Results driven executive who has led successful businesses in banking, financial services, hospitality, insurance and non-profit. Highly skilled in managing people, capital, and resources to reduce costs, improve productivity, and enhance operating efficiencies. |
FINANCIAL CONSULTING, Libertyville IL
Financial Management Consulting
2014 Present
Providing clients with financial and office management services, including accounting, budgeting and strategic planning, HR and employee benefit administration, insurance management, and liaison to auditors, accountants and directors.
MAINSTREET LIBERTYVILLE, Libertyville IL
Treasurer and Director
2009 - 2014
Nominated and elected to two 3 year terms as Treasurer and Director. This not-for-profit organization promotes preservation and revitalization of the downtown commercial district in Libertyville. Managed and oversaw:
" Monthly Financial Analysis and Board reporting.
" Annual Budgeting and Strategic Planning process.
" Human Resource and Employee Benefits Management.
" Year-end Audit and Regulatory reporting.
LAKE COUNTY FAMILY YMCA, Waukegan & Vernon Hills IL
Director of Finance
2011 2013
Working directly with the CEO and Board of Directors, was responsible for all financial operations and reporting for this not-for-profit organization. Additional management responsibilities included oversight of the YMCAs Early Head Start Grant.
STP ENTERPRISES, INCORPORATED, Chicago IL
Controller
2005 2008
Chosen as key member of newly formed management group charged with implementation of systems, processes and controls in this rapidly growing company. A key member of the Executive Leadership Team responsible for:
" Managing the financial and accounting functions of 4 separate and diverse business entities in insurance, premium financing, law and individual partnership.
" Strategic Planning and Analysis.
" Employee Benefits Management.
" Coordination of year-end audit and tax planning with outside accountants.
" Internal Auditing.
THE CEDARS GUEST HOUSE, INCORPORATED, Williamsburg VA
General Manager, Owner
1993 2003
Pursuing a personal challenge to successfully run a business outside of corporate finance and in a totally different environment, purchased and managed all business activities for this premier hospitality site established in 1936.
" Introduced E-Commerce and on-line reservations creating state-of-the-art marketing and brand recognition, resulting in a 100% increase in revenues and a 25% increase in net income and occupancy.
" Elected to two terms as President of the Bed & Breakfast Committee of the Williamsburg Chamber of Commerce.
BANK OF BOURBONNAIS, Bourbonnais IL
CFO, Chief Operations Officer, Owner
1989 1993
Responsible for all operations, staffing, financial accounting and reporting for this $23 million state-chartered community bank 60 miles South of Chicago.
" Grew bank from $10 million to $23 million in four years through community involvement and marketing.
" Established Presidential Mortgage Company as affiliate and loan funding source for bank resulting in improved utilization of earning assets and increased revenue.
" Began secondary market loan sales/servicing with FNMA.
" Sold $90 million in mortgage loans to FNMA in four years generating annual servicing income of $330,000.
EDUCATION
DE PAUL UNIVERSITY, Chicago IL
MBA, Accounting
BSC, Finance |
