Candace Schaller
Louisville,KY
Summary
Risk Management, Internal Audit and Finance executive with over 22 years of extensive experience in Internal Audit, Risk Management, Financial planning and analysis, Investment management, and Equity and Convertible trading. Successfully demonstrated ability to create and implement innovative solutions to drive results. An enterprising leader with expertise managing financial services and transforming operations via analyzing operations and seizing opportunities to enhance productivity and improve customer experience, enabling greater levels of organizational success. A results-oriented problem solver who implements long-term solutions, creating enduring value and profitability.
Overview
33
33
years of professional experience
Work History
Third/Fourth Grade Teacher & Grant Writer
Coleman Preparatory Academy
10.2022 - Current
- Teaching KY Core subjects of Reading, Writing, Grammar, Math, History/Social Studies/Civics, Science, Economics and Finance as well as Critical Thinking Skills
- Keep classroom lesson plan flexible, fluid and sustainable
- Always stay in contact with parents on a daily basis of how each student is doing
- Critical to close and thinking classroom setup.
Long-term Upper Mathematics Teacher
Francis Parker Louisville
08.2022 - 09.2022
- Taught higher level Mathematics - Pre-calculus, Algebra I, Algebra II, Geometry, Calculus and Statistics to different high school class levels while developing effective plans and learning materials
- Enforced classroom management and adjustable lesson plans while staying in line with the objective at hand
- Worked with both Google Classroom and FACTS Management Portal (for Parents and Students)
- Maintained consistency for understanding of all critical concepts with the entire class given importance of foundation to next levels
- Tutored student once per week in AP Chemistry.
Mathematics/Science Teacher
Valiant Christian Academy
08.2021 - 04.2022
- Taught higher level Mathematics - Pre-calculus, Algebra I, Algebra II, Geometry, Calculus and Statistics to different high school class levels while developing effective plans and learning materials
- Creative thinking Process improvements Financial processing.
English/Literature Teacher
Evangel Christian Church
12.2020 - 06.2021
- Enforced classroom management and adjustable lesson plans while staying in line with the objective at hand (as children need consistency)
- For those students who cause opportunity costs to other's education, I've learned to successfully manage for minimum interruption and the betterment of all student's learning
- Taught to each student's ability and attempt to push past if possible..all done with consistency
- Each class begins with a student reading a devotional prayer,, any prayer requests and an article of news from the New York Times for current events, which often lead into public speaking, opinion writing, debates, etc which are incorporated into the day's lesson plan
- Grammar is a constant and built into yearly lesson plans.
- This is tested consistently through sentences, spelling, parts of speech, and more (bought them dictionaries).
Professional Tutor
Self-Employed
10.2020 - 12.2020
- Taught for two students (elementary and middle school) at Field Elementary, one student Hazelwood Middle School in Clark County, IN and three students (one elementary and two middle school) at Louisville Montessori
- Provided one-on-one tutoring in general which I have mental, physical and spiritual observations to share
- Taught sessions in area(s) of high school study needed (i.e., Trigonometry for the ACT which helped improve test scores by 40 points on average and a passing score of the ACT
- Developed handouts, study materials and quizzes
- Established reading goals and mapped out educational journeys for students showing literacy ability and progress
- Reinforced classroom learning with additional discussion and specially prepared problems post discussion with classroom teachers
- Recorded student progress and tutoring session details via Lesson Plan.
Chief Instructional Assistant
KUMON, Inc.
06.2019 - 10.2020
- Developed lesson plans and goals for each individual student in order to properly administer instruction individually
- Handled all parent calls, one on one conferences and group parent-teacher conferences
- Daily teaching and observation of student's Math and Reading assignments
- Planned and executed weekly and monthly lesson plans dependent on progress goals and status.
Long-Term Substitute Teacher
Portland Christian School
01.2019 - 03.2019
- Taught High School English/Language Arts and Speech classes (6 classes/day with approximately 18 to 23 students per class)
- Followed the school's curriculum (with room for creativity) and wrote weekly lesson plans
- Graded all student's in-class work and homework according to the procedures of the school using Google Classroom and Chalkable for different levels of use by the school, parents, and students
- Maximized effective strategies and applied advanced teaching capabilities when the opportunity presented itself
- Communicated effectively with students, teachers, parents and school board.
Substitute Teacher
Trinity High School
12.2018 - 02.2019
- Stayed up to date with current regional curriculums to maintain readiness for long- and short-term substitute jobs
- Built and strengthened positive relationships with students, parents and teaching staff
- Helped learners of all abilities build learning and study skills to promote life-long educational and social goals
- Studied MAT courses to better understand classroom management, student content and assistance with projects and assignments
- Organized lesson plans using each school's software and core-operating system for long-term interim assignments
- Managed classrooms of 27 to 46 high school students during teacher absences
- Developed rules and set goals to maintain order in the classroom.
