Experience

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  Bank of knob noster

  Jan 1989 - Jan 1993

  Loan officer

  - Responsible for the management of a $5 Million loan portfolio with credits ranging from smaller consumer loans to larger agricultural credits.- Assessed customer credit quality by analyzing financial statements. - Conducted collateral inspections for all agriculture credits and assisted on inspections of construction loans.- Assisted senior officers with credit reviews.- Performed collections and problem credit workout strategies.- Supervised the Information Technology department for the Bank and two affiliated banks.- Prepared numerous reports for the Executive Management and the Board of Directors. Show less

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  State of missouri - division of finance

  Jan 1993 - Jan 2004

  Senior state bank examiner

  - Responsible for the State and Federal Regulatory Examination of Financial Institutions ranging from $4 Million to $7 Billion in Total Assets for the State of Missouri.- Routinely served as the Examiner-in-Charge and lead the examination (audit) team of complex and problem institutions.- Prepared examination report and discussed findings with Executive Management and the Board of Directors- Performed fraud/white collar crime investigations.- Assessed each financial institution's strengths and weakness by analyzing credit (loan) quality, financial performance, management effectiveness, liquidity, value of equity, internal controls and compliance with applicable laws and regulations.- Served as Training Coordinator and trained all new bank examiners to Certification as a Bank Examiner.- Conducted examinations of Information Technology (IT) departments, as well as, Y2K examinations. Show less

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  Kcb bank

  Jan 2004 - Jan 2012

  Executive vice president/chief financial officer

  - Responsible for the daily operations of a $180 Million Community Bank and assisted ownership and the Board of Directors in the strategic direction of the institution.- Served as interim CEO during the financial crisis in all phases of Banking until a permanent CEO was hired.- Hired in 2004 to turn around the Operations of a $97 Million Bank and effectively grew the Bank to $180 Million.- Established effective board policies and ensured compliance with State and Federal Laws and Regulations- Served as Chief Investment Officer managing a $50 Million bond portfolio which consistently performed in the top 10 percentile of peer banks.- Effectively managed department heads for Human Resources, Accounting, Retail Banking, Marketing, Information Technology and Facilities Management in strong "TEAM" oriented culture.- Prepared financial reports, Quarterly Federal financial filings, annual operating budgets and projections in accordance with Generally Accepted Accounting Principles (GAAP).- A member of the Executive Management Team and instrumental in setting strategic direction of the Bank.- Served as Chairman of the Asset/Liability Committee with strong knowledge and experience in managing interest rate risk, economic value of equity and liquidity. Show less

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  Patriots bank

  Jan 2012 - Jan 2012

  Vice president

  - Responsible for the solicitation of existing shareholders, as well as, new investors to recapitalize the problem institution and oversee the daily operations of a $90 Million Community Bank.- Raised approximately $2 Million.- Instrumental in the preparation of offering documents, revision of corporate documents, and promotion of new shares- Performed financial, credit (loan) portfolio and management risk analysis to determine needs and strategies to improve the problem institution.-Prepared 10-year Strategic Plan and Financial Forecasts with impact on Book-Value per Share. Show less

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  Kdi operating company, llc

  Mar 2013 - Jan 2017

  Chief financial officer

  - Selected as the third overall employee hired to oversee all accounting and operations of a start-up dairy manufacturing company.- Identified, acquired and implemented systems and software to provide critical financial and operational information.- Administered the design and completion of the IT systems and network between Headquarters in Kansas City and the plant in Western Kansas. - Responsible for the preparation and analysis of monthly financial statements, budget comparison and cash flows.- Managed cash flow planning process and ensured funds availability.- Oversee weekly cash management and AP Department, approve large payable, sign checks, authorize large wires and ACH.- Supervise Accounts Receivable management and provide guidance relating to collection process.- Established monthly Key Performance Indicators (KPI's) to assist ownership and plant management with evaluation of plant performance. - Established and maintained daily milk loss report (Shrink) to evaluate production losses.- Served as the primary contact for External Auditors, Lenders and Legal Counsel.- Worked closely with the Director of Logistics to account for all milk received and product shipped for product pricing and invoicing purposes.- Effectively transitioned from Financial Accounting to Managerial (Cost) Accounting. Show less

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  Kdi operating company, llc

  Jan 2017 - May 2017

  Director of finance

  - Assess and evaluate the financial performance of KDI with regards to long-term operational goals, budgets and forecasts.- Review and ensure application of appropriate internal controls, financial procedures and adherence of Generally Accepted Accounting Principles (GAAP).- Calculate labor and material variances- Review, analyze and update standard costs, product margins and cost variances; suggest and deploy actions to improve revenue.- Prepare profitability analysis and evaluate product pricing relative to the market as well as setting up appropriate markups.- Conduct weekly conference calls with largest customer, The Kraft Heinz Company, regarding pricing, product specs and logistics.- Create and establish yearly financial objectives that align with the KDI's plan for growth.- Communicate, engage and interact with Ownership, Board of Directors, consultants and auditors.- Serve as a key member of the Executive Management Team as they relate to strategic initiatives.- Assist the General Manager with the overall day-to-day functions of the accounting department including financial reporting and analysis, daily cash flow analysis and pricing.- Participate in conference calls with lenders, vendors and external counsel. Show less

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  Fischer financial services, llc

  May 2017 - now

  Independent business owner

  Currently providing accounting, project management, budgeting, forecasting, payroll services, financial management and analysis for small businesses. Serve as Director of Accounting & Human Resources on a contract basis for a nonprofit organization providing health and wellness services for senior citizens of Kansas City. Provide accounting, project management, payroll, product costing, and financial management services for a natural history and prehistoric life model company, construction life-size recreations for museums, publishing and film including the Smithsonian Institution, National Museum of Natural History, National Geographic Society and Walt Disney Animation to name a few. Additional companies include an assisted living care center, HVAC & refrigerant company, a printing company, yoga studio and boutique, two contracting companies and two real estate management companies. Provide expertise as a ProAdvisor for QuickBooks Online and Desktop Provide accounting and payroll set-up, monitoring and/or management. Show less

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  Clay county savings bank

  Apr 2021 - Mar 2023

  - Responsible for the daily operations of a $160 Million Community Bank and assisted ownership and the Board of Directors in the strategic direction of the institution.- Establish effective board policies and ensured compliance with State and Federal Laws and Regulations- Serving as Chief Investment Officer managing a $40 Million bond portfolio which consistently performed in the top 10 percentile of peer banks.- Establishing a strong "TEAM" oriented culture.- Prepare financial reports, Quarterly Federal financial filings, annual operating budgets and projections in accordance with Generally Accepted Accounting Principles (GAAP).- A member of the Executive Management Team and instrumental in setting strategic direction of the Bank. Show less

  • Sr. Vice President, CFO, CIO, & Corporate Treasurer

    Jul 2022 - Mar 2023

  • Sr. Vice President & Treasurer

    Apr 2021 - Jul 2022
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  Bank northwest

  Mar 2023 - Feb 2024

  Senior vice president / cfo
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  The hamilton bank

  Feb 2024 - Oct 2024

  Chief financial officer
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  Don bosco community center

  Aug 2024 - Oct 2024

  Director of finance and human resources
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  R-g federal credit union

  Oct 2024 - now

  Chief financial officer