Experience

• 

  Uw oshkosh credit union

  Jun 2005 - Jul 2014

  Operations officer

  • Assist in maintaining accurate accounting records and preparation of financial statements• Responsible for efficient data processing operations and ensuring that current data processing standards and schedules are maintained• Post detailed entries to operating records and handle routine transactions such as disbursements, payroll operations, accounts payable operations, voucher preparation and remittance and prepare accounting entries• Prepare and verify various standard accounting entries for financial data processing system, reconcile report discrepancies and problems• Balance all corporate cash, asset, investment and other general ledger accounts• Prepare all fiscal reporting including cost accounting, regulatory agency and government reports plus reports to management and directors• Member of ALCO (Asset Liability Committee) which meets quarterly to review ALM• Conduct internal cash audits and furnish audit reports to managers• Analyze customer traffic flow and prepare work schedules for non-management employees accordingly• Maintain automated accounting system and use computer resources to ensure prompt and accurate data processing• Ensure that sufficient quantities of cash and supplies are available and order as needed• Maintain computers and network • Assist tellers and other staff as needed• Work with members in person, on the phone and by e-mail to resolve account and online issues• Perform all duties as Treasurer for the condo association, including budgeting, scheduling maintenance and tax preparation Show less

• 

  Oshkosh rotary southwest

  Jan 2008 - Jan 2010

  Board member
• 

  Alta resources

  Jul 2014 - May 2020

  • Manage and direct a Contact Center team of 150+ employees to obtain optimum results, ensure efficiency and economy of operations, and maximize established program objectives of the organization and our client.• Manage financials to include, but not limited to, P & L, budget, and expense reduction. • Create an environment that promotes employee growth and retention. • Manage and oversee all aspects of the client's customer service policies, objectives, and initiatives while striving to meet and exceed Alta and client metrics. • Develops and establish procedures and policies governing customer correspondence and the handling of customer complaints. • Create and maintain a strong partnership with the client• Consult with administrative personnel and reviews activity, operating, and sales reports to determine changes in programs or operations required• Manage financials to include, but are not limited to P & L, budget, and expense reduction• Instill a strong sense of customer focus, professionalism and client branding throughout the team• Prepare monthly reports to show how Client and company goals and metrics are being met and exceeded and to identify issues that need to be resolved in meeting program objectives• Manage research activities concerned with gathering information or with compilation of statistics pertinent to planning and execution of Client objectives• Maintain a high level of team morale and motivation to create an environment that promotes employee growth and retention• Develop and manages a high performing team to cultivate learning, sharing, communication and shaping team dynamics• Supervise and carry out leadership responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, retaining, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing and resolving issues. Show less • Analyzed client processes for money saving opportunities resulting in over $240k in annual client expense reduction without losing any revenue for Alta• Accountable for management of the overall Entertainment Finance and Accounting department• Determine financial positions and reporting in areas of income, expenses, and earnings based on past, present, and expected operations• Direct preparation of budgets and forecasts for both Client and Alta and variance analysis of budget/forecast to actual• Coordination of month-end and year-end closing processes• Management of cash accounts, AR, and fraud analysis within the department including bank reconciliations, credit and collections, credit cards, and invoicing• Management of multiple companies for Client and manage inventory reconciliations and tracking across these companies• Coordination of financial data with multiple stakeholders• Establish and maintain systems and controls which verify the integrity of all systems, processes, and data and enhance Alta’s and Client’s value• Develop pricing models for businesses and ensure that operations are appropriately priced• Management of all credit card processing operations in the Assist environment• Delivery of a wide variety of special projects and associated reports• Government and other regulatory compliance, reporting and audits including sales & use tax and escheatment Show less

  • Program Manager

    Jul 2017 - May 2020

  • Accounting Manager

    Jul 2014 - Jul 2017
• 

  Gateway services cdd

  Jun 2020 - now

  Responsibilities:• Assist with day-to-day operations of a 12k plus resident community including oversight of preparation of all budgets relating to District projects and operations and ensure all statutory deadlines are met.• Continually analyze, develop and monitor internal control systems designed to preserve District assets.• Plan, direct and coordinate the timely, efficient and cost-effective implementation, maintenance and completion of district projects. • Request funding for, and reimbursement of related costs from, Bonds, Federal Funding, State Revolving Funds (SRF) and Hazard Mitigation Grant Program (HMGP) funding.• Assist in planning and directing emergency preparedness and response teams.• Ensure compliance with Florida Statutes and coordinate with legal counsel as needed.Accomplishments:• Oversaw successful implementation of Microsoft Business Central bringing accounting services previously outsourced back in house as well as full access to all financial data. • Analyzed and improved the District’s website, social media, and public communication, improving interactions with residents and virtually eliminating the risk of compliance violations.• Successfully completed budget preparation, approval, public hearing and adoption ahead of schedule and statutory deadlines every year. Show less • Overall day-to-day operational responsibility for the provision by the District of its community development services and operation and maintenance of the District’s facilities, • Coordinate operations and maintenance activities and assist in budget preparation, adoption, and implementation.• Responsible for the area of public education activities relating to District projects, services, and activities; including neighborhood programs involving participation of residents; speaks to property owners and community organizations and provides information regarding projects and activities and public information materials for distribution. • Participates in legal activities relating to projects; attends hearings during court proceedings and provides depositions; meets with District attorneys to discuss cases.• Prepares or completes various forms, reports, correspondence, executive summaries, requests for proposals, requests for qualifications, schedules, flow charts, progress/status reports, budget documents, cost estimates, purchase order requisitions, notices to proceed, work orders, change orders, punch lists, action plans or other documents. • Coordinate the preparation and implementation of operating schedules• Coordinate an annual preparation and updating of operating policies, submit to the Board for review and approval and thereafter implement adopted policies.• Implement and monitor action plans, and provide written status reports to the Board• Periodic identification of significant policies, issues and District needs, including analysis of policy implementation, with administrative and financial impact statement and effect on the District.• Coordinate with residents and property owners to ensure required levels of service are being met as part of the District’s budget preparation• Identify new services and the need to expand existing services• Define cost of service and revenue source Show less ● Evaluate all aspects of the District to promote a smoothly functioning, cost-effective and efficient operation and manage day-to-day activities to ensure that the District remains in full compliance with all applicable Federal, State and local governmental regulations. ● Coordinate and manage vendor relationships and contracts for services provided by outside vendors to ensure that contract specifications service levels meet expectations including contract administration and billing.● Develop and monitor internal control systems designed to preserve District assets.● Coordinate with all departments to develop a five-year capital plan for the District, prepare and present plan to the Board.● Assist with the management of District financial matters and monitor expenses and help to oversee the District’s budget.● Work with District Manager to communicate with residents to solicit feedback and ideas for continuous improvement. ● Approve invoices and other expenditures not requiring Board authorization.● Evaluate guidelines for development of professional and technical training programs for all personnel to assure effective program implementation and administration.● Maintain and develop District policies and manuals including the employee handbook.● Review and oversee employee benefits.● Coordinate with legal counsel and Board of Supervisors as needed.● Maintain District records in accordance with Florida state laws. ● Respond to public records requests if not able to be handled by administrative staff.● Represent the District as a member of various professional organizations.● Act as Public Relations on social media and maintain a functional, compliant website.● Attend all Board meetings and other meetings as requested. ● Prepare reports, presentations, and technical set-ups for meetings on and off site. Show less

  • Assitant District Manager

    Sept 2021 - now

  • Interim District Manager

    Sept 2021 - May 2022

  • Business Manager

    Jun 2020 - Sept 2021