Dynamic and results-oriented finance leader with over 25 years of experience in the banking and financial services industry. Extensive expertise in strategic financial planning, regulatory compliance, investment portfolio management, and operational efficiency. Proven ability to drive profitability, enhance organizational performance, and align financial strategies with corporate goals. A collaborative leader skilled at managing stakeholder relationships and fostering team excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Director of Finance
Sierra Pacific Federal Credit Union
01.2013 - Current
Lead the overall financial management of a $190 million asset credit union, ensuring financial stability and regulatory compliance
Develop and execute comprehensive financial strategies to drive growth and profitability.
Oversee the $80+ million investment portfolio, optimizing returns while mitigating risks in volatile market conditions.
Present detailed financial insights, economic forecasts, and strategic recommendations to the Board of Directors, enabling informed decision-making.
Implement and manage liquidity policies to meet stress testing and operational requirements, ensuring resilience in various economic scenarios.
Collaborate with executive leadership to align financial objectives with organizational goals and market trends.
Direct multi-branch financial reporting, introducing performance metrics to enhance accountability and operational efficiency.
Key Achievements:
Spearheaded a liquidity enhancement initiative, opening a Federal Reserve credit line to bolster risk management capabilities.
Improved budget accuracy, reducing variance from projections and enabling more precise strategic planning.
Negotiated contracts and partnerships, achieving cost reductions and increased revenue streams.
Senior Accountant
Saint Mary’s Medical Center
01.2012 - 01.2013
Managed critical financial functions, including preparation of financial statements and compliance reporting for executive teams.
Conducted variance analyses and developed financial models to support operational planning and decision-making.
Established accounting systems for newly acquired urgent care locations, ensuring smooth integration into corporate financial operations.
Staff Accountant
Heritage Bank of Nevada
01.2005 - 01.2012
Directed month-end and year-end close processes, ensuring compliance with GAAP and regulatory standards.
Performed financial reconciliations and prepared detailed reports for internal audits and regulatory exams.
Supported senior management in strategic planning by analyzing operational performance and identifying cost-saving opportunities.
Education
Bachelor of Science - Accounting
Morrison University
Reno, NV
Skills
Strategic Financial Leadership
Budgeting, Forecasting & Financial Modeling
Banking Operations & Compliance (NCUA, Federal Reserve)
Certified Graduate of the Graduate School of Banking
Community Engagement
Established holiday support programs in partnership with local schools, benefiting hundreds of children in need., Volunteer coach for youth sports, fostering leadership and teamwork in the community.
Expanded Director of Finance Responsibilities
Strategic Leadership:
Formulate long-term financial strategies, ensuring alignment with organizational goals and market opportunities.
Evaluate potential mergers, acquisitions, and partnerships, providing financial insights and due diligence to support growth initiatives.