Pam Heiny
Wheat Ridge
Summary
Accounting and finance professional skilled in managing financial operations and leading a team. Expertise in enhancing accounting processes, ensuring compliance, and supporting strategic financial planning. Recognized for fostering a collaborative team culture while delivering accurate financial reporting and operational efficiency.
Overview
35
35
years of professional experience
Work History
Manager of Finance
Sonsio Vehicle Protection
09.2018 - Current
- Lead the Accounts Payable while managing and developing a team of five employees.
- Oversee daily financial operations, ensuring accuracy, efficiency, and compliance with company policies.
- Manage financial reporting, account reconciliations, and month-end close activities.
- Develop and improve accounting processes and internal controls to increase operational efficiency.
- Collaborate with executive leadership to support budgeting, forecasting, and strategic financial planning.
- Analyze financial data and provide recommendations to improve business performance and decision-making.
- Ensure compliance with accounting standards, regulatory requirements, and company policies.
- Foster a collaborative, customer-focused team culture while mentoring staff and promoting continuous improvement.
Financial Secretary
Wheat Ridge High School
07.2014 - 09.2018
- Manage financial operations for more than 200 school activity accounts.
- Prepare and monitor departmental budgets while providing budget recommendations to school administration.
- Coordinate annual audits and respond to audit findings.
- Reconcile school purchasing cards and financial accounts.
- Process deposits, check requests, refunds, and student fee collections.
- Coordinate purchasing for school departments.
- Maintain vendor records and oversee 1099 documentation and reporting.
- Ensure compliance with district financial policies and procedures.
Administrative Assistant / Bookkeeper
Jeffco Schools Foundation
04.2012 - 06.2014
- Managed all accounts payable and accounts receivable functions.
- Reconciled bank and escrow accounts.
- Maintained financial records and program balances using Quicken.
- Assisted with annual financial audits.
- Prepared monthly financial reports for Board of Directors meetings.
- Processed donor acknowledgements and maintained donor records.
- Planned and coordinated fundraising events including galas, luncheons, awards ceremonies, and recognition dinners.
Accounting & Administrative Professional
Capitol Life Insurance Company
01.1992 - 04.2009
- Performed general accounting including bank reconciliations, suspense account reconciliations, journal entries, and accounts payable.
- Prepared and filed annual 1099 reports.
- Assisted in preparing the Corporate Annual Statement and federal and state regulatory filings for operations in 49 states.
- Managed escheatment reporting, conducting due diligence to locate unclaimed policyholders and ensure compliance with state regulations.
- Participated extensively in annual financial audits by preparing requested documentation.
- Recorded and tracked bond purchases and sales for an investment portfolio exceeding $200 million.
- Supported Chief Financial Officer and President with executive administrative responsibilities, coordinating travel, managing correspondence, scheduling meetings, and preparing critical documents.
- Edited financial reports, Annual Statement documentation, Jurat pages, and actuarial reports to ensure accuracy and compliance with regulatory standards.
Education
Some College (No Degree) - Education
BYU Idaho
Rexburg IdahoSkills
- Budget management
- Financial analysis
- General accounting
- Accounts payable and receivable
- Bank reconciliations
- Financial statements
- General ledger maintenance
- Journal adjustments
- Audit support
- 1099 processing
- Compliance reporting
- Vendor management
- Microsoft Office proficiency
- Analytical thinking
- Attention to detail
- Problem solving
- Organizational skills
- Deadline orientation
- Written communication
- Verbal communication
- Confidential information handling
Applications
- Research Accountant I, [Date], Colorado School of Mines, 1500 Illinois St., Golden, CO, 80401
- Contract Administrator II, [Date], Colorado School of Mines, 1500 Illinois St., Golden, CO, 80401
- Administrative Assistant III, [Date], Colorado School of Mines, 1500 Illinois St., Golden, CO, 80401
- Department Manager, Physics, [Date], Department of Physics, Colorado School of Mines, 1500 Illinois St., Golden, CO, 80401
Timeline
Manager of Finance
Sonsio Vehicle Protection
09.2018 - Current
Financial Secretary
Wheat Ridge High School
07.2014 - 09.2018
Administrative Assistant / Bookkeeper
Jeffco Schools Foundation
04.2012 - 06.2014
Accounting & Administrative Professional
Capitol Life Insurance Company
01.1992 - 04.2009
Some College (No Degree) - Education
BYU Idaho