Motivated, results-driven, multi-faceted individual with 5+ years’ experience in Finance and business seeking a position within finance/financial services. Able to develop and manage strategic business practices and initiatives. Experienced in working closely with both domestic and international clients; executive level management. An innovative individual with the ability to prioritize tasks and make quick decisions. Positive and upbeat attitude. Gets along very well with co-workers and management. Thoroughly enjoys a challenge and committed to a long-term career.
I am a financial industry professional with over eighteen years of experience specializing in improving the operational and financial effectiveness of the unit; preparing and extracting financial data from various accounting and information systems; performing moderately complex statistical, cost and financial analysis of financial reports and data, and preparing subsequent narrative analysis for management. Expert communicator able to forge solid relationships with partners and build consensus across multiple organizational levels. Proven leader ensuring high-quality and optimal profitability.
Motivated, results-driven, multi-faceted individual with 5+ years’ experience in Finance and business seeking a position within finance/financial services. Able to develop and manage strategic business practices and initiatives. Experienced in working closely with both domestic and international clients; executive level management. An innovative individual with the ability to prioritize tasks and make quick decisions. Positive and upbeat attitude. Gets along very well with co-workers and management. Thoroughly enjoys a challenge and committed to a long-term career.
I am a financial industry professional with over eighteen years of experience specializing in improving the operational and financial effectiveness of the unit; preparing and extracting financial data from various accounting and information systems; performing moderately complex statistical, cost and financial analysis of financial reports and data, and preparing subsequent narrative analysis for management. Expert communicator able to forge solid relationships with partners and build consensus across multiple organizational levels. Proven leader ensuring high-quality and optimal profitability.
Experienced accounting and HR management professional with a demonstrated history of working in insurance, healthcare administration services, information technology and services, federal government contracts administration, non-appropriated funds administration, professional billing services for individual and small group practices, and specialty retail industries. Career is distinguished by commended performances including leadership, civic and professional contributions, and accomplishments.
1. Caroline Jens
1819 N. Davies Dr Summit WI 53066 ● (254) 289-1747 ● c.jens@yahoo.com
HIGHLIGHTS OF QUALIFICATIONS
• 25 years finance, accounting and investment experience.
• 13 years direct oversight of non-lending bank operations.
• Assertive leadership ability with passion to motivate and inspire teams of employees.
• Ability to bypass conventional norms and current practices to come up with
imaginative and innovative solutions.
• Flexible self starter with ability to multi-task.
• Creative approach to solving problems and creating efficiencies.
• Proficient in MS office programs, QuickBooks, payroll systems, Crystal report writing.
EXPERIENCE
FINANCE
• Coordinated non lending bank operations including financial regulatory reporting, IT
oversight, loan operations, deposit operations, and some areas of compliance.
• Key member in bank asset and liability management and audit committee functions.
Utilize ALCO management software to competitively price deposits.
• Responsible for financial statement reporting and integrity of financial data. Process
monthly prepaids, accruals, general ledger reconcilements, internal account
reconciliation, budget preparation, payroll, accounts payable, fixed asset
management, and financial analysis.
• Four years job cost accounting experience in construction industry. Lead monthly
budget meetings with job project managers and superintendants, on and off-site, to
ensure project remains on budget. Adjust job cost figures as a result.
• Solely responsible for the financial integrity of eight real estate and other
independent companies including tenant and property management, financial
reporting and cost management.
• Expert in cash management processes from a financial institutions perspective to a
user’s perspective. Including ACH applications, electronic banking, credit card,
account analysis, account reconciliation features, positive pay and sweep. Train
staff, implement processes and procedures and demonstrate to commercial
customer’s including local school districts and county government.
• Conservatively manage $65 million cash portfolio for Walworth County. Experience
increasing returns even with current economic condition. Setup core and liquid
portfolio, cash flow planning and investment schedule. Diversify portfolio based on
investment policy guidelines and executive committee requirements. Head of finance
committee and report quarterly to county executive finance committee.
• Spearhead the development of several strategic plans including implementation and
management of plans.
• Corresponded with internal and external auditors, and federal and state regulators.
SUPERVISION
• Managed over fifteen employees ranging from tellers, accounting, loan operations, to
middle level managers.
• 20+ years of hiring, firing, motivating and evaluating staff. Worked in all areas of the
employee life cycle.
• Primary contact with Bank Examiners and external audit companies as it relates to
operations, compliance, policies, privacy, IT security and bank rules and regulations.
2. Caroline Jens Page 2
SUPERVISION CONTINUED
• Oversee Director and financial performance of local independent daycare through
managing payroll, marketing efforts, enrollment opportunities and staffing.
• Tailored training programs and created operations manuals for multiple organizations.
• Five years human resource management experience handling employee benefits,
payroll, training, hiring, firing, and insurance.
PROJECT MANAGEMENT
• Solely responsible for resolving bank deficiency in Bank Secrecy and Customer
Identification compliance programs. Resolved deficiency within 90 day timeframe as
required by Federal Deposit Insurance Corporation.
• Conversion manager for numerous information technology upgrades such as bank 24
hour voice systems, website, online bill pay, wide area network implementation, bank
wide pc conversions, deposit and loan platform software, and check imaging.
• Managed three year project to prepare financial institution for Year 2000 readiness.
Program included areas of technology, liquidity, continuity readiness. Y2K program rated
in the top five percent of ALL banks examined by the FDIC for Year 2000 compliance.
• Presided over multiple construction projects to include office renovations, new bank
location and church expansion.
• Implemented youth apprenticeship program in bank and worked with local schools to
create and maintain curriculum.
• Committee chair for $1.2 million church building expansion stewardship program; create,
implement, design and monitor three year plan for pledging and raising finances for the
purchase of a new property.
ACCOMPLISHMENTS
• Reduced real estate taxes for eight properties totaling over $65,000 in savings this year.
• Composed and self published marriage book for military families undergoing
deployments and times of separation.
• Created financial restoration class for couples to become debt free. Teach program as
part of ministry to both the civilian and military community.
• Received Pastoral award for work accomplished as the head of the finance and
promotions committee and by maintaining and displaying high moral standards
• Invested in my church and community: Board of Trustee member, Chairperson for $1.2
million building campaign, head of College and Career Ministry for ages 18-30 at church.
Mentor, inspire, and keep age group connected to church.
• Appeared alongside my husband as he became a season 3 finalist on NBC’s America’s
Got Talent.
EMPLOYMENT HISTORY
• March 2011 – Present Assistant Controller Marriott Investments, WI
• February 2010 – March 2011 Financial Analyst Walworth County, WI
• November 2006 – February 2010 Assistant Controller Emerson Construction, TX
• April 1994 – May 2006 Vice President of Finance, Operations Layton State Bank, WI
EDUCATION
• University of Wisconsin Milwaukee Bachelor’s Degree Business/Finance 2001