Michael Dunlop, CFP®

Experience

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  Iowa Air National Guard

  Dec 1990 - Apr 2014

  Inflight Aerial Refueling (Boom Operator)

  • Perform safe aerial refueling with multi-million dollar aircraft• Safely loaded and unloaded hazardous materials• Maintained clear and concise communication with crew during flight• Gained rank and served in multiple positions requiring a high level of competence• Monitored multiple data points and recorded data in flight• Partnered with multiple teams, each with specific roles, to perform complex procedures• Served on multiple tours in combat and non-combat locations Show less

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  Gateway

  Aug 1993 - May 2003

  Work with a development team and vendors to develop hardware for desktop computers.

  • Engineering Technician

    Aug 1993 - May 2003

  • Sr. Engineering Technician

    Aug 1993 - Mar 2003
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  UnityPoint Health

  Nov 2013 - Feb 2014

  Accounts Payable Clerk - Allen Hospital

  • Processed payments of approximately $2 million per month in A/P• Moved accounts payable from 6 weeks behind to 2 weeks ahead• Assisted in journaling and reconciliation of payroll on a bi-weekly basis• Effectively recorded detailed records of vendor invoices, 1099 information, and client data• Strategically filed and kept A/P records for audit

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  Northern Iowan Newspaper

  Jan 2014 - May 2015

  Sports photographer
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  Terex Corporation

  Jun 2015 - Feb 2016

  Staff Accountant

  • Assisted in the development of processes and procedures for a global shared services accounting model.• Responsible for month end close procedures for multiple manufacturing sites.• Prepare and edit journal entries• Create month end financial reports

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  Dunlop Financial

  Sept 2015 - Apr 2023

  Financial Advisor

  Fee only financial advisor• Assist clients with financial plans including budgeting, investing, behavior, insurance needs, education savings, retirement and estate plans.• Prepare and file quarterly state sales and withholding taxes.• Maintain up to date knowledge of laws relating to Social Security, Medicare, College Aid, Insurance, Taxes and Estates• Create and maintain financial reports relating to all aspects of business• Manage portfolio of over $7 million for clients and communicate with clients regarding investment risks and performance, accumulation needs, distribution needs, required minimum distributions Show less

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  University of Northern Iowa

  Feb 2016 - Jun 2019

  General Ledger Accountant

  • Review, edit and post journal entries and encumbrances, investigating entries for appropriateness. Make correcting and reversal entries as necessary.• Prepares and assists in preparation of accurate and timely financial reports for Comprehensive Annual Financial Report• Maintain general ledger table of account codes.• Schedule and execute computer procedures to import the output of subledger systems including Accounts Receivable, Physical Plant, Postage and others into the Oracle General Ledger Accounting System.• Draw funds from various agencies to meet expenditure needs of various grants and contracts.• Calculate facility and administrative cost recovery for all grants and contracts• Train staff on reading and understanding their financial statements in a one on one and group setting• Responsible for the preparation and timely filing of the Unrelated Business Income Tax form Show less

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  Viking Pump, Inc.

  Jul 2019 - Apr 2023

  Senior Credit Analyst
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  Benchmark Financial LLC

  May 2021 - Apr 2023

  Vice President of Personal Financial Planning
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  Ignite Financial

  Jan 2023 - now

  Financial Planner, Partner