DAWN WINKELMANN, MBA, CPA

PALOS HEIGHTS, IL 60463 Cell: (708)545-3951, Home: (708) 923-6750, E-mail: dwinke2@comcast.net

FINANCE EXECUTIVE CFO/ Controller/ Vice President of Finance/ Director of Finance

Versatile and resourceful Senior Finance Executive offering extensive experience in financial leadership, business planning, operations, and management reporting. Combine hands-on project management skills, well-developed analytical ability, and in-depth technical accounting knowledge. Possess unique ability to grasp the big picture, focus on the important details, and prioritize multiple projects. Self-directed leader who can build and motivate high-performance teams and cultivate effective working relationships with key stakeholders. Recognized as a trusted advisor and business partner. Committed to adding value and exceeding expectations through creative idea generation, collaborative problem solving, intuitive business judgment, and disciplined decision making.

AREAS OF EXPERTISE
Financial Planning & Analysis Tax Preparation Investor & Banking Relations Process Improvement Team Building & Motivation General Accounting Cash Management Credit & Risk Management Audit Compliance Cross-functional Team Leader Financial Reporting 401K Administration Budgeting & Forecasting Internal Controls Customer Service

PROFESSIONAL EXPERIENCE
AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) $30 million not-for-profit professional membership association, 150 employees, and 3 business entities Vice President of Financial Services & Membership 2005 10/2011 Direct leadership over the Finance and Membership functions for the association. Provided financial expertise and counsel to the CEO, COO, other senior staff members, and the board of directors. Managed relationships with key partners, including external auditors, tax specialists, 401K consultants, 401K providers, insurance brokers, investment managers, and bankers. Serve on and support various committees such as the boards Finance Committee, Operations Team, IT Steering Committee, 401K Committee, Business Continuity Task Force, Customer Service Task Force, and others. Directly managed a staff of 4 professionals, indirectly managed an additional staff of 9 employees. Key Accomplishments Implemented a new monthly report distribution system that reduced the amount of time required to distribute internal financial statements from 12 hours per month to less than one hour. Customized financial reporting packages to provide business users the reports they need to manage their businesses. Developed and implemented a business continuity plan for the organization as well as the Finance and Membership teams. Improved AHIMAs 401K plan by actively serving as the plan administrator. Implemented automatic enrollment, automatic increases, on-line enrollments, eliminated waiting period, reduced fees, improved fund options, and increased communication/training to participants. Business lead on the cross-functional team responsible for implementing a new association management system (AMS) from system selection to implementation. Three year project came in ontime and on budget. Improved customer service response times in both Financial Services and Membership to meet AHIMAs customer service standards 98% of the time.

Dawn Winkelmann Dwinke2@comcast.net

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Director of Financial Services 2000 2004 Job description for the Director of Financial Services was the same as the Vice President of Financial Services/Membership. Key Accomplishments Reduced the accounting close process by 50% while improving the quality of the financial statements. Restructured Finance and Membership departments holding headcount flat while sales grew from $10 million to $30 million. Automated key processes, upgraded personnel, instilled an attitude of continuous process improvement, and cross-trained employees on key functions. Implemented an automated expense reporting solution that allowed employees to be reimbursed faster. Also, allowed the employee and the Finance department the ability to track where the expense report was in the process thereby improving accountability. Collaborate with product managers on planning and analysis through financial service liaisons Management of >$20 million investment fund through effective policy Membership doubled from fewer than 30,000 to over 60,000 Financial Services Manager 1999 1999 Direct leadership over the financial reporting and budgeting areas. Managed relationships with external auditors, tax specialists, and investment managers. Analyzed financial information and oversaw report preparation and distribution. Directly manage a staff of 1 professional.

Key Accomplishments Implemented a new budget software system that replaced a home grown Access budget process. Thereby improving user acceptance and system documentation. Proactively resolved issues with AHIMAs 401K plan and as a result became responsible for administering the plan and plan conversion to a new record keeper.

UMASS HEALTH SYSTEM VENTURES, Worcester, Massachusetts 1997 - 1998 $14.5 million not-for-profit healthcare ventures Manger of Financial Services Assisted the Executive Director and individual Managers with the development of financial and strategic goals. Functioned as a resource to management to assist with analysis and interpretation of financial and statistical information. Prepared and presented analyzes of financial information, business operations, and statistics to the Board of Directors, Administration and outside organizations. Reviewed, updated and evaluated financial policies and procedures. Key Accomplishments Coordinated the process for obtaining a tax exempt status for the nursing home resulting in a yearly savings on property taxes of $300,000. Centralized the accounts payable process for the Caitlin Raymond International Registry Participated on a team responsible for developing business plans for all ten of Ventures companies. Developed a model to analyze equipment purchases based on the rate of return on the investment.

Dawn Winkelmann Dwinke2@comcast.net

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UNIVERSITY OF MASSACHUSETTS CLINICAL SERVICES, Worcester, Massachusetts 1995 - 1997 $375 million not-for-profit hospital and physicians group Senior Staff Accountant Coordinated the monthly closing process for the Teaching Hospital and Self Insurance Trust, including the production of monthly and year-end financial statements. Participated in the planning and preparation for the year-end audits. Developed the budget for the Self Insurance Trust. Supervised staff of three accountants. Responsible for training new users on the General Ledger system. Oversaw the project to develop the Clinical System Access database. Key Accomplishments Successfully completed the implementation of the Meditech General Ledger system and performed the testing of version enhancements. Converted the Self Insurance Trusts general ledger to the Meditech system. Prior Experience: Held various accounting positions with increasing levels of responsibility (1985 1994)

EDUCATION/CERTIFICATION Bachelor of Science in Accounting, Southern Illinois University, 1985 Certified Public Accountant, Illinois, 1986 Master of Business Administration in Finance, DePaul University, 1993 PROFESSIONAL AFFILIATIONS Illinois Institute of Certified Public Accountants American Institute of Certified Public Accountants