KATHERINE BANKS
**** ******** ** ** #* • Washington, D.C. 20009
651-***-**** • *********.*****@*****.***
PROFESSIONAL EXPERIENCE
_ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ American Telemedicine Association Washington, D.C. Director of Finance & Administration November 2013 – Present
Responsible for all accounting/finance aspects for a 5 million dollar organization
Monthly reporting of: Financial Statements, Balance Sheet and Budget vs Actual Spending
Educate, monitor and enforce compliance with agency policies and procedures
Manage Human Resources including: Payroll, Employee Benefits, Employee Hiring and Reviews
Manage IT, lease, and facilities operations
Work closely with CEO and other senior staff on department spending, budget and projections
Design and lead the annual budget process
Manage the annual external financial audit
Monitor all corporate investments for the association
Supervise Office Manager and Accounting Coordinator Family Health International / Academy for Educational Development Washington, D.C. Finance Manager, Social Marketing and Communications Department April 2012 – November 2013
Managed all financial aspects of a multi-million dollar portfolio of domestic projects
Monitored contractual and financial compliance for projects in the department
Assisted with the department’s budgeting and forecasting process
Assisted with department’s staff coverage analysis
Supervised pipelines, modifications and financial report submissions for another staff member’s projects
Actively worked with the Contracts department on communications with the client
Prepared costs proposals for many development opportunities Senior Finance Associate, Center on AIDS & Community Health September 2009 – April 2012
Provided overall financial support to large projects funded by government agencies and private foundations
Audited and provided oversight of financial and administrative procedures for projects in other countries
(South Africa, Zambia, Nigeria, Haiti, Vietnam, Cote d'Ivoire, Kenya, Uganda, ect)
Served as the liaison for project staff between accounting and human resources
Prepared financial projections, budgets, pipelines, modifications and worked with project staff on forecasting
Actively managed international projects with large grantee components (20+ grantees)
Managed the US consultant and travel process for the Center
Traveled to South Africa and Botswana to support projects Neighborhood House Saint Paul, MN
Finance and Operations Project Coordinator July 2006 – September 2009
Worked with Supervisors and external parties to create and finalize contracts and leases for legal review
Assisted with coordination and implementation of an extensive budgeting process
Produced purchase orders, employee distributions, invoices and cash receipts to ensure correct accounting
Closed out a 25 million dollar building project consisting of Federal, County, State and private funds
Coordinated Human Resources operations; including billing, retirement plans and benefits administration
Processed ADP payroll for two years
HomeCare Resource, LLC Bloomington, MN
Office Coordinator September 2005 - June 2006
Maintained medical records for 70+ clients
Responsible for orientation, monitoring and maintaining records for 125+ employees
Processed and entered employee time-sheets into electronic system and verified to client scheduled hours
Handled benefits registration, changes and terminations Hennepin County Office of Multi-Cultural Services Minneapolis, MN AmeriCorps VISTA July 2004 - July 2005
Co-designed a project for the horizontal integration of the office and its connection to county services
Gained a working knowledge of many diverse groups of refugees and immigrants
Utilized Spanish speaking proficiency to assist clients Casa de Esperanza Resource Center (AmeriCorps co-location)
Weekly shift assisting clients at drop in help center Volunteer Connection (AmeriCorps co-location)
Created a tutorial volunteer manual
Wrote grants for an assortment of programs
EDUCATION
_ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ Gustavus Adolphus College Saint Peter, MN 2000 - 2004 BA in International Management
Emphasis in Latin American Culture, Minor in Political Science Center for Global Education Central America August-December 2003
Lived and studied in Guatemala, El Salvador and Nicaragua
Studied Sustainable Development and Social Change TRAINING
_ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ SofTec Solutions Inc. Washington, D.C. December 2012, January 2013
Full day Advanced class and full day Intermediate Excel class Inside NGO Washington, D.C. Fall 2010
Intense 3 day workshop regarding USAID Federal Rules and Regulations
Reviewed criteria for successful audits including maintaining appropriate files and documentation Franklin Covey Training Washington, D.C. Summer 2010
Learned the importance of fostering positive change at all four levels of leadership: personal, interpersonal, managerial, and organizational
Gained skills in resolving work/life imbalances, understanding personal potential, managing time, increasing accountability, and achieving goals
Verbal Judo Institute, Inc Saint Paul, MN Spring 2007
Two day training teaching principles and tactics using presence and words to calm difficult people, redirecting behavior to defuse situations and achieve desired outcomes while remaining professional WISE Saint Paul, MN April 2005
Financial literacy trainers training
SUMMARY OF SKILLS
_ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ _ Microsoft Word, Excel, PowerPoint and Outlook, QuickBooks, USG rules and regulations, Audit, Payroll, Inventory Management, Adobe Acrobat Pro, Archives, Contracts, Board of Directors Reports, RFPs and Procurement, Development Proposals
Washington, D.C. • 651-***-**** • *********.*****@*****.***