Experience

nFUZION

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Controller

  • Jan 2021 - Present

  -Plan, direct and coordinate all accounting operational functions -Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements -Implement consistent accounting policies, practices, and procedures -Plan, direct and coordinate all accounting operational functions -Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements -Implement consistent accounting policies, practices, and procedures



Transcend Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Manager of Finance and Risk Management

  • 2014 - Jan 2021

  Transcend Credit Union has 49,000 members throughout Louisville and Southern Indiana and over $450 million in assets. -Supervise Accounting Department and ensure timeliness and accuracy of financial statement data. Implement technology upgrades to reduce turnaround time and increase accuracy of reporting -Calculate the Allowance for Loan Losses each month -Support internal and external auditors and examiners including KDFI, NCUA, BSA, AML, and ACH Audit -Develop policies and… Show more Transcend Credit Union has 49,000 members throughout Louisville and Southern Indiana and over $450 million in assets. -Supervise Accounting Department and ensure timeliness and accuracy of financial statement data. Implement technology upgrades to reduce turnaround time and increase accuracy of reporting -Calculate the Allowance for Loan Losses each month -Support internal and external auditors and examiners including KDFI, NCUA, BSA, AML, and ACH Audit -Develop policies and procedures for Accounting Department and Plastic Card Payment Systems. Implemented payment fraud strategies to reduce plastic card losses by 64% from 2017 – 2019 -Serve as Accounting Team Lead for EMV Chip card migration project -Serve as Subject Matter Expert for financial analytics and loan loss software implementation. Refine results to 99.99% accuracy of historical loan data. Build visualizations for use in loan underwriting and loan loss forecasts -Collect, analyze and disseminate significant amounts of information with attention to detail and high accuracy -Develop and maintain Scorecard reporting system for branch KPI -Develop SQL Reporting to support the analytical processes involved with determining monthly Allowance for Loan and Lease Losses (ALLL) estimate. Resulting data mining led to Provision Expense 60% lower than NCUA Peers (as of June 2020). -Working knowledge of SQL queries, writing reports and analyzing findings. Unify data from various sources and databases to create detailed reporting for business units. -Collect, analyze and disseminate significant amounts of information with attention to detail and high accuracy. -Work with CFO, Department Heads and Executive Management to prepare annual budget. -Perform financial analysis for budgeting variances, capital budgeting proposals and marketing promotion proposals. Show less Transcend Credit Union has 49,000 members throughout Louisville and Southern Indiana and over $450 million in assets. -Supervise Accounting Department and ensure timeliness and accuracy of financial statement data. Implement technology upgrades to reduce turnaround time and increase accuracy of reporting -Calculate the Allowance for Loan Losses each month -Support internal and external auditors and examiners including KDFI, NCUA, BSA, AML, and ACH Audit -Develop policies and… Show more Transcend Credit Union has 49,000 members throughout Louisville and Southern Indiana and over $450 million in assets. -Supervise Accounting Department and ensure timeliness and accuracy of financial statement data. Implement technology upgrades to reduce turnaround time and increase accuracy of reporting -Calculate the Allowance for Loan Losses each month -Support internal and external auditors and examiners including KDFI, NCUA, BSA, AML, and ACH Audit -Develop policies and procedures for Accounting Department and Plastic Card Payment Systems. Implemented payment fraud strategies to reduce plastic card losses by 64% from 2017 – 2019 -Serve as Accounting Team Lead for EMV Chip card migration project -Serve as Subject Matter Expert for financial analytics and loan loss software implementation. Refine results to 99.99% accuracy of historical loan data. Build visualizations for use in loan underwriting and loan loss forecasts -Collect, analyze and disseminate significant amounts of information with attention to detail and high accuracy -Develop and maintain Scorecard reporting system for branch KPI -Develop SQL Reporting to support the analytical processes involved with determining monthly Allowance for Loan and Lease Losses (ALLL) estimate. Resulting data mining led to Provision Expense 60% lower than NCUA Peers (as of June 2020). -Working knowledge of SQL queries, writing reports and analyzing findings. Unify data from various sources and databases to create detailed reporting for business units. -Collect, analyze and disseminate significant amounts of information with attention to detail and high accuracy. -Work with CFO, Department Heads and Executive Management to prepare annual budget. -Perform financial analysis for budgeting variances, capital budgeting proposals and marketing promotion proposals. Show less



