Dynamic fiscal leader with a proven track record at US Bank National Association, excelling in cash flow management and effective communication. Championed regulatory compliance and optimized financial performance, driving growth through strategic partnerships. Recognized for implementing robust internal controls, ensuring transparency, and fostering strong stakeholder relationships.
Overview
45
45
years of professional experience
Work History
Fiscal Officer
Brunswick Hills Township
04.2016 - 03.2024
Oversaw the annual budget planning process, aligning financial resources with organizational objectives.
Implemented robust internal controls, minimizing instances of fraud or mismanagement within the organization.
Championed transparency in financial reporting by implementing rigorous controls and documentation standards.
Optimized fiscal operations for increased efficiency through regular auditing and monitoring of departmental budgets.
Reviewed monthly inventory, deferred revenue and accounts receivable related to key balance sheet accounts.
Ensured timely financial reporting, adhering to strict deadlines and regulatory requirements.
Stayed up-to-date on [State] laws and licensing requirements to complete accurate and efficient reviews.
Responded to requests for information from public, other municipalities or state and federal legislative offices.
Vice President
US Bank National Association
12.2002 - 03.2022
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
Established and maintained strong relationships with customers, vendors and strategic partners.
Represented organization at industry conferences and events.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Trust Officer
Huntington National Bank
07.1979 - 12.2002
Developed strong relationships with clients by providing personalized service and understanding their financial needs.
Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
Kept abreast of industry trends, regulatory changes, and best practices through continuous professional development, ensuring ongoing excellence in trust management services.
Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
Managed complex portfolios for Municipalities and Corporations
Complied with established internal controls and policies.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
Contributed to the overall success of the trust department by participating in cross-functional projects and initiatives.
Public Relations at The Township of South Brunswick-South Brunswick Township, NJPublic Relations at The Township of South Brunswick-South Brunswick Township, NJ