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Click here or scroll down to respond to this candidateEXPERIENCECandidate's Name Street Address to PresentFood service industry (taken bake pizza) with Street Address employees serving the Des Moines metro, Ames, and Ft Dodge areas.Company Office ManagerOversee payroll, A/P, A/R, prepare budgets, and fundraisers, prepare and filing monthly tax deposits, and prepare and providing data for yearly P&L and tax returns, HR responsibilities, completing monthly bank reconciliations and company insurance administratorPrepare monthly, quarterly, and yearly financial statements for P&Ls and tax returnsPrepare, review, and maintain yearly budgets for seven locations ranging from $450,000 - $750,000Prepare and process bi-weekly payroll for 80 employeesProcess 20 30 bi-weekly invoices (A/P & A/R) for seven locationsResponsible for and reconciling monthly credit card statementsReconciling bank statements for seven locationsSet up new Excel spreadsheets for various internal processesMaintain, track, and keep records for various vendorsResponsible for and maintaining health insurance information for employeesPrepare and enter data from weekly sales reportsQuickbooks and Excel proficientPoweshiek County Mental Health Center May 2010 to January 2013A non-profit, out-patient mental health facility serving over 2000 clients in Poweshiek and surrounding countiesChief Financial Officer/Office DirectorOversaw payroll, A/P, A/R, preparing budgets, writing grants, third party billing, fundraiser, preparing monthly financials for Board of Director meetings, filing monthly, quarterly, and yearly tax returns, credentialing of staff, HR responsibilities and supervising the front office staffPrepared monthly, quarterly, and yearly financial statements for the board for directors and auditors (Quickbooks proficient)Prepared, reviewed, and maintained a yearly budget of $950,000Supervised third-party billing for reimbursement of servicesSupervised and audited A/P and A/R accountsSet up new Excel spreadsheets for payroll, taxes, and 401K contributionsProcessed and reviewed payroll (Quickbooks), taxes and benefits for 11 employeesReconciled bank statementsCollected delinquent accountsResearched and wrote grantsOversaw for annual fundraiserScheduled and met with DHS and Medicare examinersSupervised four (4) front office staffTrained on customer service, policy and proceduresEstablished and maintained good relations between the community and the CenterMaintained building and groundsPrepared marketing brochuresHome Keepers International: Rochester, MN December 2006 to April 2010A leader of in-home health care agencies with over 9 locations and 500 employeesDirector of Development/Director of FinanceOversaw payroll, A/P, A/R and all budgets and financials of the four (4) divisions of the companyPromoted the role of Director of Development for franchising the non-skilled portion of the in-home healthcare agencyLumber Yard Partners, LLC: Rochester, MN August 2003 to December 2006One of the areas top producers in home sales, construction, home improvement, and retail hardware storesFinance ManagerPrepared monthly, quarterly, and yearly financial statements, A/P & A/RPrepared and maintained contractor accounts, filing mechanic liens, establishing credit limits for contractors, and prepared budgets for the companys five divisionsFirst Alliance Credit Union: Rochester, MN September 1996 to August 2003A $60M credit union serving the county and school district employeesChief Operating OfficerEnsured daily operations of the credit union, supervision of 24 employeesPrepared and reported the monthly, quarterly, and yearly financial statements to the board of directors, examiners, and auditorsPrepared the yearly budgets for two locations, cost analysis and profitabilityTrained employees on customer service and preparing new Excel spreadsheets for various applicationsAFFILIATIONS:United Way of Grinnell Board of DirectorsMinnesota Special Olympics (Area 10) - Finance ChairRochester Area Sports Commission Board of Directors, SecretaryUnited Way of Olmsted County Board of DirectorsCaring Hands Board of Directors, VP, SecretaryIowa Bankers Association Board of DirectorsIowa Credit Union League Board of DirectorsPolk County Special Olympics Board of DirectorsAnkeny, Dubuque and Byron Areas Chamber of Commerce Board of DirectorsAHeinz Pet Rescue Board of DirectorsEDUCATION:Iowa School of BankingFinanceCertificate of CompletionIowa State UniversityBS (Major - Business Administration/Accounting)(Minor Construction Engineering)Ankeny High School, Ankeny, IADiploma |
