Marlee Safran
Deerfield,IL
Summary
Experienced financial professional with over twenty years in diverse business environments. Seven years of expertise in commercial lending, twelve years in a family-owned scrap business, and four years at a start-up logistics company. Good mathematical, communication and problem-solving abilities. Advanced skills in quickbooks, peachtree, and excel.
Overview
24
24
years of professional experience
Work History
Chief Financial Officer
Authentic Logistics
02.2019 - 03.2023
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Increased cash flow by optimizing working capital management and reducing outstanding receivables.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of each month to summarize financial health and business performance.
Chief Financial Officer
Alliance Steel
05.2006 - 12.2018
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information
- Communicated business performance, forecasts and strategies to officers of the Company
- Tracked cash flow and effectively managed working captial
- Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
- Spearheaded due diligence efforts for potential partnerships or joint ventures, securing mutually beneficial arrangements that supported company growth objectives.
Commercial Lender
LaSalle Bank
07.1999 - 05.2006
- Managed assigned loan portfolio for retention, growth and credit.
- Increased loan portfolio growth by developing and maintaining strong relationships with commercial clients.
- Coordinated with loan operations teams to ensure accurate documentation, timely disbursements, and efficient servicing of loans in the portfolio.
- Enhanced credit quality by performing thorough financial analysis and due diligence for loan requests.
Education
Bachelor of Science - Accounting
University of Kansas
Kansas City, KS05.1999
Skills
- Bookkeeping and financial reporting
- Financial analysis and projections
- Acquisitions and due diligence
- Working capital management
- Adaptable and Flexible
Timeline
Chief Financial Officer
Authentic Logistics
02.2019 - 03.2023
Chief Financial Officer
Alliance Steel
05.2006 - 12.2018
Commercial Lender
LaSalle Bank
07.1999 - 05.2006
Bachelor of Science - Accounting
University of Kansas
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