NICOLE OAKES
Beaverton,OR
Summary
Skilled Financial Controller bringing over 13 years of success in financial management and 16 years retail banking management experience with success in devising policies and procedures to sustain compliance with regulatory guidelines. Proven leader with success in developing high-performing, competent accounting teams. Expertise in generally accepted accounting principles, human resources, vendor management, information technology systems, retail management, banking operations, and compliance.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Controller
DIRECTORS MORTGAGE
04.2019 - Current
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Led organizational cash flow and cash flow forecasting initiatives.
- Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Provided financial oversight to other business lines under CEO ownership.
Director - Accounting, Tax and Account Administration
LEASE DIMENSIONS, INC a Genpact Company
01.2017 - 04.2019
- Supervise daily, monthly, and annual accounting closes for multiple client portfolios.
- Provide oversight for accounting and cash reconciliations.
- Manage general ledger reporting and transaction accounting for wide portfolio of clients.
- Oversee client property and sales tax payments/filings.
- Identify and implement operational opportunities for process improvement.
- Manage internal and external compliance audits.
- Responsible for recruitment and hiring of new personnel.
- Oversee employee training and mentorship for multiple departments to encourage professional growth.
Consultant
NOW CFO
07.2016 - 01.2017
- Full service operational accountant and financial consultant.
- Project work included bank reconciliation clean up, creating processes and procedures, implementation of month end close processes, contract negotiations and tax preparation.
- Conducted meetings with clients to determine project intent, requirements and budgets.
- Developed work plans to meet business priorities and deadlines.
- Industry experience in agriculture, recycling/waste management, software and raw goods.
AVP, Assistant Controller
THE BANK OF OSWEGO
05.2005 - 09.2016
- Oversaw operations of accounting, financial information reporting, vendor management, human resources and technology.
- Engaged employee coaching related to sales and performance standards.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Processed and maintained corporate account payables, prepaids, and fixed assets.
- Maintained Bank's investment portfolio and collateral pledging.
- Analyzed and implemented core system conversion and ATM plastics vendor change.
- Developed and maintained policies and procedures.
- Prepared monthly financial reporting packages.
- Created periodic reports comparing budgeted costs to actual costs.
- Supervised and coordinated external audits.
Sales and Service Manager
US BANK Hillsboro, Portland & Beaverton, OR
05.2000 - 05.2005
- Managed sales and operations teams at top performing branch.
- Responsible for staff interviewing, hiring, performance reviews and improvement plans.
- Performed daily and monthly compliance audits.
- Monitored cash levels to ensure branches performed at optimum levels.
- Teamed with employees to implement promotional products to retain and deepen relationships with customers.
- Assisted customers with banking transactions and service issues.
Education
Bachelor of Accounting and Bachelor of Business Management -
Warner Pacific College
Portland, OR2015
Operations Management and Leadership Certification -
OBA Northwest Bank Operations School Oregon Bankers Association
Salem, OR2013
Skills
- Budgeting and finance
- Process Improvement
- Risk management processes and analysis
- Leadership
- Strategic Planning
- Team Building
- Accounting management
- Internal controls development & management
- Tax Compliance
- Financial Forecasting
- Revenue Generation
Certification
IRS Certified Tax Preparer, American Association of Retired Persons (AARP)
Timeline
Financial Controller
DIRECTORS MORTGAGE
04.2019 - Current
Director - Accounting, Tax and Account Administration
LEASE DIMENSIONS, INC a Genpact Company
01.2017 - 04.2019
Consultant
NOW CFO
07.2016 - 01.2017
AVP, Assistant Controller
THE BANK OF OSWEGO
05.2005 - 09.2016
Sales and Service Manager
US BANK Hillsboro, Portland & Beaverton, OR
05.2000 - 05.2005
Bachelor of Accounting and Bachelor of Business Management -
Warner Pacific College
Operations Management and Leadership Certification -
OBA Northwest Bank Operations School Oregon Bankers Association
IRS Certified Tax Preparer, American Association of Retired Persons (AARP)
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