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Financial Officer Analyst

Location:
Milwaukee, WI
Posted:
June 24, 2022

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Resume:

MARK R. NORVILLE

**** * ****** **** **** Apt *

Milwaukee WI 53225

adrh8q@r.postjobfree.com 414-***-****

ENTERPRISE LEVEL FINANCE LEADER

Chief Financial Officer • Chief Executive Officer • Investment Analyst/Manager

Highly experienced Chief Financial Officer with 25 years of increasing responsibility and achievement as a Finance and Operations Leader at the helm of organizations in Education, Financial Services and Health Care. Practiced in the fiduciary management of budgets as large as $20 million impacting the performance of organizations with as many as 200 professionals generating as much as $15 million in annual revenues.

An accomplished Team Leader, Mentor, and Motivator, adept in directing the efforts of professionals in Finance, Accounting and Treasury functions as well as branch and operations management. Committed to driving a culture of continuous improvement in the review and/or establishment of internal controls as well as liquidity and asset liability management that enhances ROI while mitigating financial exposure and risk yield and managing interest rate risks.

Proven expertise in developing accounting policies and procedures, financial reporting, analysis, forecasting, budgeting, cash management, asset liability management. An expert in auditing and establishing controls in diverse fiscal environments with a visionary and creative approach to organizational growth and advancement.

CORE COMPETENCIES

Consulting • Strategic Planning • Budgeting • Cost Accounting • Cost/Benefit Analysis • Expense Control • Financial Analysis

Financial Statements • General Ledger • Internal Controls • Reporting • Presentations • Regulatory Compliance

PROFESSIONAL EXPERIENCE

Financial Strategies and Insights, Milwaukee WI 2017 – Current

A consulting organization established in 2015 and began operations in 2017 providing financial and accounting advice and support to small and medium organizations.

Financial Consultant

Focused on a systems management approach to operations with emphasis on the continuous improvement in the organization’s financial, human resources and IT strategy and policies. Provide the vision and high-level financial strategy while ensuring compliance with GAAP and state education reporting and regulations.

Achievements:

Improved the accounting processes of small businesses. Developed and implemented various accounting policies and guidelines.

Improved the supply chains of related entities.

Implemented process and systems improvement.

oIntegration of the balanced scorecard in the management process.

oImprovement in cash flow from operations

oReduce closing time to days.

HR Educational Complex, Milwaukee WI 2012 – 2016

A $25M minority operated nonprofit organization established in 1987 with a staff of 105 professionals within six companies.

Executive Director of Finance

Emphasize the development of a systems management approach to operations with focus on the continuous improvement in the organization’s financial, human resources and IT strategy and policies. Provide the vision and high-level financial strategy while ensuring compliance with GAAP and state education reporting and regulations.

Achievements:

Improved the budgetary process and implemented strategic planning and management processes. Developed and implemented various accounting policies and guidelines.

Planned process and systems improvement.

oIntegration of the balanced scorecard in the management process within a nonprofit organization.

oImplement enterprise risk management systems that mitigate against probable future losses

oReduce closing time by 15 days. Improved effectiveness of the finance department.

Legacy Bank, Milwaukee WI 2007 – 2010

A $225M minority owned community bank established in 1999 with a staff of 41 professionals.

Chief Financial Officer

Guided the efforts of 3 direct reports while driving continuous improvement in the bank’s financial and IT strategy and policies. Drive the delivery of all financial functions including financial accounting and control, finance services, budgeting, corporate investments, credit, and corporate treasury. Provide the vision and high-level financial strategy while ensuring compliance with GAAP and all banking regulatory agencies. Provide sound Asset Liability Management to improve the margins at the bank.

MARK R. NORVILLE PAGE TWO

Achievements:

Improved the decision making of the directorate and senior management. Designed and developed various accounting and statistical reports.

Delivered meaningful process and systems improvement.

oLed the integration of the balanced scorecard in the management process.

oDirected the implementation of asset liability and enterprise risk management systems that increased the bank’s net interest margin and surpassed that of the bank’s peer group.

oDramatically improved efficiency ratios. Utilized a balanced scorecard to align the company’s strategic goals and objectives.

oReduced closing time by 6 days. Improved effectiveness of the finance department.

Milwaukee Health Services, Milwaukee WI 2004 – 2007

A Federally Qualified Community Health Center with program income of more than $15M and a staff of more than 200 professionals providing access to quality health care to the insured, uninsured, and under insured population.

Chief Financial Officer

Rapidly promoted from Senior Financial Analyst to Chief Financial Officer. Orchestrated the execution of billing, patient intake, finance and Information Technology while closely managing the efforts of 4 mangers with down-line authority for 20 professionals. Stewarded capital and operating budgets as large as $18 million. Provided strategic planning and drove the implementation of a balanced scorecard across the organization.

Milwaukee Health Services (continued)

Achievements:

Set the foundation for cost effective financial management.

oDeveloped and administered 7 policies and procedures for various sections including medical supplies and equipment procurement.

Dramatically improved the professionalism and performance of the accounting team.

oDeveloped and established an optimized departmental performance management and reward system while serving as a mentor to 6 accounting professionals driving their professional development.

Significantly improved financial reporting.

oDesigned and implemented large scale accounting systems and internal operating procedures while ensuring compliance with GAAP and all regulatory agencies.

Set new benchmarks for financial performance.

oMarkedly Improved cash flow. Elevated cash reserves from $250K to $3M in only 2 years.

oCut closing time from 25 days to 10 days.

oReduced denied claims from 30% to just under 10%. Redesigned the billing department structure.

oIncreased net assets 200% in only 2 years.

The Mark Travel Corporation, Bayside, WI 1999 – 2004

A $1B global organization and a recognized leader in the business of making vacation dreams come true.

Senior Accountant

Played a pivotal role in improving the company’s profitability. Provided timely and accurate analysis of monthly accounting reports submitted to the leaders of more than 4 strategic business units.

CAREER NOTES

Early career success in a series of increasingly responsible accounting and finance positions including Accountant, Operations Supervisor, and Growth and Development Officer for organizations including County Council Employees Credit Union, Diego Martin Credit Union, and The Cooperative Credit Union League of Trinidad and Tobago. During the period 2010 through 2012 operated in the capacity of business coach and consultant to minority small business owners and non-profits while pursuing a PhD in business management at Capella University. Current GPA for course work 4.0. Made school’s President List for attaining a 4.0 GPA after 5 quarters. Switch from Capella University to Walden University to complete PhD in Management.

EDUCATION, CERTIFICATIONS & PROFESSIONAL AFFILIATIONS

Master of Business Administration, Cardinal Stritch University, Milwaukee, WI

Barret Graduate School of Banking, Memphis, Tennessee. Graduated Cum Laude

Bachelor of Science, Industrial Management, University of West Indies, St. Augustine, Trinidad, West Indies

Currently pursuing PhD in Management with Accounting specialization Walden University

Passed Level II of the Chartered Financial Analyst Exam

Certified Financial Manager

Certified Management Accountant

Institute of Management Accountants

TECHNICAL SKILLS

Small Business Manager/Great Plains Software, SAP, QuickBooks



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