Scott Peterson
Crystal Lake,IL
Summary
Proven leader in financial oversight and organizational efficiency, adept at streamlining operations, and enhancing profitability of Moose Lodges. Leveraged expertise in finance, accounting, operations, management, and QuickBooks, alongside exceptional verbal communication and team collaboration skills, to drive significant improvements in Lodge administration, and financial management.
Overview
27
27
years of professional experience
Work History
Traveling Administrator/FRS
Moose International
09.2023 - Current
- Bridge the gap in a Lodge Office of Administrator if an unexpected vacancy occurs and identify a new Administrator within the Lodge membership.
- Provide training to new Administrators as needed.
- Provide training to Board of Officers and Lodge staff as needed.
- Perform duties of Financial Review Specialist.
- Implemented processes and procedures to streamline Lodge operations.
- Generate reports detailing findings and recommendations.
- Ensure Lodges are following the Moose General Laws.
- Conduct reviews of Lodge operations and identified areas for improvement.
- Evaluate staff performance and provided coaching to address inefficiencies.
- Educate Administrators/Board of Officers on organizational mission and goals to help Lodges achieve success.
- Other duties as assigned.
Financial Review Specialist
Moose International
04.2023 - 09.2023
- Perform extensive examination of books and records of assigned Lodges and make recommendations on: improvements to recordkeeping; business operation changes; officer realignment; and the development and implementation of programs to maximize Lodge membership and profitability in every business segment in which a Lodge is involved.
- Emphasize extensive knowledge of QuickBooks Online, including the use of the software, the ability to train others to use the software, the correction of entries, and the ability to adjust the Balance Sheet and Profit & Loss statements, to coincide with accurate reporting and tax filing requirements.
- Monitor and evaluate reports provided by Moose International to actively track progress of the Lodges within identified regions; made recommendations and suggestions to Regional and Territory Managers based on information contained in reports.
- Communicate all findings, recommendations and progress reports to appropriate Moose International staff, Lodge Officers and other support personnel within established timelines. Maintain confidentiality and sharing financial information only with those authorized individuals entitled to receive such information.
- Analyze Lodge 990 filings.
- Ensure Sales Tax filings are filed, payed, and accurate.
- Ensure Payroll Tax filings are filed and payed.
- Reconcile Lodge QuickBooks bank accounts as needed.
- Reviewed several high-priority assignments with heightened attention to detail.
- Uncovered several cases of Administrator misappropriation.
- Provide valuable insights for decision-making purposes.
- Conduct thorough reviews for better compliance and risk mitigation.
- Other duties as assigned.
Administrator
Woodstock Moose Lodge #1329
11.2021 - 04.2023
- Networked with other Moose Lodge Administrators to exchange best practice knowledge and stay abreast of latest developments by attending Illinois Moose Association conventions and Moose International convention.
- Educated staff on organizational mission and goals to help employees achieve success.
- Conducted regular reviews of operations and identified areas for improvement.
- Generated reports detailing findings and recommendations.
- Optimized members experience by delivering superior services and effectively troubleshooting issues.
- Troubleshot employee concerns and recommended corrective actions to resolve issues.
- Used QuickBooks online for entering bills, paying the bills, running payroll, reconciling the Lodge's accounts, and providing financial reports to the Lodge Treasurer, Board of Officers, and General Membership.
- Weekly ordering from Lodge food purveyors. Added Sysco as a vendor to be able to save the Lodge money. Price analysis between Sysco and Gordon weekly to save the Lodge money.
- Prepared bank deposits and handled business sales, and transaction reports.
- Interacted with members by phone, email, or in-person to provide information.
- Managed and properly accounted for petty cash issued to facilitate general office activities.
- Maintained professional demeanor by staying calm when addressing unhappy or angry members.
Owner/Operator
Oney's Tree Farm
03.1998 - 03.2023
- Prepared bank deposits, handled business sales, returns, and transaction reports.
- Used Quickbooks for accounting and finances.
- Prepared Financial Reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Prepared annual budgets with controls to prevent overages.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Evaluated suppliers to maintain cost controls and improve operations.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Managed day-to-day business operations.
- Managed up to 21 employees.
Education
Bachelor of Science - BA Financial Services & BA Accounting
Columbia College
Columbia, MO05.2005
Skills
- Financial Analysis
- Forensic Accounting
- Administration and Management
- Resourceful and Analytical
- Decision Making
- Records Preparation
- Accounts Payable and Receivable
- Expense Reporting
- Balance Accounts
- Verbal and Written Communication
- Team Collaboration
- Attention to Detail
Accomplishments
Since my start at Moose International several Lodge Administrators have been discovered to have misappropriated Lodge funds due to my financial reviews that include forensic accounting skills to uncover the misappropriation. Those Lodges now have new Administrators and are thriving financially.
Through the above and my current position of Traveling Administrator the Key West Lodge #1760 did not have to close. The Lodge was on the brink of closing. Now the Lodge is thriving financially, and fraternally with a new Administrator I trained.
Completed financial reviews of Lodges applying for a loan from Moose International. I have provided the Moose International Loan Committee recommendations if the Lodge can afford the proposed loan or not. If not I recommend the amount of a loan a Lodge can afford if applicable.
Woodstock Moose Lodge #1329 was selected for a shining star award in 2022 by the Illinois Moose Association. The award was for the most improved Lodge in Illinois. I was the Administrator during that time.
Timeline
Traveling Administrator/FRS
Moose International
09.2023 - Current
Financial Review Specialist
Moose International
04.2023 - 09.2023
Administrator
Woodstock Moose Lodge #1329
11.2021 - 04.2023
Owner/Operator
Oney's Tree Farm
03.1998 - 03.2023
Bachelor of Science - BA Financial Services & BA Accounting
Columbia College