Terilyn Hoke
Indianapolis,IN
Summary
Strategic Finance Manager known for productivity and efficiency in task completion. Skilled in financial analysis, budget management, and risk assessment to drive growth and sustainability. Excel in communication, leadership, and problem-solving to navigate complex financial landscapes and achieve organizational objectives.
Overview
18
18
years of professional experience
Work History
Finance Manager
Indiana Association Of School Principals
Indianapolis, IN
08.2024 - Current
- Monitored cash flow to ensure sufficient liquidity.
- Managed payroll processing activities for multiple entities including tax filings.
- Established relationships with banking partners to secure favorable terms on financing arrangements.
- Analyzed complex financial data and generated meaningful reports for senior management.
- Evaluated existing processes within the finance department and identified areas for improvement.
- Maintained accounts payable and receivable records ensuring timely payments are made.
- Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
- Prepared and analyzed financial statements to inform executive decision-making.
- Ensured accurate and timely compliance with tax filing requirements and other regulatory obligations.
- Managed and forecasted cash flow to ensure sufficient liquidity for operations and investments.
- Calculated and prepared checks for utilities, taxes, and other payments.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Conference Coordinator
Indiana Association Of School Principals
Indianapolis, IN
06.2007 - Current
- Created detailed reports on attendance numbers, registration fees collected and other pertinent information regarding the conference.
- Researched potential speakers for keynote addresses or panel discussions.
- Conducted post-event analysis to measure success against goals set prior to the event.
- Handled inquiries from participants regarding travel arrangements, lodging accommodations and other logistical matters.
- Developed timelines for each phase of the conference planning process in order to ensure deadlines were met.
- Developed marketing materials to promote the event such as brochures, flyers, e-mail blasts and website content.
- Organized and coordinated conference logistics, including venue selection, catering, audio and visual equipment needs, and transportation.
- Processed payments from sponsors or exhibitors who had registered for booth space at the conference.
- Maintained an updated database of attendee contact information.
- Managed day-of operations ensuring that all aspects of the event ran smoothly from start to finish.
- Coordinated pre-conference activities such as workshops or seminars.
- Planned, organized and conducted meetings and teams conference, including drafting agendas, supplying pre-event informational materials, preparing venues and following-up with attendees to clarify or provide additional pertinent information.
- Organized venue for details such as decor, catering, entertainment and equipment.
- Tracked and reported on key metrics post-event, including attendance, revenue, and participant feedback, to assess success and areas for improvement.
- Conducted pre-event site visits, assessing venue suitability and identifying potential logistical challenges.
- Designed event themes and coordinated decorations, audio and visual equipment, and promotional materials to enhance event atmosphere.
- Resolved unexpected issues and emergencies during events, maintaining poise and ensuring participant satisfaction.
- Led site walk-through and meetings prior with staff to discuss checklists and delegate assignments.
- Utilized event management software to track registrations, payments, and attendee feedback for continuous improvement.
- Managed inventory of event supplies and equipment, ensuring availability and condition for upcoming events.
- Negotiated contracts with venues, caterers, and entertainment providers to secure favorable terms and pricing.
- Oversaw advanced event registration and day-of check-in to handle high volume of guests.
- Managed safe and smooth food delivery at banquets, conferences and social events.
- Helped clients produce brochures, publications and event-specific materials for optimum effect.
Membership Coordinator
Indiana Association Of School Principals
Indianapolis, IN
03.2016 - 06.2024
- Managed the maintenance of member records, including contact information updates.
- Generated weekly metrics reports on membership growth, usage, retention rates.
- Assisted in developing content for website pages related to member services offerings.
- Responded promptly to emails or phone calls from current or potential members.
- Worked closely with accounting department on billing inquiries from members.
- Created detailed reports of membership activity for senior management review.
- Maintained accurate records of all membership transactions using CRM software.
- Provided support to new members in setting up accounts and understanding program features.
- Oversaw membership data system to keep information updated and complete.
- Developed marketing materials identifying upcoming events, activities and helpful information for distribution to members.
- Welcomed both new and existing members to organization by delivering kind greeting upon entrance.
- Promoted effective issue resolution regarding employees or members through active listening and dynamic communication skills.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Prepared and evaluated CRM reports to identify problems and areas for improvement.
- Contacted customers about potential service upgrades, new services and account changes.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Updated system with order specifics and customer details, preferences, and billing information.
- Mentored junior team members and managed employee relationships.
- Updated databases with new and modified customer data.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Collected deposits or payments and arranged for billing.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Education
Bachelor of Science - Elementary Education
Ball State University
Muncie, IN06-1996
Skills
- Human resources
- Tax compliance
- Financial management
- Insurance products
- Onsite execution
- Event planning expertise
- Speaker coordination
- Registration management
- Events logistics management
- Conference preparation
- Time management
- Problem-solving
- Financial reporting
- Logistics management
- Multitasking and organization
- Membership processing
- Database management
- Member service and support
- Meeting agendas and minutes
- CRM software
Timeline
Finance Manager
Indiana Association Of School Principals
08.2024 - Current
Membership Coordinator
Indiana Association Of School Principals
03.2016 - 06.2024
Conference Coordinator
Indiana Association Of School Principals
06.2007 - Current
Bachelor of Science - Elementary Education
Ball State University
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