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Chief Financial Officer, Palm Springs
Supervise and direct financial operations for the benefit of my employer. Financial analysis and budgets to achieve goals.
Chief Financial Officer
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Chief Financial Officer |
Highlights: |
Developed and implemented new cash management/investment policy and strategy to improve liquidity and income. Eliminated organizations notes payable thus reducing cost of funds while increasing investment income and ROA. Graduate of Western CUNA Management School. |
Ideal Companies: |
ALL |
Education level: |
Bachelor |
Will Relocate: |
No |
Location: |
Palm Springs, CA |
Major Responsibilities
Created operating budgets and financial business plans from financial analysis. Supervised staff of 75 in planning, directing, organizing and controlling operational activities. Administered IT systems including web sites. Authorized investments and mortgage modification plans.
Work Experiences
2/1998 - Present
(private)Self-Employed
- Identify organizational problems and develop solutions. Hire and train staff to implement solutions. Able to work across the organization without departmental conflict to seek solutions in operations and customer service. Build guaranteed investment portfolios.
10/1994 - 2/1998
El Segundo Chevron Employees Credit Union
Manager
- Held full responsibility for planning, directing, organizing and controlling the operational activities and staff in accordance with policies established by the Board of Directors.
2/1986 - 7/1994
Beckman Employees Credit Union
Director / VP
- Reported directly to CEO in this $85 million multi-branch, full service credit union. Directed staff of 75 employees. Responsible for $4.5 million annual operational expense budget. Administered IT system.
9/1977 - 1/1986
Clifford Heffner, An Accountancy Corporation
Individual Contributor
- Supervised staff in the conduct of opinion and supervisory audits of Federal and State chartered credit unions. Reviewed work papers and wrote final audit reports.
Education
1990
Certification Degree
Western CUNA Management School
- Credit Union Management
1977
Bachelor Degree
CA State Polytechnic University, Pomona
- Accounting and Business Admin.
1975
Associate Degree
Mt. San Antonio Community College
- Business
1967
High School/GED Degree
Los Altos High School
- College prep
Medias
| Type | Name/Title | URL | Description |
|---|---|---|---|
| Website | google.com | http://www.google.com | Search engine. |
| Website | Wikipedia.org | http://en.wikipedia.org | Reference and information. |
