Dane Stotts
Urbandale,IA
Summary
Resourceful Assistant Treasurer known for high productivity and efficient task completion. Skilled in cash flow management, financial analysis, and risk assessment. Excel at communication, leadership, and strategic planning to support organizational goals. Seasoned Financial Advisor with a proven track record of over 50% return of investments for Jason Stotts, adept at developing financial plans and managing wealth. Expert in funding education and retirement needs, demonstrating exceptional analytical skills and client communication. Successfully transitioned skills to lead Hawkeye Paving projects, ensuring quality and efficiency.
Overview
5
5
years of professional experience
Work History
Assistant Treasurer
Delta Tau Delta- Gamma Pi
Ames, IA
01.2025 - Current
- Maintained accurate records of all transactions related to Treasury operations and manage accounts payable and receivable.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Ensured timely payment of obligations by setting up automated payment systems.
- Identified opportunities for cost savings through analyzing current processes.
- Work with Housing Corps to balance a budget and maintain an efficient billing system
- Communicate with service repair men to get things fixed in the house and paid on time.
Financial Advisor
Jason Stotts
Urbandale, Iowa
01.2020 - Current
- Manage investment portfolio of over 120,000$
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Shown results of over 50% return in the past year and a half
- Communicated well with client
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Asphalt Paving Foreman
Hawkeye Paving
Urbandale, Iowa
06.2021 - 08.2024
- Planned, organized and supervised the paving crew in order to complete projects on time and within budget.
- Performed layout of asphalt paving jobs using survey stakes, grade rods, levels, string lines and transits.
- Coordinated trucking needs for each project based on job specifications.
- Inspected equipment prior to use and maintained records of maintenance activities.
- Ensured that proper materials were used in accordance with project plans and specifications.
- Provided guidance to workers regarding proper installation techniques for asphalt paving applications.
- Monitored progress of work crews to ensure compliance with job requirements.
- Troubleshot problems related to asphalt paving operations including drainage issues, erosion control measures and surface finish concerns.
- Resolved disputes between employees or contractors regarding quality or quantity of work performed.
- Managed inventory levels at each worksite, ordering supplies when necessary.
- Instructed crew members on proper methods for cleaning up debris from worksites according to company policy.
- Followed up with customers after completion of jobs to ensure satisfaction with results.
- Directed traffic by placing barricades and cones around work areas.
- Assisted newly hired team members by explaining company procedures and safety requirements.
Education
Finance - Investment Banking
Iowa State University
05-2028
Skills
- Funding education
- Developing financial plans
- Retirement needs
- Managing wealth
- Planning for retirement
- Education funds
Affiliations
- Finance Club at Iowa State
- Bowling club at Iowa state
- Delta Tau Delta Fraternity
Timeline
Assistant Treasurer
Delta Tau Delta- Gamma Pi
01.2025 - Current
Asphalt Paving Foreman
Hawkeye Paving
06.2021 - 08.2024
Financial Advisor
Jason Stotts
01.2020 - Current
Finance - Investment Banking
Iowa State University
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