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Work experience

Oct 2013Present


2013-Present Day Six Pet Nutrition, LLC
  • Daily accounting functions including reporting shipments and production, monitoring of cash, AP and AR positions and inventory
  • Developed pricing workbooks for various customers and monthly calculation of sales prices 
  • Processing and review of AP, including ACH initiation
  • Maintain accounting system (Quickbooks), including coding and accounts
  • Prepare monthly financial statements, supporting work papers and reconciliations
  • Prepare annual budget and periodic budget review
  • Coordinate legal correspondence
  • Serve as on-site manager for human resources functions serviced by a professional employment organization (including new hire paperwork/orientation, payroll and time system maintenance)
Feb 2006Sep 2013

Vice President/Assistant Controller & Analyst

Pinnacle Bank/First State Bank of Joplin Joplin
  • Performed daily accounting functions and maintained the general ledger system, as well as monitored the overall financial condition of the institution
  • Prepared financial statements (balance sheet, income statement and ratios report) on a periodic basis and reported performance to management
  • Developed an annual budget for bank branches and reviewed the budget to actual performance on a monthly basis, preparing a report to present to senior management. Also, completed budget analysis for specific projects such as advertising campaigns, building remodels, etc.
  • Prepared and filed the call report on a quarterly basis and trained two associates to manually prepare the report. 
  • Assisted with the development of financial models for asset and liability management functions, and compiled data supporting assumptions used in the models.  
  • Responsible for the preparation of a GAP Analysis report on a monthly basis and assisted an external company in the preparation of a quarterly asset and liability risk management report
  • Compiled requested information for external audits, as well as regulatory examinations by FDIC and Missouri Division of Finance 
  • Reviewed commercial customer financial data for repayment capacity and trends; prepared loan proposals for presentation to loan committee
  • Performed post closing loan review to ensure proper documentation and collateral perfection.  Also, reviewed third-party appraisals for adherence to internal and external appraisal guidelines. 
  • Served as the secretary to the Board of Directors.  
  • Prior to merger with Pinnacle Bank, assisted with payroll administration, benefits and other human resources functions (reviews, development of incentive plans, disciplinary actions, etc.)
  • Implemented and administrated the CDARS program.
Sep 2005Feb 2006

Mortgage and Consumer Loan Officer

Arvest Bank
  • Underwrote consumer loan requests; closed and funded loans
  • Educated customers regarding the basics of credit, budgeting and debt ratios
  • Maintained consumer loan portfolio, including collection efforts Interviewed customers and submitted mortgage applications to underwriting(secondary market); obtained and submitted information required to close mortgage loans
  • Developed relationships with area realtors, builders and developers as referral sources
May 2002Sep 2005

Commercial Credit Analyst/Loan Assistant

Arvest Bank
  • Assistant Analyzed customer financial data for credit needs and repayment capacity
  • Maintained a customer database of financial information using Baker Hill Software
  • Compared customer financial ratios and benchmarks to industry data for similar companies
  • Compiled research on various industries as a means for lenders to understand specific risks, as well as opportunities, associated with those businesses
  • Completed Loan Proposals and other financial data for submission to Loan Committee
  • Prepared loan documents and was responsible for loan funding and filing of security instruments


Aug 2004Jul 2009

Master of Business Administration

Missouri State University
  • Beta Gamma Sigma Honor Society 
  • Completed master's research project titled "The Role of Strategic Planning in Small Business."
Aug 1998May 2002

Bachelor of Science in Business Administration with emphasis in Finance and Economics

Missouri Southern State University Joplin
  • Graduated Magna Cum Laude
  • Alpha Chi Honor Society


Analytical Skills
Ability to analyze various types of data for trends and comparison to budgets, historical performance, competitor metrics or other financial benchmarks. Significant experience in compiling data into reports for practical use, as well as preparing presentations for all types of audiences.
Microsoft Office
Proficiency in Microsoft Office, including Word, Excel, Powerpoint and Outlook.  Experience in developing and automating spreadsheets to track various financial inputs.
Experience in utilizing Intuit Quickbooks accounting software.
Various Banking Software
Baker Hill STAN, Baker Hill Client Advisor, Jack Henry 20/20, FinSer ALM Software, RMA eMentor, CSPI Document Imaging Software and Image Processing/Reserach,


Available upon request