Tracy Lorenzoni
Weirton
Summary
US Naval Veteran. Financial leader with strong track record in strategic planning, risk management, and financial analysis. Adept at driving financial growth through effective team collaboration and adaptive strategies. Known for reliability, flexibility, and results-driven approach. Skilled in budgeting, forecasting, and regulatory compliance, ensuring fiscal health and organizational success.
Experienced with guiding financial strategy and organizational growth. Utilizes comprehensive financial analysis to support decision-making and optimize resources. Track record of fostering team collaboration and ensuring compliance with regulatory standards.
Overview
21
21
years of professional experience
Work History
Chief Financial Officer
The American Legion
09.2024 - Current
- Managing funds (Incoming, outgoing, dues and fees, lottery)
- In charge of overseeing and reviewing monthly bank statements and reconcile transactions with Post records
- Collecting and submitting dues and per capita dues
- Preparing and submitting a monthly, quarterly and annual finance report
- Preparing Schedules for the Bartenders
- Developing a budget
- In charge of payroll and all expenditures to outside vendors
- Performance of basic account maintenance, including reconciling bank statements, making deposits, and paying post bills
- Ordering of all essential items and beverages for the post
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Advised Board of Directors on strategic financial matters, providing insightful recommendations backed by thorough analysis.
Human Resource / Client Service Representative
New York Life Insurance
01.2019 - 07.2023
- Maintained office organization through efficient filing, mail sorting and delivery, and managing incoming phone calls by answering and redirecting as needed
- Conducted new hire orientations, screened resumes, and coordinated interviews, providing friendly and supportive assistance throughout the hiring process
- Coordinated employee training programs, developed HR policies and procedures, and assisted with benefits enrollment
- Tracked and analyzed HR statistics, maintained detailed records, created job descriptions, and addressed employee inquiries regarding health benefits and 401(k) options
- Responded to employee questions, concerns, and complaints, and managed employee files and tracking systems to identify trends and ensure efficient HR transactions
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
Emergency Dispatcher
Hancock County Sheriffs Department
02.2015 - 01.2018
- Managed 911 and non-emergency calls, directing responses to appropriate agencies and officers
- Entered critical information into telecommunications systems and documented details for efficient emergency response
- Operated telephone and radio equipment to route requests and reports from emergency services
- Provided on-the-job training to new dispatchers, contributing to successful emergency response operations
- Participated in ongoing professional development opportunities to stay current on best practices in emergency communications and technology advancements.
- Improved response times by prioritizing and efficiently managing emergency calls.
Store Manager
GameStop
01.2004 - 01.2015
- Directed inventory control, cash management, and store opening and closing procedures in a dynamic retail setting
- Managed and motivated store staff, offering constructive feedback and fostering a positive work atmosphere
- Executed point-of-sale procedures and organized merchandise and displays to attract customers and drive sales
- Played a key role in recruiting, training, and mentoring new employees, contributing to enhanced customer satisfaction and operational efficiency
- Developed store schedules based on customer forecasts and employee availability, ensuring optimal staffing levels
- Balanced daily sales transactions and maintained accurate financial records
- Promoted teamwork and performance by creating an environment focused on collaborative success and operational excellence
Education
Masters Business Administration (MBA) -
Southern New Hampshire University
01.2024
Masters - Human Resource Management
Southern New Hampshire University
01.2022
Bachelors - Psychology
Southern New Hampshire University
01.2021
Skills
- Human Resource Management
- Business & Office Administration
- Excellent Customer Service
- Detail-Oriented/Self Starter
- Solutions-Focused
- Talent Recruitment & Hiring
- Strategic financial planning
- Financial reporting
- Financial management
- Performance metrics analysis
Personal Information
Title: Naval Veteran
American Legion CFO
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- American Legion
Timeline
Chief Financial Officer
The American Legion
09.2024 - Current
Human Resource / Client Service Representative
New York Life Insurance
01.2019 - 07.2023
Emergency Dispatcher
Hancock County Sheriffs Department
02.2015 - 01.2018
Store Manager
GameStop
01.2004 - 01.2015
Masters - Human Resource Management
Southern New Hampshire University
Bachelors - Psychology
Southern New Hampshire University
Masters Business Administration (MBA) -
Southern New Hampshire University
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