Deidre Michelle Owens

**** ***** **** **** *****, Apt. 2D Indianapolis IN 46250

317-***-**** (cell phone number) (Email) accddc@r.postjobfree.com

Executive Profile

Compliance Director Executive with in depth experience in administration of

retirement systems, including Treasury and Accounting functions, Data Security

Development, some knowledge of Human Resource laws and management of

multiple projects.

Skill Highlights

•

Nonprofit business operations • Data security oversight

organization • HIPAA compliance

Client account management

• Project Planning • Employee training and

• State Tax Project Planning development

• Human Resource Training • Financial reporting

Professional Experience

01/2010 - Current Pension Fund of the Christian Church-Disciples of Christ

Indianapolis, IN

Compliance Director (Please do not contact)

• Member of Executive Finance and Operations Team who reported to the Chief

Financial Officer of a non-profit organization with over 2 billion in assets.

• Developed and implemented the organizations first Data Security Policies,

which consisted of the Records Retention and Destruction Policy; Data

Classification Policy and Incident Response Policy and Procedures.

• Spearheaded a team of seven professionals, as well as partnered with Legal, in the

initiation of state withholding for 16 mandatory states.

• Assisted in the strategy and roll out of new Roth IRA product launched by a

team of 8 professionals.

• Assist Internal Auditor, along with review for ERM and risk assessment.

Other Responsibilities

• Oversight of Plan Document compliance for the organization and its members

For both Defined Benefit Plan and a Tax Deferred Contribution Plan.

• Accountable for quarterly testing of over 5000 church plan accounts in

accordance with IRS 403(b) codes.

• Monitored and maintained over 1500 employer accounts, as well as employers with

multiple vendors requiring information sharing agreements.

• Oversaw HIPAA compliance for the Pension Fund's health care system, Health

Care Benefit and Trust.

• Approved voting of proxies for the organization

• Prepared financial and regulatory reports required by laws, regulations or

boards of directors.

• Executed annual review of K-1 Schedules UBIT and reconciliation procedures.

11/2007 - 12/2009 Pension Fund of the Christian Church-Disciples of Christ Indianapolis, IN

Accounting Director

• Assistant to the Controller, along with accountable for the Receipting

Department of three employees, including overall customer satisfaction.

• Responsible for monthly pension and annuity payouts and reconciliation of over

eight million dollars.

• Compiled a portion of the financial reports pertaining to cash receipts,

expenditures and profit and loss for three separate entities housed within the

Pension Fund of the Christian Church, including accounts payables.

• Assisted the Controller with the internal audit.

• Performed annual budgeting reports for the Health Care Benefit Trust system

within the Pension Fund.

• Assisted the Chief Finance Officer with Enterprise Risk Planning for the

Accounting and Receipting Department.

• Maintained confidential information, such as pay rates, bonus targets and pay

grades.

03/2002 - 10/2007 New Day Technology Orlando, FL

Chief Finance Officer

• Managed accounting operations, accounting close, account reporting and

reconciliations for a Technology Solutions Company.

• Processed accounts receivable and accounts payable utilizing QuickBooks Pro

software for the financial system.

• Prepared and distributed Payroll for staff of four employees, along with several

contractors.

• Assisted Chief Information Officer with contract negotiations.

• Setup, trained and supported customers on QuickBooks Pro.

03/2000 - 12/2001 Pioneers Missions Orlando, FL

Treasury/Accounting Manager

• Assistant to the Controller, along with accountable for the Receipting

Department of three employees of a non profit missions organization

• Responsible for proper recording of daily missions donations of over one

million dollars.

• Charged with oversight of 300 daily Electronic Funds Transfer Accounts

payment processing.

03/1997 - 11/1999 Mount Calvary Church Youngstown, OH.

Treasurer/Supervisor

03/1992 - 03/1997 Dollar Bank/National City Bank Youngstown, OH.

Assistant Manager

Education

1988 Indiana University, Indianapolis, IN, US

Finance

Bachelor of Science in Business

Other Training:

• Professional Training: Church Benefits Association Workshops-annually

• Professional Training: IRAs- Census

• Professional Development: Fred Pryor Seminars

• QuickBooks educated

• PowerPoint, Excel, Word, and Outlook knowledgeable

• Evelyn Woods Speed Reading

• Record Retention and Destruction

•Crowe Horwath Webinars

Contact this candidate