Responsible for all financial recordkeeping for a $5 million year home owner's association including financial statement preparation, asset accounting, accounts receivable, accounts payable, collections, billing, and employee retirement funding.Reconcile ten bank statements monthly encompassing Operations, Reserve, and Special Project funds. Reconcile multiple credit card accounts and receipts monthly.Securly maintain database of homeowner bank account information that generates $200,000 in monthly revenue via electronic fund transfers.Supervise, develop, and review all association financial activities and policies, and ensure financial health of the association. Responsible for cash flow analysis and invest excess revenue to ensure maximum rate of return.Collaborate with Director to manage association's annual budget to ensure accuracy and alignment with operating and capital projects.Continually monitor and evaluate potential improvements of internal controls, systems, policies, and procedures to ensure effective and efficient daily operations.Ensure complete, accurate, timely, and understandable financial reporting to the Board of Directors, staff, and public.Maintains compliance and undertakes necessary responsibilities required for annual audit of financial statements. Works closely with third-party auditor to ensure clean audit opinions and ensure tax forms are filed in a timely manner. Generate and file required annual 1099 Forms to vendors and IRS.Maintain positive, effective, and constructive written and oral communication skills at all times with staff and public.

•Served on Executive Leadership Committee for LLC reporting $100 million in annual sales; Developed strategies to identify opportunities to improve company profitability, focusing on Sales Forecasting, Labor, Procurement, and Overhead Costs; Shaped decision making through informed recommendations and analysis of business and industry trends; •Created cost estimate models for Capital Expenditure Projects; Used Earned Value Management principles to ensure company stayed on budget and met key deliverable dates.•Compiled, analyzed, and presented weekly, monthly, quarterly, and annual reports using GAAP principles on GL accounts; Analyzed and reported P&L variances versus budgeted goals; Tracked KPI's to ensure company profitability; Quarterbacked change on items that fell short of budgeted goals.•Spearheaded product pricing updates every two months; Analyzed competitor pricing to ensure competitive edge. Analysis presented to ownership group which influenced product pricing decisions.•Managed accounts payable ledgers through close contact with vendors and suppliers.•Drove creation of the 2018 company budget; This encompassed Operations, and budgets for 39 separate franchise cafes; Collaborated with ownership team to develop sustainable goals, track year over year growth, and meet financial benchmarks; Partnered with services providers within business (Accounting, HR, Marketing) to determine key inputs for building annual budget.•Used Time Period Assumption principles to forecast complex business budgets within distinct time periods for end of year projections and reporting.•Prepared and delivered reporting on company’s charitable contributions for fiscal year; Facilitated processes to confirm amounts with charitable partners for tax reporting.•Built and maintained extensive Excel databases for year-over-year data analysis and reporting.•Partnered with IT companies to create online data warehouse and accounting tools for reporting in support of business needs.

Responsible for Process Improvement projects that saved $15 million per year in cost per participant expenses, and resulted in company participant cost reductions of 24.27%. Performed daily analysis of accounting ledger transactions valued up to hundreds of millions of dollars. Performed root cause analysis of complex issues, and presented detailed reports to Executive Management until resolution.•Vast experience creating and implementing process improvements using Six Sigma and LEAN methodologies.•Lead a number of diverse projects that had mid to high level impact to the company.•Successful project outcomes required high level knowledge of all beginning to end process flows on numerous transaction platforms.•Performed impact assessments of new products on existing controls to ensure uninterrupted assimilation for users up, and down, stream. •Designed internal auditing procedures for new monitoring controls, and maintained thorough documentation for yearly audits.•Built process improvements, and streamlined procedures using LEAN methodologies for employees across three U.S. Operation sites, as well as, five India Operations sites. •Used statistical analysis to track employee productivity. Analysis used to create sixteen (16) Standardized Work documents and ensured they contained key LEAN principals.•Streamlined daily workflow, reduced costs for the company, and eliminated internal and external auditing errors. •Associate Quality Control / Reduction in Auditing errors improved from 90.70% to 99.83%. •Financial Accuracy – Contribution postings improved from 98.4% to 99.7%, bringing the company in line with industry standards.

•Supervised call center representatives and loan underwriters. Built a successful team-centric work environment that focused on collaboration and knowledge sharing.•Maintained staff by creating a safe, secure, and legal work environment. Collaborated on development and growth goals. Created on boarding and training aids for new employees.•Accomplished results by communicating job expectations and company goals. Created yearly goals, monitored, and appraised job results. Enforced productivity standards, policies and procedures.•Implemented process improvement and root cause analytics to eliminate tax reporting documentation errors, decrease loan document prep time from 5 days down to 2, and positively increased the client experience.•Managed relationships of 126 asset sponsors, financial representatives, plan sponsors, and clients totaling over $700 million Assets Under Management•Facilitated face to face meetings with asset sponsors, financial representatives, and plan sponsors to discuss how company could better support them and their clients, and introduce new products.•Audited client portfolios to assure payments were received and posted correctly to specific IRA investments.

•Originated all Residential First and Second Mortgage Loans for 12 Community First bank locations across Colorado. •Identified and generated leads in new markets to increase bank clientele and profitability.•Generated $10 million in new revenue for Community First Banks for the 2003 calendar year, and $15 million in 2004.•Required to maintain the highest customer service ratings, as well as, meet company quota requirements.•Significant skillset in creating robust client databases used to create new contacts and identify up-sale opportunities. This detailed approach lead to millions in new and refinance loan business for bank branches. •Instituted weekly training sessions with bank presidents and employees on mortgage products and how to better serve their customer’s needs and increase bank revenue.•Held weekly one on one meetings with bank presidents to discuss income generated from previous week, as well as, sales goals and market penetration.

•Responsible to underwrite and clear conditions per Fannie Mae and Freddie Mac guidelines on all home loans assigned to me.•Maintained professional dialogue with mortgage loan customers.•Specialized in processing Conventional, VA, FHA and Bank Relationship ARM mortgages.•Highly respected by my delegated Home Mortgage Loan Officers for my professional work, and ability to process and underwrite loans quickly and efficiently.