Experience

• 

  Mabrey Bank

  • Broken Arrow, OK

  • Sr Credit Analyst

    • Sep 2016 - Present
    • Broken Arrow, OK

• 

  King Southern Bank

  • Louisville, Kentucky Area

  • Chief Risk Officer

    • Jan 2013 - May 2016
    • Louisville, Kentucky Area

    Manager of Credit Analysis Department. Responsible for evaluation and approval of all credit analysis analysis supporting new lending and existing credits. Verified collateral documentation met regulatory requirements and bank policy. Voting member of the loan committee. Assisted with numerous audits, examinations and loan reviews by Federal, state and private entities. Responsible for accurate and timely preparation of monthly and quarterly management reports including the allowance for loan and lease losses. Presented selected reports at regular Board of Directors meetings. Oversaw the complete reorganization of loan files. Established procedures for credit analysis standardization to ensure completeness, accuracy and efficiency.

• 

  Ramsey Financial

  • Louisville, Kentucky Area

  • Accountant

    • May 2008 - Jan 2013
    • Louisville, Kentucky Area

    Performed daily reconciliations of fund and managed accounts,generating complete and accurate daily performance reports. Responsible for input and processing of accounts payable and general office assignments. Assist with special projects as needed.

• 

  Chilton & Medley

  • Louisville, Kentucky Area

  • Senior Accountant-Audit

    • May 2007 - Apr 2008
    • Louisville, Kentucky Area

    Planned, led and performed reviews and audits of privately held businesses, nonprofit entities and employee benefit plans. Responsibilities included communicating with business owners and executives, partners and staff at all levels, supervising, training and evaluating staff and meeting reporting deadlines.

• 

  PricewaterhouseCoopers

  • Louisville, Kentucky Area

  • Senior Accountant-Audit

    • Nov 2005 - Apr 2007
    • Louisville, Kentucky Area

    Planned, led and performed reviews and audits of privately held businesses, nonprofit entities and employee benefit plans. Responsibilities included communicating with business owners and executives, partners and staff at all levels, supervising, training and evaluating staff and meeting reporting deadlines.

• 

  Jones, Nale & Mattingly PLC

  • Louisville, Kentucky Area

  • Senior Accountant-Audit

    • Jan 2002 - Nov 2005
    • Louisville, Kentucky Area

    Planned, led and performed reviews and audits of privately held businesses, nonprofit entities and employee benefit plans. Responsibilities included communicating with business owners and executives, partners and staff at all levels, supervising, training and evaluating staff and meeting reporting deadlines.

• 

  Delta and Pine Land Company

  • Scott, Mississippi

  • Accountant

    • Jan 2001 - Dec 2001
    • Scott, Mississippi

    International accounting department. Responsibilities included general ledger accounting for international subsidiaries in Turkey and South Africa, and review responsibilities for a Chinese subsidiary. Communicated and coordinated with company and independent accounting professionals in Turkey and South Africa, and assisted with special projects as needed.

• 

  Saltz, Shamis & Goldfarb

  • Cleveland/Akron, Ohio Area

  • Senior Accountant-Audit

    • Mar 1996 - Apr 2000
    • Cleveland/Akron, Ohio Area

    Planned, led and performed reviews and audits of privately held businesses, nonprofit entities and employee benefit plans. Reviewed client tax returns. Responsibilities included communicating with business owners and executives, partners and staff at all levels, supervising, training and evaluating staff and meeting reporting deadlines.

• 

  Hall, Kistler & Company

  • Canton, Ohio Area

  • Senior Accountant-Audit

    • Jan 1987 - Apr 1995
    • Canton, Ohio Area

    Planned, led and performed reviews and audits of privately held businesses, nonprofit entities and employee benefit plans. Prepared client tax returns. Responsibilities included communicating with business owners and executives, partners and staff at all levels, supervising, training and evaluating staff and meeting reporting deadlines.