Controller

Loreen A. Klish, MBA

Phoenix, Arizona ● Cell phone: 315-***-**** ● E-mail: ***********@*****.***

LinkedIn: www.linkedin.com/in/LoreenKlish

PROFESSIONAL SUMMARY

Dynamic, results-focused and transformational leader with 25 years of experience planning, leading, budgeting, and improving operations to develop opportunities that further organizational goals. Excellent reputation for resilience in resolving issues driving overall operational improvements, deadline driven, reducing costs 30%, increasing revenues 20%. Demonstrated skills in building partnerships and developing new revenue streams, skillfully managing KPIs and internal controls to monitor operational trends and devise forward-thinking solutions. Selected to step into the role of Interim Chief Financial Officer for the highest revenue generating auxiliary division of Syracuse University, utilizing strong c-level experience with executive leadership, advocating solid business objectives. SKILLS

Accounting experience over 35 years in higher education, for profit and non-for-profit institutions

Financial Planning and Analysis (short and long-term forecasting)

Business Planning & Development Strategic Planning Leading Business Transformation Human Resources / Payroll / Supervisor of exempt, non- exempt staff, and students for over 25 years

Financial Statement Preparation/Form 990/ Form 990T/ Grant Reporting/ Endowment Funds

Workflow Management Project Management / Mapping / Design / Testing Process Improvement Accounts Payable, Accounts Receivable Budget Development / Management Experience working with large data sets / Data Mining / Data Warehouse Retrieval

Outlook, Excel, Word, PowerPoint, Access, Visio, Office 365, Sage, Intacct, Quick Books, Anthology, Nexus, ADP Payroll, Adobe, FAST, UC4, BSR Advance, Smart View, Dropbox, QRM

PeopleSoft, Oracle database, Brio/Hyperion queries, Hyperion scheduling and ad-hoc report writing, OnBase Imaging, general ledger, budget systems, ERP systems, Workday, Teamworks (ARMS), Adaptive Planning, Concur. PROFESSIONAL EXPERIENCE

Associate Athletic Director, Financial Services, 07/2023 to present Arizona State University – Tempe, AZ

Assist the Athletic Director with key financial decisions and serve as a member of the executive leadership team. Liaison with the University CFO Office, Office of Budget and Planning, General Council, Accounting, Treasury Office, and Sun Devil Club Foundation.

Oversee preparation of annual departmental budget and financial reports including projected income of athletic events, estimated revenue total, and various expenditure requests from department’s cost centers. Monitor the overall budget to ensure budget goals are met. Oversee the daily budget decisions for coaches and staff, departmental receipts, deposits, and authorizations for expenditures, including cash vouchers, travel authorizations and advances, payroll, purchase requisitions, human resources, and taxable benefits. Oversight of internal procedures to include financial records, audits and reconciliations, sales reports, game settlements, and processes forms necessary for payment of employees, game officials, and other professional fees.

Provides and maintains specialized recurring account reports, financial statements, summaries and statistical reports to department cost centers, Athletic Director, university administration, and various auditing agencies. Investigate any financial irregularities and makes necessary revisions, ensuring proper application of NCAA, University Policy and state laws as related to financial affairs. Prepare and File EADA and NCAA annual reports. Signatory Officer for the Sun Devil Club and Sun Devil Athletic Department’s expenditures, ensuring all financial operations are in compliance with department, University, Big 12 Conference, and NCAA rules and regulations. Assists in contractual agreements for the department concerning coaches and external vendors. Consistently promotes a strong finance team that fosters financial expertise to be a resource and advisor for the departments supported and advocate for overall Athletics Department. Responsible for department hiring, performance evaluations, professional development, and day-to-day operations of Financial Services. Executive Director of Budgeting and Accounting, 02/2023 to 07/2023 Central Arizona College – Coolidge, AZ

Direct, administer and advise on the College's annual multi-million-dollar State Operating Budget activities including planning, organizing, implementing and compliance with federal and state regulations and standards. Prepare all College detailed budgets

(including general fund, auxiliary enterprise funds, restricted funds, capital and leasing capital funds). Oversee accounting activities staying current on GASB accounting standards, payroll, accounts payable, fixed assets, document retention and mailroom/printshop areas.

Prepare long range planning activities relating to county growth, economic growth and analyzing the needs for future College development across the county.

Prepare and provide financial information and reports for the Governing Board, internal and external users, accreditation, auditors, NCAA, and IPEDs. Prepare annual financial statements for the Foundation and for the College, including supporting financial documentation. Develop, recommend and implement internal accounting procedures and controls to follow in the preparation of financial statements and procedures in order to ensure compliance with governmental accounting practices, professional standards, external restrictions and District policies. Director of Finance and CFO, 05/2022 to 12/2022

United States University – Phoenix, AZ

Responsible for applying the highest professional standards in accounting, financial planning, and budgeting processes to create timely and accurate reporting of current financial results, budgets, and forecasts for both Corporate and the University. Employed accurate judgment in recommending strategic initiatives and directions and oversaw the University’s Business and Finance Operations, working directly with the corporate finance team. Provided financial reporting, including the monthly, quarterly, and annual close. Performed financial analytics, monitored compliance with GAAP and other applicable financial standards. Prepared quarterly and annual financial reporting packages for parent entity. Partnered with the corporate accounting team to manage the annual financial audit of corporate and the University. Partnered with the corporate finance team to develop corporate and University budgets with input from key stakeholders, performed budgetary reviews, and implemented necessary controls. Supported monthly P&L review process by reviewing actual results versus plan, preparing monthly variance reports, and analyzing key performance drivers. Lead the preparation, coordination and distribution of strategic long-term forecasts at both the corporate and University level. Maintained and reported critical business KPIs to the management teams. Ensured that all expense budgets and income projections are current and accurate. Implemented University policies and procedures in alignment with those of the parent entity’s accounting department. Provided University President and parent entity’s CEO with timely financial information to guide strategic financial and operational initiatives. Provided effective communication to the Board of Trustees, audit committee, and finance committee.

