Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Thurman

Kathleen

Summary

Results-driven Finance Director experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

29
29
years of professional experience

Work History

Director of Financial Services

Wesley Glen Ministries
09.2019 - Current
  • Established strong relationships with key clients, securing their trust and loyalty to the company''s services.
  • Collaborated closely with executive leadership to provide insightful financial analysis for informed decision-making processes.
  • Developed effective training programs for staff members to enhance their knowledge of industry best practices and regulatory requirements.
  • Managed complex projects from conception through completion, consistently delivering on-time and within budget constraints.
  • Coordinated across departments to develop cohesive strategies that aligned with overall organizational goals.
  • Conducted regular reviews of operational budgets, identifying areas for potential cost reductions or efficiencies gains.
  • Fostered a positive work environment that encouraged open communication, teamwork, and continuous improvement among team members.
  • Implemented rigorous internal controls to ensure compliance with all relevant regulations and industry standards.
  • Maintained updated records of all financial transactions to support traceability.
  • Strengthened internal controls by conducting risk assessments and identifying areas for improvement within the financial accounting department.
  • Oversaw annual external audits, consistently receiving clean opinions from independent auditors regarding the institution''s financial statements.
  • Reduced month-end closing time by implementing efficient reconciliation processes and procedures.
  • Oversaw preparation of annual budgets, providing accurate financial guidance for key business decisions.
  • Established efficient payroll processes that ensured timely payment of salaries while maintaining compliance with all relevant labor laws.
  • Conducted thorough risk assessments to identify potential areas of concern in company operations, providing actionable insights for risk mitigation efforts.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Worked with 4 executives to create annual budget and track actual expenses against projected expenses.
  • Oversaw accounts payable and receivable operations.

Manager

OneMain Financial Inc.
07.2001 - 09.2019
  • Trained team members in successful strategies to meet operational and sales targets
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies
  • Submitted reports to senior management to aid in business decision-making and planning
  • Supported staff development and goal attainment by focusing on skill development and job satisfaction
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service
  • Coached team on effective upselling and cross-selling methods
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Reviewed and edited loan agreements to promote efficiency and accuracy
  • Recommended loan approvals and denials based on customer loan application reviews
  • Successfully closed average of 35 loans per month
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Managed post-petition payments for bankruptcy cases and worked with legal departments to determine appropriate proceedings
  • Created documents for court such as affidavits, modifications and forbearance agreements
  • Appropriately followed up with attorneys and bankruptcy trustees to avoid bankruptcy delinquencies
  • Filed documents with bankruptcy courts within expected timeframes to prevent delays

Assistant Store Manager

Food Lion
01.1996 - 07.2001
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities
  • Helped with planning schedules and delegating assignments to meet coverage and service demands
  • Reduced company expenditures and met budget targets by closely monitoring, tracking and controlling expenses
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies
  • Completed payroll for over 60 employees
  • Acted as point of contact for vendor collaboration for contracted services
  • Drafted employee work schedules to fill coverage gaps
  • Reconciled daily sales transactions to balance and log day-to-day revenue with

Education

Banking And Finance

Savannah State University
Savannah, GA

Skills

  • Staff management
  • Data collection and analysis
  • Deep knowledge of bankruptcy processes
  • Strong customer relations
  • Employee relations and conflict resolution
  • Internal Controls
  • Audit management
  • Benefits and compensation management
  • Payroll Processing
  • Microsoft Excel proficiency

Timeline

Director of Financial Services

Wesley Glen Ministries
09.2019 - Current

Manager

OneMain Financial Inc.
07.2001 - 09.2019

Assistant Store Manager

Food Lion
01.1996 - 07.2001

Banking And Finance

Savannah State University

Similar Profiles

CREATE PROFILE
Cassandra Thurman