Dana Armstrong Email and Phone Number

Supporting: Executive Vice President - Head of Enterprise Risk ManagementExecutive Vice President of Credit Risk Review

 Calendar management and planning for CEO and CFO including, travel arrangements, expense report management  Responsible for planning events/meetings, including Board of Directors and Committee Meetings, Shareholder Meetings and internal meetings and events. As Corporate Secretary managing all Corporate Documents, taking minutes of Board meetings and using DirectorPoint to manage documents and keep Corporate records for regulatory exams. Working with examiners and providing documents and tracking and uploading files to FDICConnect. Shareholder management including setup, sells of shares, all contact with shareholders, preparing dividend checks and 1099-DIV. Payroll, employee benefit management, on-boarding of new Associates, quarterly state multiple worksite reports, managing set-up in Paycom of new Associates and assisting with any questions or issues in the process Previously handling all Accounts Payable for the Bank, renewing licenses, preparing yearly Worker’s Compensation audit information. Assisting coordination of Corporate move to new building including interview moving companies to choose vendor, coordinating moving services with all vendors from previous site to new building, maintaining scheduling software for the move using BankSmart. Handling all facility issues with building management regarding repairs and improvements. Previously handling all Associate events for recognition/Bank achievement celebrations, etc. Planning off-site events for Bank Leadership with both meeting space, catering, rooms and social events.

 Supporting Principal with Deloitte Consulting including extensive calendar management, expense and time entry, scheduling meetings, travel arrangements (including international travel/visa’s/etc.), assisting with personal matters when necessary, traveling to meetings for assistance Supporting Director with Deloitte Tax including calendar management, expense and time entry, scheduling meetings, travel arrangements, assisting with personal matters when necessary. Responsible for planning events/meetings, including negotiating contracts with hotels and catering. Preparing billing analysis for Tax clients. Also creating invoice/billings for tax clients and consulting clients. Creating detailed/complex reports using Microsoft Excel Processing tax returns and other forms for tax department.

 Responsible for all general ledger adjustments and preparing monthly financial statements.  Working with Accounting firm at year end to prepare necessary information for tax return preparation  Maintaining trust account records to insure client’s money was handled properly.  Responsible for reconciling all bank accounts and lines of credit, entering invoices for payment and posting to correct case for case expense reimbursements, writing checks to pay accounts payable invoices and to distribute funds received on cases using “The Plaintiff” software.

 Responsible for scheduling meetings, conference calls and managing calendars of Regional management team using Microsoft Outlook Responsible for planning events/meetings, including negotiating contracts with hotels and catering, searching out new venues and entertainment for events, planning and ordering awards, creating spreadsheets in Microsoft Excel to determining qualifiers for events based on different goals. Reviewing financial statements for correctness and cost control. Creating reports in Excel to show trends month to month/year to year. Creating and reconciling expense reports for Regional management team, as well as preparing statements for submittal for corporate credit cards. Also reviewing and approving all expense reports for the Region based on expense policy. Creating detailed/complex reports using Microsoft Excel Responsible for overseeing 5 Area Assistants, holding weekly calls to coordinate assignments and roll out information to the Region Creating documents, mail merges, certificates, labels and envelopes using Microsoft Word. Coordinating travel arrangements through corporate travel website for the entire Regional management team. Coordinating training for all employees throughout the Region, insuring completion of mandatory reoccurring yearly classes of 250 employees in Region. Managing conference calls using “Meeting Center” to take role of who is on the calls, mute phones while management presents information, open lines for Q&A sessions. Preparing Microsoft PowerPoint presentations for meetings and utilizing Microsoft Publisher for various invitations, note cards, tent cards and emails.

 Responsible for Job Cost Accounting for all jobs, including setting up chart of accounts in general ledger, entering all invoices, writing checks, and reconciling the general ledger for each job. Responsible for scheduling meetings, conference calls and managing calendars of Construction Division team using Microsoft Outlook. Organizing meals for meetings in-house as wells as hand-outs. Taking minutes of meetings and distributing to those participating. Typing letters and other documents using Microsoft Word. Creating complex Microsoft Excel spreadsheets.

  Preparing all job billing utilizing Timberline software and Microsoft Excel and Word.  Using Timberline software to track job cost on all jobs Preparing bank deposits, posting payments, posting adjustments. Preparing monthly financial statements and making general ledger entries. Preparing sales and use tax returns, occupational tax and quarterly returns. Filing forms for and insuring that business license were obtained for any city in which company was conducting business.  Maintaining company bank accounts, transferring monies from lines of credit as needed.  Preparing payroll for all salaried employees monthly Overseeing all clerical/accounting staff

 Responsible for Time and Billing Software including all upgrades and issues with the program, accounts receivable and work in process for the firm. Pulling reports daily to insure all 100 employees time had been entered into the system, pulling WIP reports for accountants to prepare their billings, creating and mailing invoices to clients. Preparing deposits and posting payments to client’s accounts.  Responsible for all collections of firm fees. Making collection calls, sending reminder and demand letters on past due accounts, putting accounts on “stop work” status, working with attorney’s on uncollectible accounts.  Using Microsoft Access extensively to prepare reports from Time and Billing Software. Also utilizing Microsoft Excel for creating reports for partners. Train all personnel on time and billing Consulting clients on collection procedures and best practices Working with partner on class action lawsuit, maintaining all records on lawsuit and testifying in Federal court to the correctness of the data. Oversaw transition to new time and billing software, including mapping fields for the conversion for programmers to create the conversion program.