Serve all members of a 100% employee-owned company by facilitating team leadership of more than 40 technology experts and business professionals, through collaborative processes and continuous commitment to organizational health.Maintain role as the Integrator within the Company's adoption of The Entreprenurial Operating System (EOS). Adopted in December 2020 to establish a more structured operating framework for a continuously growing organization.Manage and oversee critical finance, accounting, and HR activities.

Lead and manage all critical finance and accounting functions of the Company; implemented changes to account setups on core service billing system, to provide more accurate accounting between the core system and the Company's general ledger on QuickBooks.Manage and coordinate all Human Resources activities, including talent acquisition, payroll, and employee benefits; successfully implemented numerous additional benefits for all employees.Successfully completed all due diligence required for the Company's sale and conversion to an employee-owned organization, along with the establishment of an Employee Stock Ownership Plan (ESOP).

Chaired management committee responsible for planning and execution of all consolidation and integration strategies following 2013 merger; coordinated all transition efforts associated with changes in benefit programs, payroll, employee handbook, and human resources policy;Organized, planned, and executed core system migration to the parent company’s operating platform. Transferred all financial data and customer history for more than 1,500 accounts while maintaining superior customer service levels, and produced cost savings of more than $700,000 per year.

Directed all key finance areas of the company, including accounting, investments, accounts payable, financial reporting, and risk management;Created the interest rate risk and liquidity management functions, which contributed more than $850,000 in annual revenues, and generated a comprehensive monitoring tool for the company’s financial position under regular and simulated adverse economic conditions;Led the annual budgeting and planning process, with presentations and recommendations to the board of directors including review of plan variances during the fiscal year;Strengthened risk management practices through regular review, approval, and implementation of company policies to adapt to changes in regulation, technology, new products, and/or growth in transaction volume;Established and chaired the 401(K) management committee. Recommended investment changes to the board of directors, and directed regular participant meetings with outside investment manager. Increased employee participation in plan to 100%;

Supervised operations and audit activities for start-up financial institution from inception; coordinated all internal and external audit exams; established risk assessment methodology for the audit universe;Analyzed and implemented continuous workflow changes for account reconciliations, deposit processing, and transaction recordkeeping to ensure efficient workflows adapted to growth of customer accounts.

Leveraged extensive budgeting and fiscal control, financial forecasting, operations management and internal auditing expertise to lead and direct operations and accounting functions for an $850M trust company.

Supervised audits of internal controls and compliance for bank and trust department subsidiariesDrafted and presented audit results to management in various operating units

Supervised audits of internal controls and complianceCompleted external audit deliverables and other internal consulting reviews as requested by senior management