Experience

• 

  PRIMEWAY FCU

  • Financial Analyst

    • Apr 2015 - Present

• 

  Cy-Fair Federal Credit Union

  • 9601 Jones Road, Houston Tx 77065

  • Accounting Manager

    • Jul 2009 - Nov 2012
    • 9601 Jones Road, Houston Tx 77065

    • Oversaw the personnel needs of the accounting department including selecting, coaching, cross training of employees and evaluating employees performances. Provided input regarding employee terminations, compensation and decisions to promote individuals.• Direct supervision of 5 full time employees who were responsible for all accounting department activities, including wire transfers, daily and monthly journal entries, general ledger accounts reconciliations including core bank accounts, account payables, prepaids, depreciation, operating expenses, and applicable taxes.• Reviewed and approved all month end general ledger reconciliations. • Directed and performed the month end close process while ensuring the timely preparation of monthly financial statements in accordance with GAAP and the credit union’s policies.• Preparation and submission of a quarterly NCUA 5300 Report and other various government or regulatory reports.• Designed streamlined processes and implemented their automation for wire transfers, returned items and Regulation E disputes resulting in reduction of errors and improvement of departmental processes.• Coordinated with external auditors for the preparation and audit of the year-end financial statements.

• 

  Clifton Gunderson LLP

  • Tucson, Arizona

  • Senior Associate

    • Apr 2001 - Jul 2009
    • Tucson, Arizona

    • Develop and maintain good working relationships with clients, worked with client management and staff to perform audit services.• Managed client audits, audit planning and scheduling, performed and prepared engagement audit reports of findings and recommendations and presented them to senior management or audit committees.• Designed, implemented and updated all internal audit programs.• Administered Risk Assessment programs to various clients to assist clients in developing an annual internal audit plan.• Assisted on external audits of financial statements, including assessing risks and evaluating the clients internal control structure.

• 

  Chartway Federal Credit Union

  • Houston, Texas Area

  • Assistant Branch Manager

    • Apr 1996 - Apr 2001
    • Houston, Texas Area

    • Assisted the branch manager in the management of two full service branches and a staff of 15+ employees. Responsible for selecting, coaching, cross training of employees and evaluating employees performances. Provided input regarding employee terminations, compensation and decisions to promote individuals.• Worked with the credit unions internal auditors to coordinate the annual internal audit of the branch activities. • Coached and trained staff to enhance their abilities to reach personal and branch sales goals.• Review of completed branch audits by branch staff for accuracy and timely completion.

• 

  Questar Bank

  • Houston, Texas Area

  • Bookkeeping Manager

    • 1994 - 1997
    • Houston, Texas Area

    • Managed centralized bookkeeping department, wire transfers, account maintenance activities, dormant and negative accounts.• Prepared monthly management and various regulatory reports.• Annual and quarterly performance evaluations.

• 

  Bank of Yorba Linda

  • Costa Mesa, California

  • V.P. Operations Manager

    • Sep 1990 - Nov 1993
    • Costa Mesa, California

    • Managed tellers, new accounts, and supervised operations department of 25+ employees.• Annual and quarterly performance evaluations.• Daily review of various reports, including the NSF, overdraft and suspect kiting reports, and all general ledger account reconciliations.• Bank Audit Review Officer• Bank Secrecy Act Officer

• 

  Citizens Bank of Costa Mesa

  • Costa Mesa, California

  • Operations Officer

    • Jul 1976 - Sep 1990
    • Costa Mesa, California

    I was responsible for the management and supervision of the operations department of the branch which included tellers, new accounts and bookkeeping functions and duties.