Senior Financial Analyst, 03/2021 to 11/2021

One American Bank – Scottsdale, AZ

Analyzed past financial performance and industry trends to predict future performance and to advise Executive Leadership on its financial strategy for decision making. Analyzed business and financial data, creating financial models based on analyses to support the organization leadership direction, including evaluating balance sheet, capital expenditures and depreciation. Developed automated reporting and forecasting tools for more efficient use of data using Quantitative Risk Management.

Director, 03/2020 to 05/2021

Syracuse University, Drumlins – Syracuse, NY

Through solid management and financial analysis, developed and administered business procedures, streamlined processes, facilities management, capital planning, cash management, preventative maintenance, custodial oversight, risk management, internal controls, audits, income statement, balance sheet, cash flow, tenant relations, and staffing of 94. Identified new revenue sources and streamlined operations. Created annual budget and developed comprehensive long- range forecasting estimates to accomplish company objectives, while staying within budget. Worked closely with organizational leadership, including board of directors, to strategically affect direction of operations, focusing teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning. Established performance goals for each department and provided feedback on methods for reaching those milestones. Business and Finance Director, 03/2016 to 03/2020

Syracuse University, Athletics Department – Syracuse, NY Managed all business and financial operations for the NCAA D1 Athletics department, including budgets, building financial models, analyzing and interpreting financial data through advanced Hyperion queries, human resources, payroll, state and federal grants and contracts, accounts payable and receivable, following GAAP and University guidelines. Developed and implemented operating procedures and OnBase Imaging to support efficient and strategic decision making. Prepared reconciliations to the general ledger, monthly, quarterly, and annual budgets that included $56 million operating, $20 million revenue and $60 million endowed funds. Used well-developed analytical, cognitive and technical skills in negotiation and persuasion of budgetary issues making recommendations for changes in funding processes and policies based on data and judgement. Authorized all transactions including revenues and expenditures, journals, capital projects, cash, payables and receivables.

Provided oversight of the Department of Athletics property, fleet, major equipment inventory, computing and information systems. Developed and maintained positive relationships with employees, internal and external auditors, liaison with university departments, and executive leadership. Trained staff and reviewed department activity to ensure compliance with all applicable policies and procedures. Built collaborative relationships both internally and externally. Participated and collaborated on department and university-wide initiatives through work groups and committees. Interim Chief Financial Officer, 03/2016 to 02/2017 Syracuse University, Athletics Department – Syracuse, NY Oversaw deployment of strategic business plans to accomplish accounting, compliance, revenue targets and transactional reporting, directing all financial activities, including budget development, creation of budgetary controls, recordkeeping systems and investment management. Offered advice to other executive leaders on strategies to improve financial growth, and participated with Athletics Senior Leadership Team on developing the unit’s strategic and master facilities plan. Conducted financial analysis of company financial information, short and long-range financial forecasting and oversaw preparation of related reports, deploying forward-thinking initiatives to drive vision and outperform revenue targets. Director, 03/2004 to 03/2016

Syracuse University, Enrollment Management Department – Syracuse, NY Directed all aspects of Admissions Operations, including application workflow, communications, recruitment inquiries, student records, fee income, chargebacks and customer service with full responsibility for employment, performance reviews and termination decisions for a supervisory staff of 4, 20 full-time staff, 38 temporary employees and 12 student workers, fully executing assignments.

Championed the development of internal processes and procedures leading to continuous improvement of operations by transitioning to an electronic application process. Utilizing OnBase imaging and workflow, reduced labor and fringe benefit costs 50% and lowered operational costs by 25%, saving over $250,000 annually. Successes include measurable increases in productivity, cost savings, material turnaround time and increased customer confidence with reduced wait time as a result of OnBase implementation. Teamed the design, testing and implementation of admission and student account system upgrades. Utilized advanced data warehouse retrieval queries to extract data for analysis and data quality initiatives.

Utilized trends in college education marketplaces to create solutions and refine business strategies. Assessed final products to check quality and data accuracy, staff training initiatives, implementation and maintenance of workforce plan, OnBase support systems and consistency with a creative vision. Negotiated contracts and leases for division. Director Financial Graduate Awards, 02/2001 to 03/2004 Syracuse University, Enrollment Management Department – Syracuse, NY Responsible for financial and business management of all facets of Graduate Awards including over 400 scholarships, fellowships, prizes, state and federal grants, $40 million tuition budget, including budgetary forecasts. Budget Analyst, 06/1995 – 02/2001

Syracuse University, Office of Budget and Planning – Syracuse, NY Responsible for non-academic department budget development, overseeing maintenance of the budget development system and performing ongoing financial analyses. Knowledge of the relationship between the University's accounting system, central and departmental systems, and the University's audited financial report. Collaborated and lead budgetary and financial related analysis for auxiliaries, administrative departments, utilities, plant, student services, operations, employee benefits, base salary planning, and variances on a monthly, quarterly, and annual basis against university base budgets, including short and long-term projections. EDUCATION

Syracuse University, Syracuse, New York

Master of Business Administration, 05/2007

Bachelor of Science Degree in Accounting, Cum Laude, 05/1997

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