Rhonda Lindquist
Helena,MT
Summary
Dedicated Finance Executive with 30 years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational mission. Strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
30
30
years of professional experience
Work History
Insurance Agent
Jacoby Insurance Group
08.2022 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Director
OFFICE OF PUBLIC DEFENDER
03.2018 - 06.2022
- Provides leadership and directs management functions for over 300 attorneys and administrative staff located across Montana
- Initiates and influences positive change, gaining support of external and internal stakeholders in decisions and in building effective partnerships
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Administers programs limited by significant constraints; lack of direct control over provider workloads, limited budget resources, supporting constituencies, and internal agency infrastructure to administer programs
- Mentors and develops employees through training, education, and performance management
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
Centralized Services Administrator
GOVERNOR'S OFFICE OF BUDGET AND PROGRAM PLANNING
12.2016 - 01.2018
- Provides agency financial administration by advising Governors Budget Director, Chief of Staff, and executive program directors on fiscal policy, direction, and interpretation
- Implements and administers agency budgets of approximately 5 million dollars as authorized by Montana State Legislature
- Prepares budget amendments and operational plan adjustments in coordination with Office of Budget and Program Planning
- Develops, directs modification, and reviews agency's accounting, human resource, and budgeting sub-systems, policies, and procedures by performing financial and data-system analysis and review
- Acts as agency liaison to Legislative Auditor's Office, preparing schedules, verifying accuracy of financial schedules, providing information, and implementing audit recommendations
- Develops and reviews contracts for content, completeness and to ensure that work expected is described clearly, services received or rendered are in line with cost and proposed expenditures comply with budget, program plans, and grant requirements
- Performs personnel management functions required to supervise professional level staff.
Chief Financial Officer
FAMILY OUTREACH, INC.
07.2014 - 01.2016
- Directs personnel management functions, including development, interpretation, and/or implementation of state and federal policies, procedures, and related requirements
- Manages multiple funding sources exceeding $4.0 million
- Oversees administration of contracted services to ensure compliance with state laws and regulations
- Advises Executive Director, Board of Directors, and Program Managers on management and fiscal issues
- Develops annual goals and objectives
- Establishes and maintains communication with funding authorities and programs to ensure that appropriate financial subsystems, approaches, and policies are in place to meet diverse program and funding requirements
- Coordinates financial compliance audit responses.
Administrator
DEPARTMENT OF CORRECTIONS
05.2005 - 07.2014
- Analyzes major departmental issues to provide effective organizational strategies
- Designs, implements, and integrates multiple fiscal and compliance programs for entire agency
- Manages all aspects of agency's $400 million biennial budget planning process
- Works to determine organizational goals, staff resource needs by integrating various program activities into mission, political climate, and legislative intent
- Provides leadership development
- Acts as department liaison with Governor's office, elected officials, and other agencies on draft legislation, fiscal notes, or program activities
- Handles labor relation planning and negotiation for various labor entities
- Provides policy development on major issues
- Supervises agency-wide development and implementation of compliance monitoring policies, quality assurance tracking tools, risk management assessments, and internal control procedures
- Provides testimony at legislative hearings, committee meetings, and cabinet meetings as required
- Completes media interviews regarding division activities
- Oversees department's federal grants activity, payroll, contracts, budgeting, general ledger accounting, felony restitution collections, records management, vehicle fleet management, and purchasing.
Fiscal Bureau Chief
DEPARTMENT OF CORRECTIONS
04.2002 - 05.2005
- Supervises 22 employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties
- Maintains current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards
- Conducts or coordinates audits of accounts and financial transactions to ensure compliance with state and federal requirements and statutes
- Responsible for federal grant acquisition, program application, and accounting.
Accounting Bureau Chief
DEPARTMENT OF CORRECTIONS
09.2000 - 04.2002
- Resolves customer complaints and answers customers' questions regarding policies and procedures
- Supervises work of office, administrative, and customer service employees to ensure adherence to quality standards, deadlines, and proper procedures
- Provides 21 employees with guidance in handling difficult or complex problems and in resolving escalated complaints or disputes
- Discusses job performance issues with employees, identifies causes, and works on resolving problems
- Interprets and communicates work procedures and policies to staff.
Accountant
DEPARTMENT OF CORRECTIONS
08.1994 - 09.2000
- Performs general ledger reconciliation functions between financial and physical asset management of fixed costs
- Works with bureau chief to develop department's indirect cost rate for federal grants
- Coordinates and establishes corrective action entries on agency general ledger system
- Verifies transactions and reviews accounting entries on annual budget of $90 million
Education
Bachelor of Science - Business Administration
College of Great Falls And Kennedy Western
Great Falls, MT03.2003
Skills
- Strategic financial planning
- Financial Strategy Development
- Financial Reporting
- Extensive knowledge of management practices including strategic management
- Non-profit management
- Community Engagement
- Audit Coordination
Accomplishments
- Development and implementation of a career ladder and pay matrix.
- Provided budget and programming planning for a budget of approximately $400 million dollars.
- Oversaw the development of a 120 secure bed request for proposal.
- Implementation of a contract management system and procedures to ensure compliance and financial efficiencies.
- Refine the compliance monitoring unit to mitigate risk in employee worker compensation claims, early return to work and contract liability.
Additional Information
Current Board member (Treasurer) Family Outreach - Montana
Former Member of Pretrial Services Task Force - Montana
Former Member of the Board of Crime Control - Montana
Former Member of Youth Justice Council - Montana
Former Court Appointed Child Advocate - Montana
Timeline
Insurance Agent
Jacoby Insurance Group
08.2022 - Current
Director
OFFICE OF PUBLIC DEFENDER
03.2018 - 06.2022
Centralized Services Administrator
GOVERNOR'S OFFICE OF BUDGET AND PROGRAM PLANNING
12.2016 - 01.2018
Chief Financial Officer
FAMILY OUTREACH, INC.
07.2014 - 01.2016
Administrator
DEPARTMENT OF CORRECTIONS
05.2005 - 07.2014
Fiscal Bureau Chief
DEPARTMENT OF CORRECTIONS
04.2002 - 05.2005
Accounting Bureau Chief
DEPARTMENT OF CORRECTIONS
09.2000 - 04.2002
Accountant
DEPARTMENT OF CORRECTIONS
08.1994 - 09.2000
Bachelor of Science - Business Administration
College of Great Falls And Kennedy Western