Dedicated finance manager with extensive experience in managing financial resources for individuals with disabilities. Known for strong budget forecasting, compliance, and customer satisfaction. Ready to leverage expertise to enhance financial independence and quality of life for clients.
Work History
Finance Manager
11 Months
Brandis Hope Community Services | 09.2025 - Current
Responsible for overseeing and managing the financial resources and Social Security deposits of individuals with disabilities. Ensures funds are properly budgeted, tracked, and allocated to support each individual’s needs while maintaining accurate financial records and compliance with applicable regulations.
Key Responsibilities:
Manage and budget Social Security income and deposits for individuals with disabilities.
Monitor account balances, deposits, withdrawals, and monthly expenses.
Develop individualized budgets based on income, essential expenses, and personal needs.
Ensure bills and financial obligations are paid accurately and on time.
Maintain detailed and confidential financial records.
Reconcile accounts and identify discrepancies or unauthorized transactions.
Communicate with families, caregivers, service providers, and financial institutions regarding financial matters.
Assist with planning for current and future financial needs.
Ensure financial activities comply with organizational policies and applicable Social Security requirements.
Advocate for responsible financial management while promoting each individual’s independence and quality of life.
Prepare financial reports and documentation for internal review, audits, and regulatory requirements.
Human Resources Assistant
1 Month
Brandis Hope Community Services | 08.2025 - 09.2025
Responsible for supporting the Human Resources department with the onboarding and integration of new employees. Coordinates the new-hire process, ensuring employees receive the necessary documentation, information, training, and resources to successfully begin their roles.
Key Responsibilities:
Coordinate and facilitate the onboarding process for new hires.
Prepare and organize new-hire paperwork, employment documents, and personnel files.
Verify completion of required employment documentation and onboarding requirements.
Assist with scheduling orientations, training, and introductory meetings.
Provide new employees with information regarding company policies, procedures, benefits, and workplace expectations.
Serve as a point of contact for new hires during the onboarding process.
Maintain accurate and confidential employee records.
Coordinate with managers and department leaders to ensure new employees are properly prepared for their positions.
Assist with employee questions and direct concerns to the appropriate HR personnel.
Support HR with recruitment, employee records, compliance, and other administrative functions as needed.
Help create a welcoming and organized onboarding experience that promotes employee engagement and retention.
Member Service Representative
10 Months
Meritrust Credit Union | 06.2022 - 04.2023
Assisted members with account inquiries and transactions, ensuring accuracy and efficiency in service delivery.
Processed loan applications and account openings, adhering to compliance regulations
Resolved member concerns through effective communication, fostering positive relationships and trust within the community.
Processed loan applications and account openings, adhering to compliance regulations and organizational policies.
Educated members on credit union products and services, enhancing overall member satisfaction and engagement.
Collaborated with team members to streamline operational processes, improving workflow efficiency and service response times.
Conducted routine audits of member accounts to ensure accuracy and compliance with internal procedures.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Assistant Branch Manager
3 Years 5 Months
Mid American Credit Union | 01.2019 - 06.2022
Coordinated team schedules and delegated tasks to enhance operational efficiency.
Monitored performance metrics to identify areas for process improvement and training needs.
Developed customer service strategies to improve member satisfaction and retention.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.