Mandy Potts, MBA

Experience

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  Watermark

  Jul 2002 - Jan 2004

  Senior Loan Closer

  Private mortgage broker and previously the largest FHA lender in the state of Colorado.* Supervised and trained team members according to lending regulations and compliance. * Solely responsible for document preparation, researching loan applications, submitting files to underwriter for approval, and closing loans. * Submitted loans for investor purchasing and ensured transfer of funds.* Accomplishments: Received outstanding processor awards, record high Closer and closing team. Show less

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  Clayton Fixed Income Services (formerly Murrayhill)

  May 2004 - Jan 2006

  Senior Analyst

  Largest residential loan due diligence provider specializing in transaction management services, risk-centric information and analytics for the MBS markets.* Supervised and trained team members on the fundamentals of portfolio and financial analysis.* Analyzed bond portfolios, identified trends and forecasted future revenue and losses for mortgage investors.* Reported findings of financial analysis and presented recommendations to investors. * Facilitated and implemented recommendations and monitored results.* Evaluated real estate and negotiated property sales, monitored payment plans and foreclosure proceedings. * Issued monthly reports summarizing analysis of bond performance to investors.* Accomplishments: Facilitated four training classes, attended client meetings, recovered and prevented $13 Million in losses. Show less

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  Trimble Inc.

  Sept 2006 - Jul 2007

  Regional Credit Manager

  One of the largest manufacturers and distributors of Global Positioning Systems (GPS) receivers, laser rangefinders and inertial navigation systems with $2.2B in revenue.* Evaluated customer financial statements and extended credit based upon analysis.* Generated credit reviews and advise company of risk exposure. * Analyzed and reviewed business plans and financial reports with clients.* Assisted in strategic planning and sales forecasting.* Monitored payment trends, forecasting revenue and reconciling sales accounts.* Researched credit and financial information, including reporting agencies and credit bureaus to ensure compliance. * Accomplishments: Attended client finance meetings, reduced aging balance by two percent, executed quarterly credit reviews. Show less

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  The Integer Group

  Jul 2007 - Jun 2008

  AR Manager

  One of the world's largest promotional, retail, and shopper marketing agencies. The Integer Group is a part of the Omnicom Group Inc. with $14B in revenue.* Supervised and trained team members on accounting functions and financial analysis.* Created and maintained positive client relations and cash flow. * Produced and distributed monthly financial reports to Marketing Directors analyzing cash flow, expense accounts, billing and revenue.* Trained varying levels of management on financial reports and worked to understand needs to develop reporting packages.* Ability to extract and analyze data, formulate conclusions, and make recommendations to impact cost savings and increase growth and revenue.* Identified trends, analyzed variances and presented findings and recommendations to responsible parties. * Skilled at presenting financial data with confidence and high energy.* Accomplishments: Created monthly financial reporting package for Marketing Directors, presented and implemented process improvements, cash positive for ten consecutive months. Show less

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  Denver Public Schools

  Jul 2008 - Jan 2015

  Finance Manager

  Largest Denver county employer and largest schools district in Colorado with $1.8B in revenue. Finance Manager (07/2013 – Present)* Evaluate financial reporting systems and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions as required by GAAP standards.* Manage the development of annual budgets as well as multi-year grant budgets for general fund, federal, state, local and bond funding.* Make recommendations based on revenue projections and expenditure plans to ensure funding goals are met.* Foster a culture that encourages the highest level of collaboration, accountability and integrity.Senior Financial Analyst (10/2010 – 7/2013)* Developed and managed annual budget of $40M to $65M for federal, state and local grants. * Lead trainings and developed initiatives as a Subject Matter Expert (SME).* Created and implemented process improvements for budgeting, forecasting, and grant management. * Audited and approved monthly journal entries, budget transfers, and payroll reconciliations.* Performed monthly variance analysis of actual results to budgeted and forecasted performance.* Created and filed monthly, quarterly and annual financial reports (AFR). Financial Analyst (07/2008 – 10/2010)* Developed financial models to forecast cash flow, compensation, and investment return projections.* Prepared monthly financial reports and ensured financial accuracy.* Developed and managed annual budget of $90M for the special revenue trust fund to include calculating the underlying revenues and expenditures.* Drafted the ProComp Trust Annual Financial Statement and presented to Trust Board. * Recovered ~$3.2M for the ProComp Trust Fund by correcting inaccurate Traditional Salaries. * Received four favorable audits from an independent accounting firm. Show less

