related and unrelated business income, and operations of social service subsidiary agencies.
  • Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
  • Prepared accurate financial statements at end of the quarter.
Unemployed Worker Advocate, 10/2011 to 10/2012
HeritageLittle Rock, AR,
  • Case management and development skills include
  • Developed strategies and arguments in preparation for presentation of cases.
  • Presented key evidence and exhibits during civil trials.
  • Questioned and cross-examined witnesses throughout the course of trials.
  • Drafted legal briefs and opinions for all clients.
  • Analyzed probable outcomes of cases using knowledge of legal precedents.
Law Clerk, 04/2011 to 07/2011
Department Of The InteriorTupelo, MS,
  • Assisted the City Attorney in advising the City Council and senior leadership on municipal law, interpreting city charter, state law and federal statutes by providing written summaries and analysis of those laws under short deadlines.
  • Drafted new city ordinances to regulate issues with a significant public safety risk, based on extensive research, cost-benefit analysis, and the effect on residential and business communities.
  • Researched and analyzed statutes, codes and regulations, primarily through electronic databases, as they relate to local government, state law and relevant judicial decisions; reviewed statutes of other jurisdictions and federal regulations in an effort to provide the best analysis of the particular issue.
  • Submitted assembled information to supervisor for determination of appropriate actions.
  • Prepared briefing memorandums, talking points, and reports on legislation.
  • Assisted City Attorney in promoting and defending public policy positions to city residents, community and business leaders and working with relevant stakeholders to address critical differences.
  • Worked with trial lawyers to review and evaluate factual information to determine if there was sufficient probable cause to issue warrants or criminal indictment, assisted in the development and implementation of criminal litigation, discovery, jury selection, and trial strategy.
  • This included meeting with defense counsel to conduct plea negotiations.
  • Edited pending legislation and court filings for correct citations, legal references, grammar, punctuation, plain language, and sentence structure.
  • Analyzed probable outcomes of cases using knowledge of legal precedents.
Law Clerk, 2007 to 03/2007
Office Of The Attorney General For The District Of ColumbiaCity, STATE,
  • Coordinated with various agencies that comprise the D.C.
  • Misdemeanor and Traffic Community Court including Metropolitan Police Department, D.C.
  • Superior Court, D.C.
  • Public Defenders Office, and other offices in an effort to continue to improve public safety and link defendants with social and community services to afford them the opportunity to positively contribute to the community.
  • Assisted Attorneys in reviewing criminal complaints, police reports, and warrant requests to determine if there was sufficient probable cause to issue formal charges.
  • Assisted attorney in plea negotiations, preparation law enforcement and other witnesses for hearings and responding to defense requests for discovery.
Director, Government and External Affairs, 10/2004 to 2006
The University Of Michigan Central Student GovernmentCity, STATE,
  • Government and External Relations Represented the concerns of over 19,000 students to the governing body, University Administration, and organizations external to the University.
  • Maintained effective working relationship with state legislative and congressional members and their staff in order to advance legislative agenda.
  • Analyzed and evaluated federal and state legislation and its impact on higher education, and worked to developed problem-solving recommendations.
  • Also tracked pending legislation and regulation in the state legislator and the Congress, with special emphasis on higher education.
  • Attended state legislative and congressional hearings to monitor the status of bills and resolutions.
  • Created status updates to the leadership of the student body to advise on the progress as bills moved through the legislative process.
  • Provided written and oral briefings and presentations to legislative and congressional members.
Special Assistant, 04/2004 to 11/2004
Home Federal Savings BankCity, STATE,
  • Worked with the leadership of the Information Technology (IT) Department to manage the upgrade of the entire IT system and infrastructure, with a project budget of about $500,000.
  • Successfully completed upgrade ahead of schedule and under budget saving the bank thousands of dollars.
  • Drafted and implemented new information technology security policies and operating procedures in compliance with federal regulations.
  • Guided the bank through a successful information technology audit and examination by the Office of Thrift Supervision, receiving high praise on how quickly and efficiently upgrades were made and in compliance with federal regulations.
  • Assisted senior management in review of monthly, quarterly, and yearly financial and regulator reports to ensure adequate policies were in place to ensure the safety and soundness of the bank's operating procedures.
  • Assisted the COO in ensuring compliance with the relevant anti-money laundering rules and regulations including review of documentation for new and existing accounts, analyzing data from a variety of sources and escalating issues requiring further review.
  • Assisted in review of procedures and reporting requirements under the Bank Secrecy Act, the USA Patriot Act, and rules enacted by the U.S.
  • Treasury.
  • Assisted the COO in a comprehensive review and analysis of consumer and commercial products to determine their effectiveness and to advice on any modification necessary for improvement.
J.D.: , Expected in 9 2011 to Western Michigan University, Cooley Law School - Auburn Hills, MI
GPA: Dean's List
Bachelor of Arts: Science and the Arts Sociology, Expected in 5 2007 to University of Michigan, College of Literature - Ann Arbor, MI
GPA: Honor Roll Michigan Merit Scholarship Recipient
  • Honor Roll
  • Recipient of Michigan Merit Scholarship
  • Registered for the February 2015 Michigan Bar Exam.
Administrative, agency, Attorney, auditing, Banking, Budget Development and Analysis, budget, C, cash management, oral, Council, client, clients, databases, documentation, drafting, senior management, Financial, financial analysis, financial reporting, Government, human resources, Information Technology, insurance, law enforcement, leadership, law, legal, Legal Research, Lexis, litigation, local government, director, Access, Excel, money, MS Office, Office, Outlook, PowerPoint, Publisher, Word, negotiations, payroll, Police, policies, presenting, presentations, problem-solving, procurement, progress, receiving, reporting, researching, Research, risk management, safety, Strategy, strategic, Strategic Planning, supervisor, Supervision, Tax Planning, taxes, Treasury, upgrades, upgrade, warrants, Westlaw, written

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Resume Overview

School Attended

  • Western Michigan University, Cooley Law School
  • University of Michigan, College of Literature

Job Titles Held:

  • Treasurer/Finance Director
  • Unemployed Worker Advocate
  • Law Clerk
  • Law Clerk
  • Director, Government and External Affairs
  • Special Assistant


  • J.D.
  • Bachelor of Arts

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