Donna Kauffman Email & Phone Number

Charlotte, North Carolina Area

• Gross oversight in the design and implementation of Cato Corporations federal compliance program for the Credit Department. Establish internal controls, policies and procedures to ensure compliance while coordinating.
• Assist with the management of the $22.7 million credit card portfolio.
• Responsible for the Bank's compliance with Sarbanes Oxley.
• Develop and implement policies and procedures both in the financial and accounting operational realms in accordance with GAAP.
• Contribute to the development of the strategic goals and objectives, working with overall management of the organization to ensure organizational success.
• Oversee and conduct internal auditing programs to help assure that records are accurately maintained and that established policies and practices are satisfactorily and consistently followed.

• Oversaw all aspects of organizations implementation of innovative online banking product from conception to system launch. Developed operational plans, budgets, and forecasts for special projects. Collaborated with.
• Held accountable for performance of accounting and information technology functions of $36.2 million credit union.
• Maintained accurate internal ledger balances against external reports, reconciling discrepancies as needed.
• Advised key leadership members of management on financial planning, budgeting, cash flow, financial priorities and policy matters.
• Informs and advise other department heads about the financial aspects of their responsibilities.
• Direct, coach, evaluate and develop staff in accordance with Blue Flame Credit Union’s leadership expectations ensuring the team remains proficient and high performing.

Williamsport, Pennsylvania Area

• Designed a comprehensive strategy to streamline operations resulting in a 10% decrease in operating expenses. Engaged key stakeholders and special interests via various reports and presentations. Completed detailed.
• Restored financial stability to $26.5 million organization via new business and marketing plans.
• Improved financial and records management business strategies resulting in designation change from “undercapitalized” to “well-capitalized” i.e. total network of assets increased from 6%to 8.1%.
• Created guidelines for numerous functional areas including: fixed asset capitalization, prepaid assets, ACH, accounts payable, payroll reconciliations, asset liability management and investments.
• Directed and managed monthly, quarterly and annual financial statement reporting.
• Formulated and recommended policy proposals for approval relating to accounting and auditing, the budget, revenue and cost control, preparation and payment of payrolls, tax matters, compilation of statistics and office.

• Established internal controls to ensure compliance with federal and state regulations, prepared financial statements, supervised and trained staff, developed annual operating budgets and written policies. Created and.
• Planned, developed, organized, and directed the accounting functions of the $13.3 million long-term care nursing facility.
• Prepared budgets and financial forecasts in coordination with the finance committee, departments and Administrator.
• Implemented a 401K Pension Plan to replace the Defined Benefit Pension plan resulting in annual savings of $50k.
• Reconciled monthly ledgers including receivables, payables, bank accounts, asset accounts and payroll accounts.
• Prepared and assisted in coordinating the preparation of all federal, state and local tax returns.