Schofield, Wisconsin, United States
For the past 10 years, as a senior financial and operations executive, I have gained invaluable experience in business management, strategy development, and human resources management. This expertise has allowed me to become knowledgeable in overseeing business development goals, devise financial/accounting goals/metrics, and manage human resource policies. A few of the achievements I have accomplished include: •Appointed as the first Director of Finance and Operations at GKI and created the first financial policies and procedures manual of the organization. •Assisted in bringing GKI into compliance with Canadian tax returns and successfully negotiated the reduction of penalties from $23K to 0. •Implemented the first benefits package for employees of Great Kids, Inc. (GKI). •Successfully and efficiently transferred the original incorporation of GKI from the state of Tennessee to the state of Wisconsin. •Replaced GKI's informal employee handbook with a redesigned manual to enhance employee transparency and accountability.
Responsible for overseeing company finances.
Great Kids is a not-for-profit organization specializing in developing exceptional early childhood and home-based training programs for families with children from 0-5 years. I am responsible for overseeing and managing general business operations pertaining to finance, human resources, product fulfillment, insurance, office operations, auditing, contracts, and licensing. KEY ACHIEVEMENTS •The organization has grown from seven employees to 30 employees within four years. •Serve on the Leadership Steering Team to develop a strategic plan for overseeing business management, planning for business and product development, and forming business alliances. •Oversee pricing and cost analysis for existing and new products. •Implemented a new server, firewall, and VPN to provide support and assistance to the GKI central office and remote staff. Primary liaison between the IT firm and GKI. •Head all fiscal, administrative, operational, and human resources activities and develop the annual budget. •Work with Board of Directors preparing monthly financial reports for the Treasurer and Executive Committee.
Northcentral Technical College is a public community college which is a member of the Wisconsin Technical College System offering associate degrees, technical diplomas and 100+ certificate programs ranging from agriculture to trades. I am accountable for planning, organizing, implementing appropriate teaching programs/materials in a learning environment that guides and encourages students to develop and fulfill their academic potential. •Plan, prepare and teach educational content relating to Accounting and Small Business Management courses.
Linetec is the largest architectural paint and anodizing finisher in the US, offering a complete selection of sustainable finishing options, including PVDF (Kynar) paint coatings, powder coat, and eco-friendly anodize. Cross trained in all roles within the finance department, including General Ledger, Accounts Receivable, Credit and Collections, and Accounts Payable. KEY ACHIEVEMENTS ★Prepared comprehensive end-of-month analyses and periodic financial reports for senior management. ★Managed the operational activities of the Sales Tax Audit. Utilized Epicor ERP software and Microsoft Excel to maintain a system of accounting records and transactions.
Samoset Council – Boy Scouts of America is a council serving north-central Wisconsin, aiming to provide youth members with an outdoor experience that is conducive to learning Scout skills. KEY ACHIEVEMENTS ★Responsible for overseeing fiscal planning, preparing and managing the budget, and implementing cost-saving strategies across the entire organization. •Managed and budgeted the cash flow successfully for eight consecutive years without having to utilize the bank line of credit. •Developed grant budgets for United Way and other organizations. Prepared monthly financial reports to the Council CEO, Council Treasurer, and the Board of Directors. •Conceptualized and directed the annual audit while ensuring compliance with the Boy Scouts of America’s standards. •Became the first recipient of the Samoset Council Golden Compass award for displaying a continuous and unwavering commitment to meeting, maintaining, and exceeding organizational goals.