Proactive finance director with extensive experience in risk assessment and mitigation. Known for driving financial forecasting initiatives and ensuring compliance, leading to sustained organizational growth and stability.
Overview
8
8
years of professional experience
Work History
INTERIM FINANCE DIRECTOR/Assistant Finance Director
CITY OF WHEELING
Wheeling, West Virginia
11.2020 - Current
Developed and implemented annual financial plans to align with company objectives.
Managed budgeting processes, ensuring regulatory compliance and accuracy.
Led financial forecasting efforts to support strategic planning initiatives.
Analyzed financial reports, providing insights for executive decision-making.
Collaborated with cross-functional teams to optimize resource allocation.
Oversaw cash flow management, maintaining operational liquidity and stability.
Implemented financial controls, enhancing risk management and reducing discrepancies.
Trained finance team members on reporting and analysis best practices.
FINANCE DIRECTOR
OVRTA/EORTA
Wheeling, West Virginia
12.2017 - 11.2020
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Developed invoicing systems and internal controls to boost billing efficiencies.
Oversaw financial reporting to ensure compliance with regulatory requirements.
Worked with regulatory representatives to complete accurate filings and maintain compliance.
Monitored cash flow, prepared monthly financial statements, and analyzed trends to ensure appropriate use of funds.
Education
MBA - FINANCE
WHEELING COLLEGE
Wheeling, WV
12-1984
Bachelor of Science - Accounting And Finance
Ohio University
Athens, OH
06-1979
Skills
Financial forecasting and reporting
Budget and cash flow management
Risk assessment and mitigation
Strategic planning and execution
Contract negotiation and management
Team leadership and collaboration
ERP system administration
Financial statement preparation
Affiliations
COMMUNITY INVOLMENT
MEMBER OF THE ROMAN CATHOLIC CHURC, LECTOR, COMMENTATOR, EUCHARISTIC MINISTER, PARISH COUNCIL, FINANCE COUNCIL
4TH DEGREE KNIGHTS OF COLUMBUS MEMBER
SERVE ON SEVERAL MUNICIPAL BOARDS, WATER, FINANCE, CITY
Accomplishments
RECEVED THE STATE OF OHIO EXCELLENCE IN FINANCIAL REPORTING AWARD
Timeline
INTERIM FINANCE DIRECTOR/Assistant Finance Director