6759 Arsenal St St Louis, MO 63139 314-647-4351

Meet the Staff of Midwest Autoplex

Staff Photo

Jeff Geisler - CPA, MBA, President/CEO

314-647-4351 - midwestautoplex@sbcglobal.net

EXPERIENCE

 

6/2010 TO 1/2011              Arsenal Credit Union                    St. Louis, MO

CFO

 

§  Direct and oversee all the financial activities of a Credit Union with assets in excess of $155 million, including preparation of current financial reports as well as summaries and forecasts for future business growth and general economic outlook.

§  Directs the preparation of all financial reports, including income statements, balance sheets, reports to shareholders, tax returns, and reports for government regulatory agencies.

§  Oversees accounting department and budget preparation. Meets regularly with department heads to keep informed and to offer direction.

§  Reviews reports to analyze projections of revenue and profit against actual figures, budgeted expenses against final totals, and suggests methods of improving the planning process as appropriate.

§  Analyzes company operations to pinpoint opportunities and areas that need to be reorganized or improved.

§  Studies long-range economic trends and projects company prospects for future growth in overall revenue and market share, opportunities for acquisitions or expansion into new product areas. Estimate requirements for capital, land, buildings, and changes in the work force.

§  Confers with President and executive leaders to coordinate and prioritize planning.

§  Direct the investment of funds for a $57M fixed income investment portfolio performing in the 85th Percentile.

§  Maintain and oversee internal controls, SOX compliance and internal/external audit functions.  Lead the Asset/Liability Committee.

§  Manages the overall capital and liquidity positions of the Bank.

 

 

7/2009 TO 1/2010              St. Louis Board of Education (SSP Recruiters)    St. Louis, MO

INTERIM CONTROLLER/INTERNAL AUDIT DIRECTOR

 

§  Supervise fiscal control operations of $458 million school district while being responsible for all phases of accounting, finance, internal and external audit, compliance and regulatory reporting.

§  Assist CFO with oversight and management of School District finances, budget, accounting, financial operations, payroll, purchasing, vendor payments and grants financial reporting.

 

 

6/2006 TO 7/2009              Meramec Valley Bank                            St. Louis, MO

VICE PRESIDENT CONTROLLER

 

§  Supervise three degreed accountants of a $162 million bank with 40 employees while being responsible for all phases of accounting, finance, financial planning and budgeting, payroll processing, $14M fixed income investment portfolio, internal audit, compliance and regulatory reporting, income taxes and planning, insurance/risk management, asset/liability management, and certain management information systems.

§  Maintain relationships with the Federal Reserve Bank, Federal Home Loan Bank and numerous correspondent banks. 

§  Serve as Chairperson to the Audit Committee, Investments Committee, Asset/Liability Committee and as a member of the 401(k) Committee (as Plan fiduciary).

§  Prepare, implement, and maintain the departmental policy and procedures to ensure compliance with stated regulations, and to promote efficient operations while incorporating adequate and cost effective internal controls and user-friendly customer relations.  Act as informational resource to staff, Board, and customers, providing information, citing policy, clarifying/resolving issues, or redirecting as appropriate.

§  Monitor the Bank’s liquidity position and funding via Trust Preferred Securities, FRB borrowings, FHLB borrowings and other forms of funding.

§  Maintain a high level of education on Asset Liability management (including reading daily, weekly and monthly articles).

§  Review projections and modeling, cash flows and capital planning.

§  Responsible for maintaining and administering all of the Bank’s financial matters and monthly reporting.

§  Report/present directly to the Chairman CEO President.  Responsible for developing and implementing policies for the financial system and records to ensure sound fiscal and monetary policies for the bank.  

§  Conduct special projects including but not limited to cost analyses, fee adequacy analyses, budget impacts of legislation, policies, rules and regulation changes, special audits and other projects as directed.  Research purchase justifications.

§  Maintain working knowledge of proper financial statement formats and disclosures required by GAAP, FASB, GFOA and accepted accounting standards and methods, investment research principles and of subjects that affect bank operations

§  Maintain general ledgers and prepare monthly financial reports, as well as, annual financial statements for numerous organizations

§  Responsible for management & direction of the accounting department and internal audit functions. 

§  Responsible for securities and public funds, budgeting, taxation, external audits, state and regulatory reporting.

 

 

8/2002 TO 6/2006                        Mehlville Fire District                             St. Louis, MO

CONTROLLER

§  Supervised two accountants of a $55 million public entity with 142 employees while being responsible for maintaining and administering all of the District’s financial matters and transactions, including cash receipts, cash disbursements, payroll functions, and monthly reporting.

§  Report/present directly to the Board of Directors.  Responsible for developing and implementing policies for the financial system and records to ensure sound fiscal and monetary policies for the district.  

§  Analyze and prepare reports/analyses regarding organized labor negotiations.

§  Administrator for three pension programs, including the Districts defined benefit plan and retiree benefit payments, monitoring and reporting.  Act as ex-officio member of the Pension Committee of district and develops materials (e.g., schedules, graphs, narrative) for presentations to the committee and or Board of Directors.   Consult on investment manager searches/interviews, custodian searches, and asset allocation studies.