Beechland Baptist Church

• Pleasure Ridge Park, KY

• Finance Officer

  • 2011 - 2018

  Beechland Baptist Church is a progressive, evangelical, mission-minded church in Louisville, KY. With over 1,500 members Beechland has programs to feed the needy in our area, support medical missionaries and child feeding centers in the Dominican Republic, and spread God’s word to our community through outreach programs such as Upward Sports. -Guide financial decisions by establishing, monitoring and enforcing policies and procedures -Collect, analyze and summarize information and… Show more Beechland Baptist Church is a progressive, evangelical, mission-minded church in Louisville, KY. With over 1,500 members Beechland has programs to feed the needy in our area, support medical missionaries and child feeding centers in the Dominican Republic, and spread God’s word to our community through outreach programs such as Upward Sports. -Guide financial decisions by establishing, monitoring and enforcing policies and procedures -Collect, analyze and summarize information and trends for presentation to Finance Committees -Prepare $1.2mm church budget and administer payroll, A/P, IRS filings, and fund accounting -Coordinate with lenders and church members during capital campaign for $3mm new sanctuary project -Research and apply for available tax credits and grants, totaling over $20,000 since 2011 Show less Beechland Baptist Church is a progressive, evangelical, mission-minded church in Louisville, KY. With over 1,500 members Beechland has programs to feed the needy in our area, support medical missionaries and child feeding centers in the Dominican Republic, and spread God’s word to our community through outreach programs such as Upward Sports. -Guide financial decisions by establishing, monitoring and enforcing policies and procedures -Collect, analyze and summarize information and… Show more Beechland Baptist Church is a progressive, evangelical, mission-minded church in Louisville, KY. With over 1,500 members Beechland has programs to feed the needy in our area, support medical missionaries and child feeding centers in the Dominican Republic, and spread God’s word to our community through outreach programs such as Upward Sports. -Guide financial decisions by establishing, monitoring and enforcing policies and procedures -Collect, analyze and summarize information and trends for presentation to Finance Committees -Prepare $1.2mm church budget and administer payroll, A/P, IRS filings, and fund accounting -Coordinate with lenders and church members during capital campaign for $3mm new sanctuary project -Research and apply for available tax credits and grants, totaling over $20,000 since 2011 Show less



Huber Decor Inc

• Louisville, KY

• Finance Officer

  • 2012 - 2014

  Huber Décor specializes in interior solutions for restaurants, hotels, and commercial office spaces. Our global customer base includes Fortune 500 companies, national & international restaurant chains and specialized office spaces. -Generate sales forecasts and compare against inventory levels and projected sales orders -Enter purchase orders and coordinate with vendors to insure on-time delivery of inventory items -Enter accounts payable invoices, checking for accuracy against… Show more Huber Décor specializes in interior solutions for restaurants, hotels, and commercial office spaces. Our global customer base includes Fortune 500 companies, national & international restaurant chains and specialized office spaces. -Generate sales forecasts and compare against inventory levels and projected sales orders -Enter purchase orders and coordinate with vendors to insure on-time delivery of inventory items -Enter accounts payable invoices, checking for accuracy against purchase orders -Enter accounts receivable invoices, checking for accuracy against quoted pricing -Train new hires on database system (SAGE MAS90) and financial procedures -Direct savings of over $20,000 in FY2013 through negotiations with vendors -Author of award winning business plans for Huber Décor Inc and subsidiary company Blooms by Essential Details Show less Huber Décor specializes in interior solutions for restaurants, hotels, and commercial office spaces. Our global customer base includes Fortune 500 companies, national & international restaurant chains and specialized office spaces. -Generate sales forecasts and compare against inventory levels and projected sales orders -Enter purchase orders and coordinate with vendors to insure on-time delivery of inventory items -Enter accounts payable invoices, checking for accuracy against… Show more Huber Décor specializes in interior solutions for restaurants, hotels, and commercial office spaces. Our global customer base includes Fortune 500 companies, national & international restaurant chains and specialized office spaces. -Generate sales forecasts and compare against inventory levels and projected sales orders -Enter purchase orders and coordinate with vendors to insure on-time delivery of inventory items -Enter accounts payable invoices, checking for accuracy against purchase orders -Enter accounts receivable invoices, checking for accuracy against quoted pricing -Train new hires on database system (SAGE MAS90) and financial procedures -Direct savings of over $20,000 in FY2013 through negotiations with vendors -Author of award winning business plans for Huber Décor Inc and subsidiary company Blooms by Essential Details Show less