Lead Teacher/Infant Room
Highlands Community Ministries
10.2018 - 01.2019
- Conducted focused observations of children, carry out action plans on a daily basis and evaluate the effectiveness of child development activities, ensure the safety and well-being of the child and maintain regular communication with parents.
Teacher/Business Strategist
The Academy of Individual Excellence
10.2017 - 09.2018
- Actively learned and implemented in classes - from Kindergarten to Seniors - effective and productive strategies in a small class environment with students of Learning Differences (which I considered to be Deferred Learning), maintaining a strong focus on students with Autism, Anxiety, Asperger's, ADD, ADHD and Dyslexia (these were initially the first to be noticed)
- Long and short-term planning addressing the Academy's strategic needs in order to maintain sustainability for AIE.
Executive Partner
Agile Precise Ventures, Inc
10.2016 - 05.2017
- Partner for a start-up software, engineering and eco-cycle system multi-platform.
Investment/Operational/Compliance, Freelance/Consultant
X-Officio
11.2014 - 10.2016
- Oversight, monitoring and accounting for institutional clients and funds with additional compiling manager valuations and overall investment performance (i.e., X-Officio, LLC).
Consultant
Self-Employed
10.2013 - 09.2014
- Responsible for assessing and reporting of multiple privately-owned investments, project planning, risk management, financial reporting, budget oversight, strategic planning and marketing and compliance program development.
Vice President
WEDBUSH INC
05.2012 - 10.2013
- Risk Manager [WEDBUSH Inc
- Responsible for establishing an enterprise risk framework to reflect the Company's risk appetite as part of the risk/reward equation when growing shareholder value as the Chair of the Risk Management Committee
- Also, responsible to develop and compose risk metrics using statistics of qualitative and quantitative measures and conduct scenario analysis with the business units to determine frequencies and probabilities to support all company-wide operational analysis.
Vice President, Internal Audit
ONEUNITED BANK
12.2011 - 05.2012
- Responsible for managing, supervising and developing the Internal Audit staff and running financial and operational audits including balance sheet and internal control reviews, FDICIA/SOX compliance and review of control documentation and required testing; and responsible for participating in the Bank's annual risk assessment and work plan development processes.
Independent Contractor
Visions Funding, LLC
06.2011 - 11.2011
- Identified and analyzed business strategy implications for growing companies to increase longevity; Analyzed product, market and share trends to evaluate competitive market strategies; Tested validity, accuracy and consistency of new and existing intelligence data; Compiled current business intelligence data into reports and presentations.
Manager
Deloitte & Touche, LLP
12.2010 - 03.2011
- Manager for High-profile Asset Management Client on a three-month, short-term, time and client-sensitive PriorEnterprise Risk Management Need
- Accountable for solving clients' market challenges by delivering risk advisory, technical accounting and quantitative/qualitative services that impact all business and operational risks while increasing profitability.
Independent Consultant
RMIA Consulting
06.2009 - 10.2010
- Consulting for financial industries ranging from banks to mortgage companies for assistance with Tone at the Top starting with the Board of Directors, assisting in remediating regulatory issues, and consulting on loan portfolios given the downfall in the real estate market during this time; Maintained current knowledge of market trends to help clients feel confident; and Reviewed diverse organizational problems to assess concerns with areas such as workflows, communication and cost controls.
Senior Vice President, Director Audit/Vice President
VINEYARD NATIONAL BANK
06.2004 - 05.2009
- Responsible for the development, implementation and management of the firm's enterprise risk-wide ("ERM") audit program, which includes Sarbanes Oxley controls and for the development, implementation and monitoring of the firm's BSA/AML and Information Security Risk Assessment and Programs
- Developed the firm's corporate, financial, operational and information technology policies and provided training for all unit heads for each department.
Senior Consultant
Deloitte & Touche, LLP
05.2003 - 06.2004
- Internal Audit/Enterprise Risk Service
- Developed, planned and executed Sarbanes Oxley internal audits, which included identifying business risks and documenting the business process and controls and managing staff and multiple client engagements and budgets ranging from financial service companies to asset management and investment companies to mortgage lenders and manufacturing companies.
Manager
J.J.B. HILLIARD, W.L. LYONS, INC
06.2000 - 05.2003
- Risk and Regulatory Control/Compliance Officer [Broker-Dealer and Investment Advisor/Subsidiary of PNC Bank]
- Responsible for maintaining records in accordance with SEC requirements and for all aspects of SEC examinations; conducted Mock SEC exams, analyzed clients' trading practices, evaluated personal securities transactions, and assisted with the preparation and maintenance of Form ADV; Coordinated regulatory exams with NYSE, NASD, SEC, OCC and external and internal auditors.
