Dana Holsten

210 Montecito Terrace ~ St. Peters, MO 63304 -

(H) (636) 922 - 2253 / M: (314) 497 - 3278
E-mail: dh525636@westpost.net
SENIOR FINANCIAL OPERATIONS MANAGER
Strategic/Tactical Planning ~ Accounting/Financial Management ~ HR & Operations
Management Treasury Management ~ Cost Reduction ~ IT Project Management ~ Team
Training
Meticulous, resolute professional with extensive experience in corporate financi
al planning/management, fiscal reporting, budgeting, external auditing, tax prep
aration, cost accounting, property insurance/acquisitions and joint-venture mana
gement. Proficient at collaborating with executives, state agencies, insurance
brokers and vendors. Adept at supporting executive decision-making, start-up ope
rations and strategic partnership activities. Well versed in establishing and a
dministering HR policies/procedures/plans for payroll, 401K and health insurance
benefits. Frequently counted upon to take on multiple executive roles during CE
O's and CFO's absences.
CAREER HIGHLIGHTS
The Koman Group, LLC
*Dramatically increased 401K enrollment from 2% to 100% of eligible employees, i
ncreasing assets from $100K to $700K, by recommending and implementing more robu
st and attractive retirement plan.
*Lead Accountant for 105M real estate Joint Venture- Managed all aspects of fina
ncial reporting for multiple property management entities
*Slashed invoicing errors 90% by recommending and implementing automated documen
t imaging solution. .
*Enhanced cash management and controls by aggressively tracking $3M operational
and $2M property budgets.
*Reduced owner's costs by pursuing alternative funding sources for operational a
nd joint-venture initiatives.
*Created and Implemented all Accounting processes, from Accounts Payable, to Acc
ounts Receivable, Treasury & Cash Management
*Created and Established formal record retention processes and procedures.
*Significantly reduced corporate risk and resolved issues with insurance broker
by establishing formal property insurance process that ensured all acquisitions
were tracked and properly insured from day of purchase.

MISSOURI ALLIANCE FOR CHILDREN & FAMILIES

*Saved at-risk firm by taking over ailing CFO's and departed CEO's positions and
aggressively resolving invalid contractual agreements which had resulted in $1M
/month negative cash flow.
*Enabled firm to garner government contract by developing all HR, finance, and p
rovider network policies, procedures, training manuals and organizational docume
ntation needed to meet regulatory requirements.
*Established/tracked $30M budget that supported 50 clinical professionals at Jef
f City and St. Louis sites.
*Processed $200K in monthly payroll distributions while also managing all A/P fo
r 215 provider accounts and also assisting Finance Director with monthly/annual
reporting functions.
*Reduced employee turnover rate by recommending implementation of more attractiv
e 401K program.
*Enhanced productivity by implementing standard HR orientation and training prog
rams for all new hires.

PROFESSIONAL EXPERIENCE
THE KOMAN GROUP, LLC
2000 - Present (Department is Re-structuring, my role was eliminated)
Accounting Manager & Human Resources Manager (2006 - 2010)
Senior Accountant & Human Resources Manager (2000 - 2006)
*Directs all financial reporting and treasury duties, heavy cash/cost management
for entire company, including A/R, A/P, G/L, P&L, balance sheet, cash flow stat
ements and custom internal reports for eight entities and owner assets totaling
over 1million square feet within the portfolio.
*Directs the 1099-MISC process and filing for all qualified vendors in portfolio
.
*Performs numerous fiduciary duties associated with management of company's 401K
, flexible spending account, as well as all health, life, accidental death and s
hort/long term disability plans.
*Acts as liaison to property insurance broker, streamlines financial communicati
ons with management/vendors
*Manages installation/maintenance of account payable Imaging Software.
*Coordinates/leads financial review sessions, HR/benefits presentations and vend
or relations efforts.
*Works closely with owner, CFO, VP, Managing Director, VP of Operations and Seni
or Property Manager to implement goals, policies, priorities and procedures and
to gain approval for business improvement.
*Ensures all accounting and financial reporting activities comply with GAAP, cor
porate and state regulations.
*Collaborates with external auditors in support of annual data gathering and aud
iting activities.
*Oversees HR functions and external HR service provider; and trains new hires.
*Manages all accounting software and database administration activities, includi
ng technical troubleshooting, software installations/upgrades and new technology
evaluations.
*Assists General Counsel with Real Estate Tax appeals processes and coordinates
payments for portfolio.
*Responsible for all the day to day operations of the Accounting department for
the last 4 years, with very little supervision.
*Manages all financial and HR functions of new business venture, retail store se
lling frozen yogurt (opened in April 2010) Duties include but are not limited to
: Setting up all business registrations with proper local and state agencies, fu
ll cycle accounting, banking/treasury and cash management, inventory tracking/re
porting, establishing all financial policies and procedures and making recommend
ations to Owner to mitigate overall business risks. Establishing all payroll an
d human resources policies procedures and performing day to day functions. Admi
nistrative support for the Store Manager.
*Supervisory experience: 1-5 employees

