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David R. Rees profile image

David R. Rees

Chief Financial Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Pinnacle Credit Union</span>
Intro Book
Seasoned finance professional with 30+ years of experience in accounting, auditing, and financial management.
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Location
Atlanta, Georgia, United States, US
Skills
  • Financial Reporting
  • Accounting
  • Auditing
  • General Ledger
  • Internal Controls
  • Show all
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Bio

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David R. Rees is a seasoned finance professional with 30+ years of experience in accounting, auditing, and financial management. He has held various leadership positions, including CFO, Controller, and Director of Accounting and Finance. He has worked with several companies, including Pinnacle Credit Union, Blue Grass Automotive, Philmo Inc, TPM Group, American Bank & Trust Company, and Springs Valley Bank & Trust Company. He has expertise in financial reporting, auditing, internal controls, financial analysis, and cost accounting.

Experience

  • Pinnacle Credit Union
    • Chief Financial Officer
  • Pinnacle Credit Union
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Sep 2021 - Present

    • Controller
      • Oct 2019 - Present

  • Blue Grass Automotive
    • Louisville, Kentucky Area
    • Accounting Staff
      • Aug 2015 - Oct 2019
      • Louisville, Kentucky Area

      Dealer of Audi, Porsche, Jaguar, Land Rover, Maserati, Alfa Romeo vehicles.

  • Philmo Inc
    • Franklin, KY
    • Controller and Human Resources Director
      • 2013 - 2014
      • Franklin, KY

       Administered the accounting of three companies: a duct tape manufacturing company, a packaging company and a unique wood building company, including AP/AR, reconciliation, preparation of financial statements, collections, tax payments and cash management Ensured effective internal controls wer...

  • TPM Group
    • Bowling Green Area, KY
    • Controller and Finance Manager
      • 2012 - 2013
      • Bowling Green Area, KY

      Accountant• Managed the accounting for four companies.• Accounts receivable, accounts payable, costing of projects, motor carrier registration, financial statements and insurance administration.• Cash management and intercompany transactions.• Handled all employee payroll and benefits.

  • American Bank & Trust Company
    • Bowling Green Area, KY
    • Director of Accounting and Finance
      • 2006 - 2010
      • Bowling Green Area, KY

      • Administered accounting functions for the bank and holding company• Managed the investment portfolio of $25 million and made recommendations for purchases and sales• Acted as Secretary for the Asset/Liability Committee and communicated current bank ratios and recommendations for strategies to m...

  • Springs Valley Bank & Trust Company
    • Jasper, IN
    • Senior Vice President, Cashier and CFO
      • 1981 - 2005
      • Jasper, IN

      • Developed and administered policies to increase profits • Reviewed the strategic plan and established goals while coordinating procedural changes to achieve those goals• Managed the investment portfolio of $30 million; documented and presented recommendations to executives on Asset/Liability ...

Education

  • Graduate School of Banking, University of Wisconsin, Madison
  • University of Evansville

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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