Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erica Petty

Pilot Mound

Summary

Finance professional with extensive experience in overseeing financial operations and strategic planning. Known for fostering collaborative team environments and driving results within dynamic settings. Proven abilities in financial analysis and compliance management, along with strong leadership and adaptability.

Overview

17
17
years of professional experience

Work History

Director of Finance and Human Resources

Westhaven Community
02.2025 - Current
  • - Oversee all financial operations, including payroll, AP/AR, budgeting, and audits
  • - Manage HR functions: onboarding, employee relations, benefits, and compliance
  • - Lead regulatory adherence (OSHA, FMLA, PBJ, labor laws) and policy creation
  • - Administer workers’ compensation claims, ensuring compliance and resolution
  • - Supervise teams, improve efficiency, and drive internal restructuring
  • - Collaborate with leadership on financial sustainability and staff engagement

Joint-Owner/Operator

Farm Operation
12.2008 - Current
  • - Manage operations, livestock health, and Boer goat breeding sales
  • - Oversee financials and profitability through data-driven strategies
  • - Build supplier/buyer relationships for long-term growth
  • - Analyze trends, allocate resources, and diversify revenue streams

Operations Manager

Boone County Chamber
11.2024 - 02.2025
  • - Led operations, improved departmental efficiency, and reduced costs
  • - Directed digital engagement and strategic planning efforts
  • - Collaborated across departments to boost member satisfaction
  • - Leveraged data analysis for service enhancements and growth

Branch Manager

VisionBank
08.2015 - 09.2016
  • Led branch operations, ensuring compliance with company policies and regulatory requirements.
  • Developed and implemented strategic initiatives to enhance customer satisfaction and retention.
  • Oversaw financial performance, analyzing budgets and identifying areas for cost reduction.
  • Mentored team members, fostering professional development and enhancing overall performance.


Reason for leaving: Difficult child Birth

Club Manager

Ames Racquet and Fitn4ess
06.2014 - 08.2015
  • Directed daily operations to ensure seamless club functionality and member satisfaction.
  • Oversaw staff recruitment, training, and performance evaluations to enhance team effectiveness.
  • Developed and implemented marketing strategies to increase membership engagement and retention.
  • Managed budgeting and financial reporting to optimize resource allocation and profitability.


Reason for Leaving: career advancement

Wellness Coordinator

YMCA
01.2012 - 01.2014
  • Developed and implemented wellness programs that addressed community health needs.
  • Coordinated educational workshops to promote healthy living and fitness initiatives.
  • Collaborated with local organizations to enhance resource availability for wellness activities.
  • Conducted assessments to evaluate participant engagement and program effectiveness.


Reason for Leaving: career advancement

Education

General AA (Incomplete) - Business/Finance/ Human Resources

DMACC
Boone, Iowa

Finance/Management Education - Bookkeeping, Finance, Professional Business Management

ICCC
05.2008

Skills

  • Communication, Budgeting, Team Leadership, Accountability, Adaptability
  • Financial Management, Workers’ Compensation, Customer Service, Strategic Planning
  • Event Planning, Project Management, Data Analysis, Public Speaking, Compliance
  • Payroll administration

Timeline

Director of Finance and Human Resources

Westhaven Community
02.2025 - Current

Operations Manager

Boone County Chamber
11.2024 - 02.2025

Branch Manager

VisionBank
08.2015 - 09.2016

Club Manager

Ames Racquet and Fitn4ess
06.2014 - 08.2015

Wellness Coordinator

YMCA
01.2012 - 01.2014

Joint-Owner/Operator

Farm Operation
12.2008 - Current

Finance/Management Education - Bookkeeping, Finance, Professional Business Management

ICCC

General AA (Incomplete) - Business/Finance/ Human Resources

DMACC