Customer Service Vice President

Dawn Ballard, CPA

*** *. ***** **. ********, IA *2641 319-***-**** ****.****@*****.***

Dynamic CPA with 16 years’ experience. Strengths are strategic as well as tactical. Excels in design

and implementation of new technology, process improvement, and resource maximization.

Reputation for strong team development, staff mentoring, and hands-on leadership.

ACCOMPLISHMENTS

• Active participant in senior management teams, providing financial leadership and ongoing

contributions to strategic plans and objectives.

• Oversee and direct all functions of Accounting departments (10-36 employees), including

financial reporting, A/R, A/P, inventory, payroll and benefits.

• Develop, implement, and maintain various financial tools.

• Lead, mentor, develop, and train staff in technical skills as well as team building and

motivational techniques.

• Identify and implement improvements in intradepartmental and interdepartmental business

processes.

• Maintain and optimize use of technology tools, including ERP and internally developed

systems, as well as research, purchase, design, implementation, and maintenance of third

party products.

• Manage and maximize relationships with banks, external auditors and regulators, and other

third party providers.

• Create, implement, and manage various policies and related procedures.

• Series 7, 24, 27, 4, 66

PROFESSIONAL EXPERIENCE

IVESCO Holdings, LLC. Iowa Falls, IA

$500M National distributor of animal health products

Vice President – Finance and Accounting

2008 to Present

• Designed and implemented new financial reporting package, including general ledger

conversion.

• Designed and implemented new management reporting tools, including weekly scorecards.

• Consolidated accounts receivable processing, reducing process cost by 20%.

• Implemented online expense reporting and back office imaging system.

HARPER BRUSH WORKS, INC., Fairfield, IA

$50M Manufacturer of hand-held cleaning tools

Vice President – Finance and Accounting

2006 to 2008

• Leveraged use of MFG/PRO, including general ledger conversion (from >2,000 accounts to

<250) and elimination of Excel-based financial statements.

• Empowered management and stakeholders through MFG/PRO training.

• Overhauled standard costing model to reflect proper costs and staffed to maintain

prospectively.

• Designed and implemented customer profitability reporting and product mix management tool.

• Implemented online expense reporting and corporate purchasing cards, saving $100K/year.

• Designed and implemented enhanced user-friendly budget compilation tools.

CAMBRIDGE INVESTMENT RESEARCH, INC., Fairfield, IA

$250M Independent Broker/Dealer and Registered Investment Advisor

Vice President – Finance and Accounting

2000 to 2006

• Implemented customized back office commission system. Ultimately acquired source code and

spearheaded further development into primary customer portal and customer data warehouse.

• Implemented Microsoft Solomon to replace legacy accounting system, including new FRx

reporting package and supplemental reporting by department, customer, and program.

• Designed and implemented customer profitability reporting, using tools above.

• Implemented and maintained Albridge third party performance reporting tool, including all

customer service functions. Served on Albridge advisory board.

• Designed and implemented robust budgeting compilation and variance reporting process.

TELEGROUP, INC. Fairfield, IA

$1B International telecommunication provider

Senior Manager, Financial Reporting

1998 to 2000

• Managed month end corporate accounting and consolidation of 19 entities, 17 in foreign

currencies.

• Active participant in PeopleSoft implementation.

• Implemented new nVision financial reporting package.

• Assumed role of Controller during bankruptcy and subsequent acquisition.

BARATZ & ASSOCIATES, PA, Marlton, NJ

Senior Accountant

1996 to 1998

PRICE WATERHOUSE LLP, Philadelphia, PA

Senior Accountant

1992 to 1996

EDUCATION

King’s College, Wilkes-Barre, PA

Bachelor of Science in International Business

Minors: Accounting, Economics

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