Assistant Vice President
TRUST COMPANY OF THE WEST
08.1994 - 05.2000
- Convertible and Equity Securities; Trader, Convertible and Equity Securities
- Generated investment ideas using fundamental/technical analysis; established investment ideas for the $2.2 billion convertible securities fund, performed ratio analysis for $5 billon "wrap fee" portfolio; and responsible for fulfilling $4.5 million soft dollar and client-directed annual budget.
Investor Relations Associate
CONVERSION INDUSTRIES
11.1993 - 08.1994
- Developed maintained relationships with potential investors and other financial vendors, reviewed private placement offerings circulars, registration statements and prospectuses, conducted due diligence and road show presentations for IPO's, coordinated with finance and research departments in excess of $960 million for IPO's.
Teller
TOKAI BANK
08.1991 - 11.1993
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keeping records on accounts; Researched and resolved customer issues on personal savings, checking and lines of credit accounts; and Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Education
Master of Business Administration - Business Administration And Management
12.2002
- International Studies in Managua, Nicaragua - Assisted in underwriting the first Managuan Municipal bond.
- Ranked in Top 5% of class.
- GPA: 3.50
Bachelor of Science - Business Management
01.1999
- Tuition financed 100% through academic scholarships and full-time employment.
- Attended all classes on campus.
- Created and implemented math lessons to help prepare at-risk students for high-stake testing, improving final test results by 35%.
- Delivered wide-ranging lessons using real-life applications for better understanding of students, enhancing math marks by 50% for one of algebra II class.
- This included supplemental materials for my math courses, improving student participation while reducing classroom disruptions.
- Conducted regular pre, formal, and post-assessments, boosting standardized testing pass rates to 95% for seniors, 72% for juniors, 85% for sophomores, and 80%+ for freshman
- For Science, I took this exact same approach as I had the exact same classes, thus students. The classes taught were Earth and Science, Matter and Energy, Physics Biology and Chemistry.
- Made lesson plans each week and quarter per grade and attempt to stick to as much as possible with a syllabus for the student(s) and parent(s). I believe the most important part of my teaching to a child's ability with consistency.
- Softball Coach for Varsity Softball Team.
- GPA: 3.75
Skills
- Investment management
- Asset protection strategies
- Security Knowledge
- Risk management policies
- Prospecting abilities
- Analyzing data
- Recordkeeping requirements
- Operations understanding
- Trust funding
Timeline
Third/Fourth Grade Teacher & Grant Writer - Coleman Preparatory Academy
10.2022 - Current
Long-term Upper Mathematics Teacher - Francis Parker Louisville
08.2022 - 09.2022
Mathematics/Science Teacher - Valiant Christian Academy
08.2021 - 04.2022
English/Literature Teacher - Evangel Christian Church
12.2020 - 06.2021
Professional Tutor - Self-Employed
10.2020 - 12.2020
Chief Instructional Assistant - KUMON, Inc.
06.2019 - 10.2020
Long-Term Substitute Teacher - Portland Christian School
01.2019 - 03.2019
Substitute Teacher - Trinity High School
12.2018 - 02.2019
Lead Teacher/Infant Room - Highlands Community Ministries
10.2018 - 01.2019
Teacher/Business Strategist - The Academy of Individual Excellence
10.2017 - 09.2018
Executive Partner - Agile Precise Ventures, Inc
10.2016 - 05.2017
Investment/Operational/Compliance, Freelance/Consultant - X-Officio
11.2014 - 10.2016
Consultant - Self-Employed
10.2013 - 09.2014
Vice President - WEDBUSH INC
05.2012 - 10.2013
Vice President, Internal Audit - ONEUNITED BANK
12.2011 - 05.2012
Independent Contractor - Visions Funding, LLC
06.2011 - 11.2011
Manager - Deloitte & Touche, LLP
12.2010 - 03.2011
Independent Consultant - RMIA Consulting
06.2009 - 10.2010
Senior Vice President, Director Audit/Vice President - VINEYARD NATIONAL BANK
06.2004 - 05.2009
Senior Consultant - Deloitte & Touche, LLP
05.2003 - 06.2004
Manager - J.J.B. HILLIARD, W.L. LYONS, INC
06.2000 - 05.2003
Assistant Vice President - TRUST COMPANY OF THE WEST
08.1994 - 05.2000
Investor Relations Associate - CONVERSION INDUSTRIES
11.1993 - 08.1994
Teller - TOKAI BANK
08.1991 - 11.1993
W. FIELDING RUBEL SCHOOL OF BUSINESS BELLARMINE UNIVERSITY - Master of Business Administration, Business Administration And Management
UNIVERSITY OF PHOENIX - Bachelor of Science, Business Management
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