Kelley Tucker

About Kelley Tucker

Finance, Accounting and Business Management Professional accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. Principal responsibilities include:Planning1. Assist in formulating the company\'s future direction and supporting tactical initiatives2. Monitor and direct the implementation of strategic business plans3. Develop financial and tax strategies4. Manage the capital request and budgeting processes5. Develop performance measures that support the company\'s strategic directionOperations1. Participate in key decisions as a member of the executive management team2. Manage the accounting, human resources, legal, tax, IT and treasury departments3. Oversee the company\'s transaction processing systems4. Implement operational best practices5. Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package6. Supervise acquisition due diligence and negotiate acquisitionsRisk Management1. Understand and mitigate key elements of the company\'s risk profile2. Monitor all open legal issues involving the company, and legal issues affecting the industry3. Construct and monitor reliable control systems4. Maintain appropriate insurance coverage5. Ensure that the company complies with all legal and regulatory requirements6. Ensure that record keeping meets the requirements of auditors and government agenciesFinancial/Banking1. Monitor cash balances and cash forecasts2. Maintain banking relationships 3. Oversee the issuance of financial information

Experience

1. Board of Directors and Corporate Treasurer

   Catholic Education Arizona

   Jun 2022 — Present

   Also serve on the Finance, Investment and Compensation Committees

Education

• W. P. Carey School of Business – Arizona State University

  Finance and Communication

  1985 — 2013

• Arizona State University

  Leadership Institute

• Sandra Day O’Connor College of Law at Arizona State University

  Master of Legal Studies, Business and Employment Law

Skills

• Financial Analysis
• Human Resources
• Information Technology
• Analysis
• Mergers & Acquisitions
• Workers Compensation Insurance
• Accounting
• Commercial Insurance
• Budgets
• Business Planning
• Microsoft Excel
• Due Diligence
• Project Planning
• Strategic Planning
• Negotiation
• Business Strategy
• Management
• Construction
• Cost Accounting
• Financial Reporting
• Risk Management
• Leadership
• Forecasting
• Contract Management
• Managerial Finance
• Budgeting
• Banking Relationships
• Retail
• Corporate Tax Planning
• Cash Flow