Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. Forward-thinking Financial Asset Manager possessing first-rate interpersonal, organizational and time management skills. Proficient in Enverus, EnergyLink, & Quickbooks. Personable and reputable professional commended for expanding relationships with existing clients by continuously proposing solutions to meet objectives.
Hi, I’m
Kasey Netzley
Killeen,TX
Summary
Overview
13
years of professional experience
Work History
Tabor Minerals
Financial Asset Manager
06.2021 - Current
Job overview
- Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise clients on 4 investment fund and 2 management companies.
- Maintained contract database of existing and new client contract files and details.
- Assessed financial data and determined suitable actions for investments.
- Managed 4 investment funds to maximize return on investments.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Reconciled and corrected issues with financial records.
- Analyzed financial data to assist in budget creation and forecasting.
Baptist Church
Financial Officer
04.2017 - 05.2021
Job overview
- Forecasted operating costs for scheduled projects by strategizing with other departments.
- Developed annual budgets in collaboration with financial director.
- Managed accounting-team data using Quickbooks, entering and organizing payroll, adjustments and monthly accrual information.
- Assumed ownership of accounting, forecasting and strategic supply planning.
- Created and implemented effective accounting systems, best practices and policies.
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
- Identified and investigated variances to optimize financial plans and forecasts.
- Managed $2,000,000 annual budget that grew 5% in 4 years.
- Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
Aaron Bail Bonds
Office Manager
06.2010 - 03.2017
Job overview
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
Education
University of PhoenixTempe, AZ
BBA from Accounting And Business Management
05.2017
University Overview
Skills
- Enverus & Energylink Software Proficiency
- Workflow Schedules
- Reading Comprehension
- Risk Management
- Operational Efficiency
- Financial Statements Expertise
- Fiscal Budgeting Knowledge
- Profit and Loss Statements
- Financial Management
- Account Reconciliation
- G-Suite
- Interpersonal Communication
- Self-Motivated
- Flexible and Adaptable
- Written Communication
Timeline
Financial Asset Manager
Tabor Minerals
06.2021 - Current
Financial Officer
Baptist Church
04.2017 - 05.2021
Office Manager
Aaron Bail Bonds
06.2010 - 03.2017
University of Phoenix
BBA from Accounting And Business Management
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