Jim Ladner, CPA, CUDE

Experience

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  Tejas Controls, I

  Jan 1983 - Feb 1985

  Cost Accountant & Contract Administrator

  • Responsible for the standard cost and general accounting of a $200 million computer hardware and software manufacturing subsidiary of Camco, Inc.• Prepared monthly financial statements, monitored costs related to specific commercial contracts and reported cost over runs to senior management.• Analyzed purchasing activities and inventory fluctuations for material variances.

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  Guaranty Federal Savings & Loan

  Feb 1985 - Feb 1988

  Senior Accountant - Financial Reporting

  • Planned and coordinated the preparation of monthly financial reports associated with a $3.2 billion thrift and its five related subsidiaries. Developed accounting policies and procedures. Managed a staff of five professional accountants.• Responsible for the preparation of the quarterly call report, weekly FR2900, annual budgets, income and expense analysis, and loan tracking reports.• Designed and maintained the accounting system for the Thrift’s investment portfolio which was consisted of U.S. Agencies, Treasuries, Mortgage Backed Securities, Repurchase agreements (and Reverse Repos), interest rate swaps futures, and options. Show less

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  FSLIC as Receiver

  Feb 1988 - Feb 1990

  Assistant Vice President & Controller

  • Supervised the accounting functions of three defunct savings institutions and their related subsidiaries and joint ventures with assets totaling over $750 million.• Managed and supervised a staff of eight professional accountants. Responsible for all interviewing, hiring, corrections and performance reviews.• Responsible for the preparation of monthly financial packages, budgets, cash flow projections and loan participation allocation reports.• Participated in placing seven thrifts into receivership, including supervising and coordinating cash count and general ledger reconciliation teams. Show less

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  Inwood National Bank

  Feb 1990 - Jan 1993

  Assistant Vice President & Controller

  • Managed and monitored the accounting and reporting functions of a $115 million bank and its’ holding company. Duties included maintaining the integrity of the general ledger and financial reports, controlling expenses, negotiating service contracts, monitor insurance policies and providing personal direction.• Presented the Bank’s financial performance reports to the Board of Directors. Served as Vice President and Treasurer for Inwood Bancshares, Inc.. Prepared holding company’s financials and budgets. Projected shareholder dividends and federal tax liabilities.• Served as Investment Officer and Chairman of the Board’s Investment Committee. Duties involved the development and implementation of investments strategies, executing purchase and sale transactions, and portfolio analysis and reporting.• Appointed the Chairman of the bank’s Asset and Liability Committee which is responsible for managing interest rate risk, pricing loan and deposit products, and developing strategies aimed at maximizing the bank’s net interest margin throughout various interest rate environments.• Performed the cash management functions for the bank. This involved projecting minimum daily cash requirements at various correspondent banks and reinvesting excess funds into alternative investments to maximize the bank’s profitability. • Coordinated the bank’s annual audits and internal audit reviews. Reviewed and signed off on the bank’s audited financial statements and consolidated tax returns. Served as liaison between regulatory agencies and the bank’s senior management. • Frequently, called upon to advise the Senior Management Team and Board of Directors on technical accounting and taxation issues. Show less

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  Resource One Credit Union

  Feb 1993 - Mar 2019

  Senior Vice President & Chief Financial Officer

  • Manage the daily financial activities of a $520 million financial institution. Primary duties include the positioning and pricing balance sheet components to produce maximized earnings, maintaining targeted earnings and capital levels, and ensuring controlled and balanced growth.• Present monthly financial results, budgets, major proposals to the Executive Management Team and Board of Directors. Serve on the credit union’s Asset/Liability, Audit, Investment, Risk, Strategic Management and Product Development Committees. Serve as the credit union’s Investment and Disaster Recovery Officer. • Thorough knowledge of institutional wide operations. Currently manage the daily functions of the Accounting/Finance, Consumer & Commercial Lending, Collections, Human Resources, Fraud and Regulatory Compliance Departments. • Develop, implement and execute strategic plan initiatives. Coordinate annual strategic planning and budgeting processes. Prepare annual financial budgets, monthly Board Reports and ALM Committee Reports. Monitor and implement operational adjustments to ensure the credit union achieves its strategic goals. • Coordinate independent annual audits and serve as liaison between federal and state regulatory agencies and the Board of Directors. Show less

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  Irving City Employees Federal Credit Union

  Aug 2019 - now

  • President & CEO

    Sept 2019 - now

  • Chief Financial Officer

    Aug 2019 - Jan 2020