Experience

Pheple Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2023 - Present

  Greensburg, Pennsylvania, United States Collaborate with the executive team and Board of Directors on the strategic initiatives of the credit union. Manage the Finance, Information Systems, and Compliance departments. Oversee the credit union investment portfolio, budget, and board reporting. Direct projects involving mergers and system conversions.

• Vice President of Finance

  • Jun 2021 - Jun 2023

  Greensburg, Pennsylvania, United States Managed the Finance, Information Systems, and Compliance departments. Analyzed the financial position of the credit union. Engaged the ALM committee in discussions of financials, risk, and current economic conditions.

• Finance Manager

  • Aug 2020 - Jun 2021

  Greensburg, Pennsylvania, United States Managed the day-to-day operations of the Finance, Information Systems, and Compliance departments. Enabled team members to grow in their positions. Oversaw the implementation of a new phone system for the credit union. Partnered with a new investment broker to diversify the credit union's portfolio to maximize earnings in a low-rate environment. Improved analytics and board reporting. Successfully managed through the operational and financial challenges of a global pandemic.

• Controller

  • Aug 2018 - Jul 2020

  Greensburg, PA Helped strengthen the financial reporting of the credit union. I conducted NEV and IRR analysis for the credit union and reported it to the ALM Committee. I prepared and monitored the annual budget and evaluated the liquidity needs of the credit union. I continued to serve as the credit union's Compliance Officer.



Westmoreland Community FCU

• Compliance Officer

  • Jun 2017 - Aug 2018

  Greensburg, PA I developed and managed the credit union's compliance management system. In addition to training staff, I also developed and implemented policies and procedures. Staff and management was kept up to date on all new and updated regulations.



Westmoreland Community Federal Credit Union

• Teller

  • Jul 2013 - Jun 2017

  Greensburg, PA



Warrior Cash Stash Credit Union

• United States
• Banking

• Student Teller

  • Jul 2013 - May 2014

  Harrison City, PA I helped develop a student-run credit union branch in Penn-Trafford High School. I assisted in designing marketing techniques for the branch in addition to performing regular teller duties.