Fifth Third Bancorp

• Personal Banker

  • 2009 - 2011

  Fifth Third Bank is a diversified financial services company with over $130 billion in assets and operating 1,320 full service banking centers surrounding Ohio, Kentucky and Tennessee. -Establish and maintain a customer base by calling on existing and prospective customers -155% of sales goal, Q1 2010 - Top Personal Banker in Region -Individual Customer Service 2010 Mid-Year award – Top ranking in region “A” -Train branch personnel on lending products and financial… Show more Fifth Third Bank is a diversified financial services company with over $130 billion in assets and operating 1,320 full service banking centers surrounding Ohio, Kentucky and Tennessee. -Establish and maintain a customer base by calling on existing and prospective customers -155% of sales goal, Q1 2010 - Top Personal Banker in Region -Individual Customer Service 2010 Mid-Year award – Top ranking in region “A” -Train branch personnel on lending products and financial concepts -Recognized as the top performer in region in Sales, Lending and Customer Service Show less Fifth Third Bank is a diversified financial services company with over $130 billion in assets and operating 1,320 full service banking centers surrounding Ohio, Kentucky and Tennessee. -Establish and maintain a customer base by calling on existing and prospective customers -155% of sales goal, Q1 2010 - Top Personal Banker in Region -Individual Customer Service 2010 Mid-Year award – Top ranking in region “A” -Train branch personnel on lending products and financial… Show more Fifth Third Bank is a diversified financial services company with over $130 billion in assets and operating 1,320 full service banking centers surrounding Ohio, Kentucky and Tennessee. -Establish and maintain a customer base by calling on existing and prospective customers -155% of sales goal, Q1 2010 - Top Personal Banker in Region -Individual Customer Service 2010 Mid-Year award – Top ranking in region “A” -Train branch personnel on lending products and financial concepts -Recognized as the top performer in region in Sales, Lending and Customer Service Show less



First Tennessee Bank

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • 2007 - 2009

  First Tennessee Bank is the largest bank in Tennessee with over $23.8 billion in assets held in its 200 regional locations. -Grow a client base by cross selling financial products -Million Dollar Club – Investment Sales, 2008 -Peak Performance Award – Market Leader in Deposit Revenue, 2008 -Organize a plan for outbound business development in the community -Train branch personnel on life insurance and lending products and organize sales contest among teller staff First Tennessee Bank is the largest bank in Tennessee with over $23.8 billion in assets held in its 200 regional locations. -Grow a client base by cross selling financial products -Million Dollar Club – Investment Sales, 2008 -Peak Performance Award – Market Leader in Deposit Revenue, 2008 -Organize a plan for outbound business development in the community -Train branch personnel on life insurance and lending products and organize sales contest among teller staff



Forcht Bank

• Commercial Loan Officer

  • 2006 - 2007

  Forcht Bank is deeply connected to the Commonwealth of Kentucky, holding over $1 billion in assets in 30 bank branches spread amongst 12 Kentucky counties. -Grow a loan portfolio within the bank’s risk tolerance -Analyze financial statements for customer credit risk and present to appropriate loan committees -Grew loan portfolio to over $3mm in two years -Secured and unsecured lending authority Forcht Bank is deeply connected to the Commonwealth of Kentucky, holding over $1 billion in assets in 30 bank branches spread amongst 12 Kentucky counties. -Grow a loan portfolio within the bank’s risk tolerance -Analyze financial statements for customer credit risk and present to appropriate loan committees -Grew loan portfolio to over $3mm in two years -Secured and unsecured lending authority