About
Highly accomplished Senior Leader with over two decades of experience driving operational excellence, financial integrity, and regulatory compliance across diverse industries. Proven ability to implement innovative solutions that enhance efficiency, streamline processes, and manage complex budgets. Expert in navigating intricate state and federal regulations, fostering cross-functional collaboration, and cultivating high-performing teams to achieve strategic objectives and deliver exceptional results.
Work
Bozeman, MT, US
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Summary
Led compliance operations and regulatory adherence for Farmers Business Network, ensuring alignment with CME, NFA, and CFTC regulations and fostering a culture of regulatory excellence.
Highlights
Directed organizational adherence to CME, NFA, and CFTC regulations, proactively educating leadership on compliance standards.
Facilitated data-driven strategic decisions by collaborating with key stakeholders to integrate deep regulatory insights.
Streamlined AML and internal policies, ensuring 100% adherence to regulatory filing deadlines for comprehensive reports.
Orchestrated compliance training initiatives and supervisory programs, developing modules that fostered a culture of regulatory excellence.
Led multiple large-scale projects and streamlined monthly compliance reviews using advanced tools, enhancing documentation accuracy and internal controls.
Designed and implemented robust systems to ensure the preservation of critical documentation, meeting all regulatory retention requirements.
Bozeman, MT, US
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Summary
Managed full-cycle accounting processes, including accounts payable, accounts receivable, payroll, and general ledger maintenance, for Farmers Business Network.
Highlights
Managed full-cycle accounting operations, including accounts payable, receivables, payroll, and general ledger, ensuring financial accuracy.
Prepared monthly financial statements and variance reports, delivering actionable insights that improved decision-making.
Collaborated with department heads to prepare annual budgets and forecasts, aligning financial goals with organizational objectives.
Conducted internal and year-end audits, assessing compliance with accounting standards and internal controls, and managing comprehensive financial reporting.
Provided financial guidance and support to cross-functional teams, effectively resolving accounting inquiries.
Bozeman, MT, US
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Summary
Oversaw comprehensive accounting operations and provided financial guidance to executive leadership for American Prairie Foundation, a non-profit organization.
Highlights
Oversaw comprehensive accounting operations and provided critical financial guidance to executive leadership within a non-profit setting.
Spearheaded audits, budgeting, payroll, accounts payable, and donation tracking initiatives with precision and efficiency.
Streamlined existing workflows and improved processes by leveraging financial acumen and data analysis, driving projects to completion.
Engineered innovative solutions for reconciling company credit card transactions with accounting software, optimizing financial tracking and reporting.
Bozeman, MT, US
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Summary
Managed a multi-functional team of nine employees supporting over 250 client accounts and optimized cash flow for Runyan & Associates PC.
Highlights
Led a multi-functional team of 9 employees, supporting a client base of over 250 accounts in a fast-paced environment.
Served as primary point of contact for escalated client account issues, delivering superior customer service to internal and external stakeholders.
Oversaw accurate payroll processing and reporting for multiple clients, ensuring ongoing compliance with state and federal regulations.
Optimized cash flow and financial operations by effectively managing accounts receivable and accounts payable functions.
Bozeman, MT, US
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Summary
Enforced SEC regulations, implemented rigorous standards, and managed administrative and financial operations for Bitterroot Capital Advisors LLC.
Highlights
Enforced adherence to SEC regulations by implementing and overseeing rigorous standards and procedures, upholding legal and ethical compliance.
Managed SEC-mandated documentation and reporting requirements, ensuring compliance and significantly reducing operational risk.
Led diverse administrative and financial operations, including accounting, employee benefit administration, and client account management.
Drove key organizational improvements, including drafting a comprehensive employee handbook and establishing payroll processing standards.
Proactively analyzed and addressed escalated client concerns, fostering positive relationships and achieving high client satisfaction and retention.
Skills
Technical Tools
Google Workspace, MS Office, Wrike, Smarsh.
Core Strengths
Administrative Management, Customer Relations, Organizational Development, Problem Solving, Detail Orientation, Critical Thinking, Analytical Skills, Internal Auditing, Compliance/Risk Management, Strategy Design, Project Management, Cash Flow Management, Financial Analysis, Accounts Payable & Receivable, Financial Statement Creation, Payroll Processing & Reporting.