Detail-oriented financial professional with extensive experience in cash management and transaction reconciliation. Skilled in coordinating financial data across departments and preparing comprehensive reports, ensuring accuracy and compliance in financial operations. Experienced Deputy Treasurer skilled in cash management, financial analysis, and transaction reconciliation. Proven ability to lead teams and enhance strategic planning initiatives.
Overview
27
27
years of professional experience
Work History
Deputy Treasurer
Teton County Idaho
Driggs, Idaho
06.2021 - Current
Assisted in daily treasury operations and cash management activities.
Coordinated with departments to gather financial data and reports.
Analyzed financial data for accuracy and prepared detailed reports for the Treasurer.
Maintained records of all transactions related to the office of Treasurer.
Reconciled bank accounts on a weekly basis to ensure accuracy of funds.
Ensured timely collection of delinquent accounts by coordinating with attorneys or other agencies as needed.
Shop Owner
Inspiration Fabrics
Grand Junction, Colorado
02.2015 - 03.2019
Managed daily operations and inventory for local retail shop.
Trained staff on customer service and product knowledge techniques.
Developed promotional strategies to enhance customer engagement and sales.
Oversaw financial transactions and maintained accurate cash registers.
Coordinated with suppliers to ensure timely restocking of products.
Created visually appealing displays to attract customers and drive sales.
Handled customer inquiries and resolved issues effectively and promptly.
Implemented efficient scheduling to optimize staff productivity during peak hours.
Maintained inventory levels by ordering stock as needed.
Trained employees according to specifics of role and company values.
Reviewed financial statements regularly to assess profitability of operations.
Analyzed sales data to identify opportunities for growth.
Monitored financial objectives and prepared budgets according to projections.
Processed payments, calculated taxes, and prepared invoices for customers.
Created a customer loyalty program to reward repeat customers.
Increased business by developing new marketing and promotional strategies.
Created and implemented successful business plans for store management, expansion and updates.
Analyzed financial statements to identify areas of improvement for cost savings.
Assisted with product development to create new items for the store.
Prepared for new product lines and seasonal changes by running in-store and online clearance events.
Executed performance reviews to encourage improved productivity for team members.
Owner
Independence Title & Escrow
Glenwood Springs, Colorado
06.1998 - 10.2013
Managed client communications and scheduled appointments for title and escrow services.
Maintained accurate records of transactions and client information in the database.
Managed daily operations of business, including hiring and training staff.
Ensured compliance with local, state, and federal regulations.
Oversaw budgeting and financial management.
Identified new opportunities for growth, expansion, and diversification.
Reviewed legal documents related to business operations.
Facilitated escrow transactions from initiation to closing.
Reviewed and prepared closing documents for accuracy and compliance.
Managed funds disbursement and ensured proper allocation of resources.
Guided clients through the escrow process with clear explanations.
Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Education
Bachelor of Science - Business & Finance
University of Phoenix
Tempe, AZ
03-2014
Skills
Cash management
Financial analysis
Transaction reconciliation
Budgeting and forecasting
Cash flow forecasting
ERP systems proficiency
Revenue collection
Financial data evaluation
Accounting management
Affiliations
Quiting is a favorite hobby and I enjoy taking classes when I can. I am a certified instructor for Laura Heine Quilting Collage, which is a free form way of creating fabric artwork.