CFO

• Aug 2017 - Present

Manage interest rate and asset liability risk, perform analysis for new products and services to aid in decision making and strategic planning, analyze current products and services to ensure the best products are offered at the best value, negotiate contracts in the finance area to keep expenses low while maintaining services, and manage the investment portfolio. Lead the back office operations department including check clearing, ACH clearing, check returns, ATM settlement balancing, GL… Show more Manage interest rate and asset liability risk, perform analysis for new products and services to aid in decision making and strategic planning, analyze current products and services to ensure the best products are offered at the best value, negotiate contracts in the finance area to keep expenses low while maintaining services, and manage the investment portfolio. Lead the back office operations department including check clearing, ACH clearing, check returns, ATM settlement balancing, GL balancing, and document retention. Lead the internal audit and compliance area insuring documentation and core databases have the highest level of integrity possible. Lead the accounting department including financial report generation, accounts payable, etc. Chair the ALCO committee and serve as a member on the Business Loan Committee.

Vice President of Finance

• Oct 2012 - Aug 2017

Manage interest rate and asset liability risk, perform analysis for new products and services to aid in decision making and strategic planning, analyze current products and services to ensure the best products are offered at the best value, negotiate contracts in the finance area to keep expenses low while maintaining services, and manage the investment portfolio. Lead the back office operations department including check clearing, ACH clearing, check returns, ATM settlement balancing, GL… Show more Manage interest rate and asset liability risk, perform analysis for new products and services to aid in decision making and strategic planning, analyze current products and services to ensure the best products are offered at the best value, negotiate contracts in the finance area to keep expenses low while maintaining services, and manage the investment portfolio. Lead the back office operations department including check clearing, ACH clearing, check returns, ATM settlement balancing, GL balancing, and document retention. Chair the ALCO committee and serve as a member on the Business Loan Committee.

Assistant Vice President of Finance

• Jan 2012 - Oct 2012

Prepare, monitor, report, and suggest changes to manage ALM risk, review policies and procedures, suggest investments to the President/CEO, and participate in strategic meetings such as Leadership Round Table and Executive Management Meeting.

Accountant

• Dec 2011 - Jan 2012

Performed the accounts payable duties, assisted with data analysis and mining, ensured bills were paid on time while maintaining the integrity of the system by preventing incorrect and fraudulent bills from being paid. Posted the back office part of payroll and served as the backup for the accounting back office functions.

Payment Systems Coordinator

• May 2009 - Dec 2011

Clearing exception check and ach items, process returned checks, setup member payrolls, examine current processes to ensure compliance with current regulation and suggest changes to improve compliance and efficiency in the future. Keep abreast of changes to the payment systems arena.

Accounting Intern

• Dec 2008 - May 2009

Teller

• Aug 2004 - Dec 2008