Sherry Saddler
Troy
Summary
Executive level leader with advanced skills in finance and operations. 16+ years of leadership experience. Proficient in advanced budgeting, long-term forecasting, grant management, sales, cost containment and reporting of multi-million-dollar budgets. Outstanding interpersonal, contract negotiation and mediation skills with experience in both private and public sector organizations. Excellent communicator, capable of simplifying complex issues and leading discussions to create concrete decisions. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
18
18
years of professional experience
Work History
Director of Client Accounting and Advisory Services
Clark Schaefer Hackett- Business Advisors
01.2021 - Current
- Responsible for the management of the day-to-day operations of the Managed Services, Not for Profit Practice, including profitability of client engagements, recruiting, hiring, managing and retaining top-performing staff
- Maintain long-term business vision to develop and execute a forward-thinking strategic plan
- Prospecting and business development
- Attain annual new growth goals for department
- Management of client grant requirements (government and private)
- Calculate bids for services, write proposals
- Marketing services to appropriate audience to include email campaigns, in person events, and webinars, creation of marketing materials in conjunction with Marketing Department
- Budgeting and Forecasting for the Managed Services Business Practice and clients
- Management of practice success factors and key performance indicators
- Responsible for overall profitability and client satisfaction
- Resource planning-including staffing and technology
- Individual and team performance reviews
- Education and development of the department
- Implementation strategies and oversight
- Team morale, engagement, incentives and rewards
- Fractional CFO to NFP clients.
Director of Business and Operations
The Miami County Board of Developmental Disabilities
01.2017 - 01.2021
- Prepare or direct preparation of financial reporting, accounting, billing, payroll, annual budgets or reports by regulatory agencies
- Report to Executive Board monthly
- Maintain current knowledge of organizational policies and procedures, federal, state and local policies and directives and current accounting standards
- Conduct audits of company accounts and financial transactions to ensure compliance with local, state and federal requirements and statutes
- Monitor financial activities and details, such as reserve levels, to ensure that all legal and regulatory requirements are met
- Monitor and evaluate team of 10+ employees to include business office, facilities employees and IT employees, recommending and implementing personnel actions, such as promotion and dismissal
- Analyze the financial details of past, present and expected operations to identify development opportunities and areas where improvement is needed
- Develop internal control policies, guidelines and procedures for activities such as budget administration, cash and management and accounting
- Advise executives on short and long-term financial objectives, policies and actions
- Lead staff training and development in budgeting and financial management areas
- Determine depreciation rates to apply to capitalized items and determine purchasing, leasing or disposal actions
- Project management for capital projects to include RFP, contract negotiations through project completion
- Create and maintain useful life schedules for technology and capital purchases and create long-term budgets according to said schedule
- Implement, monitor and maintain multi-million-dollar budget ($14+ million/year).
Director of Business
The Champaign & Shelby County Board of Developmental Disabilities
01.2012 - 01.2018
- Prepare or direct preparation of financial reporting, accounting, billing, payroll, annual budgets or reports by regulatory agencies
- Report to Executive Board monthly
- Maintain current knowledge of organizational policies and procedures, federal, state and local policies and directives and current accounting standards
- Conduct audits of company accounts and financial transactions to ensure compliance with local, state and federal requirements and statutes
- Monitor financial activities and details, such as reserve levels, to ensure that all legal and regulatory requirements are met
- Analyze the financial details of past, present and expected operations to identify development opportunities and areas where improvement is needed
- Develop internal control policies, guidelines and procedures for activities such as budget administration, cash and management and accounting
- Advise executives on short and long-term financial objectives, policies and actions
- Lead staff training and development in budgeting and financial management areas.
Business and Office Manager
St. John Lutheran Church
01.2009 - 01.2012
- Prepare or direct preparation of financial reporting, accounting, billing, payroll, annual budgets or reports by regulatory agencies
- Report to Executive Board monthly
- Maintain current knowledge of organizational policies and procedures, federal, state and local policies and directives and current accounting standards
- Conduct audits of company accounts and financial transactions to ensure compliance with local, state and federal requirements and statutes
- Monitor financial activities and details, such as reserve levels, to ensure that all legal and regulatory requirements are met
- Analyze the financial details of past, present and expected operations to identify development opportunities and areas where improvement is needed
- Develop internal control policies, guidelines and procedures for activities such as budget administration, cash and management and accounting
- Advise executives on short and long-term financial objectives, policies and actions
- Process accounts payable and receivable
- Maintain general ledger
- Coordinate volunteer schedule
- Compute, withhold and account for all payroll deductions.
Office Manager
Kerns Chevrolet
01.2007 - 01.2009
- Direct/coordinate the supportive services department of the company
- Prepare and review operation reports and schedules to ensure accuracy and efficiency
- Set goals and deadlines for the department
- Maintain a general ledger
- Process accounts payable and receivable
- Participate in company audits
- Hire and terminate clerical and administrative personnel.
Education
SAGE Intacct Accounting Software
10.2022
Master of Business Administration-HR Specialization -
Capella University
Minneapolis, MN03.2019
The Ohio Department of Developmental Disabilities
01.2019
The Ohio Association of County Boards
11.2018
Bachelor of Business Administration -
Capella University
Minneapolis, MN07.2016
Skills
- Advanced Budgeting
- Strategic Planning & Forecasting
- Internal Controls & Risk Management
- Financial Planning & Profitability Analysis
- Problem Solving
- Business intelligence
- Contract Negotiation
- Grant Management
- Communication
- Leadership
- Strategic Planning
- Verbal and written communication
- People Management
- Operations Management
Timeline
Director of Client Accounting and Advisory Services
Clark Schaefer Hackett- Business Advisors
01.2021 - Current
Director of Business and Operations
The Miami County Board of Developmental Disabilities
01.2017 - 01.2021
Director of Business
The Champaign & Shelby County Board of Developmental Disabilities
01.2012 - 01.2018
Business and Office Manager
St. John Lutheran Church
01.2009 - 01.2012
Office Manager
Kerns Chevrolet
01.2007 - 01.2009
SAGE Intacct Accounting Software
Master of Business Administration-HR Specialization -
Capella University
The Ohio Department of Developmental Disabilities
The Ohio Association of County Boards
Bachelor of Business Administration -
Capella University
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