Linnea Edwards Email & Phone Number

Durant, OK, US

• Served as de facto CFO for seven regional presidents and over 30 market presidents, providing financial support and strategic guidance for overseeing over 70 branches across Texas and Oklahoma.
• Conceptualized and led the enhancement of the annual budget process for this financial institution with over $16B+ in assets by enabling users to view detailed expense histories, uncovering mischarges, duplicate.
• Oversaw the integration of AP software reporting with the annual budget process to include pre-paid expense details, reducing budget discrepancies.
• Reviewed Income Statement accounts to identify and correct issues, ensuring data accuracy for Accounting, Finance, Treasury, and Risk Management.
• Collaborated across departments to communicate income fluctuations, enabling proactive strategic discussions and early budget analysis.
• Selected by the Chief Financial Officer to attend the SW Graduate School of Banking at SMU Cox School of Business based on high performance and recognized leadership potential; completed year 2 of the 3-year program.

• Increased revenue of the property management division by 29%
• Conducted market research for revenue diversification projects
• Streamlined financial reporting for the retail division

Durant, Oklahoma, US

• Supervised the team responsible for building a solid pipeline of potential investment opportunities with partners across multiple asset classes to ensure a proactive role in deploying capital.
• Expedited deal flow/ due diligence reviews and maximized strengths of a relatively small internal staff by developing vital relationships with subject matter experts.
• Targeted investments in multi-family housing developments, private equity, private debt, retirement communities, and electronic gaming–related investments.

Durant, Oklahoma, US

• Achieved workforce efficiency, operational excellence, and cost reduction by integrating systems, processes, and people.
• Ensured continuity and security of operations by focusing on network infrastructure, security, and disaster recovery efforts.
• Sponsored request for proposal and selected/implemented new enterprise resource planning system to accommodate diverse industries; transitioned from JD Edwards to Deltek Costpoint.

Durant, OK, US

• Directed the team responsible for reporting and analytics for the organization with $3B+ in assets, $1.5B in gross annual revenue, and 10K+ employees.
• Managed annual budget, revenue allocation plan, and capital allocation for budgets totaling $348M and $400M, respectively, for capital projects from 2015 to 2016.
• Maximized utilization of business intelligence tools to gain insight into trends and forecast business performance to assist leadership in strategic decisions.

Durant, OK, US

• Conducted research on value chains, market size, market growth, market share, relative profit margins, and distribution strength.
• Explored production capacity for potential M&A deals.

Durant, OK, US

• Streamlined, automated, and strengthened monthly financial report preparation for the Travel Plaza division by fully utilizing accounting software, Business Intelligence reporting tool, and solid process management..

• Led team responsible for processing 12,000-15,000 checks per month for approximately 5,000 employees in 32 States. Customer satisfaction and retention were key components to the success of department and organization
• Implemented mandatory certification requirements for all Payroll Specialist positions to provide the most knowledgeable and error-free service to over 180 clients, as well as to increase the company’s marketability
• Reviewed RFPs from the Sales team to verify appropriate pricing for Benefits, Risk, Tax, and Admin Service Fees

• Responsible for daily cash management of nine individual companies with multiple operating and payroll accounts
• Developed processes to prevent late tax payments, leading to a $100,000 reduction of late tax fees from prior years
• Incorporated process controls to make month-end close more efficient and accurate by reducing close by seven days
• Processed corporate payroll for 80 employees and administered a Flexible Spending Account for corporate employees
• Responsible for annual W2 preparation. Issued approximately 8,400 W2s for 2008, up from 7,500 W2s for 2007
• Led mandated quarterly and annual audit preparation and completed industry-specific compliance certification requirements. Implemented monthly audit processes to minimize the time required for audits

Bs, Accounting

Education record