Summary
Overview
Work History
Education
Skills
Professionalprofile
Timeline
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Zachary R. Engle

West Liberty,KY

Summary

  • To work in the telecom industry where my skills, passion, education, and experience will make a positive impact for the service region, while also, promoting a highly motivated environment that offers opportunities for personal and professional growth.
  • Management
  • Supervision, support, and direction for 12 + staff
  • Manage and facilitate internal and external banking audits
  • Implement and carry out approved policies
  • Manage consumer, commercial, & mortgage lending; NMLS#: 1264827
  • Manage and oversee a three-million-dollar operating budget Community Involvement & Interpersonal Skills
  • Former treasurer for Morgan County Fiscal Court
  • Commissioner and treasurer of the Morgan County Water District Board
  • Excellent time management skills for prioritization of multiple responsibilities
  • Exceptional communication skills, both orally and written Directive
  • On Mission Leadership Certified; May 2022
  • Essentials of Banking by KBA; November 2016
  • Certified Financial Counselor; July 2013

Financial leader with strong track record in strategic planning, risk management, and financial analysis. Adept at driving financial growth through effective team collaboration and adaptive strategies. Known for reliability, flexibility, and results-driven approach. Skilled in budgeting, forecasting, and regulatory compliance, ensuring fiscal health and organizational success.

Knowledgeable [Desired Position] with strong background in financial leadership and strategic planning. Successfully led financial transformations and streamlined operations to enhance profitability. Demonstrated expertise in financial analysis and risk management.

Overview

8
8
years of professional experience

Work History

Chief Financial Officer

Crossroads Services, Inc.
06.2024 - Current
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
  • Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
  • Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.

Branch Vice President

First National Bank Of Grayson
03.2017 - 06.2024
  • Improved employee retention rates by creating a supportive culture focused on professional development opportunities.
  • Spearheaded initiatives to expand the branch''s product offerings and services in alignment with identified market needs.
  • Negotiated contracts with partners and vendors, securing favorable terms to benefit the branch''s bottom line.
  • Collaborated with senior management to develop strategic plans for branch growth and expansion.
  • Oversaw daily operations within the branch, ensuring all employees adhered to company policies and regulations.
  • Implemented risk management strategies to minimize financial exposure while maximizing profitability.
  • Managed a team of professionals, providing guidance and support for their career development and performance improvement.
  • Served as a subject matter expert regarding industry trends, competitor analysis, and emerging technologies.
  • Enhanced customer service standards by conducting regular training sessions for staff members on best practices in client relations.
  • Increased branch revenue by implementing effective sales strategies and fostering strong relationships with clients.
  • Championed process improvements that increased efficiency within various departments throughout the branch.
  • Actively participated in community events and organizations to build relationships and raise awareness of the branch''s offerings.
  • Streamlined operations for better productivity by identifying inefficiencies and implementing new procedures.
  • Led efforts in cost reduction through careful budget management, expense tracking, and negotiation of vendor contracts.
  • Coordinated events and seminars to engage the local community, strengthening brand reputation and client relationships.
  • Maintained compliance with regulatory requirements through diligent oversight of processes, documentation, and reporting procedures.
  • Developed strategic plans for day-to-day financial operations.
  • Complied with established internal controls and policies.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Utilized financial software to prepare consolidated financial statements.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.

Education

Bachelor of Business Administration - Finance

Morehead State University
Morehead, Kentucky
05.2009

Skills

  • BanPac
  • LaserPro
  • Microsoft Office
  • MAS 90
  • PowerPoint
  • Excel
  • ADP Workforce Now
  • Audit coordination
  • Budget development
  • Reporting expertise
  • Strategic financial planning
  • Financial management
  • Financial reporting
  • Financial policy creation
  • Financial strategy development
  • Reporting skills
  • Risk management
  • Corporate leadership
  • Working capital management
  • Cash flow management
  • Regulatory requirements
  • Operational decision making
  • Accounting principles understanding
  • Business forecasting
  • Financial process improvement
  • Regulatory compliance
  • Continuous learning mindset
  • Documentation compliance
  • Debt management expertise

Professionalprofile

Supervision, support, and direction for 12 + staff, Manage and facilitate internal and external banking audits, Implement and carry out approved policies, Manage consumer, commercial, & mortgage lending; NMLS#: 1264827, Manage and oversee a three-million-dollar operating budget, Former treasurer for Morgan County Fiscal Court, Commissioner and treasurer of the Morgan County Water District Board, Excellent time management skills for prioritization of multiple responsibilities, Exceptional communication skills, both orally and written, On Mission Leadership Certified, 05/22, Essentials of Banking by KBA, 11/16, Certified Financial Counselor, 07/13

Timeline

Chief Financial Officer

Crossroads Services, Inc.
06.2024 - Current

Branch Vice President

First National Bank Of Grayson
03.2017 - 06.2024

Bachelor of Business Administration - Finance

Morehead State University

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Zachary R. Engle