Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Kail Shope

CONTROLLER / BUSINESS OFFICE MANAGER
Norwalk,OH

Summary

Talented financial leader well-versed in accounting principles. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 13+ years of experience and take on a challenging new role. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

18
18
years of professional experience

Work History

Financial Controller/Business Office Manager

Riley Companies
05.2010 - Current
  • Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
  • Prepared accurate financial reports and monthly statements for accounts receivable.
  • Managed budgets, assets, accounts payable, and receivable and general financial reporting procedures.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Completed year-end close processes.

Personal Banker

Key Bank, NA
03.2008 - 05.2010
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.

Business Banking Officer

Charter One Bank
02.2006 - 03.2008
  • Represented bank at community events to establish strong ties and promote business.
  • Upheld stringent bank standards for loans, money handling, and legal considerations.
  • Met with customers to assess needs and propose customized solutions.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Structured and finalized secured and unsecured loans.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Discussed financial options with clients and provided informed suggestions.
  • Offered competitive commercial banking solutions and retail financing options.
  • Represented and serviced 7 branch territory.

Education

Bachelor of Arts - Liberal Arts And Sciences

Bowling Green State University
Bowling Green, OH

Skills

  • Report Generation
  • Financial Planning
  • Policy Development
  • Accounting Management
  • Project Management
  • Human Resources Management
  • Business Operations Management
  • Training and Coaching

Timeline

Financial Controller/Business Office Manager

Riley Companies
05.2010 - Current

Personal Banker

Key Bank, NA
03.2008 - 05.2010

Business Banking Officer

Charter One Bank
02.2006 - 03.2008

Bachelor of Arts - Liberal Arts And Sciences

Bowling Green State University

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Kail ShopeCONTROLLER / BUSINESS OFFICE MANAGER