Chief Financial Officer/Chief Operations Officer

Heidi Hutchins

**** ******* ****, **. *****, MI *8079

810-***-**** acvpwr@r.postjobfree.com

Senior Business Financial Analyst

Experienced Chief Financial Officer/Chief Operations Officer with proven record of establishing strong relationships with vendors, staff members, and leadership team. Agile leader driving operations within all facets of the organization. Accountable for multi-million dollar budget and allocating resources according to profit and sales goals.

Financial Planning and Analysis

Talent Selection, Development, Mentoring & Retention

Budgeting and Forecasting

IT System Management

Professional Experience

CIA Financial Group, Inc., Shelby Township, MI December 1996 – Present

Independent insurance agency and financial services firm with revenues exceeding $3.5 million and 30 staff members.

Chief Operations Office / Chief Financial Officer January 2011 Present

Controller 2006 – 2011

Office Manager 2001 – 2006

Accounting Manager December 1996 2001

Responsible for the overall accounting and financial operations of the Company.

Managed relationships with lending institutions, carriers and vendors including securing Lines of Credit and financing on commercial building.

Prepared internal financial accounting reports used by the executive team for planning, review, and analyses.

Developed, implemented, and maintained annual budget through the involvement of division leads and sales projections. Managed expenses to budget through monthly financial analysis of results and report to executive management team.

Oversaw a 25-person Operations team of licensed professionals handling individual and business insurance needs and wealth management for a client base of 4,500. Directly involved with staff performance appraisals, mentoring, training, and assignments. Recruited, interviewed, and on boarded all staff for the organization.

Created Charity Committee to improve culture of company by involving staff in charitable activities while building cross department relationships.

Increased contingent revenue by 75% by actively managing carrier contracts in order to receive contingent performance bonuses. Developed a model to evaluate contracts and track progress in achieving goals.

Participated in Executive Management business planning, vision casting, and culture management by providing strategic insight and analysis.

Monitored performance of IT processes and systems, including implementation of new programs and direction of overall automation usage. Reduced annual expenses and increased efficiency by consolidating systems.

Presented to staff during bi-monthly meetings in order to cascade the organization’s objectives, focus on current initiatives and review current financial progress.

Prepared all necessary reports and forms for maintenance and preparation of applicable tax returns and payroll filings.

Halpert & Kahn, Southfield, MI November 1993 – November 1996

Certified Public Accounting Firm.

Accounting Assistant

Worked with approximately 75 clients in industries ranging from retail to manufacturing.

Prepared compilations, payroll tax reports, and bank reconciliations.

Credentials

Walsh College Troy, MI

Bachelor of Science in Accounting, Cum Laude

St. Clair County Community College Port Huron, MI

Associates Degree in Business Accounting, Magna Cum Laude

Financial Industry Regulatory Authority (FINRA) Examinations Completed

Series 7 – General Securities Representative

Series 66 – Uniform Combined State law

Health Insurance Portability and Accountability Act (HIPAA) Certification Obtained

HIPAA Awareness for Insurance Brokers and Agents

HIPAA Security

Certified Management Accountant (CMA) Candidate

Contact this candidate