§  Assign tasks and projects.  Review work and maintain standards.  Advise and counsel personnel regarding assigned duties, policies and procedures.

§  Supervise the billing of periodic and specialty billings for ambulance transports, special assessments, rents and others. 

§  Supervise the collection function of the above billings, including the monitoring of delinquent accounts and applicable payment arrangements; supervise effort to capture NSF payments.  Prepare leases of office space and cellular antennas on District property.

§  Supervise the payroll function including the generation of biweekly checks and filings of various federal and state payroll forms/reports and surveys.

§  Prepare the District operating budget, including the compilation of revenue estimates and department budgets, and assembling/distributing the finalized document.  Monitor operating budget via the generation and distribution of variance and activity reports; prepare ordinances to adjust appropriations for the operating budget; interact with and assist departments in appropriate corrective action; act as liaison to departments for the compilation or preparation of the financial/budget components.

§  Prepare annual CAFR, including the preparation and review of workpapers, corresponding entries, and other analyses.  Prepare and coordinate preparation of the annual audited financial statements along with narrative analyses.  Prepare monthly financial report to Board of Directors.  Conduct other internal audit and analyses of District financial activities as needed.  Interface with external auditors on annual audit.

§  Monitor District’s cash flow, re-investing maturities and/or excess funds in accordance with the District’s investment policy and based on anticipated revenues and expenditures; manage District’s investment portfolio, including pooled investments, bond issue proceeds, etc. based on the anticipated cash flow requirements on the respective funds.  Prepare monthly investment reports and related documents.

§  Maintain general ledger chart of accounts, fixed asset set-up, purchasing, cash receipts, accounts receivable, payroll, building permit applications within the District’s computer system. 

§  Prepare, implement, and maintain the departmental policy and procedure manual to ensure compliance with stated regulations, and to promote efficient operations while incorporating adequate and cost effective internal controls and user-friendly customer relations.  Act as informational resource to staff, Board, and citizens, providing information, citing policy, clarifying/resolving issues, or redirecting as appropriate.

§  Conduct special projects including but not limited to cost analyses, fee adequacy analyses, budget impacts of legislation, policies, rules and regulation changes, special audits and other projects as directed.  Research purchase justifications.

§  Maintain working knowledge of proper financial statement formats and disclosures required by GAAP, FASB, GFOA and accepted accounting standards and methods, investment research principles and of subjects that affect District operations

 

5/2001 TO 8/2002                        City of Ellisville                            Ellisville, MO

FINANCE DIRECTOR

§  Supervised three personnel of a $35 million public entity with 120 employees.

§  Conducted all of the exact same duties noted above as Controller for Mehlville Fire District, except for organized labor negotiations. 

§  Perform various computer/network functions, including writing queries, detecting and resolving open software logs, act as secondary contact of network administrator issues.

 

12/1991 TO 5/2001             Hochschild, Bloom & Co. CPA’s, LLP                 Chesterfield, MO

ACCOUNTING AUDITING MANAGER

§  Supervised up to five other CPA’s and staff accountants on major clients of the Chesterfield office, including manufacturers, retailers and construction.

§  Responsible for developing, implementing and maintaining accounting systems, processes and procedures for major clients.

§  Provide consulting services to organizations-personnel and accounting procedures manuals, fixed asset inventories, financial analysis, process improvement, budgeting, forecasting, etc...

§  Maintain general ledgers and prepare monthly financial reports, as well as, annual financial statements for numerous organizations.

§  Assist organizations with compliance issues and enhance their understanding of GASB and GAAP related issues.

§  Attend monthly board meetings for several organizations, providing financial advise.

§  Provide performance reviews for subordinates on all auditing engagements.

§  Preparation of income tax returns for corporations, partnerships, trusts, individuals and employee benefit plans.

 

DIRECTOR OF FINANCE, appointed position in conjunction with Hochschild, Bloom

Cities of Green Park, Cool Valley, Warson Woods, Normandy and Village of Riverview 1995-2001

§  Responsible for maintaining and administering all financial matters and transactions, including financial policies, cash receipts, cash disbursements, cash management, investments and monthly reporting.                                                                         

§  Provided installations of new accounting software and personnel training.

§  Assisted with interviewing of new accounting personnel.

§  Designing effective accounting procedures and internal controls.

§  Monitor and evaluate City investments, payroll and cash flow requirements.

§  Produce annual budget.

§  Special projects as directed by the board.

 

1990 TO 1991          Terry Bates & Associates, CPA’s                      St. Louis, MO

STAFF ACCOUNTANT

§  Provided accounting and auditing services on large corporations.

 


Staff Photo

Midwest Autoplex - Friendly Staff

314-647-4351 -

From the moment you step on our lot until the time you drive away in your next car, your buying experience with Midwest Autoplex is our number one priority. We encourage you to use the expertise and resources of our sales staff; they are here to help you find the right car at the right price. Call us today at 314-647-4351 to schedule your test drive!

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