Apply generally accepted accounting principles and procedures while working with accounting records and reports.Assist Student Accounts processes. Review and approve payment plans. Provide customer service to students and parents regarding payment plans. Assist with reconciliation to the general ledger for Student Accounts. Manage student eRefund process: authorize transfers, reconcile transfers and returned checks. Provide customer service to students using the eRefund process. Assist in Cashier’s Office during periods of high demand, lunch breaks, and absences. Provide technical assistance for Cashier’s Office, including reconciliation of vault general ledger and cash audits.Fill in for Student Accounts Coordinator when absent or assist during high demand.Prepare monthly reconciliations of bank accounts.Assist with accounting and reconciliation of payables, agency accounts, and fund balances as needed.Prepare and input journal entries. Oversee the input of journal entries for Miscellaneous and Internal charges.Assist in the development of schedules and work papers for the audit.Provide customer service for Student Loans and process transcript requests in Staff Accountant’s absence.

Prepared payroll and accounting for daily operations of the Association, including control of receipt and disbursement of funds, recording depreciation of assets, invoicing, working aged accounts receivable, working delinquent payments, processing accounts payable, cash flow analysis, preparing month-end and year-end financial statements, budgeting, and strategic planning. Worked with outside CPA and provided materials for independent audit of AGC. Also responsible for event planning for association functions and meetings to include pre-meeting planning through working the event on-site to analyzing event profitability.Administered a $2 Million EPA Clean Diesel Grant successfully to retrofit/repower 85 units of construction equipment . This grant also was featured in a magazine publication of the Associated General Contractors of America. The EPA Audit review stated that the administration and documentation of this grant process was a prime example of how they want to see grants administered.

Support the board of directors in executing the organization’s purpose, mission, and goals. Carry out policies of the Association as set by the Board of Directors. Responsibilities include but not limited to: daily operations of the Association, control of receipt and disbursement of funds, safekeeping of assets, preparing month end financial statements and annual budget, management of staff, organizing and promoting educational seminars and the Annual Membership Conference, publish annual membership directory, web site material, and monthly trade newsletter. Responsible for negotiating member benefit programs such as group health insurance, property and casualty insurance, workers compensation insurance, volume discounts on credit card processing, office supplies, payroll processing, business to business collection services for A/R, labor and human resource materials, fleet fuel discount programs, and employee benefit of participation in KIT Federal Credit Union. Focus on business development to increase revenues while streamlining expenses, member recruitment and retention, and increase member participation in previously listed member benefit programs. Also oversee fundraising and administration of Annual Scholarship Program to promote students entering the automotive industry. Serve as the registered legislative agent in KY and IN to represent KIAWA and its members as it relates to industry and small business issues. Coordinate grassroots legislative events such as local In-District Meetings with legislators and member business owners or Small Business Days in Frankfort and Indianapolis and Industry Legislative Summit in Washington, DC.

Returned to KIAWA upon request of President. Responsibilities are to oversee daily activities of Credit Union personnel as well as Staff Accountant duties listed during previous term. Upon return to this position, KAWA Credit Union has seen a 15% increase in loan volume with delinquencies falling from 6% to 2%. Through the implementation of electronic funds transfers and a new CD program, asset size has increased 55% and year to date net income from 12/99 to 10/01 has seen a 200% increase. For the trade association KIAWA, implemented a system to flag members participating in association endorsed programs. This tool assists the President in collecting member dues and filtering prospect accounts. Reviewed and revised pricing policies to provide a more accurate gross margin.

Processed sales invoices for units sold and costs associated per unit. Provided finance department monthly sales analysis with actual units sold and dollars as compared to budget. Assisted in gross margin analysis of parts sales. Assisted with inventory control counts of finished units for month end and for audit preparation. Prepared journal entries to record costs associated with actual unit production costs. Provided finance department monthly sales analysis with actual units sold and dollars as compared to budget. Prepared inventory related journal entries and assisted with month end close process for department as part of the department team. Administered customer incentive discount program for excavator line. Prepared customs documentation for exporting units internationally. Facilitated in corporate spin off of product lines LBCE (cranes) and LBX Company (excavators).

Instrumental in implementing the initial CU software program which reduced labor hours required for data analysis and preparation of financial statements. Credit Union duties include: budgeting, asset/liability management, policy implementation, loan processing, collections, member services, investments, reporting to the Board of Directors, and contact person for outside independent audit and annual audit by state bank examiners. Also responsible for all accounting functions for sponsor corporation. Duties include: accounts receivable, accounts payable, all payroll functions and reporting, sales tax reporting, posting to general ledger, preparation of financial statements, investments, and cafeteria plan administration.

Accounting assignments at Toyota, Super America Corporation, Parker Seals, and Central Baptist Hospital