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  Colorado Community College System

  Feb 2015 - Nov 2015

  Assistant Budget Director

  Colorado's largest system of higher education, with 13 colleges across Colorado serving more than 163,000 students annually.* Provide quantitative and analytical support to Budget Director, College Business Officers, and the VP of Finance and Administration.* Fully develop and present system office budget, monitors expenditures, maintains vacancy savings status reports and initiates needed cost center budget changes.* Ensure all revenue projections are accurate, all budget documented, adjustments explained and variances are noted.* Manage the monthly, quarterly, and annual monitoring reports of actual expenditures compared to budgets.* Manage the design and communications regarding the development and implementation if Banner and Cognos related budget tools, planning and reporting.* Work with college's business officers and budget staff to prepare budget data books, tuition and fee reports, fiscal notes, and other external and internal budget and finance related reporting. Show less

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  Early Learning Ventures

  Dec 2015 - Jun 2017

  Grant, Finance and Operations Director

  A nonprofit organization focused on increasing access to high quality Early Care and Education (ECE) through a unique model of shared services that streamlines business functions and make managing a financially stable, high-quality business attainable. • Develop and maintain documented system of organization’s policies and procedures.• Manage outsourced vendors, including technology and financial services, and direct their work plans.• Oversee direct services, including the design of systems and procedure adequate for achieving organization’s goals and objectives.• Ensure key performance metrics are being met including but not limited to retention, efficiency, productivity, and client key performance indicators (membership, quality, customer experience, and financials).• Supervise, mentor, lead and develop ELV’s National Resource Center team to meet or exceed KPI’s and expectations for multiple programs within their center.• Define, communicate and implement a best in class customer service value model in our Resource Center environment.• Engage in ongoing cost reduction analysis in all areas of the organization.• Engage in benchmarking studies to establish areas of potential operational improvement.• Interpret the company’s financial results to management and recommend improvement activities.• Participate in target costing activities to create services that meet predetermined price goals, assist in determination of price goals.• Compile and monitor key business metrics and report them to management.• Conduct feasibility modeling and expense performance comparisons.• Support ELV’s business development and expansion efforts with financial modeling and related expertise. Show less

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  Emergenetics International

  Feb 2017 - now

  Certified Emergenetics Associate

  Emergenetics is a measurable, proven way to recognize and apply thinking and behaving patterns people use regularly. This scientifically formulated concept is easy to use, strength-based and designed to build trust and teamwork. Customized workshops for understanding people, developing WE Teams and advancing collaboration.

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  NFP Partners

  Jun 2017 - Jun 2019

  Director Of Business Development

  Internal Business Strategy: Contribute to NFP Partners development including company growth strategies, expanding company recognition within the industry, community involvement, whitepapers, etc.Employ research and analytical thinking to understand industry trends and create opportunities, business development strategies and change management practices.Create cost saving evaluation tools to support MIP software sales which details savings (direct and indirect) to clients through program implementation. Business Operation Strategy (External):Client engagements range from initial strategy assessments to ERP systems evaluation including technology and software selection, business design, policy and procedures, organizational transformation and change management.Champion NFP business strategy through the sale and integration of MIP software to achieve client’s business goals and objectives. Gather client requirements, generate thoughtful conclusions and analysis, support project management activities, participate in software design, product testing, and implementation activities. Perform thorough gap analysis based on existing findings, best practices, and industry standards and provide recommendations aligned with the client’s business strategy, goals and objectives to address gaps and vulnerabilities.Coordinates financial risk management activities that identifies roles and responsibilities, reporting, controls and communication. Organizational Development and Change Management: Use data-driven solutions to address human factors impeding an organization’s ability to reach its strategic objectives through Emergenetics training.Use Emergenetics to improve personal accountability and understanding which contributes to team building. Show less

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  Rising Business Consulting, LLC

  Sept 2018 - now

  Owner/ Lead Consultant

  Rising Business Consulting, LLC (RBC) helps clients by providing strategic partnership through financial consulting and talent development. We offer financial consulting to small businesses or nonprofit organizations that need support to build stronger financial management.