EXPERIENCE
BES-t Investments (dba Papa Murphy’s) February 2013 to Present
Food service industry (take’n bake pizza) with 80 employees serving the Des Moines metro, Ames, and Ft Dodge areas.
Company Office Manager
Oversee payroll, A/P, A/R, prepare budgets, and fundraisers, prepare and filing monthly tax deposits, and prepare and providing data for yearly P&L and tax returns, HR responsibilities, completing monthly bank reconciliations and company insurance administrator
Prepare monthly, quarterly, and yearly financial statements for P&L’s and tax returns
Prepare, review, and maintain yearly budgets for seven locations ranging from $450,000 - $750,000
Prepare and process bi-weekly payroll for 80 employees
Process 20 – 30 bi-weekly invoices (A/P & A/R) for seven locations
Responsible for and reconciling monthly credit card statements
Reconciling bank statements for seven locations
Set up new Excel spreadsheets for various internal processes
Maintain, track, and keep records for various vendors
Responsible for and maintaining health insurance information for employees
Prepare and enter data from weekly sales reports
Quickbooks and Excel proficient
Poweshiek County Mental Health Center May 2010 to January 2013
A non-profit, out-patient mental health facility serving over 2000 clients in Poweshiek and surrounding counties
Chief Financial Officer/Office Director
Oversaw payroll, A/P, A/R, preparing budgets, writing grants, third party billing, fundraiser, preparing monthly financials for Board of Director meetings, filing monthly, quarterly, and yearly tax returns, credentialing of staff, HR responsibilities and supervising the front office staff
Prepared monthly, quarterly, and yearly financial statements for the board for directors and auditors (Quickbooks proficient)
Prepared, reviewed, and maintained a yearly budget of $950,000
Supervised third-party billing for reimbursement of services
Supervised and audited A/P and A/R accounts
Set up new Excel spreadsheets for payroll, taxes, and 401K contributions
Processed and reviewed payroll (Quickbooks), taxes and benefits for 11 employees
Reconciled bank statements
Collected delinquent accounts
Researched and wrote grants
Oversaw for annual fundraiser
Scheduled and met with DHS and Medicare examiners
Supervised four (4) front office staff
Trained on customer service, policy and procedures
Established and maintained good relations between the community and the Center
Maintained building and grounds
Prepared marketing brochures
Home Keepers International: Rochester, MN December 2006 to April 2010
A leader of in-home health care agencies with over 9 locations and 500 employees
Director of Development/Director of Finance
Oversaw payroll, A/P, A/R and all budgets and financials of the four (4) divisions of the company
Promoted the role of Director of Development for franchising the non-skilled portion of the in-home healthcare agency
Lumber Yard Partners, LLC: Rochester, MN August 2003 to December 2006
One of the area’s top producers in home sales, construction, home improvement, and retail hardware stores
Finance Manager
Prepared monthly, quarterly, and yearly financial statements, A/P & A/R
Prepared and maintained contractor accounts, filing mechanic liens, establishing credit limits for contractors, and prepared budgets for the company’s five divisions
First Alliance Credit Union: Rochester, MN September 1996 to August 2003
A $60M credit union serving the county and school district employees
Chief Operating Officer
Ensured daily operations of the credit union, supervision of 24 employees
Prepared and reported the monthly, quarterly, and yearly financial statements to the board of directors, examiners, and auditors
Prepared the yearly budgets for two locations, cost analysis and profitability
Trained employees on customer service and preparing new Excel spreadsheets for various applications
AFFILIATIONS:
United Way of Grinnell – Board of Directors
Minnesota Special Olympics (Area 10) - Finance Chair
Rochester Area Sports Commission – Board of Directors, Secretary
United Way of Olmsted County – Board of Directors
Caring Hands – Board of Directors, VP, Secretary
Iowa Banker’s Association – Board of Directors
Iowa Credit Union League – Board of Directors
Polk County Special Olympics – Board of Directors
Ankeny, Dubuque and Byron Areas Chamber of Commerce – Board of Directors
AHeinz Pet Rescue – Board of Directors
EDUCATION:
Iowa School of Banking
Finance
Certificate of Completion
Iowa State University
BS (Major - Business Administration/Accounting)
(Minor – Construction Engineering)
Ankeny High School, Ankeny, IA
Diploma