Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jamie Formanek

Lafayette,IN

Summary

Dynamic leader with extensive experience in policy development and financial reporting. Proven expertise in conflict resolution and staff mentoring, enhancing operational efficiency and aligning initiatives with community needs. Results-oriented executive focused on strategic planning and team leadership. Recognized for building strong relationships and effectively resolving conflicts to improve organizational performance and community impact.

Overview

8
8
years of professional experience

Work History

President

Non Profit Organization
Lafayette, Indiana
08.2023 - Current
  • Directed strategic planning initiatives to align organizational goals with community needs.
  • Collaborated with board members to establish effective policies and governance frameworks.
  • Facilitated board meetings and strategic planning sessions to enhance organizational direction..
  • Represented organization at community events and public forums to promote its mission.
  • Mentored staff to maximize productivity and operational efficiency.
  • Managed personnel issues, including termination processes when necessary.

Accountant

Owner Operator Truck Finance
Lafayette, IN
08.2021 - Current
  • Prepared financial statements and reports for owner operator truck finance operations.
  • Reported on financial results, including balance sheets and income statements.
  • Assisted in tax return preparation by gathering client information and organizing tax documents.
  • Coordinated with external auditors during annual audits, providing requested documentation promptly.

Field Sales Representative

Western & Southern Life
Lafayette, Indiana
04.2017 - 03.2019
  • Cultivated strong customer relationships through regular visits and personalized interactions.
  • Conducted product demonstrations to effectively showcase features and benefits.
  • Resolved inquiries and addressed issues promptly to maintain exceptional customer service.
  • Analyzed customer needs to recommend tailored company products and services.
  • Greeted customers upon arrival to ensure positive experiences.

Education

Associate of Applied Science - Medical Terminology

Harrison College
IN
09-2011

Skills

  • Policy development
  • Conflict resolution
  • Decision making
  • Staff management
  • Leadership and team building
  • Business administration
  • Event planning
  • Organizational leadership
  • Fundraising management

References

References available upon request.

Timeline

President

Non Profit Organization
08.2023 - Current

Accountant

Owner Operator Truck Finance
08.2021 - Current

Field Sales Representative

Western & Southern Life
04.2017 - 03.2019

Associate of Applied Science - Medical Terminology

Harrison College

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