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Trust Manager Cash

Location:
Denver, CO, 80204
Salary:
60,000
Posted:
October 14, 2021

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Resume:

Michael L. Gonzales

Accounting/Financial & Operations Management

Home: 303-***-**** Mobile: 303-***-****

ado1kk@r.postjobfree.com • Denver, CO 80211

Summary

Commercially astute and seasoned professional acknowledged for sound decision-making, exemplified analytical abilities, and problem-solving skills to identify initiatives and facilitate action-driven plans in support to business growth and objectives. Backed up with 20+ years of success driving finance and business performances into competitive advantages through vision and revenue-generating operational leadership.

Qualifications Summary

Accounting and Financial Operations Excellence. Extensive experience and expertise in financial management, analysis and reporting, account reconciliation, budgeting, audit preparation, banking and management consulting, developing and implementing policies and procedures, and deriving solutions through research, data collection, and comprehensive scrutiny within banking and telecommunications industry. Managing over $18 million of capital assets.

Maximizing Business Efficiency. Key driver in streamlining processes, improving efficiency of operations, enhancing productivity, and implementing technology solutions.

Leadership Competencies. Unparalleled leadership skills to direct, develop, and provide training to team members towards the achievement of operational and financial goals.

Technical Proficiencies. Well-developed ability to utilize numerous software and programs such as QuickBooks, Microsoft Great Plains, Microsoft Solomon IV, Peachtree, Data Pro, Red Wing, JD Edwards, Fiserv, Symitar Systems, Oracle, MAS 90/MAS 200, ADP, Ceridian, Excel, and various banking software including Optical System.

Career Experience

Gonzales Trust, Denver, CO 1/2009 – Present

Trust Manager

Accountable for day-to-day management of the business, delivering strategic direction to finances, health coordination, welfare benefit, and asset control for the client, including the management of transportation planning on a weekly basis. Ensure the effective administration of the trust account.

Chosen as the Estate Planning – Successor Trustee that control the income and principal distributions for client asset control, including investment portfolio.

Multiple Employers, Denver, CO 8/2003 – 7/2008

Consultant

Provided expertise in defining the problem concisely and proposed solutions to the client’s changing business needs, including process optimization, change management, and new technology introduction.

North Metro Community Services: Managed and delivered specialized care for client’s family member in health-related services, including child supervision in reading materials, computer usage, and outdoor physical education activities.

oActed as a speech therapist and implemented time management skills (ADL) for member.

Foss General Drug Store: Performed miscellaneous duties such as store inventory, pre-audit, and budgeting, trained employees in product sales, and assisted in developing a crisis management for the store.

oCreated and implemented an enhanced organizational system for the store policies and procedures.

Holden MMS Marketing Support Services: Efficiently processed and completed all payroll functions for the corporation with 600 employees in 4 months and supervised accounts receivable and accounts payable daily functions.

oDeveloped new accrual system, generated W-2 and 1099 forms, and contributed in the implementation of new payroll software at a corporate-level during the transition.

Non-Profit Organization: Solely accomplished a successful 6-month audit preparation for an annual audit, reconstruction of fiscal year spreadsheets for audit, and creation of budget and forecast to actual for the organization.

CRS, Inc., Chantilly, VA 12/2001 – 8/2003

Financial Officer

Spearheaded the overall operations and accounting functions for all branches, including the filing of all monthly, quarterly and annual taxes.

Leveraged technology proficiency to successfully implement a new and comprehensive accounting system.

Acted as a strategic partner by creating and presenting a crisis management program for the corporation.

Developed a solid cash flow projection and reporting mechanism for the president and officers of the organization, positioning corporation to go public.

Greater Atlantic Bank, South Riding, VA 10/2000 – 12/2001

Branch Manager

Directed all operational aspects for South Riding branch, including the preparation of weekly and monthly financial statements, security access administration and control, and provision of training in product sales. Handled complex customer transactions, problems, or inquiries while building and maintaining customer relationships.

Drove branch growth through strategic business development, increasing deposits to $5.5 million and $3.2 million in loans.

Led the development and coordination of a new retail bank in South Riding, VA.

Additional Experience:

International and Domestic Cash Manager eGlobe Inc., Reston, VA 09/1999 – 10/2000

Consultant Accounting Alternatives, Denver, CO 11/1998 – 09/1999

Director of Finance and Accounting Credit Union of the Rockies, Golden, CO 06/1998 – 11/1998

Branch Manager CU Service Center, Arvada, CO 06/1997 – 06/1998

Assistant Branch Manager Megabank, Englewood, CO 12/1995 – 12/1997

Vice President of Cash Operations The Ken-Caryl Bank, Littleton, CO 06/1993 – 04/1995

Financial Reporting Manager Banc One Colorado Corporation, Denver, CO 05/1990 – 06/1993

Education

Diploma 1982 (GPA: 3.8 ) (Honors)

Denver North High School



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