Experience

Advanced Business Solutions (ABS) LLC

• United States
• Financial Services
• 1 - 100 Employee

• ABS Member | Consultant

  • May 2012 - Present

  Cultivating and Connecting Experts to Help you Thrive! Advanced Applied Solutions started in 2008 with a focus on helping financial institutions survive and thrive! Through the years, we’ve been honored to help many organizations and have expanded our offerings to serve all types of financial service providers as well as businesses in other industries. In 2016, we became Advanced Business Solutions which is more reflective of our desire to help all types of businesses that serve their communities. ABS provides a model of custom designed services. We accomplish this with experts from across the United States spanning multiple industries. We understand your importance and want to partner with you to help you accomplish your goals. ABS offers experienced resources, drive and desire to serve you and assist you in growing to your fullest potential – by becoming an extension of your organization – to help you thrive! Specialties: Accounting Support, Compliance Support and reviews, Credit support, Education/training, Staffing - interim and permanent, Loan portfolio growth support, Risk Management, SBA, Regulatory Action Support, Banking Technology, Bank Secrecy Act (BSA), and Business Planning



Bank of Blue Valley, a division of HTLF Bank

• United States
• Banking
• 1 - 100 Employee

• 1st VP-Chief Accounting Officer

  • Oct 2005 - May 2012

  As Chief Accounting Officer, I managed a team of individuals responsible for financial, regulatory and SEC reporting, accounts payable and payroll. Job responsibilities included: • Prepared SEC required filings and regulatory filings • Researched and approved eXtensive Business Reporting Language (XBRL) tagging for SEC filings • Communicated with Board of Directors and Audit Committee regarding financial statements and audit findings • Researched, selected and implemented accounting standards and disclosures • Prepared monthly financial statements and reports for the Board of Directors • Monthly organizational profitability reporting, including review of attributes used in allocations of overhead departments • Collaborated with other departments to ensure appropriate accounting, procedures and internal processes • Prepared Company’s consolidated annual budget by department and monthly financial forecasts • Analyzed budget to actual results each quarter for each division and communicated the results to executive management • Implemented Relationship Profitability Manager software to track customer and product profitability • Implemented Asset Liability/Budget software and developed a monthly process and reporting package for the Asset Liability Committee • Coordinated and worked with outside consultants, auditors and regulators • Advisor to the Trust Committee to assist with trust account administration and compliance with rules and regulations • Maintained Investor Relations website and handled all communication with the Company’s transfer agent • Cross-trained employees and implemented operational efficiencies within the department



BKD CPAs & Advisors

• United States
• Accounting
• 700 & Above Employee

• Audit Manager

  • Sep 2004 - Oct 2005

  As Manager in Financial Services, my job responsibilities included the following: • Prepared and reviewed of all report deliverables for financial institution clients, small business investment companies, broker/dealers and foundations • Supervised and reviewed audit work performed and mentored audit personnel • Communicated with clients regarding updated regulations and extended services available • Performed SOX 404 planning and documentation for retail industry • Communicated with Board of Directors/Audit Committees regarding financial statements and areas of improvement • Consulted with clients to determine and develop profit improvement opportunities and enhancement of current controls • Trained new employees and provided on-going instruction



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Manager/Supervisor/Senior

  • Nov 1998 - Sep 2004

  As Audit Manager, I was responsibilities included the following: • Coordinated and delivered audit services to financial institutions • Managed the scheduling, preparation and fieldwork for audit services provided to clients • Prepared and reviewed all report deliverables for financial institution clients • Supervised and reviewed audit work performed and mentored audit personnel • Communicated with clients regarding updated regulations and extended services available • Reviewed compilations and Y-9SP financial statements for bank holding companies • Served as the formal performance advisor for individuals within the department • Consulted with clients to identify profit improvement opportunities • Trained new employees and provided on-going instruction related to new accounting standards and audit procedures



Central Bancompany

• Internal Auditor

  • Jun 1996 - Nov 1998