Kody Carlson
Saint Marys,KS
Summary
Highly motivated employee with a desire to learn new skills. Strong work ethic, high attention to detail, and accuracy. Enjoys working independently and with a team to achieve results.
Overview
24
24
years of professional experience
Work History
Finance Manager
Grandma Hoerner's Foods
Alma, KS
03.2022 - Current
- Account reconciliations for four operating accounts.
- Month-end closing process, including resolving any discrepancies.
- Prepare, review for accuracy, and present financial statements to the owners monthly.
- Prepare weekly financial reports for review.
- Supervise/train three accounting employees in sales, invoicing, and inventory management.
- Develop budgets and projections for operating accounts.
- Update KPIs for GH Pulse meetings.
- Create new KPIs that will be helpful to the team.
- Coordinate data gathering for year-end tax filings for all four entities.
- Enter accounting transactions daily.
- Record purchases and sales of assets.
Cashiers Manager, Business & Financial Services
Kansas State University
Manhattan, KS
09.2020 - 03.2022
- Supervise all activities related to the cashier's and loans sections of the office.
- Overseeing the daily reconciliation of all receipts and deposits.
- Ensure all business activity for the day balances with bank deposits.
- Work with the bank on deposit discrepancies, and make correcting accounting entries.
- Supervise the Accounting Specialist position, responsible for A/P and A/R in the collections process of delinquent student accounts.
- Supervise the Accounting I position, responsible for daily loan transactions, monthly balancing, and loan assignments to the Department of Education.
- Complete annual reports for HPSL and Section III of the FISAP for Perkins
- Balance G/L clearing accounts, and disburse funds to local agencies.
- Assist departments with Cashnet, including training.
- Process reversing entries and void transactions in Cashnet.
Loans Manager/IT Specialist
Kansas State University
Manhattan, KS
07.2019 - 09.2020
- Provide customer service to loan borrowers, current students, and parents.
- Balance Perkins, HPSL, FSL, and ESL accounts monthly.
- Complete annual reports for HPSL and Section III of the FISAP for Perkins.
- Supervise Accountant I position.
- Oversight of HPSL loan projections is calculated based on the last three years of data.
Assistant Director, Student Financial Assistance
Kansas State University
Manhattan, KS
08.2010 - 07.2019
- Exercise discretion and independent judgment to plan, direct, and formulate policies.
- Provided overall direction for the Office of Veterans Affairs.
- Responsible for securing $8.3 million in Post-9/11 GI Bill tuition payments.
- Counsel students and parents on VA educational benefits and financial aid.
- Create workflows and reports designed to advance continuous improvement and efficiency related to the timely and accurate processing of certifications.
- Maintain compliance with federal and state regulations.
- Responsible for yearly federal and state audits of the Veterans Affairs office.
- Work with a team to implement and interpret the Choice Act of 2014.
- Responsible for the implementation of the Colmery Act of 2017.
Financial Aid Director
Manhattan Area Technical College
Manhattan, KS
07.2006 - 08.2010
- Analyzed student eligibility for federal and state financial aid awards.
- Managed all student financial aid assistance programs: local, state, and federal.
- Prepared and submitted accurate state and federal reports, SSCR, and FISAP.
- Delivered presentations to student and parent orientations.
Student Services Specialist
Manhattan Area Technical College
Manhattan, KS
07.2005 - 07.2006
- Processed and maintained student financial aid files.
- Supervised and trained enrollment and financial clerk positions.
- Assisted the Financial Aid Director.
- Promoted to Director after a year.
Loan Administrative assistant, Bookkeeper/Teller
Kaw Valley State Bank
Wamego, KS
10.2001 - 07.2005
- I served two years as a Bookkeeper/Teller, then was promoted to Loan Admin Assistant after graduation.
- Balanced general ledger and Federal Reserve accounts.
- Performed the application, underwriting, typing, and closing phases of consumer loans.
- Opened new accounts, issuing CDs and IRAs.
Education
Master’s - Counseling and Student Development
Kansas State University
Manhattan, KS05.2009
Bachelor’s - Business Administration, Finance
Kansas State University
Manhattan, KS12.2002
Skills
- Highly detail-oriented
- Problem-solving
- Communication
- Teamwork
- Time management
- Critical thinking
- Dedicated
- KPI management
- Continuous improvement
- Excel
Extra
- Award of Recognition, K-State’s Veteran’s Student Organization, 05/01/17
- Archive Chair, KASFAA, 01/01/13
- Archive Committee, KASFAA, 01/01/14
Timeline
Finance Manager
Grandma Hoerner's Foods
03.2022 - Current
Cashiers Manager, Business & Financial Services
Kansas State University
09.2020 - 03.2022
Loans Manager/IT Specialist
Kansas State University
07.2019 - 09.2020
Assistant Director, Student Financial Assistance
Kansas State University
08.2010 - 07.2019
Financial Aid Director
Manhattan Area Technical College
07.2006 - 08.2010
Student Services Specialist
Manhattan Area Technical College
07.2005 - 07.2006
Loan Administrative assistant, Bookkeeper/Teller
Kaw Valley State Bank
10.2001 - 07.2005
Master’s - Counseling and Student Development
Kansas State University
Bachelor’s - Business Administration, Finance
Kansas State University
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