Samantha Brooks
Baker City
Summary
Professional team leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments. Deep passion for the Agricultural industry and a care for helping customer achieve their goals.
Overview
14
14
years of professional experience
Work History
Controller
Wilson Cattle Co.
04.2024 - Current
- All accounting functions including daily AR and AP, and journal entries that flow into our monthly financial statements.
- Cattle inventory management across 3 states for various cattle ownerships on a vast network of pasture operators.
- Tracked cattle performance and prepared lot by lot break-even recommendations to utilize in strategic hedges/risk management planning.
- Evaluated, prepared, analyzed pasture lease agreements and operating agreements.
- Prepared and presented monthly financial statements to the leadership teams and owners.
- Prepared monthly borrowing base statements and complied with bank reporting requirements.
- Prepared bi-weekly payroll, ensuring compliance with state and federal laws.
- Onboarded new staff throughout the company including operations and administrative staff.
- Prepare 3 different enterprise budgets annually and reconcile budgets monthly.
- Prepare a 12-month rolling cash flow budget and reconcile monthly.
- Compile fiscal year-end financials and collaborate with accountants to achieve financial goals, tax filings, and state and federal reporting requirements.
- Wrote and recommended various operations and admin procedures.
- Managed one direct report which included annual goal and career planning, performance reviews, and salary recommendations.
Relationship Manager II/AVP Branch Manager
AgWest Farm Credit Services
09.2024 - 04.2024
- Analyzed financials, prepared business operating plans and constructed projections to align with individualized producer’s goals.
- Made operational and financial recommendations based on financial position, industry, and producer goals.
- Prepared cash flow budgets and completed quarterly reconciliations.
- Participated in large loan calls with SVP- Credit and Credit Approval to provide credit recommendations.
- Compile credit packages and approve loans, fees, and rates within my delegated authority.
- Participated in farm visits to grow customer relationships during peak times of the year including calving, branding, haying, shipping, preconditioning and ultrasounding.
- Participated in industry team calls including small grains, cattle, and hay.
- Managed a portfolio of $100MM in loan volume assets and over 80 customer relationships.
- Managed a branch with over 25 employees within various divisions.
- Responsible for branch budgets, branch grower meetings, and employee engagement.
- Train and develop Credit Analyst through one-on-one coaching.
- Attended and presented at various grower and industry events.
- Collaborated with customers and insurance agents to develop an appropriate risk management strategy.
Insurance Specialist
Northwest Farm Credit Services
02.2012 - 09.2017
- Assisted customers and provided front-end customer service duties.
- Maintained front-end tracking spreadsheets to ensure reports were received timely and filed with AIP’s.
- Audited policy documents to verify keying and underwriting accuracy.
- Managed policy and file structure to maintain compliance with federal guidelines.
- Serviced 2 agents with over 200 customers, and 4.5 million dollars in gross premium.
- Quoted different Hail, MPCI, and Whole-farm products and provided risk management strategies to customers.
Education
Bachelor of Science -
Montana State University
Billings, MT07-2017
Associate of Science - Business Management - Accounting
Great Falls College Montana State University
Great Falls, MT05-2012
Skills
- Preparing financial statements
- Cash flow management
- Payroll processing
- Fixed asset management
- Financial forecasting
- Financial statement review
- Internal controls development
- Data tracking
- Relationship building and management
- Portfolio growth
- Loan product and terms knowledge
- Creative thinking
- Public speaking
Timeline
Relationship Manager II/AVP Branch Manager
AgWest Farm Credit Services
09.2024 - 04.2024
Controller
Wilson Cattle Co.
04.2024 - Current
Insurance Specialist
Northwest Farm Credit Services
02.2012 - 09.2017
Bachelor of Science -
Montana State University
Associate of Science - Business Management - Accounting
Great Falls College Montana State University