System Integration General Ledger

Martha D Brendle

*** ********* **** ****** ** ***50 843-***-**** **********@*****.***

Objective

Energetic Professional combining cross-functional competencies in all phases of Accounting and Electronic Funds Transfer seeking a growing role in a thriving business. Proficient in developing financial reports and controls through staff development and technology efficiencies. Expertise conducting financial statement audits, managing accounts payable, fixed assets, general ledger set up and system integration efficiencies. Analytical skills in identifying accounting challenges and determining appropriate and efficient improvements.

Education

MASTER’S Degree 2002 Gardner-Webb University

BACHELOR OF APPLIED SCIENCE in Accounting 1997 Gardner-Webb University

Skills & Abilities

·Budgeting and finance Process/Efficiency implementation

·Audit liaison Risk Management processes and analytics

·Team leadership Collaboration

·BSA Certification CORE conversions

·Coaching Word, Power Point, Excel

·ACH Federal Reserve Payment Processing Project Management

Experience

Controller SAFE FEDERAL CREDIT UNION 03/2022-09/2023

·Prepare Monthly, Quarterly Financials and Regulatory reports within timelines.

·Manage daily general ledger reconciliation and accounting activities.

·Manage month end close process, including review and analysis of financials by fifth business day.

·Prepare variance comments for all general ledger fluctuations monthly.

·Certify all balance sheet reconciliations for accuracy and supporting documentation.

·Verify maintenance of all general ledger accounts including statistical accounts.

·Coach and Develop staff to perform duties.

·Established automated reconciliation process to provide efficient and timely review.

·Automate processes to lead staff from data entry to data analysis.

Accounting Manager COASTAL FEDERAL CREDIT UNION 03/2019-03/2022

·Prepare Monthly, Quarterly Financials and Regulatory reports within timelines.

·Manage daily general ledger reconciliation and accounting activities.

·Manage month end close process, including review and analysis of financials by 4th business day.

·Prepare variance comments for all general ledger fluctuations monthly.

·Certify all balance sheet reconciliations for accuracy and supporting documentation.

·Verify maintenance of all general ledger accounts including statistical accounts

·Coach and Develop staff to perform duties remotely.

·Established automated reconciliation process to provide efficient and timely review remotely.

Accountant First Legacy community Credit union 04/2018-03/2019

·Prepare Monthly, Quarterly Financials and Regulatory reports.

·Manage daily general ledger reconciliation and accounting activities.

·BSA Compliance and Reporting

·Credit Card and Debit Card processing, balancing and system updates.

·Strategic Planning, Forecasting, Budget analysis, Board of Director Reports

Seasonal Senior tax analyst H&R Block 01/2002-Present

·Accurately prepare individual, Partnership, S Corp, C Corp, estate, amended and final tax returns.

·~150 satisfied clients retained for 10+ years.

VP Controller Sharonview Federal credit union 12/2013-10/2017

Controller Sharonview Federal credit union 12/2008-10/2013

Accounting Manager Sharonview Federal credit union 12/1998-12/2008

·Accurate financials by 5th business day of each month

·Resolved reconciliation backlog from 6 months to current within 1-year arrival.

·Coached staff for proper completion of regulatory quarterly reports (5300) with no delays or penalties

·Established workflow for accounting of senior executive retirement plans (SERP), Trust Contributions and self-insured company health insurance with no audit adjustments.

·Partnered with information technology establishing cloud solution for all balance sheet monthly reconciliations reducing 2 FTEs.

·Lead collaborative efforts for CORE conversion in 1999 and 2015 with no losses.

·Lead Card Conversion from PSCU to The Members Group 2015 with no losses, downtime less than 1%

·Established checks and balances to convert member accounts with no monetary losses or loss in service.

·Streamlined ATM/Mobile/Remoted Deposit Capture/Shared Branching reconciliations from 4 days to 1 day.

·Negotiated annual corporate insurance renewals including property, workers compensation, general liability, Cyber Security, Fiduciary and Bond insurance premiums saving $20K to $98K annually from 2010-2017

·Implemented software automation for Expense Reports and Invoices saving Credit Union 2 FTEs

·Collaborated with Business Division Owners to establish Operation Excellence team.

·Wrote Business Cases for each business efficiency, tracked progress and kept all on task.

·Successfully implemented 8 operational efficiencies saving ~100K in expenses

·OFAC Officer and BSA Compliance Backup

·No NCUA exam findings or penalties related to financial reporting in 18 years.

·Credit union grew from $280M to $1.5B during my tenure.

Committees

·Asset Liability Committee Treasurer Episys CORE Optimization

·VP Tactical Committee Product and Pricing

·Deposit Operations SAME DAY ACH

·CUNA CFO Council Operation Excellence

References

·Maureen Conley 704-***-****

·Kevin Hughes 704-***-****

·Rosalyn Hudson 704-***-****

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