Forrest James Email & Phone Number

Denver, Colorado, United States

• Primary responsibility is managing the finances, processes, and internal controls in support of The Denver Metro Chamber Leadership Foundation. The Leadership Foundation is a non-profit organization within the Denver.
• Boost the Leadership Foundation’s financial performance through the analysis of financial results, forecasts, variances, and trends. Design and develop financial models to support planning and provide recommendations.
• Implement technical tools like Excel and Salesforce reports to provide data that assists in decision-making for the programs housed under the Denver Metro Chamber Leadership Foundation.
• Assist in strengthening internal controls and developing consistent financial policies and procedures to mitigate risk.
• Partner in audit preparation and year-round communication with the audit team.
• Support the Small Business Development Center with grant reporting, as well as contributing analyses, recordkeeping, and data management for all funds.

Greater Denver Area

• Responsible for current year budget forecasting and future year budget development for The Office of Student Engagement, New Student and Family Programs, Greek Life, Undergraduate Student Government and The Community.
• Managed the process for creating job descriptions, recruiting, running search committees, negotiating salary, and onboarding new hires.
• Responsible for processing and reporting on the division’s financial transactions; developing and implementing new accounting and financial processes and procedures to improve efficiency and quality of the division.
• Managed all phases of the financial, payroll, and human resource management process for assigned areas in the division.
• Provided oversight and support of direct pays, journal entries, contracts, purchase orders, invoices, requisitions, and any other transactional needs.
• Applied and enforced complex policies and laws to ensure compliance from all members of SAIE across various areas including human resources, accounting, legal, financial aid and recruiting.

Greater Denver Area

• Acted as the administrative resource to department staff as it relates to the business operations of the department and the University.
• Responsible for maintaining contracts and statements of work for approval.
• Organized, monitored, and reconciled departmental purchasing and office expenditures.
• Served as a liaison for Human Resources/Shared Services hiring and on-boarding employee processes.
• Maintained and completed all transactions related to employment action requests including posting of positions, scheduling timeline workflow of selection process and coordination of search activities as needed.
• Coordinated all Marketing & Communications employee on-boarding to ensure that space, technology, and other needs are met in advance of the start date.

Greater Atlanta Area

• Responsible for funding resources and preparation of annual budget for Student Financial Management Services.
• Assisted with interviewing, selecting, offer preparation, hiring, onboarding, and terminations of administrative and managerial staff.
• Oversaw requests for facilities, property control, and telecommunications within and outside the university.
• Managed the financial affairs for seven different locations within the university’s campuses.
• Monitored and approved departmental expenditures and reimbursements.
• Collaborated with all levels of management across various areas to accomplish departmental and university goals.

Greater Atlanta Area

• Developed and maintained an electronic process to elicit and review student clinical document requirements for 10+ clinical sites.
• Provided support to Assistant Dean for BSN Education to maintain special plans of study for students.
• Assisted admissions with online prerequisites program including but not limited to: (i) maintenance of online prerequisite website; (ii) reviewing and routing of student applications; and (iii) acting as the point of.
• Assisted in developing and coordinating program-related conferences, conventions and meetings.
• Identified funding resources and developed fund-raising strategies and initiatives.
• Conducted training and represented the program at meetings and conferences while networking with affiliated groups.

Greater Atlanta Area

• Organized and facilitated various information through reports, charts and other documents to internal faculty and external clients.
• Responsible for archiving and organizing highly confidential financial and patient information.
• Managed and tracked schedules, appointments and daily activities for more than 15 faculty members.
• Assisted with grant program management including but not limited to: (i) updating bio sketches; (ii) curriculum vitae; and (iii) coordinating interdepartmental activities.
• Handled all travel arrangements including air, hotel and car reservations, itineraries, expense reports and other documents as required for staff to travel to various locations.
• Served as main point of contact for vendors and contractors, addressing specific needs and offering targeted solutions.

Greater Atlanta Area

• Managed activities of an entire branch to ensure the most efficient and reliable day-to-day operations.
• Performed in-depth inspection of signatures, vault counts, account setup and approve all transactions in amounts of $1 million and higher.
• Effectively oversaw a team of 10 professionals and conducted all recruiting, training, hiring, termination and performance evaluations.
• Actively coached and developed team members in areas including sales, customer service, operational integrity and leadership.
• Generated branch performance reports to benchmark against district and corporate levels.
• Collaborated with various branch managers to plan, develop, and execute various strategies to evaluate and revise operational processes, improve efficiency, maximize sales and increase customer satisfaction.

Greater Atlanta Area

• Maintained top sales in district on both teller and platform side.
• Reviewed customer needs and developed necessary strategies to help clients achieve their goals by recommending different financial products.
• Efficiently and accurately processed day-to-day transaction while building and retaining strong relationships with customers.
• Worked proactively to ensure compliance with internal and external federal regulatory policies resulting in successful yearly audits.
• Mentored tellers on how to develop effective customer experience and communication skills to help them achieve their goals and professional growth.
• Contributed to reaching 80% on the 11 Ways to Wow Gallop survey.

Master Of Science - Ms, Organizational Leadership

Bachelor Of Science - Bs, International Relations And Affairs

Activities and Societies: Orientation Leader, Seminole Ambassador, Genesis, Phi Eta Sigma, Seminole Leadership Experience