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Customer Service Accounting

Sharon, Kansas, 67138, United States
March 22, 2011

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P O Box *** Phone 620-***-****

S haron, KS ***** E-Mail

Susan K. Beatty


Qualifications Summary

CONTROLLER with 30 years’ banking experience in financial management, accounting

department operations, staff supervision, budgeting, forecasting, cash management and

regulatory reporting.

Analytical problem solver, skilled in developing financial controls, policies and



Able to communicate effectively with management and staff, internal/external


auditors and other representatives of the financial community.

Able to see the big picture while possessing the detail knowledge of various


departments and functions.

Career History

CONSULTANT (2009 – 2010)

Office Consultant for 3-W Inc. (October 2009 to Current) working on projects as needed.

Reviewed accounting system and evaluated and recommended bar-code system for


Consultant for SolutionsBank (July to December 2009) performing account reconciliations,

training personnel on various accounting functions, call report preparation, bond accounting

SOLUTIONSBANK (1989 – 2009)

Medicine Lodge, Kansas

Started with SolutionsBank (previously First National Bank then First Bank) in Medicine

Lodge, KS in 1989 when it was a locally owned $50 million bank. After changes in ownership,

the head office and bank charter was moved to Overland Park, KS. The accounting

department remained in Medicine Lodge until December 2008 when the Medicine Lodge

branch was sold. I worked from home office for SolutionsBank until June of 2009, assisting

with the transition of the accounting functions to Overland Park. SolutionsBank had over

$500 million in assets when closed in December 2009.

CONTROLLER (2000 – 2009)

Assumed responsibility for all financial and managerial accounting functions, including ledger

entries, reconcilements and month-end close, supervising accounting support staff in

accounts payable, wire transfer and cash management.

1 Attended Director’s Audit Committee meetings, served as member of Technology

Committee, Compliance Committee and Asset/Liability Committee

2 Directed the Bank’s investment activities

3 Prepared monthly financial reports for ALCO, Board of Directors and all regulatory

reporting for Bank, Bank Holding Company and Consolidated reports.

4 Directed preparation and evaluation of annual budgets for multiple branches,

produced monthly budget comparison reports

5 Implemented branch accounting for various systems as bank increased from one to

eleven branches.

6 Solicited and analyzed bids for property, liability and health insurance

7 Key player in the analysis, review and selection of data processors and data

processing conversion due to acquisitions

SVP/CASHIER (1989 - 1999)

Responsibilities included oversight of Operations Departments, directly supervising the Head

Teller, Bookkeeping Manager, Accounts Payable Clerk and Customer Service Supervisor

along with performing accounting functions and regulatory reporting.

CITADEL BANK (1988 – 1989)

Wichita, Kansas


Conducted internal audits and communicated results to management. Completed audit

reports and reviewed reports with Executive Audit Committee and Board of Directors.

Recommended policies and procedures to improve internal controls.


Enid, Oklahoma


Various Operations positions and duties including proof operator, switchboard, data

processing, wire transfer, customer service, account analysis, cash management and



University of Wisconsin (1993 – 1995)

Madison, Wisconsin

BAI - Operations Major, two-weeks per summer, three year program

Various banking courses including Principles of Banking, Money and Banking, Accounting,

Installment Lending, Performance Management

References Available Upon Request

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