Kevin Carrie Email & Phone Number

Portland, Oregon Metropolitan Area

• Implement financial reporting and budgeting software• Produce budget models using manager inputs, actuals trends, and macroeconomic expectations• Develop metrics to evaluate risk and compare financial results to peers• Communicate financial data to executive leadership and management• Present macroeconomic analyses to ALCO (Assets and Liabilities Committee)• Ensure that the credit union remains proactive instead of reactive in the changing market

Portland, Oregon Metropolitan Area

Salt Lake City, Utah, United States

• Develop, interpret, and implement financial plans and controls to accurately forecast future expenditures• Management of data using Excel, SAP, Cobra, and the DelTek program suite• Prepare reports to communicate trends in actuals, adherence to budget, and accuracy of forecasts• Analyze financial data using Earned Value Management techniques• Maintain organized logs of all changes made to financial outlooks in case of audit

Midvale, Utah, United States

• Direct supervision of nine team members responsible for entering, reporting, and processing operational and financial data• Development of Excel processes using large sets of raw data from an Oracle-based system deployed to increase efficiency, concisely report data, and improve validation methods• Coordination between operations, AR, AP, and IT to ensure accurate billing, payments, and payroll as well as the development of reports used to analyze and validate large datasets• Analysis of employee functions and processes to allocate workload efficiently across teams• Standardization of reporting to provide customers access to production data in real time

Midvale, Ut

• Oversaw payroll, AP, AR and KPI entry for 15 departments in the industrial facilities sector• Coordinated with operations, accounting, payroll, aging, AR, and AP to ensure proper billing of over $3 million per month, and timely payment of over $300k in payroll per month• Updated dozens of billing rates monthly by creating an Excel table that tracks and flags individual rate changes• Improved efficiency of payroll entry processes using Excel and proprietary software across multiple departments, saving several employees multiple hours a week in reduced input time

Greater Salt Lake City Area

• Assist with admission and orientation of clients transitioning from hospital to residential care• Ensure treatment plans are followed as dictated by clinical and medical staff• Serve as peer mentor to clients seeking mental health and substance abuse treatment• Documentation of medication, participation, behavior, and progress submitted to insurance