Experience

Hatch Bank

• United States
• Banking
• 1 - 100 Employee

• Controller

  • Mar 2022 - Present

  Leading the accounting team in all accounting and finance aspect of the bank. Prepare and present Bank Financial Statements to the Board of Directors. Oversee the preparation and submitting of Bank's call report. Lead the accounting team during internal and external audits as well as Hatch's examinations. Leading the accounting team in all accounting and finance aspect of the bank. Prepare and present Bank Financial Statements to the Board of Directors. Oversee the preparation and submitting of Bank's call report. Lead the accounting team during internal and external audits as well as Hatch's examinations.



Pitney Bowes

• United States
• Software Development
• 700 & Above Employee

• US Accounting Manager

  • Apr 2021 - Mar 2022

  Completed and reviewed SOX compliant controls, FDIC regulatory reporting, internal management reports, as well as assisted in consolidating reports for external reporting. Directly managed a diverse team through a 5 day close process as well as timely reconciliation of Bank’s general ledger to various automated systems. Collaborated with various departments within the Bank as well as outside Business Units to become more efficient and accurate with reporting and systems. Had an active part in representing the Bank during external audits, internal audits and for various regulators. Worked through an adverse situation when 50% of the accounting team left within 90 days of starting. Through this hired and trained new team members while still learning process flows. Show less



Celtic Bank

• United States
• Financial Services
• 200 - 300 Employee

• Assistant Controller

  • 2014 - Apr 2021

  Oversee all accounting tasks within the Bank's Fintech relationships. Assist in Bank audits, examinations and month end close process. Established and maintain flow of funds procedures for the Bank's partners. The main point of contact regarding financial compliance for Bank’s Fintech partnerships. Oversee all accounting tasks within the Bank's Fintech relationships. Assist in Bank audits, examinations and month end close process. Established and maintain flow of funds procedures for the Bank's partners. The main point of contact regarding financial compliance for Bank’s Fintech partnerships.



Zions Bancorporation

• United States
• Banking
• 700 & Above Employee

• Commercial Underwriter

  • 2012 - 2014

  Have underwritten and helped process several conventional term loan products such as Commercial and Industrial, Commercial Real Estate, Non Owner Occupied Real Estate, Agriculture, Leasing Have underwritten and helped process several SBA products such as SBA 504, SBA 7a, SBA Express revolving lines of credit. Have done several revolving lines of credit, ACH lending, credit cards, etc. Along with commercial lending I have also underwritten commercial, guarantor reliant, requests from high wealth individuals. Since beginning in May 2012 have underwritten over 600 loans, and have over $30 million in aggregate loan request completed. Show less



Easy Office

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Accounting Associate

  • 2010 - 2012

  An outsourced full charge bookkeeping company specializing in non profit accounting, with over 150 clients throughout the United States; and a central office located in Boise, Idaho. Prepared and reviewed for accuracy, in all aspects of each client’s books including various financial statements, payroll entries, accounts/grants receivable, accounts payable, and various cash/investment accounts. Made recommendations for cash management options and prepared and analyzed financial statements in preparation for third party financial institutions. Had to keep all deadlines straight each month while also preparing, filing and maintaining government regulated forms such as form 1099, form 990, W-2 and other quarterly forms. Helped clients through government mandated audits by preparing many of the work papers requested by the auditors. Made recommendations to clients on how to be more efficient and better organized, all while cleaning up their financial statements. Have created various custom Microsoft Excel reports for individual client needs and to better analyze their organization to make well informed management decisions. Managed a small team to ensure all of the client work is taken care of and reporting was done in a timely manner. Show less



Advocates Against Family Violence, Inc.

• Non-profit Organization Management
• 1 - 100 Employee

• Chief Financial Officer

  • 2009 - 2010

  A 31 employee, 501 c 3 corporation dedicated to helping victims of domestic violence. The organization had an operating budget between $1,000,000.00 and $2,000,000.00 primarily through federal and state grants. Managed all aspects of federal and state financial reporting for several grants while also providing oversight for the 6 different programs/entities they supported. Prepared financial entries for all aspects of the organization as well as processed internal payroll. Maintained all relationships with third party financial institutions Played an integral part in putting funding options together for a $5,600,000.00 tax credit construction project through a combination of third party financiers. Worked with Finance committee to create custom reports to better highlight financial analysis. Prepared and filed forms W-2, quarterly sales tax, and all state and federal payroll taxes. Consulted with Executive Director and other executive staff about financial opportunities for growth. Managed employee benefits, payroll, and insurances for the organization. Show less



Nomad ISP

• Accounting Manager

  • 2007 - 2009

  A small company of 12 employees that provides remote wireless access to the RV industry and other locations world wide, doing roughly a million dollars annually in sales. Managed all customer accounts and the financial reporting accuracy of the company as a whole. Managed areas that concerned the financial well being of the company and helped create standard procedures for more accurate and efficient business practices. Maintained good working relationship with all third party financial institutions Managed the change in accounting systems from QuickBooks to Peachtree. Show less