Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dana Case

Franklin,TX

Summary

Hardworking CFO with proven track record in diverse industries. Possess strong expertise in financial strategy, risk management and capital optimization. Known for driving growth and profitability through insightful leadership and strategic business partnerships. Consistently successful in enhancing internal control environments, improving process efficiency, and maximizing productivity.

Overview

4
4
years of professional experience
1
1
Certification

Work History

CFO

Genetech Animal Reproduction LLC
Purcell, OK
10.2020 - Current
  • Analyzed financial data to identify trends and recommend solutions for improvement.
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Devised strategies to drive organizational vision and grow revenues.
  • Reviewed financial statements on a regular basis to ensure accuracy of reported information.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Assessed current accounting processes and procedures; developed new policies as needed.
  • Drove revenue by cultivating successful client relations.
  • Prepared financial forecasts to support fiscal planning and management.
  • Guided internal audits, risk assessments and compliance monitoring.
  • Identified potential sources of financing; prepared loan applications for lenders' review.
  • Developed systems to protect company assets and report accurate financial results.
  • Signed and approved budgets for new funding and program initiatives.
  • Developed long-range plans for business growth, resulting in increase in annual sales.
  • Provided strategic and financial growth advice to other company executives.
  • Monitored cash flows and identified areas of risk or opportunity.
  • Provided guidance on capital structure, investments, acquisitions, divestitures, and other strategic initiatives.
  • Ensured timely filing of all required federal and state taxes; provided support during audits by regulatory agencies.
  • Cultivated relationships with banking institutions to secure favorable terms on loans and lines of credit.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Identified needs of customers promptly and efficiently.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Updated and maintained databases with current information.
  • Completed day-to-day duties accurately and efficiently.
  • Responded to customer inquiries via phone or email in a professional manner.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Developed positive relationships with customers through friendly interactions.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Answered customer inquiries via phone, email, and chat.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Recommended improvements in products, service and billing methods to management to prevent future problems.
  • Provided accurate information about products and services to customers.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Developed strong relationships with customers by providing personalized assistance and support.

Education

Associate of Science - Animal Science

Blinn College
Brenham, TX
05-1988

Skills

  • Financial analysis
  • Budget management
  • Regulatory compliance
  • Internal auditing
  • Cash flow management
  • Client relationship management
  • Time management
  • Organizational leadership
  • Cost reduction strategies
  • International finance
  • Adaptability to change
  • Documentation compliance
  • Financial management
  • Problem-solving aptitude
  • Budgeting and cost control
  • Client relations
  • Payroll administration
  • Communication skills
  • Meeting planning
  • Office management
  • Scheduling and calendar management
  • Scheduling coordination
  • Customer service
  • Scheduling

Certification

  • Licensed Certified Public Bookkeeper
  • Certified Quickbooks Online trainer
  • Certified Office Management
  • Certification in Accounting

Timeline

CFO

Genetech Animal Reproduction LLC
10.2020 - Current

Associate of Science - Animal Science

Blinn College

Similar Profiles

CREATE PROFILE
Dana Case