Daniel Barnes
North Salt Lake,UT
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 20+ years of experience and take on challenging new role.
Overview
22
22
years of professional experience
Work History
Bank Controller/Vice President
Brighton Bank
12.2003 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Prepared balance sheets, cash flow reports and income statements.
- Reconciled and Monitored the banks investment portfolio.
- Managed the banks shareholder information and dividend payments.
- Worked with CEO and CFO to create annual budget and track actual expenses against projected expenses.
- Worked on various implementation projects with numerous personnel.
- Member of several committee including: Marketing Committee, Investment Committee, IT Committee, Executive Committee and Diversity Equity and Inclusion Committee.
Teller/New Accounts Representative
Zions Bank
05.2002 - 12.2003
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Opened New Accounts for customers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Assisted with training of new tellers on policies and procedures.
Education
MBA Curriculum & Executive Leadership Certificate - Banking And Financial Support Services
Pacific Coast Banking School
Seattle, WA08.2024
MBA -
University of Phoenix
Salt Lake City, UT10.2014
Bachelor of Science - Business Finance
University of Phoenix
Salt Lake City, UT12.2012
Skills
- Accounting Management
- Financial Document Review
- Preparing Financial Statements
- Team Oversight
- Strategic Planning
- Project Management
- Risk Management
- Trend Analysis
- Internal Controls Development
- Business Writing
Additional Information
Enjoy a variety of hobbies and passions, including sports and collecting sports memorabilia, blockchain technology including crypto currency and physics/other science related topics.
Timeline
Bank Controller/Vice President
Brighton Bank
12.2003 - Current
Teller/New Accounts Representative
Zions Bank
05.2002 - 12.2003
MBA Curriculum & Executive Leadership Certificate - Banking And Financial Support Services
Pacific Coast Banking School
MBA -
University of Phoenix
Bachelor of Science - Business Finance
University of Phoenix
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