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Financial Professional

Lewis Center, Ohio, 43035, United States
November 13, 2011
Contact Info:

William C. Latta, II

**** ****** ******• Lewis Center, Ohio 43035• 614-***-****•


• Successfully wrote recommendations / reports from interviews, and analytical data

• Facilitated groups, developed audit plans / actions plans, met, established and followed timelines

• Proficient in documenting workflows / time studies for performance enhancements

• Skilled in identifying opportunities to reduce cost and implementing actions plans

• Effectively used software applications to generate work notes, memos, spreadsheets, and reports

• Presented presentations using PowerPoint, spreadsheets, flip charts, queries, Word documents, and etc

• Efficiently managed projects, programs, volunteers, and personnel


Bible Way Church, Columbus, Ohio 43204, 453 S. Wheatland Ave. 07/2007 – Present


• Computerized the church accounting system using QuickBooks

• Designed websites for church / community center, each averaged a minimum of 100 hits per months

• Managed the Angel Food Ministries Program / volunteers (selling food to low & middle-income)

• Supervised the Ohio Summer Food Grant Program, recruited children and served 200 meals per week

• Presented financial reports / programs to the Church Administrative and Trustee Board

• Scheduled speakers and planned events (programs) for the church

Asset Professionals, Lewis Center, Ohio 43035, 1883 Aurora Ave. 03/2001– 07/2010

Insurance Agent:

• Sold Life Policy with a monthly premium of $800 per month (annually) premium of $9,600

• Given Presentations - using flip charts, PowerPoint, and Product Literature

• Interviewed clients to determine appropriate products and closing points for sells

• Effectively rolled-over employee retirement plans into annuities

• Specialized in selling Mortgage Protection (Life) Insurance

Ohio Dept. of Transportation (ODOT), Columbus, Ohio 43223, 1800 W. Broad St. 10/1990 – 03/2001

Internal Auditor (Operational Auditor):

• Developed recommendations for the Sign Shop, savings of $75,000 annually

• Developed process improvements for the ODOT boiler operations, savings of $20,000 annually

• Facilitated changes to the Quality of Work Life Survey tabulated the results / tracked action plans for survey

• Oversaw / Reported ODOT’s Annual Internal Accounting Control Program to Ohio Governor’s Office

• Created a departmental application to track and monitor ODOT’s Strategic Plan with the IT department


Bachelor of Science Degree / Business Administration, 06/1998

Majors: Business Finance / Operations Management

The Ohio State University, Columbus, Ohio


Westside Community Center, Columbus, Ohio

Board Member, 03/2009-08/2011

Executive Director, 08/2011-Present

Simba Volunteer (Big Brother) of the Year, 06/1998

Franklin County Children Services, Columbus, Ohio