Experience

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  Tcf bank

  Jun 2006 - Jul 2008

  Supervisor

  •Responsible for all branch cash ordering•Balanced currency, cash and checks in cash drawer daily•Identified referral opportunities for mortgages and other loan options•Assisted the Operations Manager in compliance training•Acted as the fraud liaison to the Lakewood branch

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  Credit union of colorado

  Jul 2008 - Jan 2011

  Senior teller

  •Maintained the branch’s central cash vault•Managed Customer Service Representative staff•Work closely with tellers to ensure compliance with all internal control standards are followed by the established policies and procedures•Recorded all transactions promptly, accurately and in compliance with bank procedures•Reconciled branch settlement differences

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  Farrell-roeh group

  Feb 2011 - May 2018

  Portfolio manager

  • Oversaw a $26 million real estate investment portfolio with responsibilities including budgeting, trend analysis, strategic planning, portfolio servicing, account reconciliation, and financial reporting • Supported operations through analysis of key performance indicators and trends• Reviewed financial statements and analyzed rent revenues, capital expenditures, costs, and expenses to boost short term returns and promote long term growth• Assessed internal and external environments in which the organization competed• Conveyed information to all key stakeholders in both written and verbal formats• Performed due diligence on assets held under management to determine fair value. Assisted accounting team with adherence to GAAP reporting standards• Supervised daily operations, reviewed work product, and completed staff annual performance reviews• Improved operational efficiencies to streamline due diligence, improve portfolio performance, and expedite financial reporting• Performed ad hoc reporting as required Show less

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  Colorado governor's office of information technology

  Jun 2018 - now

  Inspiring High Performance: Leading and motivating OIT service managers, technical service owners, and delivery teams to achieve higher performance by establishing clear, repeatable service operational processes and service delivery.Service and Business Authority: Serving as the service and business authority for the assigned service portfolio, ensuring effective application of management practices in alignment with customer value streams.Continual Improvement Expertise: Acting as the practice lead and coach, driving continual improvement initiatives across OIT service managers and technical delivery teams, fostering innovation and relevancy.Strategic Service Solutions: Adeptly communicating complex technical information to business stakeholders, delivering optimal service solutions aligned with long-term organizational goals.Business Architecture & Leadership: Demonstrating deep expertise in business architecture, leadership, and management, cultivating high-performing teams within the Service Management Office.Financial Success & Resource Management: Strategizing funding requirements, overseeing operational service management activities, and recommending KPIs and metrics for sustainable growth.Inclusive Leadership: Championing inclusive leadership practices, building diverse teams, and fostering a psychologically safe environment to enhance collaboration and team performance. Show less Leader and strategy manager of the Governor’s Office of Information Technology IT Financial Analyst team. Determine bandwidth and work assignments/projects for each member of the team. Analyze the financial resource requirements for deploying $200 million dollars worth of IT services annually across the State of Colorado. Inform both the Service Manager, Customer Service Director, and Executive Staff of over-expenditures or revenue shortfalls across the organization and strategize to reduce these risks. Provide the fiscal expertise to develop and defend the OIT position on all new funding vehicles before any and all oversight committees. Selected Contributions:-Created a new forecasting model to provide revenue to expenditure data for financial reporting and annual budget planning. -Trained a staff of 6 Senior IT Financial Analysts on a new billing methodology which ties back to rate analysis vs legislative allocation.-Acted as a lead technical point on the development of the IT financial management tool in ServiceHub.-Developed a monthly financial narrative for executive staff to provide clarity and insight into rate and billing inefficiencies.-Worked with the Voice Services and the Governor's Office staff to roll out a cost savings initiative to replace desk phones at State agencies with softphones. Show less

  • Director of Service Management Operations

    Jun 2023 - now

  • Sr Manager of IT Financial Services

    Jun 2018 - Jun 2023