MISSOURI ALLIANCE FOR CHILDREN & FAMILIES

Jeff City, MO 1998 - 2000
Interim Chief Financial Officer & Finance Director (2000 - 2000)
Senior Management Committee & Continuous Quality Council Member (1999 - 2000)
*Directed financial activities for Integrated Behavioral Health Care Network of
Care Managed Services, pilot project developed in conjunction with State of MO's
Initiative for Children & Families with Severe Needs.
*Coordinated financial controls/reporting for multiple business units, including
professional/clinical services, network development, provider relations, qualit
y services and management information systems.
*Developed policies/procedures for finance, provider network services and human
resources (HR) departments.
*Supervised up to 50 Employees
Senior Accountant, HR Director & Assistant to Finance Director (1999 - 2000)
*Managed payroll, accounts payable, accounts receivable and group insurance plan
administration functions for 40+ employees and 215 operational and provider net
work service accounts.
*Evaluated/recommended improvements to retirement and benefits programs; trained
more than 40 employees.
Office Manager & Executive Assistant to President & CEO (1998 - 1999)
*Established/distributed operational budget, facility layouts and office adminis
tration procedures.
*Oversaw all accounting functions for start-up, including acting as liaison to c
ustomers and vendors.
*Managed agendas, schedules and appointments; corporate board meeting minutes, t
ravel arrangements, files and correspondence for President and CEO.
*Helped Finance Director to prepare monthly financial statements and reconcile a
ccounts.

VIP VALET, INC., Lake Ozark, MO 1998 - 1998

Executive Director & Treasurer
*Managed $25K/month payroll disbursements, A/P, A/R and tax accounting for start
-up.
*Developed/implemented all financial/operational policies, procedures and contro
ls.
*Oversaw office operations while also supervising back-office and field employee
s.
*Helped president with public relations, sales/marketing, financial reporting an
d communications activities.
*Supervised up to 25 employees

KQUL RADIO / REICHEL BROADCASTING, Lake Ozark, MO 1997 - 1998

Office Manager
*Oversaw all office, A/P, A/R & payroll duties, including employee/corporate tax
es and financial reports.
*Helped with on-air production activities, order management functions and daily
program logs.

FOUR SEASONS REALTY, Lake Ozark, MO 1994 - 1997

Administrative Service Manager
*Performed accounts payable and escrow account management tasks, including coord
inating document distribution, scheduling closing activities and developing week
ly/monthly property comparison reports.
*Administered employee payroll and benefits, scheduled floor agent duties and ty
ped contracts/listings.
*Standardized correspondence letterheads, policies and document styles.
EDUCATION
UNIVERSITY OF MISSOURI / ST. LOUIS, Bachelor of Science in Accounting (GPA 3.8),
Pending 2011
COLUMBIA COLLEGE / ST. LOUIS, Associate of Science in Business Administration (G
PA 3.8), 2002
TECHNICAL SKILLS
Microsoft Office 2007
QuickBooks & Peachtree Accounting
MS Outlook 2007
SQL Server
Sage Timberline
Paychex Payroll
Millennium Payroll System
Yardi Enterprise - Property Management, Construction Management, Budget & Foreca
sting
Chameleon Document Imaging
Windows. XP Professional OS
ADP Payroll Software/Systems
Artisoft Televantage Client
Argus Valuation DCF
AFFILIATIONS
INSTITUTE OF REAL ESTATE MANAGEMENT, 2006 - Present
Special Projects: Associate Charter Member
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, 2004 - Present
Special Projects: Associate Student Membership