Chief Financial Officer

• Mar 2023 - Present

Vice President of Finance, Accounting & Payments

• Jun 2021 - Mar 2023

Leading the finance, accounting and payments teams creating extraordinary experiences. Focusing on process improvements, mission critical tasks, and establishing and maintaining business professional relationship at all levels of the organization.

Chief Financial Officer

• Feb 2013 - Jun 2021

Manage all aspects of finance and accounting for $120M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud. In addition, I manage risk compliance including audit partner and examiner… Show more Manage all aspects of finance and accounting for $120M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud. In addition, I manage risk compliance including audit partner and examiner relationships. Also, I manager all IT functions and personnel. Show less Manage all aspects of finance and accounting for $120M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud. In addition, I manage risk compliance including audit partner and examiner… Show more Manage all aspects of finance and accounting for $120M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud. In addition, I manage risk compliance including audit partner and examiner relationships. Also, I manager all IT functions and personnel. Show less

Financial Controller

• 2009 - 2013

Manage all aspects of finance and accounting for $400M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud Manage all aspects of finance and accounting for $400M credit union including financial statement preparation, budget preparation and management, 5300 Call Report preparation, asset & liability management including interest rate risk, investment accounting, accounts payable, daily GL balancing, electronic payments including ACH, ATM/Debit, credit card, share draft, bill pay, check by phone and the related fraud