Collaborative and results-focused Senior-Level Finance Professional eager to contribute exceptional staff and operations leadership talents toward supporting a dynamic company in optimizing bottom-line performance.  

 

 

         Adept at accounts payable and receivable, financial statement preparation/analysis, internal/cost controls, payroll, budgeting, and strategic planning.  

         Reputation for decisiveness, insight, and forecasting expertise gained from impressive academic credentials and entrepreneurial background.

         Extensive experience in staff training and management, program administration, risk management, contract administration, and coordinating process improvements.

         Excel in team-building, project coordination, and standardizing and accelerating business processes and procedures. 

         Experienced in turnarounds, acquisitions, and driving financial operations for both non-profit and corporate environments.

         Considerable ability to establish cooperative working relationships with all levels of an organization.

         Extremely versatile and able to quickly adapt to new roles, environments, tasks, and responsibilities. 

 

 

Lincoln County Credit Union, Libby, Montana, 2005 to Present

Member Service Representative (Loan Officer)

• Consistently surpass peer performance for both quantity and volume of consumer and mortgage loans.

         Critically examine credit applications, credit bureau information, collateral valuation, financial statements, and other supporting documentation for processing, underwriting, and approval. 

         Persuasively present loan programs and earn confidence of borrowers through exemplary customer service and adeptness in establishing rapport.

 

Kootenai River Outfitters, Troy, Montana, 2003 to Present

Co-Owner & Chief Financial Officer

         Spearhead daily financial administration inclusive of budget planning, development and management, regulatory compliance, forecasting, and cost control.

         Recruit, delegate, coordinate and supervise independent contractors.

 

Lincoln County Community Health Center, Libby, Montana, 2004 to 2005

Chief Financial Officer

         Steered full-scope financial operations encompassing payroll, accounts payable, financial reporting, board reporting and third-party and private pay billing and collections.

         Directed, mentored, and managed front office personnel, consistently emphasizing productivity, compliance, and customer service excellence.

 

Cendant, Parsippany, New Jersey, 2003 to 2004

Manager, Accounts Receivable and Billing

         Cost-effectively drove billing, invoicing and collections operations for division, successfully meeting all targets.

 

Continued

 

 

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Professional Experience continued

 

         Applied sharp negotiating and planning expertise to orchestrate seamless integration of acquired companies into organization.

         Served on Six Sigma task force to analyze, streamline and expedite billing and collections processes.

         Exhibited outstanding leadership attributes and flexibility in directing team of 11 geographically-dispersed team members.

 

Gibbs College (Career Education Corp), Montclair, New Jersey, 2003

Director of Student Financial Services (Financial Aid)

         Navigated student financial services for private college, rapidly achieving major department turnaround resulting in cost savings, process improvements, and heightened staff morale and retention.

         Cooperated with state and federal government offices on audit, review and compliance issues.

 

Datatec Systems, Fairfield, New Jersey, 2000 to 2002

Associate Director of Financial Operations

         Partnered with human resources, management and union officials, to effectively align efforts regarding union contract terms and conditions.

         Advised senior management in determining best practices and future development of company s finance area.

         Overhauled work order and billing systems to enhance accuracy of invoicing, collections and revenue recognition.

         Strategically automated revenue recognition process and re-engineered commission activation process.

         Oversaw all staff training in billing and collections including production of training materials.

 

Innovex, Parsippany, New Jersey,1997 to 2000

Manager of Project Accounting

         Functioned as primary contact for pharmaceutical clients on billing and customer service.

         Prepared training materials and assembled staff development programs for finance department.

         Employed strong communication and interpersonal skills to motivate customer service and accounting personnel.

         Played an integral role in introducing PeopleSoft Financials software to accelerate accounting tasks, proactively developing custom queries to meet and exceed customer needs.

         Scrutinized proposals and contracts, and diligently performed revenue accounting, analysis and billing for sales services division.

 

Automatic Data Processing, Parsippany, New Jersey, 1989 to 1997

Accounting Supervisor, Eastern Division

         Steadily advanced through a series of promotions within Finance and Accounting based on precise attention to detail and deadlines, outstanding performance, loyalty, and leadership capabilities.

         Facilitated month-end cycle to ensure timeliness and accuracy of reporting for division. 

         Reliably examined and consolidated actual, forecast and budget results for division prior to submission to corporate office.

 

 

Post-Master s Coursework in Organizational Development C Walden University

Master s in Education C Seton Hall University

Bachelor s in Accounting C Seton Hall University

CPA (in progress)

Limited Lines Insurance License, state of Montana