Executive Summary

Finance manager with excellent communication, leadership and computer skills seeking a challenging environment to continue career development. Eight years of financial industry experience with increasing technical and leadership responsibility while recognized by the CEO for consistently going above and beyond. Enjoy improving process and implementing new software to increase the quality and productivity of generated reports.

Employment

Visions Federal Credit Union, Endicott, New York 10/2001 to Present

Financial Analyst / Manager

Finance Department Manager

Manage the daily operation for the Cash Management, Wire Transfer Specialist, Reconciliation Specialist, Share Draft Clerk, Item Processing personnel and Cost Accountant positions

Recruited and developed talented staff with outstanding performance record setting high quality standards

Motivate and educate staff through merit review process and technical growth with extensive

Coordinate and ensure accuracy for the month end close process

Investment Accounting Responsibility

Perform all credit union investment duties while continuously improving process and procedures for a portfolio of over $1.3B dollars

Member of the Executive Management Investment Committee, responsible for preparing periodic investment reports for Board of Directors review

Prepare and monitor cash flows to assist CFO in identifying long-term investment opportunities

Oversee the entire investment system by maintaining Paragon (Investment) system and its interface with the General Ledger system

Analyze semiannual financials for financial institutions where re-investments are held, communicating material changes

Quarterly compile and prepare the investment portion of the NCUA Call Report

Cost Accounting Responsibility

Implemented new Profitability Cost Accounting Software

Prepare Branch Budgets Annually and Variance Reports Monthly

Performs various cost analysis as required by strategic plan and communicates results to executive management

Audit staff using Profitability Cost Accounting software to develop accurate data for cost analysis reports

Prepare the RADON semiannual report used for CEO strategy meeting

A key member of the Profitability Committee, responsible for preparing all reports

Asset Liability Management Responsibility

Forecast financial performance of new product proposals used to develop strategic direction

Prepare quarterly financial forecasts

Liaison with Executive Asset Liability Committee responsible for preparing Asset Liability Management (ALM) packet

Received Advanced training on ALM software (Profitstar)

Visions Federal Credit Union, Endicott, New York 02/2000 to 10/2001

Accounting Specialist II

Prepared monthly and quarterly Balance Sheet/Income & Expense Statements by profit center.

Generated monthly Factor Adjustments, Principle and Interest Payments and Pricing for Investment securities.

Maintain all Credit Union Property Insurance Claims.

Education

Empire State College, Saratoga, New York

2014

MBA, with certification in Project Management and Financial Management

Binghamton University, Binghamton, New York

1999

Bachelors of Science Degree in Management, concentrations in Accounting and Finance

Broome Community College, Binghamton, New York

1994

Associate in Applied Science Degree in Accounting, concentrations in Accounting and Finance

Financial Software Skills

Microsoft Office Products, EXCEL, Word, Power Point, Project Management

Paragon “Investment Software”

CAM “Cost Accounting Software”

Profitability “Cost Accounting Software”

CUNA Model Management

Profitstar, “Asset Liability Management”

RFG, Radon Financial Group

Budget Manager

Awards

2001, 2003, 2004, 2005, 2006 and 2007, 2013 Award for going above and beyond.

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