Experience

The Montag Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President, Finance and Administration

  • Nov 2019 - Present

• Director of Finance

  • May 2017 - Nov 2019



IMG

• Staff Accountant

  • Oct 2013 - Apr 2017

  Cleveland/Akron, Ohio Area



Non Profit

• Mortgage and Loan Services Assistant

  • Apr 2013 - Oct 2013

  Cleveland/Akron, Ohio Area • Review loan applications to ensure completeness and accuracy according to policy. • Obtain documents for loan applications from prospective borrowers including by-laws, constitution, certificate of good standing, corporate resolution, financial statements, etc. • Solely manage the creation of a new media campaign including several different social media avenues. • Analyze financial statements for each client as well as assist in the underwriting process for each loan… Show more • Review loan applications to ensure completeness and accuracy according to policy. • Obtain documents for loan applications from prospective borrowers including by-laws, constitution, certificate of good standing, corporate resolution, financial statements, etc. • Solely manage the creation of a new media campaign including several different social media avenues. • Analyze financial statements for each client as well as assist in the underwriting process for each loan proposal. • Providing assistance in mortgage loan application process including analysis of applicants’ loan documents and financial reports. • Contact prospective applicants to obtain information needed for completion of loan application and to answer questions about the process. • Advise borrowers on pending status of loan applications. • Serve as backup assistant in the posting of daily mortgage payments to borrower accounts on ABS mortgage system. Show less



Non-Profits

• Accounts Receivable Processor

  • Jan 2013 - Apr 2013

  • Ensure that accounts receivable processes are conducted in accordance with generally accepted accounting principles and the policies of the organization. • Post day-end receipts and reconcile to accounts receivable. Reconcile balances between the subsidiary accounts receivable ledgers and the general ledger. • Process general cash and daily bank deposits. • Review and receipt all batches entered into Raiser’s Edge. • Provide monthly and year end reporting on Basic Support and… Show more • Ensure that accounts receivable processes are conducted in accordance with generally accepted accounting principles and the policies of the organization. • Post day-end receipts and reconcile to accounts receivable. Reconcile balances between the subsidiary accounts receivable ledgers and the general ledger. • Process general cash and daily bank deposits. • Review and receipt all batches entered into Raiser’s Edge. • Provide monthly and year end reporting on Basic Support and Special Mission Offerings. • Reconcile all donations received through the Conferences and update the related annual confirmation letters for audit purposes. Show less



IMG

• United States
• Entertainment Providers
• 700 & Above Employee

• Treasury Intern

  • Jun 2012 - Aug 2012

  Cleveland/Akron, Ohio Area • Create, authorize, and review global wire transfers using global currency exchange rates. • Develop Master Vendor reports through the SAP suite. Also creating an SAP user tutorial for future interns. • Oversee the physical check-to-Automated Clearing House project, requiring constant contact with over 600 vendors as well as updating their records through SAP. • Assist in daily Treasury operations.



Museum of Science and Industry, Chicago

• United States
• Museums, Historical Sites, and Zoos
• 200 - 300 Employee

• Coordinator, Capital Campaign

  • 2010 - 2011

  Greater Chicago Area • Oversee Major Gift Giving ($25,000+) by processing checks and updating client records with the Accounting Department. • Maintain Raiser’s Edge client database, updating and creating 75-100 client records per day. • Create donor brochure literature through the Museum’s re-branding process. • Brief the Vice President about donor activities around the city and assisting in naming rights opportunities meetings. • Conduct prospect research by evaluating donor giving capacity and donor… Show more • Oversee Major Gift Giving ($25,000+) by processing checks and updating client records with the Accounting Department. • Maintain Raiser’s Edge client database, updating and creating 75-100 client records per day. • Create donor brochure literature through the Museum’s re-branding process. • Brief the Vice President about donor activities around the city and assisting in naming rights opportunities meetings. • Conduct prospect research by evaluating donor giving capacity and donor affinity. Show less